diff --git a/content/applications/marketing/events/track_manage_talks.rst b/content/applications/marketing/events/track_manage_talks.rst index 3c73c84d1..e6638bfa3 100644 --- a/content/applications/marketing/events/track_manage_talks.rst +++ b/content/applications/marketing/events/track_manage_talks.rst @@ -1,161 +1,143 @@ -====================== -Track and manage talks -====================== +============================ +Talks, proposals, and agenda +============================ -With Odoo Events, it's possible to provide attendees with the power to propose presenters to speak -at events. +With Odoo *Events*, users can utilize a fully-integrated event website, where attendees can quickly +access various tracks (talks, presentations, etc.), view entire agendas, and propose talks for the +event. -Configuration +Event website ============= -First, go to :menuselection:`Events --> Configuration --> Settings` and enable :guilabel:`Schedule & -Tracks`. +To access an event website, navigate to the specific event form in the Odoo *Events* app, and click +the :guilabel:`Go to Website` smart button. Or, while on the Odoo-built website for the company, +click the :guilabel:`Events` header option, and select the desired event to view that event's +website. -When that feature is enabled, two more options become available: *Live Broadcast* and *Event -Gamification*. +On the event website, there is an event-specific subheader menu with different options to choose +from. -:guilabel:`Live Broadcast` allows for the airing of tracks online through a YouTube integration. +With the *Schedule & Tracks* setting enabled in the Odoo *Events* app, the following links are +automatically added to the subheader menu, located on the event website: :guilabel:`Talks`, +:guilabel:`Talk Proposals`, and :guilabel:`Agenda`. -:guilabel:`Event Gamification` allows for the sharing of a quiz with your attendees, once a track -(talk) is over. +.. image:: track_manage_talks/track-submenu-options.png + :align: center + :alt: The track-related event submenu options on an event website built with Odoo Events. + +To enable the :guilabel:`Schedule & Tracks` setting, navigate to :menuselection:`Events app --> +Configuration --> Settings`, tick the checkbox beside :guilabel:`Schedule & Tracks`, and click +:guilabel:`Save`. + +Talks page +---------- + +The :guilabel:`Talks` link takes the attendee to a page filled with all the planned tracks for the +event. + +.. image:: track_manage_talks/talks-page.png + :align: center + :alt: The Talks page on an event website built through the Odoo Events application. + +At the top of :guilabel:`Talks` page, there are drop-down filter menus beside a :guilabel:`Search +a talk...` search bar. + +The first drop-down filter menu (with the starting title: :guilabel:`Favorites`) is the only +drop-down filter menu that appears by default. When clicked, the resulting menu presents two +options: :guilabel:`Favorites` and :guilabel:`All Talks`. + +Selecting :guilabel:`Favorites` shows *only* the tracks that have been favorited by the attendee. + +.. note:: + If no tracks have been favorited, and the :guilabel:`Favorites` filter is selected, Odoo presents + all the event tracks. + +Selecting :guilabel:`All Talks` shows *all* the tracks, regardless if they have been favorited or +not. + +The other drop-down filter menus that appear on this page are related to any configured tags (and +tag categories) created for event tracks in the backend. .. 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. + To add tags and tag categories to track forms, open a desired event track form, and start typing + a new tag in the :guilabel:`Tags` field. Then, click :guilabel:`Create and edit...` from the + resulting drop-down menu. -Talks, talk proposals, and agenda -================================= + Doing so reveals a :guilabel:`Create Tags` pop-up form. -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. + .. image:: track_manage_talks/create-tags-popup.png + :align: center + :alt: The Create Tags pop-up form that coincides with drop-down filter menus on Talks page. -The :guilabel:`Talks` link takes the attendee to a page full of all the talks for that event. + From here, users see the recently added tag in the :guilabel:`Tag Name` field. Beneath that, + there is an option to add a specific :guilabel:`Color Index` to the tag for added organization. -The :guilabel:`Talks Proposals` link takes the attendee to a form page, where they can propose -talks for the event. + Lastly, there is the :guilabel:`Category` field, where users can either select a pre-existing + category for this new tag, or create a new one. -The :guilabel:`Agenda` link takes the attendee to a page with all the talks for the event, but in a -calendar/time-slot format. + All options in the :guilabel:`Category` field for tags appear as their own drop-down filter menu + on the :guilabel:`Talks` page, located on the event website. -.. image:: track_manage_talks/events-talk-proposal-header.png +Beneath the drop-down filter menus at the top of the :guilabel:`Talks` page, there is a list of +planned tracks for the specific event, organized by day. + +If an attendee wishes to favorite a track, they can click the :icon:`fa-bell-o` :guilabel:`(empty +bell)` icon, located to the right of the track title. Attendees will know a track has been favorited +when they notice the icon has been changed to :icon:`fa-bell` :guilabel:`(filled bell)` icon. + +Favoriting a track this way places it on the list of :guilabel:`Favorites`, which is accessible from +the default drop-down filter menu, located at the top of the :guilabel:`Talks` page. + +Talk Proposals page +------------------- + +The :guilabel:`Talk Proposals` link takes attendees to a page on the event website, wherein they can +formerly submit a proposal for a talk (:dfn:`track`) for the event, via a custom online form. + +.. image:: track_manage_talks/talk-proposals-page.png :align: center - :alt: View of the published website and the talks, talk proposals, and agenda in Odoo Events + :alt: The Talk Proposals page on the event website built with the Odoo Events application. -Manage talk proposals -===================== +In addition to the form, an introduction to the page, along with any other pertinent information +related to the types of talks the event will feature can be added, if needed. -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. +The talk proposal form can be modified in a number of different ways, via the web builder tools, +accessible by clicking :guilabel:`Edit` while on the specific page. -.. note:: - All talks (Proposals, Confirmed, Announced, etc.) are accessible via the :guilabel:`Tracks` - smart button on the event form. +Then, proceed to edit any of the default fields, or add new forms with the :guilabel:`Form` building +block (located in the :guilabel:`Blocks` section of the web builder tools sidebar). -.. image:: track_manage_talks/events-tracks-kanban.png +Once all the necessary information is entered into the form, the attendees just need to click the +:guilabel:`Submit Proposal` button. + +Then, that talk, and all the information entered on the form, can be accessed on the +:guilabel:`Event Tracks` page for that specific event in the :guilabel:`Proposal` stage, which is +accessible via the :guilabel:`Tracks` smart button on the event form. + +At that point, an internal user can review the proposed talk, and choose to accept or deny the +proposal. + +If accepted, the internal user can then move the track to the next appropriate stage in the Kanban +pipeline on the :guilabel:`Event Tracks` page for the event. Then, they can open that track form, +and click the :guilabel:`Go to Website` smart button to reveal that track's page on the event +website. + +From there, they can toggle the :guilabel:`Unpublished` switch in the header to +:guilabel:`Published`, which allows all event attendees to view and access the talk. + +Agenda page +----------- + +The :guilabel:`Agenda` link takes attendees to a page on the event website, showcasing an event +calendar, depicting when (and where) events are taking place for that specific event. + +.. image:: track_manage_talks/event-agenda-page.png :align: center - :alt: View of the talks' proposals page emphasizing the column proposal in Odoo Events. + :alt: The event Agenda page on the event website built with the Odoo Events application. -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. +Clicking any track on the calendar takes the attendee to that specific track's detail page on the +event 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 -cancelled 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. +If an attendee wishes to favorite a track, they can click the :icon:`fa-bell-o` :guilabel:`(empty +bell)` icon, located to the right of the track title. 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