No-Code Event Registration Forms for Nonprofits in Salesforce
Have you ever wanted to build an event registration form that allows customers to buy tickets or make donations, with all data automatically captured in Salesforce? If you answered yes, then this article is for you.
The Nonprofit Use-Case: Event Registration for Nonprofits
Let’s start at the beginning. A nonprofit organization needed to meet the following requirements for their event registration project that provides donors with an elevated experience:
- The client needed a flow set up for a person (primary contact) to register for an event with a registration form.
- The registration form must show the total price of the tickets the primary contact wants to purchase, which is summed up based on quantity.
- The primary contact must be able to add up to 5 additional guests.
- All the tickets need to be purchased using a payment integration, like Stripe.
- The primary contact should have the option to make separate donations.
- A success message must be displayed to the primary contact when a payment has been made.
- The primary contact must be able to log in to a self-service portal to update details, track tickets, and view donations.
Titan’s Solution: Event Registration Software for Nonprofits
The nonprofit organization turned to Titan because it did not have developers or the resources to complete the project on its own. Thanks to Titan, the nonprofit organization could now meet all the Salesforce requirements for its custom project.
Check out what Titan was able to do for them overnight by using drag-and-drop, zero-code nonprofit event management tools:
- Titan created an event registration form with a stepper to elevate user experience.
- The form can create primary contacts in Salesforce.
- The form can create an opportunity that links to the primary contact.
- The form creates additional contacts and links them to opportunity contact roles.
- Customers can make payments on the event registration form.
- Donors can make donations on the event registration form.
Event Management for Nonprofits: How Titan Works in the Real World
Titan creates a record in Salesforce when the primary contact fills out the event registration form with their details. The data is also displayed in a table on the form with additional instructions on viewing and selecting the number of tickets the primary contact wishes to purchase.
At this point, if a member from the nonprofit organization logs into Salesforce, they will see an opportunity has been created. The nonprofit member will also see that the primary contact is linked as a contact role.
Meanwhile, the primary contact continues to work through the event registration form by selecting their tickets to purchase. The form calculates and displays the total price of the tickets selected and the primary contact has the option to add additional guests.
Every time the primary contact adds a guest, the data is pushed to Salesforce and displayed in the form’s table for easy viewing.
At this point in Salesforce, under contact roles, the nonprofit organization will notice that data has been populated with multiple records. The nonprofit will also find that these records are created as contacts. This allows the nonprofit to track every step of the event registration process.
The next problem that Titan solved was to match the existing contacts from the primary contact (registrant) and up to 5 additional guests in Salesforce. So, if a contact is found in Salesforce, it is used. Otherwise, a new contact is created in real-time.
This works when the primary contact fills out the event registration form and adds a guest whose details are already in Salesforce. The form will display the guest details. But happens in Salesforce? The nonprofit organization will notice that no duplicates have been created. The nonprofit will see the existing contact’s ID added to Salesforce under the opportunity section.
This is cool because now, the nonprofit does not have to worry about duplicated data. Titan can pick up existing contacts and add them to Salesforce.
Next, Titan was able to add all registrants of the event as members to a registration campaign in Salesforce. This is done by converting registrants into contacts. Then, Titan queries and identifies the relevant campaign in Salesforce. Lastly, Titan links the created or existing contacts as campaign members.
The Integration Between Salesforce and Stripe
Titan’s next objective was to help the nonprofit create opportunity and payment records for the registration when tickets are purchased. For this task, various custom fields needed to be populated on the form. For this objective, Titan linked the opportunity contacts and gave the nonprofit organization a solution to accept payment from guests using Stripe. Once the payment was successful, Titan updated the opportunity data and added transaction data from Stripe to Salesforce.
The nonprofit organization was thrilled that guests could make payments directly on the event registration form with Stripe. The Stripe integration lets the customer add their card details, expiration date, and CVV number for quick and easy payments. Then, Stripe integrates with Salesforce and Titan to complete payments, while the event registration form will display a success message to the customer. The Stripe data, of course, is pushed into Salesforce from the event registration form.
When it came to the objective of giving customers the chance to make separate donations, Titan excelled here, too. Titan created another opportunity and linked it to the primary contact. Titan had to allow the solution to accept a donation payment by Stripe while updating the opportunity and adding the transaction data to Salesforce.
Enabling Donors To Make Separate Donations
Donors can now make additional donations on the next page of the event registration form. This is achieved with Titan through conditional logic and the stepper layout. So, when a donor checks a question on a form, they will be shown an extra step called Donations. On this part of the form, the donor can choose how much they would like to donate and pay the nonprofit organization through the Stripe integration. All the data will be pushed to Salesforce for viewing and tracking.
Lastly, Titan gave the nonprofit organization a way for primary contacts to securely log into a self-service portal. It was essential, as it gave contacts the power to update their details, track tickets, and view previous donations. As you can imagine, this saved the nonprofit organization a lot of time regarding customer support queries.
Result: Streamlined Online Event Registration for Nonprofits in Salesforce
Titan gave the nonprofit organization a full lifecycle for adding customers to their database and support for Salesforce nonprofit payments, with all data synced to their CRM platform.
This means the nonprofit no longer wastes precious time on manual data entries in Salesforce. They can also trust that their data is well-organized and clean, as there are no duplicate entries.
With Titan, the nonprofit solved all its requirements without code or hefty login costs. Titan created this solution for them in no longer than one hour using no code.
Simple Salesforce Solutions for Custom Nonprofit Requirements
Thanks for reading our article and watching our video, which shows how a simple form can go into so much depth with Titan’s conditional logic. You don’t need any developer experience. This is something an admin should be able to do.
In summary, you got to see the requirements Titan was able to solve for the nonprofit with a form that takes payments. We also gave them a beautiful portal for donors and customers to log into to track donations and tickets. By integrating with Salesforce Cloud fundraising, Titan simplifies and improves the way organizations manage fundraising projects and engage with donors. Automate any nonprofit workflow, and collect any type of data with Titan’s dynamic forms.
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
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