[ADD] events: added complete documentation

closes odoo/documentation#2549

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>

content/applications/marketing.rst

@@ -7,6 +7,7 @@ Marketing
 
 .. toctree::
 
-    marketing/marketing_automation
-    marketing/sms_marketing
-    marketing/surveys
+   marketing/marketing_automation
+   marketing/sms_marketing
+   marketing/events
+   marketing/surveys

content/applications/marketing/events.rst

@@ -0,0 +1,14 @@
+:nosearch:
+
+======
+Events
+======
+
+.. seealso::
+   - `Odoo Tutorials: Events <https://www.odoo.com/slides/surveys-63>`_
+
+.. toctree::
+
+   events/event_essentials
+   events/sell_tickets
+   events/track_manage_talks

content/applications/marketing/events/event_essentials.rst

@@ -0,0 +1,284 @@
+================
+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 organzied 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 front-end
+   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 back end of Odoo
+through the :guilabel:`Events` application, or access the hidden event page through the front end
+as either a priveliged user or administrator.
+
+If navigating from the back end, go to the event form, and click the :guilabel:`Go to Website`
+smart button to reach the event page on the website (on the front end). If starting from the front
+end, simply navigate to the event page that needs to be published.
+
+No matter the route, an event page can only be published from the front end. 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/sell_tickets.rst

@@ -0,0 +1,68 @@
+============
+Sell tickets
+============
+
+Create custom ticket tiers (with various price points) for potential attendees to choose from,
+directly on the event template form, under the :guilabel:`Tickets` tab. Odoo simplifies the
+ticket-purchasing process by providing plenty of payment method options.
+
+Configuration
+=============
+
+First, in order to enable the creation (and selling of) event tickets, go to
+:menuselection:`Configuration --> Settings`, then enable the :guilabel:`Tickets` and
+:guilabel:`Online Ticketing` features.
+
+The :guilabel:`Tickets` feature allows tickets to be sold for an event.
+
+The :guilabel:`Online Tickets` feature allows for the sale of tickets to occur through the website.
+
+.. note::
+   If these options are *not* enabled, a default :guilabel:`Register` button will be available for
+   free registrations.
+
+.. image:: sell_tickets/events-settings-tickets.png
+   :align: center
+   :alt: View of the settings page for Odoo Events.
+
+Sell tickets through sales orders
+=================================
+
+In the :guilabel:`Sales` application, choose a previously-created Event Registration (as if it were
+a product), and add it as a product line. Upon adding the registration, a pop-up appears, which
+allows for the selection of a specific event (and ticket tier). That specific event ticket is then
+attached to the sales order.
+
+.. image:: sell_tickets/events-through-sales-order.png
+   :align: center
+   :alt: View of a sales order and option to choose the specific event in Odoo Events.
+
+Events with tickets sold online or through sales orders have a :guilabel:`Sales Smart Button`
+shortcut, located at the top of the event template form (in the :guilabel:`Events` application).
+
+Clicking the :guilabel:`Sales Smart Button` reveals a page with all the sales orders related to that
+event.
+
+.. image:: sell_tickets/events-sales-smartbutton.png
+   :align: center
+   :alt: View of an event's form and the sales smart button in Odoo Events.
+
+.. image:: sell_tickets/events-tickets-registration-product.png
+   :align: center
+   :alt: View of an event form highlighting the column product under the tickets tab in Odoo
+         Events.
+
+Sell tickets through the website
+================================
+
+With tickets purchased through the website, the process is similar to creating a :guilabel:`Sales
+Order` with a specific :guilabel:`Registration` product. Here, tickets are added to a virtual cart,
+and the transaction can be completed as usual - utilizing any of the pre-configured payment methods
+options that have been set up on the website.
+
+The completed purchase is automatically produced in a :guilabel:`Sales Order`, which can be easily
+accessed in the back end of the database.
+
+.. image:: sell_tickets/events-online-ticket-purchase.png
+   :align: center
+   :alt: View of website transaction for Odoo Events.

