[IMP] events: full rewrite of essentials

closes odoo/documentation#8779

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>

content/applications/marketing/events.rst

@@ -1,15 +1,203 @@
-:nosearch:
+:show-content:
 
 ======
 Events
 ======
 
+Explore the various aspects of the Odoo *Events* detailed dashboard, and useful settings, that can
+be utilized to generate and gather valuable data about events (and their attendees), which can then
+be used to improve decision-making and event-planning.
+
 .. seealso::
-   - `Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_
+   `Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_
+
+.. cards::
+
+   .. card:: Create events
+      :target: events/create_events
+
+      Discover how to create events with Odoo.
+
+   .. card:: Sell event tickets
+      :target: events/sell_tickets
+
+      Learn how to create, configure, and sell event tickets.
+
+   .. card:: Track and manage talks
+      :target: events/track_manage_talks
+
+      See how to create, track, and manage event tracks with Odoo.
+
+   .. card:: Event templates
+      :target: events/track_manage_talks
+
+      Expedite the event-creation process with event templates.
+
+Events dashboard
+================
+
+When the *Events* application is opened, Odoo reveals the main :guilabel:`Events` dashboard, which
+can be viewed in a number of different ways. Those different view options are accessible from the
+:guilabel:`Events` dashboard in the upper-right corner, via a series of view-related icon buttons.
+
+By default, the :guilabel:`Events` dashboard is displayed in the :icon:`oi-view-kanban`
+:guilabel:`Kanban` view, which is populated with a variety of pipeline stages.
+
+.. image:: events/kanban-dashboard.png
+   :align: center
+   :alt: Overview of events setting with the kanban view in Odoo Events.
+
+This view showcases all the events in the database in their respective stages. By default, the
+stages are: :guilabel:`New`, :guilabel:`Booked`, :guilabel:`Announced`, :guilabel:`Ended`, and
+:guilabel:`Cancelled`.
+
+.. note::
+   The :guilabel:`Ended` and :guilabel:`Cancelled` stages are folded, by default, and located to the
+   right of the other stages.
+
+On each event card, find the scheduled date of the event, the name of the event, the location, the
+number of expected :guilabel:`Attendees`, any scheduled activities related to the event, the status
+of the event, and the person responsible for the event.
+
+To quickly add a new event to a pipeline, click the :icon:`fa-plus` :guilabel:`(plus)` icon at the
+top of the stage to which the event should be added to reveal a blank Kanban card to fill out.
+
+.. image:: events/blank-kanban-card.png
+   :align: center
+   :alt: Typical blank kanban card to fill out in the Odoo Events application.
+
+In this blank Kanban card, enter the name of :guilabel:`Event`, along with the start and end
+:guilabel:`Date` and time.
+
+Then, either click :guilabel:`Add` to add it to the stage and edit it later, or click
+:guilabel:`Edit` to add the event to stage and edit its configurations on a separate page.
+
+Each event card can be dragged-and-dropped into any stage on the Kanban pipeline, providing easy
+organizational access.
+
+Settings
+========
+
+To access the event settings and feature options in Odoo *Events*, navigate to
+:menuselection:`Events app --> Configuration --> Settings`. From here, tick the checkboxes beside
+the desired settings and/or features, and click :guilabel:`Save` to activate them.
+
+Events section
+--------------
+
+In the :guilabel:`Events` section of the :guilabel:`Settings` page, there are selectable features
+that can be enabled to add various elements to events created with the Odoo *Events* application.
+
+.. image:: events/settings-events-section.png
+   :align: center
+   :alt: The Events section on the Odoo Events settings page in the Odoo Events application.
+
+The :guilabel:`Schedule & Tracks` feature allows users to manage and publish a schedule with tracks
+for events. *Tracks* is a catch-all term that refers to talks, lectures, demonstrations,
+presentations, and other similar elements that users may choose to include as part of an event.
+
+When the :guilabel:`Schedule & Tracks` feature is enabled, two additional fields appear beneath it:
+:guilabel:`Live Broadcast` and :guilabel:`Event Gamification`.
+
+The :guilabel:`Live Broadcast` feature lets users air tracks online, via a *YouTube* integration.
+
