Create events

행사 애플리케이션으로 행사 주최자가 Odoo에서 대면 혹은 온라인 전용 행사를 만들고 설정할 수 있습니다. 각각의 새로운 행사에는 티켓 판매 및 등록 데스크, 부스, 트랙, 스폰서, 룸 등과 같이 행사별로 필요에 따라 특정 행사 물류에 맞춰진 다양한 사용자 지정 옵션이 포함되어 있습니다.

행사는 처음부터 수동으로 혹은 미리 만들어진 템플릿을 기반으로 생성할 수 있습니다. 일단 시작을 하면 * 행사* 애플리케이션은 참석자를 위한 프론트엔드 프로모션 및 행사 등록을 위해 웹사이트 앱과 통합되며, 유료 티켓 구매 기능을 활용하기 위해 판매 앱과, 그리고 맞춤형으로 영업제안 생성 규칙을 통하여 CRM 애플리케이션과 통합됩니다.

New event

새 행사를 만들려면 먼저 행사 앱 으로 이동하여 칸반 보기의 기본 행사 현황판으로 이동합니다. . 여기에서 또는 목록 또는 간트 보기에서 현황판의 왼쪽 상단에 있는 새로 만들기 새 행사 양식이 열립니다.

참고

If certain fields do not readily appear on the event form, that means an additional application needs to be installed, or the database is not operating in a multi-company environment.

For example, the Twitter Wall field only appears if the Social Marketing app is installed, and the Company field only appears if the database is working in a multi-company environment.

These are just additional elements that can be used for an event. They are not required to create, host, and manage an event with Odoo Events.

Event form

At the top of the event form are a series of smart buttons related to various event metrics, which will autopopulate with pertinent data once attendees begin to register, booths and sponsors sign on for the event, the event takes place, and so on.

Primarily, these smart buttons are used as logistical portals to perform specific actions for the event. The numeric displays are primarily for quick reference points.

While those visual metrics are useful, they can still be clicked, and used to navigate to specific event-related pages to modify and/or perform any desired actions.

Beneath the smart buttons is the event form, which contains various fields and clickable tabs that serve to configure the initial, necessary details of the event.

The following are fields found on an event form:

• Event Name: the title of the event. This field is required.

  참고

  To the right of the entered Event Name, there is a language tooltip, represented by an abbreviated language indicator (e.g. EN). When clicked, a Translate: name pop-up window appears, displaying various pre-configured language translation options available in the database.

• Date: when the event is scheduled to take place. This field is auto-populated, but modifiable, and is required.

• Timezone: the corresponding timezone related to the event. This field is auto-populated, but modifiable, and is required.

• Language: designate a specific language for all event communications to be translated into, if necessary. This field is blank, by default, so if event-related communications are being sent to recipients who speak a different language, be sure to configure this field properly.

• Twitter Wall: creates a separate page on the event website to feature specific social posts on X (formerly Twitter) that contain pre-determined desired elements.

  팁

  To create and customize a Twitter Wall, type the name of the desired wall into the field, and select Create and edit… from the resulting drop-down menu.

  Doing so reveals Create Twitter Wall pop-up window.

  

  From this window, enter a Wall Name. Then, select a certain word or hashtag for Odoo to search for on X, like #WoodWorkingExpo24, for example.

  Next, determine the Type of tweets Odoo should showcase with that predetermined criteria. The choices in this field are: Recent, Popular, or Mixed.

  Users also have the option to add a brief Description to the wall, as well.

  Lastly, the greyed-out, non-modifiable Website URL field will autopopulate with the full URL needed to access the document through the event website.

  An image can also be added to the wall by clicking the (pencil) icon that appears when the cursor hovers over the (camera) placeholder image in the upper-right corner of the pop-up window.

  Then, from the resulting file explorer window, select the desired image to be added to the wall.

  This Twitter Wall field only appears on the event form if the Social Marketing app is installed, and an X account has been added as a stream on the application. To learn more, check out the Social marketing essentials documentation.

• Template: choose a pre-configured event template from the resulting drop-down menu.

  Or, create a new one directly from this field, by typing in the name of the new template, and selecting either:

  • Create (which creates the template, and can be edited later) or

  • Create and edit… (which creates the template, and reveals a separate template page to configure the template in greater detail).

• Tags: add any corresponding tags to briefly describe the event (e.g. Online, Conference, etc.). Multiple tags can be added per event.

  팁

  Tags can be displayed on events that are listed on the website by enabling the Show on Website checkbox from Events app ‣ Configuration ‣ Event Tag Categories.

• Organizer: designate the organizer of the event (a company, contact, or employee).

• Responsible: designate a user in the database to be responsible for this event.

• Company: designate which company in the database to which this event is related. This field only appears if working in a multi-company environment. This field is auto-populated, but modifiable, and is required.

• Website: choose to restrict the publishing of this event to a specific website created in Odoo. If this field is left blank, the event can be published on all websites in the database. To learn more, refer to the Multiple websites documentation.

