EVENTS MODULE

Events Configurations

The next tab in the Events module is Configuration. This tab helps the users to increase the performance of the events module. Through this module, you can make the process easier, and event management simplified. The Configurations tab includes some options, such as Event Templates, Event Stages, Event Tag Category, and many more.

The Event Templates in the Configuration menu provides the users to configure templates of the events appropriate for the event. Among the scheduled templates of the event, you can go for one for the common type of event.

We can easily make a new event template by going for the Create icon, as shown in the image below

Give the name of the event template in the allotted space. All other options in this template creation are the same as that of new event formation. As we explained in the above field, you can follow the same steps. All the tabs in this window are the same as in event formation.

Using the Event Stages tab, you can determine various stages based on the actions taken on them. In the configuration menu, you can make and manage the stages very easily. Here, you will get an already-created list of event stages.

For making new stages, go for the Create button, which leads to a page for providing some details, as shown below.

Give the stage name in the allotted space. On triggering the End Stage, the events will get moved to the stage of completing the process. In order to fold this stage in Kanban view, you can go for the Folded in the Kanban option. In the provided space, you give the number of sequences of the stage. Under the Stage Description and Tooltips option, you can mention the labels that will show the state other than the default labels in the view of Kanban. In order to realize the purpose of the stage, you can provide some description to the other workers about the stage. Finally, go for the Save button.

The next option in the configuration tab is Event Tags Categories. This option is used for the purpose of explaining various categories for the tags of the event.

On selecting the opinion, a window will appear that comprises various tags. For making a new category for the event tags, then go for the Create icon.

On this page, you are able to give a name for the Tag Category. Trigger the Show on Website option to make this Tag to be visible on the website. Using Add a Line option, you can create new tags with an appropriate color as well. Finally, go for the Save button.

Events Mail Scheduler is the other option in the Configuration tab, which helps us to get the list of configured mails that are to be sent to the allotted attendees prior to or after the event.

The page gives us some details, such as the name of the event, Send, Template, Scheduled Date, and the number of emails sent. The next one is the Lead Generation option, which makes the process of creating leads very much easy.

Here, the already created list of lead generation rules will be visible. The List includes some details, such as the name of the rule, the type of lead creation, when, event categories, and the name of the company. Using the Create icon, you can easily make a new rule for the generation of lead.

In the given space, give the name for the rule. You are allowed to create a lead per attendee or per order. Ongoing with the Per Attendee option, a lead is formed per attendee, and if going with the Per Order option, lead is formed per each ticket batch or sales order. The lead can be made by ourselves or on its own when the Attendees are created, Attendees are confirmed, or Attendees are attended. Provide the Categories of Event and Event in order to filter the attendees for comprising those of this particular event category and event. On providing a particular company name, Odoo will activate this created rule to the events, which belong to that particular company.

You can activate filters to select the attendees with the particular condition. Below the Lead Default Values tab, you can give the name of the Sales Team, Salesperson, and Tags, accordingly. On giving the Sales Team and Salesperson, Odoo formulated a lead for this particular sales team and salesperson on its own. The Tag, which is made, will be composed of the created lead on its own. Finally, go for the save button.

The next option in the Configuration Menu is Booth Categories. In order to promote the commodities and services of the event, companies will be renting certain booths to external firms. For this purpose, Odoo helps you with categorizing those booths into various categories. You will get the option in the Configuration menu.

In the Booth Category option, you will get the list of already configured booths with their price. It is very easy to make a new booth category in the Events Module. For that, go for the Create icon, as in the image. Then you will get a window to provide certain details, such as a particular name for the booth category. You are also able to make an event booth as a product and mention its price using the Sales Module as well. To do so, you can go for the Event Booth as Product in the Booth Details Tab. Below the Sponsorship Tab, you can trigger the Create Sponsor option, and while booking a booth, a sponsor will be formed for the user. In the Description option, you can provide some extra notes on Booth Category. Finally, go for the Save button.

The next option is the Booths option in the Configuration menu, as shown in the image.

On this page, you have the already created booths. There will be Available and Unavailable booths in this window, as shown in the image above. This view of Kanban can be changed to a list view as well. In order to include new booths into it, you can go for the Create button on which a new window gets opened.

On this page, give the name of the booth, Event, Category of the booth, Renter, Name of the renter, Email of the renter, and Contact number of the renter in their allotted spaces. Below the Registrations tab, you will get the space to add the details of the customer, as you can see in the above image. Finally, go for the Save button.

The next option is Track Stages, which provide us with support to make and manage various stages for the tracks in Odoo 16 Events Module. All the configured stages will be visible in the Track Stages window, as shown below.

On triggering the Visible in Agenda option, all the related tracks can be seen in the front end. The tracks will be published, and an access link will be getting to the customers on triggering the Fully Accessible option. To make a new Tack stage, click on the Create icon, where you have to give a name for the Stage. On giving an Email Template, the created mail will be given to the customer. As per the users wish, they can trigger the Visible in Agenda, Fully Accessible, Canceled Stage, and Folded in Kanban options, respectively. For the stage, you can also set a color. In the Stage Descriptions, and Tooltips Tab, you can mention labels that tell management of the kanban stage and then include a note on the stage in the allotted space. Then go for the Save button.

The next option in the Configuration menu is the Track Location option, which provides you with the locations that are set to making events and tracks.

For creating a new location for the track, go for the Create button, where you can easily include a new location.

Track Tag Categories is another option to make new categories for the track tags as well. In the configuration menu, you will get the option where you can see the name of certain tag categories and the tags of particular categories.

For making a new tag category, select the Create icon on which you get a page to provide the name of the category, and with the help of the Add a Line option, you can easily add a new track category. Then go for the Save button.

Tracks Tags option in the Configuration Menu is used to manage and make new tags for particular track in the Events module.

Here you can see a list of already created tags with their names, category, and particular color as well. For making a new tag for the track, go for the Create icon. In the window, you have to mention the name of the tag and a category. And then, go for the Save button.

The next option is the Track Visitors option, where the information based on the visitors of the track that are published on the site will be saved. On this page, you will get the details, such as track name, visitor, partner, and Quiz points, respectively. If the track is added to the wishlist by the visitor, then check the Is Wishlisted option. And if the track is completed by the visitor, then go for the Completed field as well.

With the help of the Sponsor Levels option in the Configuration menu, you can determine various levels of sponsors for the event.

In the window, you can see various sponsor levels and Ribbon styles. Then go for the Create button to make a new level of the sponsor. In the window, you can add a sponsor level and a ribbon style in the new line.

The Event Quizzes option helps to make new quizzes for every event. On this page, you will be given the name, event, and event tracking, respectively. To get further details about each quiz, you can click on any of them.

To get all the questions for the Quiz, you have the Event quiz Questions option, as shown below.

In the Website Menus option, you will get the list of already created Website menus, as shown in the image below.