+The :guilabel:`Event Gamification` feature lets users share a quiz after any event track, in order
+for attendees to gauge how much they learned from the track they just saw/heard. Companies can also
+benefit from this feature, in that the subsequent responses and results of the quizzes can help
+determine where a company's strengths and weaknesses are, when it comes to their presentations.
+
+Next, is the :guilabel:`Online Exhibitors` feature. This feature allows users to display sponsors
+and exhibitors on event pages, which can serve as a valuable incentive to encourage partners and
+businesses to participate in the event.
+
+The :guilabel:`Jitsi Server Domain` field represents an external conferencing service that is
+integrated with Odoo. It is what is used to create and host virtual conferences, community rooms,
+and other similar elements for events.
+
+The :guilabel:`Community Chat Rooms` feature allows users to create virtual conference rooms for
+event attendees, providing them with a centralized place to meet and discuss anything related to the
+event.
+
+Lastly, there is the :guilabel:`Booth Management` feature. This feature provides users with the
+ability to create and manage event booths and booth reservations. When enabled, users can create
+different booth tiers, with individual price points, and sell them to interested parties.
+
+Registration section
+--------------------
+
+The :guilabel:`Registration` section of the :guilabel:`Settings` page provides selectable settings
+that are directly related to event registration.
+
+.. image:: events/settings-registration-section.png
+   :align: center
+   :alt: The Registration section in the Odoo Events settings page in the Odoo Events application.
+
+The :guilabel:`Tickets` setting allows users to sell event tickets, via standard sales orders.
+
+The :guilabel:`Online Ticketing` setting creates a selectable *Event Ticket* product type on product
+forms, which provides users with the ability to sell event tickets online, via their
+website/eCommerce store.
+
+Attendance section
+------------------
+
+In the :guilabel:`Attendance` section of the :guilabel:`Settings` page, there is a selectable
+setting that is directly related to how attendees can attend/enter the event.
+
+.. image:: events/settings-attendance-section.png
+   :align: center
+   :alt: The Attendance section in the Odoo Events Settings page in the Odoo Events application.
+
+The :guilabel:`Use Event Barcode` setting, when activated, enables barcode (and QR code) scanning
+for attendees to enter the event. This provides attendees with quick access, and helps Odoo users
+easily track, manage, and analyze all event attendees.
+
+The :guilabel:`Barcode Nomenclature` field, beneath the :guilabel:`Use Event Barcode` setting, is
+set to :guilabel:`Default Nomenclature`, by default, but can be changed at any time.
+
+Create events
+=============
+
+With Odoo *Events*, events can be manually created from scratch or built off of pre-made templates.
+Once launched, the *Events* application then integrates with the *Website* app for the front-end
+promotion and registration of the event for attendees, the *Sales* app for the purchasing ability of
+paid tickets, and the *CRM* application through customizable lead generation rules.
+
+.. seealso::
+   :doc:`events/create_events`
+
+Sell event tickets
+==================
+
+Create custom ticket tiers (with various price points) for potential event attendees to choose from,
+directly on the event template form, under the *Tickets* tab.
+
+Odoo simplifies the ticket-purchasing process by providing plenty of payment method options, as
+well.
+
+.. seealso::
+   :doc:`events/sell_tickets`
+
+Track and manage talks
+======================
+
+Discover how to access various event tracks (talks, presentations, etc.), view entire agendas, and
+learn how attendees can propose talks for the event.
+
+.. seealso::
+   :doc:`events/track_manage_talks`
+
+Event templates
+===============
+
+Discover the process to customize and configure event templates, which can be used to expedite the
+event-creation process.
+
+.. seealso::
+   :doc:`events/event_templates`
 
 .. toctree::
 
-   events/event_essentials
    events/create_events
    events/sell_tickets
    events/track_manage_talks

content/applications/marketing/events/create_events.rst

@@ -412,5 +412,4 @@ recipients to quickly register.
    about daily limits, visit the :ref:`email_communication/daily_limit_mail` documentation.
 
