Global Tour

Events and Groups

The Events list is the central hub for managing all your events. From here you can view, filter, search, create, and organize events into groups. Groups let you cluster related events — a conference series, a regional tour, a season of fundraisers — so attendees and staff can navigate them as a set.

The global Events list, showing event cards with status badges, registration counts, and quick-action menus.
The global Events list, showing event cards with status badges, registration counts, and quick-action menus.

Browsing and Filtering Events

Events are shown in a card or table view. Each card displays the event name, dates, location type, status badge, and live registration count. Use the filter bar to narrow by status, date range, or event group.

  • Status filters: Draft, Active, Waitlist, Cancelled, Completed.
  • Date range filter: narrow to events starting in a given month or quarter.
  • Group filter: show only events belonging to a specific event group.
  • Search: full-text search on event name.
  • Sort: by start date (default), name, or registration count.

Creating an Event

Click 'New Event' to choose your creation method.

  1. Magic (AI) — describe your event in plain language and Forge prefills name, date, location, and a draft agenda. Review and adjust before saving.
  2. Ol' Faithful — step-by-step manual form covering basics (name, dates, location type), registration settings, and initial ticket types.
  3. Clone — pick an existing event to copy. All tickets, forms, sessions, and page design are duplicated. Attendees and registrations are NOT cloned.

Event Status Lifecycle

StatusMeaningRegistrations accepted?
DraftNot yet published. Invisible to registrants.No
ActiveLive and accepting registrations (if registration is open).Yes
WaitlistCapacity reached; new registrants are waitlisted.Waitlist only
CancelledEvent has been cancelled. Registration page shows cancellation message.No
CompletedEvent has passed. Read-only mode for most fields.No

Event Groups

An Event Group is a named container for related events. Groups appear in the public registration flow, letting registrants browse all events in a series from a single landing page. Groups also make bulk operations easier for organizers.

  • Create a group from the Events list > Groups tab.
  • Add events to a group from the event's Event Info tab or from the group detail page.
  • A group can have its own branding (logo, description, header image) served on the group landing page.
  • Groups are additive — an event can belong to one group at a time.

Salesforce mapping

Each Forge event corresponds to one conference360__Event__c record in Salesforce. The Status field maps to conference360__Status__c. Event Groups correspond to conference360__Event_Group__c records linked via a lookup on the Event object.

Salesforce Field Mapping
ForgeSF ObjectSF Field
Event nameconference360__Event__cName
Start dateconference360__Event__cconference360__Event_Start_Date__c
End dateconference360__Event__cconference360__Event_End_Date__c
Statusconference360__Event__cconference360__Status__c
Location typeconference360__Event__cconference360__Location_Type__c
Capacityconference360__Event__cconference360__Maximum_Attendees__c