How Beta Works

Beta Features

These features are available today via the Beta opt-in page. They are stable enough to use but may change before general availability.

Coming Soon

Features currently in development. These are not yet available for opt-in.

• Checkout Flow— Visualize and customize the attendee checkout experience.
• Logistics— Coordinate travel, shipping, and on-site logistics.
• Unified Portal— Enable the self-service unified portal — attendee, speaker, and sponsor sections, each visible only to a Contact who holds that role. Old /attendee-portal links keep working via a redirect.
• Active Emails Dashboard— Cross-event view of scheduled, active, and recently sent email sends.
• Recurring Events— Create repeating event series on a daily, weekly, or monthly schedule.
• Audience Segments— Source an attendee audience segment for this event from a report, campaign, list view, or contact query.
• SMS— Send SMS text messages to attendees directly from Forge.
• Push Notifications— Send in-app push notifications to attendees on mobile devices.
• Custom Profiles— Create custom permission profiles with granular nav access controls.
• Housing Providers— Manage hotel provider integrations (Passkey, MeetingMax).
• Payment Gateways— Configure payment gateway connections for Stripe, Authorize.Net, and other providers.
• Campaigns— Show Campaigns in the main sidebar navigation with full create/edit/delete and member management.
• Audiences— Show Audiences in the main sidebar navigation.
• Template Gallery— Browse and import pre-built email templates from the gallery.
• Salesforce Template Import— Import existing Salesforce email templates into the Forge template library.
• Resource Management— Manage rooms, resources, and session assignments.
• Kiosk Check-In— Let attendees check themselves in (and optionally self-register) at an unattended device.
• Exhibit Spaces— Manage floor plans and exhibitor booth assignments.
• Giving Data Models— Detect and manage NPSP, Nonprofit Cloud, and Education Cloud giving data models.
• Native Webinar OAuth— Connect Zoom, GoTo, or Webex accounts directly in Forge (beta preview).
• Webinar Minutes → Legacy Video Field— Write Zoom-derived attendance minutes into the existing Minutes Watched of Video field. This field is shared with on-demand video playback minutes — on by default.
• Event Tasks— Assign tasks to staff with due dates, priorities, and status tracking.
• Milestones & Deadlines— Track milestones, deadlines, and progress with automatic reminder alerts.
• Budget Insights & Alerts— Get spend-limit alerts and forecast variance on top of your event budget.
• My Tasks— See every task assigned to you across all your events in one list.
• Staff Workload— Track weekly capacity vs. open task hours for your event staff across every event.
• Org Events Calendar— See every event in your org on a month, week, day, or agenda calendar.
• Vendor & PO Tracking— Track purchase orders per vendor and reconcile them against real spend.
• Vendor Portal— Manage a vendor directory with contacts, communications, documents, quotes, contracts, and budgets for each event vendor.
• Budget Approval Workflow— Route budget category changes through an explicit approve/reject workflow.
• Attendee Materials & Certificates— Let attendees download session materials, event resources, and attendance-gated certificates from the attendee portal.
• Contract & Deadline Register— Track contracts, deliverables, and deadlines with automatic reminder alerts.
• Re-engage— Re-engage past contacts through conversational outreach on the channels they already use, with in-thread re-registration.
• Slack Owner Notifications— DM the Salesforce Contact Owner in Slack when their owned attendee registers or checks in.
• MS Teams Meetings Integration— Create and manage Microsoft Teams meetings directly from your events and sessions.
• MS Teams Bot— A Microsoft Teams bot for event notifications and workflows.
• Slack App— A dedicated Blackthorn Slack app for event notifications and workflows.
• Text-to-Give— Text a give-link to attendees automatically when they check in to an event.
• New Checkout Experience— Switch this tenant's event registrations to the new checkout experience. Off keeps your current checkout unchanged.
• Authoritative Donation Pricing— Route give-page donation pricing through the Forge pricing engine instead of the legacy amount-validation path. Off keeps current behavior unchanged.
• Authoritative Auction Pricing— Route auction catalog, item, raffle, and package pricing through the Forge pricing engine instead of direct field reads. Off keeps current behavior unchanged.