 .. seealso::
-   - :doc:`event_essentials`
-   - :doc:`track_manage_talks`
+   :doc:`track_manage_talks`

content/applications/marketing/events/event_essentials.rst

@@ -1,284 +0,0 @@
-================
-Event essentials
-================
-
-Odoo Events provides event coordinators with an arsenal of planning, communications, and reporting
-tools to create immersive and engaging experiences for customers. Namely, staff can create and
-publish events on their website, sell tickets online, scan tickets with Odoo barcode, send out
-automated emails, and generate rich reporting data once the event accepts registrations.
-
-Kanban concepts and organization
-================================
-
-To get started, click on the :guilabel:`Events` application on the home dashboard, which then leads
-to the kanban view populated with a variety of pipeline stages. Key information is listed on each
-event card, such as the date/time of the event, along with the number of expected (and confirmed)
-attendees.
-
-To create a new stage, click :guilabel:`Add a Column` and provide a befitting title to reflect the
-purpose of that stage.
-
-To reorganize the stages, just drag-and-drop them until they are in the correct order. Stages can
-also be “folded” in the kanban for a cleaner presentation, via the :guilabel:`Settings` menu to the
-right of each stage's title, which is represented by a gear icon.
-
-.. note::
-   The gear icon, by default, is hidden and will appear next to the  :guilabel:`+` icon when moused
-   over.
-
-When clicked, a drop-down menu of settings will appear.
-
-.. image:: event_essentials/events-dashboard.png
-   :align: center
-   :alt: Overview of events setting with the kanban view in Odoo Events.
-
-Create a new event
-==================
-
-To create an event, click :guilabel:`Create` from the Events dashboard. Odoo will then direct the
-page to a blank event template form.
-
-From the event form, fill out the necessary fields, either by choosing from existing data in the
-Odoo database or by creating and editing new field data. Key information to enter for the event
-includes:
-
-- :guilabel:`Event Name`: give the event a title.
-- :guilabel:`Date`: includes the start and end dates/times for the event.
-- :guilabel:`Timezone`: covers the timezone for when the event is taking place.
-- :guilabel:`Template`: choose from a pre-built event template or build a custom one and connect it
-  here.
-- :guilabel:`Tags`: add tags to indicate briefly what the event is for (e.g. `tradeshow`). Tags
-  help better organize event cards in the kanban and are useful when using search filters during
-  reporting periods.
-- :guilabel:`Organizer`: detail the organizer(s) for the event. This field is usually the company
-  that owns the Odoo database, or a vendor.
-- :guilabel:`Responsible`: name the point person who is responsible for organizing the event.
-- :guilabel:`Website`: indicate which Odoo website(s) the event event should be published to.
-- :guilabel:`Venue`: list the venue details here if it's a new record, or choose from an existing
-  location.
-- :guilabel:`Limit Registrations`: when enabled, this setting caps the attendee registrations to a
-  specified amount
-- :guilabel:`Autoconfirmation`: when enabled, this setting skips the confirmation request that gets
-  sent by email to event registrants, and automatically confirms their registration.
-
-Once the fields in the event form are set, move on to the :guilabel:`Tickets` and
-:guilabel:`Communication` tabs, and optionally the :guilabel:`Questions` tab if registrations
-should require additional information.
-
-Add and sell event tickets
---------------------------
-
-Under the :guilabel:`Tickets` tab, add line items for each type of ticket the event plans to offer.
-Here, determine the ticket price, start/end dates for registrations, as well as the maximum number
-of tickets that can be sold.
-
-If selling tickets isn't necessary for the event, a simple :guilabel:`Registration` button will be
-displayed on the event's page by default.
-
-.. image:: event_essentials/events-tickets-tab.png
-   :align: center
-   :alt: View of the ticket tab in Odoo Events.
-
-Send automated emails, text, and social posts to event attendees
-----------------------------------------------------------------
-
-Under the :guilabel:`Communication` tab, configure personalized email, SMS, or social post messages
-to keep in touch with event attendees. For each communication, click :guilabel:`Add a line` in the
-:guilabel:`Communication` tab form, and then choose (or create) a communications template using
-the drop-down menu under the :guilabel:`Template` column.
-
-Next, define the :guilabel:`Interval` and :guilabel:`Unit` of time for how often the communication
-should be sent; use these time fields to specify the frequency of :guilabel:`Hours`,
-:guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months` communications should be sent. There is
-also the option to send communications `Immediately` after a specified :guilabel:`Trigger` is