• Venue: enter event venue details. This field pulls pertinent information from the Contacts application. Alternatively, Venue information can be manually added in this field, as well. At the very least, there must be a venue name, address, city, zip code/region, and country entered.

• Exhibition Map: if desired, click the Upload your file button to upload an image of the event venue map.

• Limit Registrations: if this checkbox is ticked, a limit to the amount of registrations is added to the event, and that desired limit amount must be entered in the blank field before Attendees.

• Badge Dimension: select a desired paper format dimension for event badges. The options are: A4 foldable, A6, or 4 per sheet.

• Badge Background: if desired, click the Upload your file button to upload a custom background image for event badges.

When the above fields in the event form have been adequately filled in, move on to the four tabs at the bottom of the event form for further customization.

Those tabs are: Tickets, Communication, Questions, and Notes.

Tickets tab

Create custom tickets (and ticket tiers) for events in the Tickets tab of an event form.

To create a ticket, click Add a line in the Tickets tab. Then, enter a name for the ticket (e.g. Basic Ticket or VIP) in the Name field.

In the Product field, either select the pre-configured Event Registration product, or create a new one by typing in the name of the new event registration product, and then select either Create or Create and edit… from the resulting drop-down menu.

중요

Upon installing Odoo Events, a new product type, Event Ticket, becomes available on product forms (Sales ‣ Products ‣ Products). In order for an event registration product to be selectable in the Tickets tab, the event registration Product Type must be set to Event Ticket.

팁

이 필드에서 기존 행사 등록 품목도 직접 수정할 수 있으며, 행사 등록 품목 옆에 있는 (오른쪽 화살표) 아이콘을 클릭하면 됩니다. 클릭하면 품목 양식이 나타납니다. 재고 관리 애플리케이션이 설치되어 있으면 품목에 맞게 추가 선택 사항을 사용자 지정할 수 있습니다.

Next, set the registration cost of the ticket in the Price field.

참고

The Sales Price defined on the event registration product’s product form sets the default cost of a ticket. Modifying the Price of a ticket in the Tickets tab, sets a new registration cost of the ticket for that event.

Next, determine a Sales Start and Sales End date in their respective fields. To do that, click into the blank field to reveal a calendar popover. From there, select the desired date and time, then click Apply.

Then, if desired, designate a Maximum amount of that specific ticket that can be sold.

The Taken column populates with the number of tickets that are sold.

Optionally, in the Color column, add a custom color to differentiate ticket badges. The selected color displays on ticket badges when printed.

To delete any tickets from the Tickets tab, click the (trash can) icon on the corresponding line for the ticket that should be deleted.

팁

To add an optional Description column to the Tickets tab, click the (additional options) drop-down menu, located to the far-right of the column titles.

Then, tick the checkbox beside Description from the resulting drop-down menu.

When added, the option to add brief descriptions for each event ticket appears, which can be used to inform attendees of any perks or amenities that may coincide with specific ticket purchases.

Communication tab

In the Communication tab of an event form, create various marketing communications that can be scheduled to be sent at specific intervals leading up to, and following, the event.

참고

기본적으로 Odoo에서는 모든 새 행사 양식에 각기 다른 세 가지 커뮤니케이션 방식을 미리 구성하여 제공합니다. 그 중 하나는 등록 후에 참석자 구매를 확정하기 위해 전송하는 이메일입니다. 나머지 두 가지는 이메일 행사 리마인더로 예정된 행사를 수신자에게 상기시키기 위해 행사 시작 전까지 서로 다른 시간 간격으로 전송 예약됩니다.

To add a communication in the Communication tab, click Add a line. Then, select the desired type of communication in the Send field. The options are: Mail, SMS, Social Post, or WhatsApp.

There is no limit to the number of communications that can be added in the Communication tab of an event form.

To delete a communication from the Communication tab, click the (trash can) icon on the corresponding communication line. Doing so removes the communication from the event entirely.

중요

The Social Post option only appears if the Social Marketing application is installed. The WhatsApp option only appears if the WhatsApp Integration module is installed.

WhatsApp templates cannot be edited during active configuration. A separate approval from Meta is required.

메일

Select an existing email template from the Template drop-down menu.

Next, define the Interval, Unit, and Trigger from their respective drop-down fields, letting Odoo know when the communication should be sent.

The Unit options are: Immediately, Hours, Days, Weeks, and Months.

Then, select an option from the Trigger drop-down menu. The options are: After each registration, Before the event, and After the event.

The Sent column populates with the number of sent communications. And, beside the number are different icons that appear, depending on the status of that particular communication.

The status of Running is represented by a (three gears) icon. The status of Sent is represented by a (checkmark) icon. And, the status of Scheduled is represented by an (hourglass) icon.

Example

To send a confirmation email an hour after an attendee registers for an event, configure the following communication:

• Interval: 1

• Unit: Hours

• Trigger: After each registration

참고

기존 이메일 템플릿은 필요한 경우 템플릿 이름 옆에 있는 (오른쪽 화살표) 아이콘을 클릭하여 템플릿 드롭다운 메뉴에서 직접 수정할 수 있습니다. 그러면 특정 이메일 템플릿의 콘텐츠, 이메일 설정기 및 설정 을 편집할 수 있는 별도의 페이지가 나타납니다.

