diff --git a/_static/banners/events.png b/_static/banners/events.png deleted file mode 100644 index 9b21d271e..000000000 Binary files a/_static/banners/events.png and /dev/null differ diff --git a/applications.rst b/applications.rst index 2495a8089..a0cdc29ed 100644 --- a/applications.rst +++ b/applications.rst @@ -75,7 +75,6 @@ Applications social_marketing sms_marketing marketing_automation - events survey expense/expense studio diff --git a/events.rst b/events.rst deleted file mode 100644 index f5ade015b..000000000 --- a/events.rst +++ /dev/null @@ -1,11 +0,0 @@ -:banner: banners/events.png - -====== -Events -====== - -.. toctree:: - :titlesonly: - - events/overview - events/integrations \ No newline at end of file diff --git a/events/integrations.rst b/events/integrations.rst deleted file mode 100644 index 082bae819..000000000 --- a/events/integrations.rst +++ /dev/null @@ -1,8 +0,0 @@ -============ -Integrations -============ - -.. toctree:: - :titlesonly: - - integrations/integration_sms \ No newline at end of file diff --git a/events/integrations/integration_sms.rst b/events/integrations/integration_sms.rst deleted file mode 100644 index a60ff2b3d..000000000 --- a/events/integrations/integration_sms.rst +++ /dev/null @@ -1,70 +0,0 @@ -==================================================== -Communicating about my Event using SMS Text Messages -==================================================== - -Using SMS as a communication strategy for your event establishes interaction between organizers, -attendees, speakers and further targets. It allows your message to be heard whether the goal is to -send out reminders, teasers or to advertise. - -Configuration -============= - -| Under *Communication* SMS is a standard feature. That means nothing needs to be enabled or - installed. -| On the other hand, to contact the speakers of your event, you need the *SMS Marketing* application - installed, and to enable *Schedule & Tracks* under :menuselection:`Events --> Configuration --> - Settings`. - -.. image:: media/int1.png - :align: center - :alt: SMS for Events in Odoo Events - -.. tip:: - The *Schedule & Tracks* feature allows you to manage the agenda and speakers of your event. For - more details watch: `Creating an agenda for your event - `_. - -Send SMSs to attendees -====================== - -| Under *Communication*, the message’s target is the attendees of your event. -| You can choose to confirm each registration with the *Registration* template, and to send a - reminder shortly before the event takes place with the *Reminder* template. - -.. image:: media/int2.png - :align: center - :alt: SMS for Events in Odoo Events - -To make changes in an existing template, click on the external link. - -.. image:: media/int3.png - :align: center - :alt: SMS for Events in Odoo Events - -Send SMSs to speakers and further targets -========================================= - -The benefit of the integration with the *SMS Marketing* application is that you can choose the -target you would like your message to be delivered to. To get started, click on *Contact Track -Speakers*. - -.. image:: media/int4.png - :align: center - :alt: SMS for Events in Odoo Events - -| If *Event Track* is not your target (*Recipient*), choose the right one. *Filters* are eligible - here. -| In the example below, the SMS would be sent to the speakers who are in the stage *Proposal* on - *Event Track*. - -.. image:: media/int5.png - :align: center - :alt: SMS for Events in Odoo Events - -.. note:: - Credits are required to be able to send SMSs. For more information about Pricing :doc:`click here - <../../sms_marketing/pricing/pricing_and_faq>`, and, about IAP Services :doc:`here - <../../general/in_app_purchase/in_app_purchase>`. - - - diff --git a/events/integrations/media/int1.png b/events/integrations/media/int1.png deleted file mode 100644 index ecd89d6d0..000000000 Binary files a/events/integrations/media/int1.png and /dev/null differ diff --git a/events/integrations/media/int2.png b/events/integrations/media/int2.png deleted file mode 100644 index 28a84ff52..000000000 Binary files a/events/integrations/media/int2.png and /dev/null differ diff --git a/events/integrations/media/int3.png b/events/integrations/media/int3.png deleted file mode 100644 index 4794f4cea..000000000 Binary files a/events/integrations/media/int3.png and /dev/null differ diff --git a/events/integrations/media/int4.png b/events/integrations/media/int4.png deleted file mode 100644 index e754a38ee..000000000 Binary files a/events/integrations/media/int4.png and /dev/null differ diff --git a/events/integrations/media/int5.png b/events/integrations/media/int5.png deleted file mode 100644 index 34c94e88f..000000000 Binary files a/events/integrations/media/int5.png and /dev/null differ diff --git a/events/overview.rst b/events/overview.rst deleted file mode 100644 index f0754e7ff..000000000 --- a/events/overview.rst +++ /dev/null @@ -1,11 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/create_event - overview/tickets - overview/track_attendees - overview/track_talks \ No newline at end of file diff --git a/events/overview/create_event.rst