-activated.
-
-In the last column, determine the :guilabel:`Trigger` which controls how and when the communication
-is sent. For this action, choose between: :guilabel:`Before the event`, :guilabel:`After each
-registration`, or :guilabel:`After the event`.
-
-.. image:: event_essentials/events-communication-tab.png
-   :align: center
-   :alt: View of the communication tab in Odoo Events.
-
-Attach a questionnaire to event registrations
----------------------------------------------
-
-Implementing a questionnaire during event sign up is an effective way to gauge the wants, needs,
-and interests of the event's attendees ahead of time. Questionnaires also act as informative
-analytics tools for reporting periods before (or after) events take place.
-
-To create a questionnaire, from the :guilabel:`Events` application, navigate to
-:menuselection:`Configuration --> Settings` and then enable the :guilabel:`Questions` setting.
-
-With the setting enabled, questions and answers can now be added (and recorded) under the the
-:guilabel:`Questions` tab back on the event form. For each question, specify if it should only
-be asked once with the :guilabel:`Ask once per order` checkbox, or if the question requires a
-:guilabel:`Mandatory Answer`, which will make the question required for registration.
-
-.. example::
-   If the :guilabel:`Once per order` checkbox is enabled, then a single registration for 3 event
-   attendees will show the questionnaire only once.
-
-There are two :guilabel:`Question Types` to choose from: :guilabel:`Selection` and :guilabel:`Text
-Input`. The :guilabel:`Selection` type, allows attendees to select an answer from pre-configured
-options, which are entered in the :guilabel:`Answers` tab below. The :guilabel:`Text Input` type
-allows attendees to write in their own answer to the question in a text box.
-
-.. image:: event_essentials/events-questions-tab.png
-   :align: center
-   :alt: View of an event form, open the questions tab, and add a question.
-
-Log internal notes or add ticket instructions
----------------------------------------------
-
-In the :guilabel:`Notes` tab, there is the option to add a :guilabel:`Note` and/or :guilabel:`Ticket
-instructions`.
-
-Under :guilabel:`Note`, internal notes can be left (such as: to-do lists, contact information,
-etc.) for event staff to reference. In the :guilabel:`Ticket instructions` field, helpful
-information for staff and attendees can be shared (like, directions to the venue, opening/closing
-times, etc.)
-
-.. tip::
-   Type `/` in either text field (:guilabel:`Note` or :guilabel:`Ticket instructions`) to reveal a
-   sub-menu of :guilabel:`Structure` options. These options provide various formatting options to
-   ensure vital internal information is organized for event staff to review.
-
-.. image:: event_essentials/events-notes-tab.png
-   :align: center
-   :alt: View of the Notes tab in Odoo Events.
-
-Invite attendees to the event
-=============================
-
-To invite people to an event, click the :guilabel:`Invite` button located in the top left corner of
-the event form.
-
-Inside the invite template form, are options to sent email or SMS invites. Each message can be fully
-customized, and recipients can be added.
-
-Adding a :guilabel:`Subject` line for the invite message is required, but the :guilabel:`Preview
-Text` field is optional. The :guilabel:`Preview Text` is a catchy preview sentence meant to
-encourage recipients to open the email.
-
-.. note::
-   In most cases, the :guilabel:`Preview Text` is displayed next to the subject. Keep this field
-   empty to ensure the first characters of the email content appear, instead.
-
-Select invitees and configure recipient filters
------------------------------------------------
-
-In the middle of the invitation form, find and click the :guilabel:`Recipients` field, to reveal a
-drop-down menu of recipient options. These choices represent where Odoo will find the desired
-recipients' information.
-
-Once an option from this menu is selected (e.g. :guilabel:`Applicant`, :guilabel:`Contact`,
-:guilabel:`Event Registration`, :guilabel:`Lead/Opportunity`, etc.), Odoo will send the invitation
-to all recipients who match that initial rule. Additional rules can be added to narrow down the
-target recipients, by clicking :guilabel:`Add Filter`.
-
-.. image:: event_essentials/add-filter-button.png
-   :align: center
-   :alt: View of the add filter button beneath the recipients field in Odoo Events.
-
-Clicking :guilabel:`Add Filter` reveals three fields, formatted like an equation. To reveal the
-sub-menu options, click each field, and make the desired selections, until the preferred
-configuration has been acheived. The number of :guilabel:`Records` that match the rule(s) are
-indicated to the right of the :guilabel:`Recipients` field, in green.
-
-.. note::
-   Some sub-menu options in the first rule field allow for a second choice to provide even more
-   specificity.
-
