Criar 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.
Painel¶
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 Modelos de 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.
Dica
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.
Aba Ingressos¶
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.
Dica
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.
Em seguida, defina o custo de inscrição do ingresso no campo Preço.
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.
Em seguida, se desejar, designe o valor Máximo pelo qual esse ingresso específico que pode ser vendido.
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.
Dica
Para adicionar uma coluna opcional Descrição à aba Ingressos, clique no menu suspenso (opções adicionais), localizado na extremidade direita dos títulos das colunas.
Em seguida, marque a caixa de seleção ao lado de Descrição no menu suspenso resultante.
Se adicionada, aparece a opção de adicionar breves descrições para cada ingresso do evento, que podem ser usadas para informar os participantes sobre vantagens ou comodidades que possam coincidir com a compra de ingressos específicos.
Aba Comunicação¶
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.
Modelos de WhatsApp não podem ser editados durante a configuração ativa. É necessária uma aprovação separada da 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.
Em seguida, selecione uma opção no menu suspenso Disparo. As opções são: Após cada inscrição, Antes do evento e Após o 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
Para enviar um e-mail de confirmação uma hora depois que um participante se registrar em um evento, configure a seguinte comunicação:
Intervalo:
1Unidade: Horas
Disparo: Após cada inscrição
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 visualizar e gerenciar todos os modelos de e-mail, ative o Modo de desenvolvedor (modo de depuração) e navegue até :menuselection:`Definições –> Técnico –> E-mail: Modelos de e-mail”. Modifique com cuidado, pois os modelos de e-mail afetam todas as comunicações em que o modelo é usado.
Aba Perguntas¶
Na aba Perguntas de um formulário de evento, os usuários podem criar questionários breves para os inscritos interagirem e responderem depois de se inscreverem no evento.
Essas perguntas podem se concentrar na coleta de informações básicas sobre o participante, aprendendo sobre suas preferências, expectativas e outros aspectos dessa natureza. Essas informações também podem ser usadas para criar métricas de relatórios mais detalhadas, além de serem utilizadas para criar regras específicas de geração de 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.
Para adicionar uma pergunta na guia Perguntas, clique em Adicionar uma linha. Ao fazer isso, uma janela pop-up Criar pergunta é exibida. A partir daqui, os usuários podem criar e configurar suas perguntas.
Primeiro, insira a pergunta no campo na parte superior do formulário. Em seguida, decida se a pergunta deve exigir uma Resposta obrigatória e/ou se o Odoo deve Perguntar uma vez por pedido, marcando suas respectivas caixas, se desejar.
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.
Em seguida, selecione uma opção Tipo de pergunta:
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.
Depois que todas as configurações desejadas tiverem sido inseridas, clique em Salvar e Fechar para salvar a pergunta e retornar à aba Perguntas no formulário do evento, ou clique em Salvar e Novo para salvar a pergunta e criar uma nova pergunta na janela pop-up Criar pergunta.
À medida que as perguntas são adicionadas à aba Perguntas, as colunas informativas mostram as configurações de cada pergunta.
As colunas informativas são as seguintes:
Título
Obrigatório
Uma vez por pedido
Tipo
Respostas (se aplicável)
Para os tipos Seleção e Entrada de texto, um botão Estatísticas aparece no lado direito da linha da pergunta. Quando clicado, o Odoo abre uma página separada, exibindo as métricas de resposta para aquela pergunta específica.
Para excluir qualquer pergunta da aba Perguntas, clique no ícone (lixeira) na linha da pergunta correspondente.
Any number of questions can be added in the Questions tab of an event form.
Aba Notas¶
Na aba Notas de um formulário de evento, os usuários podem deixar notas internas detalhadas e/ou instruções/informações relacionadas ao evento para os participantes.
No campo Nota da aba Notas, os usuários podem deixar notas internas para outros funcionários do evento, como instruções, listas de afazeres, informações de contato e assim por diante.
No campo Instruções do ingresso da aba Notas, os usuários podem deixar instruções específicas para as pessoas que participarão do evento, que serão exibidas no ingresso dos participantes.
Publicar eventos¶
Quando forem concluídas todas as configurações e modificações no formulário de evento, é hora de publicar o evento no site. Isso torna o evento visível para os visitantes do site e permite que as pessoas se inscrevam no evento.
Para publicar um evento após a conclusão de todas as personalizações, clique no botão inteligente Ir para o site na parte superior do formulário do evento. Isso abre a página da web do evento, que pode ser personalizada como qualquer outra página da web no site, pelo botão Editar.
Para saber mais sobre a funcionalidade e as opções de design do site, consulte a documentação sobre Bloco de construção.
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 convites para eventos¶
Para enviar convites de eventos a possíveis participantes, navegue até o formulário do evento desejado por , e clique no evento desejado. Depois disso, clique no botão Convidar no canto superior esquerdo do formulário do evento.
Isso abre um formulário de e-mail em branco para ser preenchido, conforme desejado. Para saber mais sobre como criar e personalizar e-mails como esse, consulte a documentação Criar um e-mail.
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.
Dica
O envio de e-mails do Odoo está sujeito a um limite diário, que, por padrão, é 200. Para saber mais sobre os limites diários, visite a documentação Limite diário atingido.
Ver também