Event Participation package

Event Participation is a private appex package that works with the new NPower Template.  Assuming that you track events as campaigns, this package provides a way to track more details about people who attend events, such as their table assignment, meal preference, and so on.  It basically creates a mirror of campaign members in order to work around the fact that you can't add fields to the Campaign Member object.

Here’s the link to the package:

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t70000000RF5b

The package contains the custom Event Participation object, a single trigger (EPUdateAfter), a single class (EventWebServices), and a couple buttons. 

After you install, you will need to:

-         Add your custom fields to the Event Participant object, and then fix the page layout for it.  For example, you may want a picklist for meal preference, a text field for seating preference or table number, or a checkbox for table captain or speaker.

-         Add the Event Participation related list to the Campaign page layout, making sure to click it and add all the important fields (Response, in particular, but probably some of your custom fields).  Also, tell it to show the “Mark as Attended” list button – handy for updating records after the event.

-         Add the Update Event Participation custom link to the Campaign page layout, if desired.  That link runs code that will add all responded campaign members as event participants. 

-         Optionally, add the Event Participation related list to the Contact page layout.  I would not recommend this, though, since it is redundant with the Campaign list for contacts.

-         Create a report that shows event participants grouped by campaign (active campaigns only).  You could optionally do one that filters for a single campaign, and put a link on the campaign page that would open it – but that might be taking on too much!

The workflow is like this: 1) Create campaign, add RSVP – Yes/No to statuses, add members, invite them. 2) As you get responses, change the member status.  3) Click the button to get all the RSVP’d participant records into the Event Participant list.  4) Before the event, update any participant records as needed, and print the attendee list report. 5) After the event, mark attended people and add any relevant comments.