Guides

Overview What Ovante is and how it fits together Create your account and organization The welcome tour Use the setup guide Set up your calendar page Create and publish your first event Find your way around Free, Pro and Gala Your Pro trial Glossary

Overview Create an event Pick a page style Edit event Write the description Set the date, time and time zone Set the location Design your event page Add a photo gallery The photo library Publish or unpublish an event Who can see and register Pause ticket sales Set capacity The Events page and calendar Duplicate an event Delete an event Embed events on your website Use your own domain Event page traffic

Overview Add a ticket type Set when a ticket is on sale How sales open and close Reorder tickets Schedule a price increase Sell tables and bundles Add an admission ticket Fair market value and what's deductible Require approval for a ticket Create a promo code Ask checkout questions Run a poll at checkout Set the checkout button Ask for a donation at checkout Let guests pay offline Let buyers cover the card fee Set up sponsorship levels What guests see at checkout

Overview Orders, tickets and attendees The Attendees page The Orders page Order statuses Attendee statuses and check-in Add attendees by hand Add a guest to an existing order Change a ticket's name or email Name an unnamed ticket Change a guest's status Set a ticket to Not going or delete it Review requests How paid requests are charged Who changed a status, and when The ticket page your guests get Export your guest list

Overview Connect Stripe Use PayArc instead Fees Refund an order Record a payment made offline Record a payment later Mark a pay-later order as paid Where money shows up Gifts above a ticket's value Tax receipts The Transactions page Saved cards

Overview What hosts do Add a host Share a host's link How host credit works Host settings Show tickets sold by each host Host photos Emails hosts get Invite a host to become a member The Hosting dashboard Top hosts and the leaderboard Hosts on an Interactive page Run an invite-only event

Overview Open Live check-in Scan tickets What each scan result means Search the guest list Check in at several doors When the connection drops Door staff at check-in

Overview How contacts are made The People list A person's page Edit a contact Review: clean-up suggestions Merge contacts, or undo a merge Split a registration off a contact Contact matching settings Households that share a phone Contact fields from checkout questions Import contacts

Overview Every email Ovante sends Customize event emails Personalize an email Email your guests Who an email reaches Send a test Add missing emails Follow up on a sent email Opens, clicks and bounces Choose where replies go Email history Unsubscribes and blocked addresses Member and host emails

Overview Start a membership program Tiers and perks Members-only events and member pricing How members sign in Dues, renewals and failed payments Require approval to join Add a member by hand When members change or cancel Edit your org page The membership card on your org page

Overview Home An event's Overview Analytics What each number means Notifications

Overview Which integration fits Connect Salesforce Match people to Salesforce records Map contact fields Track events as Campaigns Log donations and purchases Bring in past events Read the History tab Reconnect or disconnect Salesforce What Ovante reads in your CRM Connect ChabadOne How ChabadOne sync works Connect Zapier or Make What Ovante sends, and what stays Keep one event out of your CRM

Overview Invite your team Roles and permissions What only the owner can do Accept an invitation Switch organizations Organization settings Your profile and security Plans and billing Upgrade to Pro When Pro ends

Gala add-on

Overview What Gala is What changes when you add Gala How long Gala stays open Gala settings and deadlines Deadlines and reminders Your buyers' order page Gala on the Overview Let people give without attending When Gala closes Gala and your plan

Overview Honorees and the committee Add an honoree Add committee members Import your committee from a spreadsheet Send committee members their links How the committee shows on your page The honorees and committee leaderboard

Overview The sponsor list Add a sponsor Collect a promised payment What sponsors get: the perks table Ask for logos Review logos Track sponsor benefits Hold places for sponsors The sponsor wall Sponsor tables

Overview Set up journal ad types How guests buy ads Record an ad paid by check Review ad files Export the journal

Overview Set up tables Seat your guests Who sits together Seating requests and rules Auto-seat Let AI read seating requests Publish seating Paddle numbers Print place cards, table cards and lists Seating at the door

Overview Set up the appeal Run the live screen The appeal console Enter paddles Let guests pledge from their ticket Pledges Mark a pledge as paid How a pledge becomes money

Reference

How Ovante decides How your data fits together Statuses and terms Limits, fees and plans

