Lennd

OnTrack InterOps

Rachel

How to configure your events / organizations in Lennd, set up forms, portals, and more.

Lennd - Live Events and Festivals

See a general overview of what is available in Lennd

Lennd Overview

View in-platform videos showing how to set up your events in Lennd

Video Tutorials

How to log into the platform and reset your password

Logging into Lennd

Updates

Get started with your organization on Lennd

Set up your organization

How to manage contacts across multiple events.

Manage your Organizational CRM

Organization Settings

Set event name, timezone, dates and times, group / people types, and module features

Set up Event Details

Add new users, assign permission profiles, reset passwords, and change/revoke access

Invite and manage users

Control what users on your team can access within your events and organizations

Set up permission profiles

Create, clone, or import events within your organization

Set up your event

Event Settings

Manage and communicate with different types of groups and people

Set up your Event CRM

How to set up and customize dashboards and views

Dashboards & Views

Learn about default group and people types, and how to make custom ones.

CRM - Managing Group and People Types

How to create and edit fields that store your group or people contact information

CRM - Managing Group and People Fields

Learn about all the field types you can create in Lennd and acceptable data formats

Field Types and Formatting

How to get your groups and people into Lennd

Adding Groups or People

Import contact data into your CRM from a .csv spreadsheet file

Importing Groups and People

CRM (Groups & People)

Build forms in Lennd to collect information from groups and people

How to build and configure Forms

Link to your form from a website, add it to a portal, or email directly to contacts

Distributing Forms

Forms

How to use portals in Lennd

Use portals to advance requests, assign forms, file requests, and tasks to groups and people

How to build and configure Portals

How to grant users access to their group portals

Adding Users to your Portals

Configuring your Media Hub

Delay the visibility of sessions and content for selected groups

Using Embargoes with Media Hub

Portals

Learn how to configure catering and dietary restrictions, collect and approve requests, check in meals, run reports, and more

How to set up Catering

A resource for onsite catering managers to scan or check in meals

Catering - Check In App

Catering

Watch videos or read tips on how to set up passes, categories, items, variants, zones, track inventory, and set pass approvers.

Setting up Passes and Credentials

Import order data from a .csv spreadsheet file

Importing orders

An overview of the different ways to view, filter and search for data in the Passes module.

Navigating the Passes Module

Processing Orders

Order Management

Passes & Credentials

Create your catalog of items to track and manage resources

Setting up and Approving Assets

Assets & Inventory

Learn how to enable and configure guest lists and allocations of passes, catering, assets and more for your different types of groups

Configure Guest Lists

How to add passes and meals to group guest lists and set orders as allocations.

Adding items to your Guest Lists

Send guest list URLs to groups so they can add people and assign passes

Distributing Guest List Links

Guest List & Allocations

Set up how you would like to handle invoices for your event

Configure your Invoice settings

Learn how to send invoices to collect payment for items requested and ordered via your Lennd event

How to preview and send an invoice

Invoices

Manage your File Requests

File Requests

How to set up custom tasks

Tasks

Pages

How to create a schedule with activities, add or customize fields or views, export data, and subscribe to feeds

Configuring schedules

How to use schedules

Schedules

How to create and mass generate documents with merge tags

Document Templates

Generate Documents

How to use preset reports, build custom report templates, and export data from views.

Building Reports and Exporting Data

Reports

Generate and download a sample .csv template, check data format, required fields, etc.

Prepare your data for import

Settings & Configuration

The Front Gate integration allows you to send approved orders to them for fulfillment.

Integration: Front Gate Tickets

Integrations

How to create and mass generate emails with merge tags

Email Templates

Email contacts from Lennd

Emailing from Lennd

Find answers and get help from Intercom Support and Community Experts

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