-To the right of each rule, are :guilabel:`x`, :guilabel:`+`, and :guilabel:`...` icons. The
-:guilabel:`x` icon deletes a specific node (line) of the rule. The :guilabel:`+` icon adds a node
-(line) to the rule. And, the :guilabel:`...` icon adds a branch to the node. A branch means two
-additional, indented sub-nodes are added to the rule, providing even more specificity to the line
-above it.
-
-Build a custom event invite
----------------------------
-
-In the :guilabel:`Mail Body` tab, there are a number of pre-configured message templates to choose
-from. Select the desired template, and modify every element of its design details with Odoo's
-drag-and-drop web builder, located on the right sidebar.
-
-.. image:: event_essentials/event-email-builder-block.gif
-   :align: center
-   :alt: View of the drag and drop building blocks used to customize event invite emails.
-
-.. tip::
-   To build an email event invite from scratch, select the :guilabel:`Plain Text` template, and
-   Odoo will provide a blank email canvas, which can be customized either by using the frontend
-   rich text editor that accepts slash (`/`) commands, or the XML code editor when :ref:`developer
-   mode <developer-mode>` is engaged and the :guilabel:`</>` icon is pressed.
-
-.. note::
-   The :guilabel:`Mail Body` tab (and template options), are only available if the event invite
-   :guilabel:`Mailing Type` is designated as an :guilabel:`Email`. If :guilabel:`SMS` is the
-   :guilabel:`Mailing Type`, a :guilabel:`SMS Content` tab (consisting of a blank text space), is
-   available, instead.
-
-Modify event invite settings
-----------------------------
-
-The options under the :guilabel:`Settings` tab are different, depending on the specified
-:guilabel:`Mailing Type`.
-
-If the :guilabel:`Email` option is selected as the :guilabel:`Mailing Type`, an employee can be
-designated as the :guilabel:`Responsible`, meaning that person is the one responsible for this
-particular invite message. :guilabel:`Send From` and :guilabel:`Reply To` email aliases can be
-designated here, as well.
-
-Also, if any specific documents are required (or helpful) for this event invite, they can be sent
-along with this email, by clicking :guilabel:`ATTACH A FILE`, and adding the appropriate
-document(s).
-
-If the :guilabel:`SMS` option is selected as the :guilabel:`Mailing Type`, a :guilabel:`Responsible`
-can be designated, and the option to :guilabel:`Include an opt-out link` is available.
-
-Send event invitations to recipients
-------------------------------------
-
-If the selected :guilabel:`Mailing Type` is :guilabel:`Email`, there are three options to send the
-invite: :guilabel:`Send`, :guilabel:`Schedule`, and :guilabel:`Test`.
-
-The :guilabel:`Send` option sends the invite right away. The :guilabel:`Schedule` option reveals a
-pop-up, in which a scheduled date/time can be selected for the email to be sent. The
-:guilabel:`Test` option reveals a :guilabel:`Test Mailing` pop-up, where specific recipient email
-addresses can be entered for Odoo to send them the current version of the mailing for review before
-officially sending it out to prospective event attendees.
-
-If the selected :guilabel:`Mailing Type` is :guilabel:`SMS`, there are four options to send the
-invite: :guilabel:`Put in Queue`, :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test`.
-
-The :guilabel:`Put in Queue` option schedules an SMS message to all recipients (that match the
-designated rules, if any) in the near future. Clicking :guilabel:`Put in Queue` reveals a pop-up,
-requiring confirmation. When confirmed, a blue banner appears on the event invite template form,
-indicating that the SMS will be sent later that day.
-
-.. note::
-   The :guilabel:`Send Now`, :guilabel:`Schedule`, and :guilabel:`Test` options all function the
-   same way for both :guilabel:`Mailing Type` options.
-
-Publish events
-==============
-
-Until an event is published, it will remain hidden from public view on the website and registering
-for it will not be possible. To publish an event, navigate to it either from the backend of Odoo
-through the :guilabel:`Events` application, or access the hidden event page through the frontend
-as either a priveliged user or administrator.
-
-If navigating from the backend, go to the event form, and click the :guilabel:`Go to Website`
-smart button to reach the event page on the website (on the frontend). If starting from the frontend
-, simply navigate to the event page that needs to be published.
-
-No matter the route, an event page can only be published from the frontend. In the upper right
-corner of the event page on the website, toggle the switch from the red :guilabel:`Unpublished`
-status to the green :guilabel:`Published` status. Doing so instantly makes the event page
-accessible to the public on the website.
-
-.. image:: event_essentials/events-frontend-publish.png
-   :align: center
-   :alt: View of a website page and the option to publish the event in Odoo Events.