Overview Checkout says Sales closed Checkout says Sales not open My event still sells after it started Checkout says Sales paused My event stopped selling early on Free I can't publish another event My new event saved as a draft The member price doesn't show A guest can't use a promo code Apple Pay doesn't show on my domain My attendee count and order count don't match Tickets sold is lower than the orders I see A ticket says "Unnamed ticket"A guest's ticket is under the wrong person Someone paid but has no ticket An approved request says Awaiting payment I can't turn on approval for a ticket Approve is refused A request disappeared Revenue on Home doesn't match Stripe Sponsorship money shows under Donations A refund shows but the guest has no money A gift vanished from my totals A guest didn't get their confirmation A guest got an email greeting someone else Someone unsubscribed but still got my email Replies go to the wrong address My reply-to address won't verify I can't send an email The same person appears twice Review wants to merge a parent and child A contact's name changed by itself My edit keeps getting overwritten A host isn't getting credit Visits look lower than page views I can't add a host A host's photo changed The camera shows a black screen A scan says Not on the guest list Check-in is turned off A door's check-ins aren't showing A member didn't get a sign-in code A saved card asks for its security code A member can't remove a card A membership shows Payment due A teammate can't see money or contacts A removed teammate lost their events Duplicate is missing I saved but nothing changed Some guests see a time zone after the time My gallery or background effect is gone The address isn't showing Salesforce says Reconnect Salesforce made a duplicate record Campaigns aren't created A manual edit didn't reach my CRM Webhook deliveries are failing Guests can't see their table A pledge isn't on the screen A logo looks wrong on the wall I can't change the page style Gala pages are read-only I didn't get the sign-up confirmation email

Help for your people

Overview Find your ticket Save your ticket to your phone Get directions or the online link Change or cancel a ticket What Awaiting approval means Pay for an approved request Find your table Pledge from your ticket Is this email from Ovante?Unsubscribe Text message terms

Overview Your host link Your Hosting dashboard Your photo on the event page

Overview Sign in to your membership Join, change or cancel your tier Your saved cards Your tickets as a member

Build on Ovante

Overview Send events to a webhook Webhook events Payloads Use Zapier or Make

Overview Embed an event Embed your calendar

Sign inWhat's new

HelpIntegrations

Integrations

Salesforce, ChabadOne, Zapier and Make.

Guides

Connect SalesforceSign in to Salesforce from Settings, Integrations. Ovante then acts as that Salesforce user, with exactly that user's access.

Match people to Salesforce recordsMatching scenarios decide which Salesforce record a person updates. Each starts with email or phone, the first that finds a record wins, and no match creates one or skips.

Map contact fieldsChoose which Salesforce field each Ovante contact field writes to, and whether an update overwrites what Salesforce has or only fills empty fields.

Track events as CampaignsEach event becomes a Salesforce Campaign and each attendee a Campaign Member, Registered, Attended or Cancelled, with the Campaign's status following the event's dates.

Log donations and purchasesTwo switches log each gift and each checkout as a completed Salesforce Task on the person's record. Replaying history never logs the same one twice.

Bring in past eventsSend your history to Salesforce or ChabadOne once per connection, oldest first. The dialog counts what it will send before you start.

Read the History tabHistory lists every item Ovante sent to your CRM, or decided not to send, with the reason in a sentence. Gray means Ovante chose to skip it; red means it failed.

Reconnect or disconnect SalesforceReconnect signs in again and keeps your settings. Disconnect revokes Ovante's access in Salesforce. Reconnecting to the same Salesforce org keeps every link; a different org starts over.

Connect ChabadOneSign in to the Salesforce org that runs ChabadOne. Attendance, ticket purchases and donations start landing in ChabadOne's own records, with all three switches on.

Connect Zapier or MakePaste the webhook URL from your Zap or Make scenario, tick the events to send, and click Send test so Zapier or Make has sample fields to map.

Keep one event out of your CRMEvery event syncs to Salesforce and ChabadOne, and there's no switch on screen for one event. Support can keep an event out, or bring back one that History says is kept out.

How it works

Which integration fitsSalesforce and ChabadOne write into your CRM's own records. Zapier, Make and a custom webhook send Ovante's events to any tool you point them at.

How ChabadOne sync worksEvery new person arrives as a ChabadOne Web contact for your team to review. Attendance becomes Event campaign members, and money becomes Income booked as a Charge and a Payment.

What Ovante sends, and what staysRegistrations, check-ins, orders, refunds, gifts and the contact changes they cause go out. Your own edits, merges and imports stay in Ovante, and so do requests until you approve them.

Reference

What Ovante reads in your CRMOvante reads your Salesforce or ChabadOne records only by id, by the Ovante id it wrote, or in a bounded match on one person's email or phone. It never lists, counts or exports them.