创建活动¶
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.
Dashboard¶
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.
備註
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.
備註
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 活动模板 documentation.
Additionally, add any corresponding tags (e.g., Online, Conference) for the event in the
Tags field. Multiple tags can be added per event.
小訣竅
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.
门票选项卡¶
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.
小訣竅
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.
然后，在 价格 字段中设置门票注册费用。
備註
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.
然后，如果需要，指定可出售的 最大 票量。
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.
小訣竅
要在 门票 标签中添加可选的 说明 列，请点击列标题最右侧的 （附加选项） 下拉菜单。
然后，在下拉菜单中勾选 说明 旁边的复选框。
添加后，就会出现为每张活动门票添加简要说明的选项，可用于告知参与者购买特定门票时可能附带的任何优惠或设施。
沟通选项卡¶
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.
備註
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 模板 **不能**在活动配置期间编辑。需要 Meta 单独批准。
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.
然后，从 触发器 下拉菜单中选择一个选项。选项包括：每次注册后、活动前`和:guilabel:`活动后。
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
要在参与者注册活动一小时后发送确认电子邮件，请配置以下沟通：
间隔：
1。单元：小时
触发器：每次注册后
備註
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.
要查看和管理所有电子邮件模板，请激活 开发者模式 并导航至 。请谨慎修改，因为电子邮件模板会影响使用该模板的所有沟通。
问题选项卡¶
在活动表单的 问题 选项卡中，用户可以创建简短问卷，供注册者在注册活动后进行互动和回复。
这些问题可以侧重于收集参与者的基本信息，了解他们的偏好、期望以及其他类似信息。除了用于创建特定的潜在客户生成规则外，这些信息还可用于创建更详细的报告指标。
備註
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.
要在:guilabel:问题`选项卡中添加问题，请点击 :guilabel:`添加行。这样会弹出一个 创建问题 窗口。用户可在此创建和配置问题。
首先，在表单顶部的字段中输入问题。然后，决定该问题是否需要 必答题 和/或 Odoo 是否应 每份订单询问一次，如需要，请勾选相应的方框。
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.
接下来，选择 问题类型 选项：
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.
输入所有所需配置后，点击 保存并关闭 保存问题，并返回事件表单的 问题 选项卡，或点击 保存并新建 保存问题，并立即在弹出的新 创建问题 窗口中创建新问题。
当问题添加到 问题 标签时，信息栏会显示每个问题的配置。
信息栏如下：
标题
强制
每次订购一次
类型
:guilabel:`答案`（如适用）
对于 选择 和 文本输入 类型，问题行右侧会出现一个 统计数据 按钮。点击后，Odoo 会显示一个单独的页面，展示该特定问题的回复指标。
要删除 问题 选项卡中的任何问题，请点击相应问题行上的 图标。
Any number of questions can be added in the Questions tab of an event form.
备注选项卡¶
在活动表单的 备注 选项卡中，用户可以为参与者留下详细的内部备注和/或与活动相关的说明/信息。
在 备注 选项卡的 备注 字段中，用户可以为其他活动员工留下内部备注，如 “待办事项” 列表、联系信息、说明等。
在 备注 选项卡的 购票须知 字段中，用户可以为参加活动的人员留下具体说明，这些说明将显示在参与者的票据上。
发布的活动¶
完成活动表单上的所有配置和修改后，就可以在网站上发布活动了。这样做可以让网站访客看到活动，并让人们有可能注册活动。
要在完成所有自定义后发布活动，请点击事件表单顶部的 转到网站`智能按钮。这样就会显示活动的网页，该网页可以像网站上的其他网页一样，通过 :guilabel:`编辑 按钮进行自定义。
要了解有关网站设计功能和选项的更多信息，请查阅 建构模块 文档。
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.
发送活动邀请¶
要向潜在参与者发送活动邀请，请通过 导航至所需的活动表单，并点击进入所需的活动。然后，点击活动表单左上角的 邀请 按钮。
这样就会显示一个空白的电子邮件表单，可根据需要填写。要进一步了解如何创建和定制类似的电子邮件，请参阅 :ref:`创建电子邮件 <email_marketing/create_email>`文档。
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.
小訣竅
从 Odoo 发送电子邮件受每日限额限制，默认为 200。要了解有关每日限制的更多信息，请访问 已达每日限额 文档。
其他資料