Create events¶
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.
ダッシュボード¶
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.
注釈
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.
注釈
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 Event templates documentation.
Additionally, add any corresponding tags (e.g., Online, Conference) for the event in the
Tags field. Multiple tags can be added per event.
ちなみに
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.
Tickets tab¶
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.
重要
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.
ちなみに
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.
Next, set the registration cost of the ticket in the Price field.
注釈
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.
Then, if desired, designate a Maximum amount of that specific ticket that can be sold.
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.
ちなみに
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.
注釈
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.
重要
The Social Post option only appears if the Social Marketing application is installed. The WhatsApp option only appears if the WhatsApp module is installed.
WhatsApp templates cannot be edited during active configuration. A separate approval from Meta is required.
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.
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. 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
To send a confirmation email an hour after an attendee registers for an event, configure the following communication:
Interval:
1Unit: Hours
Trigger: After each registration
注釈
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.
To view and manage all email templates, activate 開発者モード (デバッグモード) and navigate to . Modify with caution as email templates effect all communications where the template is used.
Questions tab¶
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.
These questions can be focused on gathering basic information about the attendee, learning about their preferences, expectations, and other things of that nature. This information can also be used to create more detailed reporting metrics, in addition to being utilized to create specific lead generation rules.
注釈
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.
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.
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.
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.
Once all the desired configurations have been entered, either click Save & Close to save the question, and return to the Questions tab on the event form, or click Save & New to save the question and immediately create a new question on a new Create Question pop-up window.
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
タイプ
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.
Any number of questions 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.
Publish events¶
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.
To publish an event after all the customizations are complete, click the Go to Website smart button at the top of the event form. Doing so reveals the event's web page, which can be customized like any other web page on the site, via the Edit button.
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 , 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 register.
ちなみに
Sending emails from Odoo is subject to a daily limit, which, by default, is 200. To learn more about daily limits, visit the 日次上限に到達しました documentation.