To view and manage all email templates, activate Developer mode (debug mode) and navigate to Settings ‣ Technical ‣ Email: Email Templates. Modify with caution as email templates effect all communications where the template is used.

질문 탭

In the Questions tab of an event form, users can create brief questionnaires for registrants to interact with, and respond to, after they register for the event.

이러한 질문을 통해 참석자에 대한 기본 정보를 수집하고 참석자의 선호도, 기대치 및 기타 성향을 파악하는 데 초점을 맞출 수 있습니다. 이 정보를 특정 영업제안 생성 규칙을 만드는 데 활용할 수 있을 뿐만 아니라 보다 자세한 보고 지표를 만드는 데에도 사용할 수 있습니다.

참고

By default, Odoo provides three questions in the Questions tab for every event form. The default questions require the registrant(s) to provide their Name and Email, and make it optional to include their Phone number, as well.

The information gathered from the Questions tab can be found on the Attendees dashboard, accessible via the Attendees smart button. Odoo populates individual records that contain basic information about the registrant(s), as well as their preferences.

To add a question in the Questions tab, click Add a line. Doing so reveals a Create Question pop-up window. From here, users can create and configure their question.

First, enter the question in the field at the top of the form. Then, decide if the question should require a Mandatory Answer and/or if Odoo should Ask once per order, by ticking their respective boxes, if desired.

주문당 한 번만 질문 확인란을 선택하면 질문은 한 번만 하게 되며 해당 값은 주문서에 있는 모든 참석자에게 전달됩니다 (한 번에 여러 개의 티켓을 구매한 경우). 이 설정 확인란을 선택하지* 않으면* Odoo에서 등록에 연결되어 있는 모든 참석자에게 질문이 표시됩니다.

Next, select a Question Type option:

• Selection: provide answer options to the question for registrants to choose from. Selectable answer options can be managed in the Answers column at the bottom of the pop-up window.

• Text Input: lets the users enter a custom response to the question in a text field.

• Name: provides registrants with a field for them to enter their name.

• Email: provides registrants with a field for them to enter their email address.

• Phone: provides registrants with a field for them to enter their phone number.

• Company: provides registrants with a field for them to enter a company they are associated with.

원하는 대로 환경 설정을 모두 입력했으면 저장 및 닫기 를 클릭하여 질문을 저장하고 행사 양식의 질문 탭으로 돌아가거나 저장 후 새로 만들기 를 클릭합니다. 질문을 저장하고 새로운 질문 만들기 팝업 창에서 즉시 새 질문을 생성합니다.

As questions are added to the Questions tab, the informative columns showcase the configurations of each question.

The informative columns are the following:

• Title

• Mandatory

• Once per Order

• Type

• Answers (if applicable)

For Selection and Text Input types, a Stats button appears on the right side of the question line. When clicked, Odoo reveals a separate page, showcasing the response metrics to that specific question.

To delete any question from the Questions tab, click the (trash can) icon on the corresponding question line.

There is no limit to the number of questions that can be added in the Questions tab of an event form.

Notes tab

In the Notes tab of an event form, users can leave detailed internal notes and/or event-related instructions/information for attendees.

In the Note field of the Notes tab, users can leave internal notes for other event employees, like “to-do” lists, contact information, instructions, and so on.

In the Ticket Instructions field of the Notes tab, users can leave specific instructions for people attending the event that appear on the attendees ticket.

행사 게시

Once all configurations and modifications are complete on the event form, it is time to publish the event on the website. Doing so makes the event visible to website visitors, and makes it possible for people to register for the event.

사용자 지정이 모두 완료된 후 행사를 게시하려면 행사 양식 상단에 있는 웹사이트로 이동 스마트 버튼을 클릭합니다. 이렇게 하면 행사 웹페이지가 표시되며 사이트에 있는 다른 웹페이지처럼 편집 버튼을 통해 사용자 지정할 수 있습니다.

To learn more about website design functionality and options, consult the Building block documentation.

Once the event website is ready to be shared, click the red Unpublished toggle switch in the header menu, changing it to a green Published switch. At this point, the event web page is published, and viewable/accessible by all website visitors.

Send event invites

To send event invites to potential attendees, navigate to the desired event form, via Events app ‣ Events, and click into the desired event. Following this, click the Invite button in the upper-left corner of the event form.

Doing so reveals a blank email form to fill out, as desired. To learn more about how to create and customize emails like this, refer to the Create an email documentation.

Proceed to create and customize an email message to send as an invite to potential attendees. Remember to include a link to the registration page on the event website, allowing interested recipients to quickly register.

팁

Sending emails from Odoo is subject to a daily limit, which, by default, is 200. To learn more about daily limits, visit the 일일 한도 도달 documentation.

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