• Authoritative Checkout Pricing— Route checkout-embed event pricing through the Forge pricing engine instead of the external pricing proxy. Off keeps current behavior unchanged.
• Page Designer— Enable the Forge-native Page Designer storage substrate and its public render-contract routes.
• React Page Designer (Event Landing Pages)— Route this event's public landing page through the Forge-native React Page Designer instead of the existing events-webapp Angular landing page.
• React Page Designer (Donation Pages)— Route the give page through a tenant's published Forge-native Page Designer donation page instead of the existing hand-built give page.
• Asset Library— Enable the unified image index over Salesforce Files, shared across upload surfaces.
• Public Donation Pages— Enable the Forge-native public give-page donation surface and its config route for this tenant.
• Donation Payment Methods— Offer ACH bank debit, Apple Pay, and Google Pay alongside card on the public give page (Stripe-connected tenants only).
• Beacon— Enable the Beacon AI Events Copilot panel for this tenant.
• Checkout: Stripe Checkout (Redirect)— Accept payment via a hosted Stripe Checkout page instead of an embedded card field, for events configured with a Stripe Checkout gateway.
• Abstracts— Run a call for proposals with submitter and reviewer portals, a scoring rubric, and accept-to-agenda promotion.
• Custom Report Builder— Build custom reports across events, registrations, payments, donations, and more — with your own filters, groupings, and charts.
• Forge-Managed Users (No Salesforce Account)— Invite people to use Forge with a Forge-managed username and password, without a Salesforce user account. Their writes still run through your org's existing Salesforce connection — Forge tracks who made each change separately. These users see all Salesforce data synced into Forge, not sharing-restricted subsets.
• Event Requests (Intake Forms)— Let people outside the planner shell request a new event via a public, portal, or Forge-login-gated form. Submissions queue for a planner to review and approve before any Salesforce Event is created.
• Registration Paths— Offer different registration experiences — pricing, forms, approval and capacity — to different audiences on the same event.
• Registration Path Selector— Let registrants choose which registration path applies to them before they start registering.
• Register on Behalf Of— Register an attendee yourself — tickets, sessions, group and payment — in one guided flow.
• Group Registration Forms— Let a group's primary registrant complete prefilled registration details and RSVP for their whole invited group in one flow, instead of each guest registering separately.
• Bulk Contact Tagging— Add tags to the Contacts behind selected attendees in one bulk action.
• Group Invoice Statement— View a read-only consolidated statement across the invoices behind a group of selected attendees.
• Attendee/Contact Opt-In Sync— Keep each Attendee's email opt-in status in sync with the linked Contact's Salesforce email opt-out setting.
• Related Contact Notifications— Notify a related Contact automatically when the person they're linked to registers for this event.
• Google Wallet Passes— Let attendees add their check-in badge to Google Wallet, alongside the existing Apple Wallet option.
• Localized Attendee Emails— Send attendee-facing transactional emails in the recipient's own registered language instead of always in English.
• Form Heading Translations— Translate a form's own heading, description, and submitted-confirmation message, not just its individual questions.
• Barcode Management— Create, move, void, and allocate Forge-managed barcode records for an event (check-in, seating, and session scanning).
• Secondary Ticket Codes— Attach a pool of secondary codes (parking, locker, merch, etc.) to a ticket and issue one automatically on registration.
• Visibility Rule Preview— Preview which Contacts an Advanced Visibility rule would currently match, evaluated by a Forge-native reimplementation of the rule engine (not the packaged Salesforce evaluator).
• Appointment Scheduling— Book 1:1 appointments with hosts using configurable availability, buffers, and booking rules.
• Public Appointment Booking Pages— Expose the public, unauthenticated /book/* booking pages for this tenant, independently of admin-only Appointment Scheduling.
• Calendar Sync— Let a host connect their own Google or Microsoft calendar so Forge can check busy time before offering appointment slots.
• Attendee Meetups— Let attendees at this event request and confirm 1:1 meetups with each other.
• Attendee Meetups (Portal)— Show the attendee directory and meetup requests in the attendee portal for this event.