b/events/overview/create_event.rst deleted file mode 100644 index 0bcd23abb..000000000 --- a/events/overview/create_event.rst +++ /dev/null @@ -1,101 +0,0 @@ -======================= -Create your First Event -======================= - -Some of the reasons why hosting events is essential are: - -- To create an engaging experience with your audience; -- To generate word of mouth about your company; -- To allow networking; -- To provide an opportunity for sales representatives to walk their prospects through the product - and even their pipeline. - -Get started -=========== - -Under the menu *Events*, have a view of all existing events and some key information, such as the -number of expected and confirmed attendees. - -.. image:: media/events_dashboard.png - :align: center - :alt: Overview of events with the kanban view in Odoo Events - -To start a new one, click on *Create* and fill in the form with all the needed information. Enable -*Website Menu* to have the menus *Introduction*, *Location*, and *Register* being shown on your -event’s website page. - -.. image:: media/website_menu_field.png - :align: center - :alt: View of an event's form emphasizing the option website menu in Odoo Events - -To personalize these pages, click on *Edit* to open the -`website builder `_, and edit -content by dragging and dropping blocks. - -.. image:: media/website_edit.png - :align: center - :alt: View of an event's website page emphasizing the edit button for Odoo Events - -Tab: Tickets ------------- - -| Go to :menuselection:`Events --> Configuration --> Settings` and enable - :doc:`Tickets and Online Ticketing `. -| Now, under the *Tickets* Tab, add lines to include the different ticket types you offer. Include - the price, the start and end dates for registrations, and even the maximum number of tickets that - can be sold. -| The *Reserved Seats* and *Unconfirmed Seat Reservations* are counted as attendees are marked as - :doc:`confirmed ` or not. - -.. image:: media/tickets_tab.png - :align: center - :alt: View of an event form emphasizing the tab tickets in Odoo Events - -Tab: Communication ------------------- - -| Choose the email and/or SMS message template, as well as the frequency with which you would like - to communicate with your attendees under the tab *Communication*. -| Create a template on the fly or choose an existing one. Define the *Interval* (2, 7, 15..) for the - *Unit* (days, hours, weeks, etc.), and the *Trigger* action (after registration, after the event, - etc.). - -.. image:: media/communication_tab.png - :align: center - :alt: View of an event form and the tab communication in Odoo Events - -Tab: Questions --------------- - -| Go to :menuselection:`Configuration --> Settings` and enable *Questions*. -| Now, under the tab *Questions*, edit your questions and answers, choosing if you would like your - questionnaire to be asked per order or per registration. -| Example of a registration for 3 attendees: if enabling the option *Ask each attendee*, - the questionnaire is shown 3 times, meaning that answers can vary for each attendee; if *Ask each - attendee* is not enabled, the questionnaire is shown once, resulting in a global answer. - -.. image:: media/questions_tab.png - :align: center - :alt: View of an event form and a question’s window opened in Odoo Events - -Once your event is *Confirmed*, you can manage attendees badges, and mark the event as -*Finished*. Events marked as *Finished* can be *Set to draft*, putting the event back to an -*Unconfirmed* stage from which it can be edited and used again. - -.. image:: media/set_to_draft.png - :align: center - :alt: View of an event’s form emphasizing the option set to draft in Odoo Events - -Publish your event ------------------- - -*Go to Website* and turn *Published* on. - -.. image:: media/publish_event.png - :align: center - :alt: View of a website page and the option to publish the event in Odoo Events - -.. seealso:: - - :doc:`track_attendees` - - :doc:`tickets` - - :doc:`track_talks` \ No newline at end of file diff --git a/events/overview/media/attendees.png b/events/overview/media/attendees.png deleted file mode 100644 index 539bf2d36..000000000 Binary files a/events/overview/media/attendees.png and /dev/null differ diff --git a/events/overview/media/attendees_registration.png b/events/overview/media/attendees_registration.png deleted file mode 100644 index ade75f005..000000000 Binary 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If you give attendees multiple payment options to choose -from, you allow flexibility and open margins for more registrations to happen. - -Configuration -============= - -| Go to :menuselection:`Configuration --> Settings` and activate *Tickets* and *Online Ticketing*. -| *Tickets* allow tickets to be sold :ref:`events/create_event/through_sales_orders`. *Online - Ticketing* allows the sale of tickets to happen :ref:`events/create_event/through_the_website`. - -.. image:: media/registration_tickets_online.png - :align: center - :alt: View of the settings page for Odoo Events - -.. _events/create_event/through_sales_orders: - -Through Sales Orders --------------------- - -On the *Sales* application, choose the event product you created and add it as a product line. A -window pops-up, allowing you to choose the event for which you want to create the sales order. - -.. image:: media/ticket_sales_order.png - :align: center - :alt: View of a sales order and the option to choose the event as the product line in Odoo Events - -.. important:: - Remember to create a product form for the event registration, under *Product*, in the *Sales* - application, and to add that same product under your event’s form. - - .. image:: media/tickets_product.png - :align: center - :alt: View of an event form highlighting the column product under the tab tickets in Odoo - Events - -.. _events/create_event/through_the_website: - -Through the Website -------------------- - -On the website, once tickets are added to the cart, the user can continue the transaction choosing -among the payment methods you chose to have available. - -.. image:: media/website_ticket_transaction.png - :align: center - :alt: View of website transaction for Odoo Events - -.. seealso:: - - :doc:`../../general/payment_acquirers/payment_acquirers` \ No newline at end of file diff --git a/events/overview/track_attendees.rst b/events/overview/track_attendees.rst deleted file mode 100644 index 4fff8b3b2..000000000 --- a/events/overview/track_attendees.rst +++ /dev/null @@ -1,46 +0,0 @@ -==================== -Track your Attendees -==================== - -Attendees are at the heart of your event. Keeping track of their number and managing their -registration and attendance is necessary for planning and analyzing reasons. - -Attendees list and attendance -============================= - -| Once attendees have registered or bought their tickets, they are added to the *Attendees* list. -| Tickets sold through sales orders validate attendees as soon as the quotation is confirmed. - -.. image:: media/attendees.png - :align: center - :alt: Overview of events with the kanban view in Odoo Events - -The check mark button is used to confirm the registration. Once a registration is confirmed, -attendance can be marked. - -.. image:: media/attendees_registration.png - :align: center - :alt: Overview of events with the kanban view in Odoo Events - -Bagdes and cancellations ------------------------- - -On the attendees form, choose to send badges manually by clicking on *Send By Email*. *Cancel -Registration* to have that attendee being moved to the *Cancelled* stage. - -.. image:: media/emails_and_cancel_registration.png - :align: center - :alt: View of an attendee form emphasizing the send by email and cancel registration in Odoo - Events - -To see a list of your canceled attendees, under *Filters*, add a *Custom Filter* choosing *Status -> is > Cancelled*. - -.. image:: media/filters.png - :align: center - :alt: View of a list of the canceled attendees using the filters in Odoo Events - -.. seealso:: - - :doc:`../integrations/integration_sms` - - :doc:`tickets` - - :doc:`track_talks` \ No newline at end of file diff --git a/events/overview/track_talks.rst b/events/overview/track_talks.rst deleted file mode 100644 index 9131af6f1..000000000 --- a/events/overview/track_talks.rst +++ /dev/null @@ -1,49 +0,0 @@ -====================== -Track and Manage Talks -====================== - -Allow partners to submit talk proposals so they can share their knowledge and expertise. Good -speakers and talks are what make your event great. - -Configuration -============= - -| Go to :menuselection:`Events --> Configuration --> Settings` and enable *Schedule & Tracks*. -| Now, in your event's form, once *Website menu* is enabled, the options *Tracks on Website* and - *Track Proposals on Website* become available. Enabling them adds the menus *Talks*, - *Talk Proposals*, and *Agenda* to your website. - -.. image:: media/track_proposals_website.png - :align: center - :alt: View of an event form and the options to track and propose speaker in Odoo Events - -Besides having the ability to suggest their own talks, the website now allows users to see a list of -the whole agenda and scheduled talks. - -.. image:: media/website_menus.png - :align: center - :alt: View of the published website and the menus talks, talk proposal and agenda in Odoo Events - -.. tip:: - To handle tracks internally and not have the menus *Talks*, *Talk Proposals*, and *Agenda* - online, use the menu *Tracks* individually. - -Publishing speaker proposals ----------------------------- - -Once partners have filled in the appropriate form and submitted their proposals, a new *Proposal* is -instantly created under the menu *Track*. - -.. image:: media/proposals_list.png - :align: center - :alt: View of the talks’ proposals page emphasizing the column proposal in Odoo Events - -If the proposal is accepted and can go online, simply open its form and click on *Go to Website*. -From the website page, turn *Published* on. - -.. image:: media/publish_speakers.png - :align: center - :alt: View of the website page to publish a proposed talk for Odoo Events - -.. seealso:: - - :doc:`../integrations/integration_sms` \ No newline at end of file