documentation/content/applications/marketing/events/overview/create_event.rst
Antoine Vandevenne (anv) 6f125de01b [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

closes odoo/documentation#2006

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-19 11:33:49 +02:00

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=======================
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:: create_event/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
events website page.
.. image:: create_event/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 <https://www.odoo.com/slides/slide/website-basics-643?fullscreen=1>`_, and edit
content by dragging and dropping blocks.
.. image:: create_event/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 <tickets>`.
| 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 <track_attendees>` or not.
.. image:: create_event/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:: create_event/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:: create_event/questions_tab.png
:align: center
:alt: View of an event form and a questions 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:: create_event/set_to_draft.png
:align: center
:alt: View of an events form emphasizing the option set to draft in Odoo Events
Publish your event
------------------
*Go to Website* and turn *Published* on.
.. image:: create_event/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`