Crear eventos¶
With the Events application, organizers can create and configure in-person or online events in Odoo. Each new event contains a number of options to customize specific logistics such as ticket sales, registration desk, booths, tracks, sponsors, rooms, and more.
Events can be manually created from scratch or built from preconfigured templates. Once launched, the Events app integrates with other apps for enhanced functionalities, including promoting events, selling registration tickets to attendees, and generating leads using customizable rules.
Tablero¶
To create an event, navigate to the Events app to land on the dashboard. By default, the Events dashboard uses the (Kanban) view, which showcases all events in the database in their respective pipeline stages. Other views can be set using the buttons in the upper-right corner.
Each event card displays the name of the event, its scheduled date, location, number of expected Attendees, any scheduled activities related to the event, and the responsible event manager.
The default stages in the Kanban view are New, Booked, Announced, Ended, and Cancelled. The cards can be dragged-and-dropped into any stage in the pipeline.
Nota
The Ended and Cancelled stages are folded by default and located to the right of the other stages.
To add a new stage, click the Add Stage button on the right, enter a name for the stage, then click Add.
Add a new event¶
Events can be created by going to the app, on the (Kanban), (List), or (Gantt) views. Then, click the New button in the upper-left corner of the dashboard to open up a new event form.
At the top of the event form are a series of smart buttons related to various event metrics. These auto-populate with data once attendees begin to register, when booths and sponsors sign on for the event, when the event takes place, and so on. These smart buttons can be clicked to navigate to the event’s related pages to modify any details and/or perform any desired actions.
Beneath the smart buttons is the event form, which contains various fields and clickable tabs to configure the necessary details of the event.
To start, enter some basic information about the event in the following fields:
Event Name: The title of the event. This field is required.
Date: The scheduled date or date range of the event (expressed in the local timezone). This field is auto-populated but modifiable and is required.
Display Timezone: The timezone in which the event date is displayed on the website. This field is auto-populated but modifiable and is required.
Language: The chosen language for all event communications.
Nota
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 preconfigured language translation options available in
the database.
Alternatively, to populate the event form from an event template, select an option in the Template drop-down menu. To learn more, see the Plantillas para eventos documentation.
Additionally, add any corresponding tags (e.g., Online, Conference) for the event in the
Tags field. Multiple tags can be added per event.
Truco
Tags can be displayed on events that are listed on the website by enabling the Show on Website checkbox from .
Continue by entering information such as points of contact and venue location in the following fields:
Organizer: The organizer of the event (a company, contact, or employee).
Responsible: The specific user responsible for managing the event in the database.
Company: The specific company in the database to which the event is related. This field only appears if working in a multi-company environment. This field is auto-populated but modifiable. It is required.
Website: The specific website in the database on which the event is published. 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: The event venue location. This field pulls information from the Contacts application. Alternatively, the information can be entered manually.
Exhibition Map: The image of the event venue map. Click the Upload your file button to upload an image of the event venue map.
To limit the number of registrations for the event, check the Limit Registrations and enter the maximum number of attendees allowed in the resulting field.
Optionally, to create event badges for attendees, fill in the following fields:
Badge Dimension: The desired paper format dimension for the badges. The options are A4 foldable, A6, or 4 per sheet.
Badge Background: The custom background image for the badges. Click the Upload your file button to upload an image.
Additional event configurations¶
After filling out the fields on the event form, move on to the four tabs at the bottom for further customization.
Pestaña de entradas¶
In the Tickets tab of the event form, create custom registration tickets and ticket tiers for events.
To create a ticket, click Add a line in the Tickets tab. In the
Product field, either select the preconfigured Event Registration product,
or create a new one by typing in the name of the new event registration product and then selecting
either Create or Create and edit… from the resulting drop-down menu. Then,
enter a name for the ticket (e.g. Basic Ticket or VIP) in the Name field.
Importante
In order for an event registration product to be selectable in the Tickets tab, the event registration Product Type must be set to Service and the Create on Order field must be set to Event Registration.
Truco
Existing event registration products can be modified directly from this field as well by clicking the (right arrow) icon located beside the event registration product. Doing so reveals that product’s form. If the Inventory application is installed, additional choices are available to customize for the product.
Después, establezca el precio de la entrada en el campo Precio.
Nota
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, enter the Sales Start and Sales End dates in their respective fields. To do that, click into the blank field to reveal a calendar pop-over. From there, select the desired date and time, then click Apply.
Después, si lo desea, proporcione la cantidad máxima que se puede vender de esa entrada en específico.
The Registration column populates with the number of tickets that are sold.
To delete any tickets from the Tickets tab, click the (trash can) icon at the right in the corresponding line for the ticket that should be deleted.
Truco
Para añadir la columna opcional Descripción a la pestaña Entradas, haga clic en el menú desplegable (opciones adicionales) que se encuentra en la esquina derecha de los títulos de las columnas.
Después, seleccione la casilla junto a Descripción en el menú desplegable.
Al seleccionarla aparece la opción de añadir descripciones breves para cada entrada de evento. Estas son útiles para informarle a los asistentes sobre los beneficios o servicios que puedan tener al comprar alguna entrada en específica.
Pestaña de comunicación¶
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.
Nota
By default, Odoo provides three separate preconfigured communications on every new event form. One is an email sent after each registration to confirm the purchase with the attendee. The other two are email event reminders that are scheduled to be sent at different time intervals leading up to the event to remind the recipient of the upcoming event.
To add a communication in the Communication tab, click Add a line. Then, select the desired type of communication from the first drop-down menu on the Template field. The options are: Mail, SMS, Social Post, or WhatsApp.
