diff --git a/events.rst b/events.rst index 1dadfa44b..f5ade015b 100644 --- a/events.rst +++ b/events.rst @@ -7,4 +7,5 @@ Events .. toctree:: :titlesonly: + events/overview events/integrations \ No newline at end of file diff --git a/events/overview.rst b/events/overview.rst new file mode 100644 index 000000000..f0754e7ff --- /dev/null +++ b/events/overview.rst @@ -0,0 +1,11 @@ +======== +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 new file mode 100644 index 000000000..0bcd23abb --- /dev/null +++ b/events/overview/create_event.rst @@ -0,0 +1,101 @@ +======================= +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 new file mode 100644 index 000000000..539bf2d36 Binary files /dev/null and b/events/overview/media/attendees.png differ diff --git a/events/overview/media/attendees_registration.png b/events/overview/media/attendees_registration.png new file mode 100644 index 000000000..ade75f005 Binary files 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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 new file mode 100644 index 000000000..4fff8b3b2 --- /dev/null +++ b/events/overview/track_attendees.rst @@ -0,0 +1,46 @@ +==================== +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 new file mode 100644 index 000000000..9131af6f1 --- /dev/null +++ b/events/overview/track_talks.rst @@ -0,0 +1,49 @@ +====================== +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