content/applications/marketing/events/track_manage_talks.rst

@@ -0,0 +1,161 @@
+======================
+Track and manage talks
+======================
+
+With Odoo Events, it's possible to provide attendees with the power to propose presenters to speak
+at events.
+
+Configuration
+=============
+
+First, go to :menuselection:`Events --> Configuration --> Settings` and enable :guilabel:`Schedule &
+Tracks`.
+
+When that feature is enabled, two more options become available: *Live Broadcast* and *Event
+Gamification*.
+
+:guilabel:`Live Broadcast` allows for the airing of tracks online through a YouTube integration.
+
+:guilabel:`Event Gamification` allows for the sharing of a quiz with your attendees, once a track
+(talk) is over.
+
+.. tip::
+   :guilabel:`Event Gamification` isn't necessary for tracks to appear on the event page on the
+   website, but it can enhance the engagement and overall enjoyablity of the event for attendees.
+
+Talks, talk proposals, and agenda
+=================================
+
+Once those two features are enabled, the following links are automatically added to the sub-header
+menu, located on the event page on the website: :guilabel:`Talks`, :guilabel:`Talk Proposals`, and
+:guilabel:`Agenda`. Any attendee can freely access these menu items and their corresponding content.
+
+The :guilabel:`Talks` link takes the attendee to a page full of all the talks for that event.
+
+The :guilabel:`Talks Proposals` link takes the attendee to a form page, where they can propose
+talks for the event.
+
+The :guilabel:`Agenda` link takes the attendee to a page with all the talks for the event, but in a
+calendar/time-slot format.
+
+.. image:: track_manage_talks/events-talk-proposal-header.png
+   :align: center
+   :alt: View of the published website and the talks, talk proposals, and agenda in Odoo Events
+
+Manage talk proposals
+=====================
+
+When attendees fill out and submit a talk proposal form on the website, a new :guilabel:`Proposal`
+is instantly created in the back end for the event.
+
+.. note::
+   All talks (Proposals, Confirmed, Announced, etc.) are accessible via the :guilabel:`Tracks`
+   smart button on the event form.
+
+.. image:: track_manage_talks/events-tracks-kanban.png
+   :align: center
+   :alt: View of the talks' proposals page emphasizing the column proposal in Odoo Events.
+
+If a proposal is accepted, move the :guilabel:`Event Track` to the appropriate stage in the Kanban
+view (e.g. `Confirmed`, etc.). Then, go to that particular event's template form, and click the
+:guilabel:`Go to Website` smart button to reach that specific talk's page on the website.
+
+In the upper right corner, toggle the switch from :guilabel:`Unpublished` to :guilabel:`Published`,
+and the talk is instantly accessible on the website.
+
+.. note::
+   Without publishing a talk, attendees will never be able to access it.
+
+.. image:: track_manage_talks/events-tracks-publish.png
+   :align: center
+   :alt: View of the website page to publish a proposed talk for Odoo Events.
+
+Attendees list and attendance
+-----------------------------
+
+Once attendees have registered for a specific event, they are added to the :guilabel:`Attendee List`
+for that event, which is accessible via the :guilabel:`Attendees` smart button on the event template
+form, or :menuselection:`Reporting --> Attendees` and sorted by event.
+
+.. note::
+   When an attendee arrives at the event, they will be marked as attending (:guilabel:`Confirmed
+   Attendance`), and the status of that attendee will change to :guilabel:`Attended.`
+
+.. image:: track_manage_talks/events-attendees-smartbutton.png
+   :align: center
+   :alt: Overview of events with the kanban view in Odoo Events.
+
+When analyzing an :guilabel:`Attendees list`, Odoo provides different ways to view the information.
+Each view option presents the same information, but in a slightly different layout. To change the
+view, click on the icons in the upper right hand of the screen.
+
+.. image:: track_manage_talks/events-attendees-view-options.png
+   :align: center
+   :alt: Various view options on the attendees list page.
+
+In the :guilabel:`Kanban` view, it can be confirmed whether the attendees have already paid or
+remain unpaid.
+
+The :guilabel:`List` view provides information in a more traditional list formation.
+
+The :guilabel:`Calendar` view provides a clear schedule visualization of which attendees are
+arriving on specific dates of the event.
+
+The :guilabel:`Graph` view provides graphical representations of that event's attendees, along with
+numerous filters and customizable measures for deeper analysis.
+
+The :guilabel:`Cohort` view lays out attendee data to better analyze the number of registration
+dates.
+
+.. note::
+   Tickets sold through sales orders validate attendees as soon as the quotation is confirmed.
+
+Manage registrations
+--------------------
+
+Upon selecting an attendee, Odoo reveals that specific attendee's detail form.
+
+From here, event badges can be sent manually, by selecting :guilabel:`Send By Email`. The
+:guilabel:`Attendee` can also be marked as :guilabel:`Attended`, or the registration can be
+canceled altogether via the :guilabel:`Cancel Registration` button.
+
+.. image:: track_manage_talks/events-send-email-button.png
+   :align: center
+   :alt: View of an attendee form emphasizing the send by email and cancel registration in Odoo
+         Events.
+
+Lead Generation Rules
+---------------------
+
+With Odoo, leads can be generated from events.
+
+To create and configure a :guilabel:`Lead Generation Rule` related to events, navigate to
+:menuselection:`Events app --> Configuration --> Lead Generation`.
+
+On the :guilabel:`Lead Generation Rule` page, every configured :guilabel:`Lead Generation Rule`
+can be found, along with pertinent data related to those rules.
+
+.. image:: track_manage_talks/events-lead-generation-rule-page.png
+   :align: center
+   :alt: How the Lead Generation Rule page looks in Odoo Events.
+
+To create a new :guilabel:`Lead Generation Rule`, click :guilabel:`Create`, and fill out the
+:guilabel:`Lead Generation Rule` form.
+
+.. image:: track_manage_talks/events-lead-generation-rule-template.png
+   :align: center
+   :alt: How the Lead Generation Rule template looks in Odoo Events.
+
+After naming the rule, configure *how* the lead should be created (either :guilabel:`Per Attendee`
+or :guilabel:`Per Order`), and *when* they should be created, (when
+:guilabel:`Attendees are created`, when :guilabel:`Attendees are confirmed`, or when
+:guilabel:`Attendees attended` the event).
+
+In the :guilabel:`For any of these Events` section, there are fields to attach this rule to any
+specific event categories, company, and/or event. To add even more specificity to the rule, a
+domain filter rule can be configured to ensure the rule only applies to a specific target audience
+of attendees (found in the :guilabel:`If the Attendees meet these Conditions` section).
+
+Lastly, in the :guilabel:`Lead Default Values` section, designate a :guilabel:`Lead Type`, then
+assign it to a specific :guilabel:`Sales Team` (and/or :guilabel:`Salesperson`), and attach tags to
+the rule, if necessary.