content/applications/marketing/events/event_templates.rst

@@ -214,5 +214,4 @@ Any of these pre-configured settings related to the selected event template chos
 :guilabel:`Template` field on an event form can be modified, as desired.
 
 .. seealso::
-   - :doc:`event_essentials`
-   - :doc:`create_events`
+   :doc:`create_events`

content/applications/marketing/events/sell_tickets.rst

@@ -140,5 +140,4 @@ Then, once the purchase is complete on the front-end of the website, the subsequ
 instantly accessible in the back-end of the database.
 
 .. seealso::
-   - :doc:`event_essentials`
-   - :doc:`create_events`
+   :doc:`create_events`

redirects/17.0.txt

@@ -55,6 +55,7 @@ applications/inventory_and_mrp/manufacturing/workflows/subcontracting_resupply.r
 
 # applications/marketing
 
+applications/marketing/events/event_essentials.rst applications/marketing/events.rst    # events/event_essentials --> events
 applications/marketing/marketing_automation/getting_started.rst applications/marketing/marketing_automation.rst                                           # getting_started --> marketing_automation
 applications/marketing/marketing_automation/advanced.rst applications/marketing/marketing_automation.rst                                                  # advanced --> marketing_automation
 applications/marketing/marketing_automation/advanced/understanding_metrics.rst applications/marketing/marketing_automation/understanding_metrics.rst      # advanced/* --> marketing_automation/*