행사 만들기

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.

현황판

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.

참고

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 Events 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.

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 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 행사 템플릿 documentation.

Additionally, add any corresponding tags (e.g., Online, Conference) for the event in the Tags field. 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.

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.

티켓 탭

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.

중요

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.

팁

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.

다음으로, 가격 필드에 티켓 등록비를 설정합니다.

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, 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.

그런 다음 필요한 경우, 해당 티켓의 판매용 최대 수량을 지정합니다.

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.

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.

그런 다음 드롭다운 메뉴가 나타나면 설명 옆에 있는 확인란에 표시합니다.

추가하면 행사 티켓별로 간략하게 설명을 추가할 수 있는 항목이 나타나며, 이를 통해 참석자에게 티켓을 구매하면 받을 수 있는 혜택이나 편의 시설을 안내할 수 있습니다.

커뮤니케이션 탭

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

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.

중요

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 템플릿은 환경설정에서는 편집할 수 없습니다. 별도로 메타 의 승인이 있어야 합니다.

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:

• 간격: 1

• 단위: 시간

• 트리거: 각각 등록 후

참고

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.

모든 이메일 템플릿을 확인하고 관리하려면 개발자 모드 ` 를 활성화한 후 :menuselection:`설정 –> 기술 –> 이메일: 이메일 템플릿 으로 이동합니다. 이메일 템플릿은 해당 템플릿이 사용되는 모든 커뮤니케이션에 영향을 미치므로 수정할 때 주의하세요.

질문 탭

행사 양식의 질문 탭에서 간단한 설문지를 생성하여 행사에 등록한 참여자가 이를 통해 상호 작용하고 응답하도록 할 수 있습니다.

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 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.

질문을 질문 탭에 추가하려면 줄 추가 를 클릭합니다. 그러면 질문 만들기 팝업창이 나타납니다. 여기에서 사용자가 질문을 생성하고 설정할 수 있습니다.

먼저 양식 상단에 있는 필드에 질문을 입력합니다. 그런 다음, 원하는 경우 해당 확인란에 표시하여 질문에 필수 답변 이 필요한지 및/또는 Odoo가 주문당 한 번만 요청 해야 하는지 지정합니다.

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.

다음으로, 질문 유형 옵션을 선택합니다.

• 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.

정보 열은 다음과 같습니다.

• 제목

• 필수

• 주문당 1회

• 유형

• 답변 (해당하는 경우)

선택 및 텍스트 입력 유형의 경우 통계 버튼이 질문 줄의 오른쪽에 나타납니다. 이 버튼을 클릭하면 Odoo에서는 특정 질문에 대한 응답 값을 보여주는 별도의 페이지가 표시됩니다.

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.

메모 탭

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

메모 탭에 있는 메모 필드에서, 다른 행사 직원에게 “할 일” 목록, 연락처 정보, 지침 등과 같은 내부 메모를 남길 수 있습니다.

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

행사 양식에 대한 환경 설정 및 수정이 모두 완료되면 이제 웹사이트에 행사를 게시할 차례입니다. 이렇게 하면 웹사이트 방문자에게 행사가 표시되고 사람들이 행사에 등록할 수 있게 됩니다.

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.

웹사이트 디자인 기능 및 옵션에 대해 더 자세히 알아보려면 빌딩 블록 문서를 참조하세요.

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.

행사 초대 보내기

잠재적인 참석자에게 행사 초대를 보내려면 행사 앱 ‣ 행사 를 통해 원하는 행사 양식으로 이동한 후 원하는 행사를 클릭합니다. 그런 다음 행사 양식의 왼쪽 상단에 있는 초대 버튼을 클릭합니다.

그렇게 하면 원하는 대로 작성할 수 있는 빈 이메일 양식이 나타납니다. 이와 같이 이메일을 만들어서 사용자 지정하는 방법에 대해 자세히 알아보려면 이메일 만들기 문서를 참조하세요.

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.

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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