Importante
The Social Post option only appears if the Social Marketing application is installed. The WhatsApp option only appears if the WhatsApp module is installed.
Las plantillas de WhatsApp no se pueden editar durante la configuración activa, necesita aprobación de Meta.
Then, select an existing email template from the second drop-down menu on the Template field.
Next, define the Interval and Unit 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.
Después seleccione una opción en el menú desplegable Activar. Las opciones son Después de cada registro, Antes del evento y Después del evento.
The Sent column populates with the number of sent communications. Next to the number are different icons that appear, depending on the status of that particular communication. The Running status is represented by a (three gears) icon. The Sent status is represented by a (checkmark) icon. And, the Scheduled status is represented by an (hourglass) icon.
Any number of communications can be added in the Communication tab of an event form.
Example
Configure la siguiente comunicación para enviar un correo de confirmación una hora después de que un participante se registre en un evento:
Intervalo:
1Unidad: Horas
Activar: Después de cada registro
Nota
Existing email templates can be modified directly from the Template drop-down menu, if necessary, by clicking the (Internal link) icon next to the template name. Doing so reveals a separate page where users can edit the Content, Email Configuration, and Settings of that particular email template.
Para ver y gestionar todas las plantillas de correo electrónico es necesario activar el :ref:``developer-mode`. Vaya a . Recuerde modificar con precaución, pues estas plantillas influyen en todas las comunicaciones donde se utiliza.
Pestaña de preguntas¶
En la pestaña Preguntas del formulario de un evento, los usuarios pueden crear cuestionarios breves para que las personas que se registraron interactúen y las respondan después de inscribirse.
Estas preguntas pueden estar orientadas para recopilar información básica sobre el asistente, conocer sus preferencias, expectativas y otros aspectos similares. Esta información también puede utilizarse para crear métricas de informes más detalladas, además de ser útil para establecer reglas específicas para generar leads.
Nota
By default, Odoo provides three questions in the Questions tab for every event form. The default questions require one or more registrants to provide their Name, Email, and an optional 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 registrants, as well as their preferences.
Haga clic en Agregar una línea para añadir una pregunta en la pestaña Preguntas. Esta acción abre la ventana emergente Crear pregunta en la que los usuarios pueden crear y configurar su pregunta.
Primero escriba la pregunta en el campo situado en la parte superior del formulario, después seleccione las casillas correspondientes si la pregunta necesita una respuesta obligatoria o si Odoo debería preguntar una vez por orden.
If the Ask once per order checkbox is ticked, the question will only be asked once, and its value is applied to every attendee in the order (if multiple tickets are purchased at once). If the checkbox is not ticked for this setting, Odoo presents the question for every attendee that is connected to that registration.
Después seleccione una opción relacionada con el tipo de pregunta:
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.
Después de haber realizado todas las configuraciones deseadas, haga clic en Guardar y cerrar para guardar la pregunta y regresar a la pestaña Preguntas del formulario del evento, también puede hacer clic en Guardar y crear nuevo para guardar la pregunta y crear una nueva pregunta de forma inmediata en la ventana emergente Crear pregunta.
Conforme agrega preguntas a la pestaña Preguntas, en las columnas informativas aparece la configuración de cada pregunta.
Las columnas informativas son las siguientes:
Título
Obligatorio
Una vez por orden
Tipo
Respuestas (si aplica)
En los tipos Selección y Entrada de texto aparece el botón Estadísticas del lado derecho de la línea de la pregunta. Al hacer clic, Odoo abre otra página con las métricas de respuesta a esa pregunta en específico.
Para eliminar cualquier pregunta de la pestaña Preguntas, haga clic en el icono (papelera) en su respectiva línea.
Any number of questions can be added in the Questions tab of an event form.
Pestaña de notas¶
En la pestaña Notas de un formulario de evento, los usuarios pueden añadir notas internas detalladas e instrucciones o información relacionada con el evento para los asistentes.
En el campo Nota de la pestaña Notas, los usuarios pueden añadir notas internas para otros empleados del evento, como listas de tareas pendientes, información de contacto, instrucciones, etcétera.
En el campo Instrucciones de la entrada de la pestaña Notas, los usuarios pueden añadir instrucciones específicas para las personas que asisten al evento, estas aparecerán en la entrada de los asistentes.
Publicar eventos¶
Luego de completar todas las configuraciones y modificaciones en el formulario de evento, es momento de publicar el evento en el sitio web. Esto hace que los visitantes del sitio web puedan verlo y registrarse.
Haga clic en el botón inteligente Ir al sitio web situado en la parte superior del formulario del evento para publicar un evento después de realizar todas las personalizaciones. Esta acción abrirá la página web del evento, que se puede personalizar como cualquier otra página web del sitio con el botón Editar.
Consulte la documentación sobre bloques de creación para obtener más información sobre las funcionalidades de diseño para sitios web y sus opciones.
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.
Enviar invitaciones a eventos¶
Para enviar las invitaciones de los eventos a los posibles asistentes, diríjase al formulario del evento deseado desde y haga clic en el evento correspondiente. Después, haga clic en el botón Invitar situado en la esquina superior izquierda del formulario del evento.
Esta acción abre un formulario de correo electrónico vacío que deberá completar según sus preferencias. Consulte la documentación Crear un correo electrónico para aprender más sobre la creación y personalización de correos electrónicos como este.
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 register.
Truco
El envío de correos desde Odoo tiene un límite diario, que es de 200 de forma predeterminada. Consulte la documentación sobre Límite diario alcanzado para obtener más información.
Ver también