Skapa evenemang¶
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.
Instrumentpanel¶
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.
Observera
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.
Observera
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 Mallar för evenemang documentation.
Additionally, add any corresponding tags (e.g., Online, Conference) for the event in the
Tags field. Multiple tags can be added per event.
Tips
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.
Viktigt
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.
Tips
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.
Därefter anger du registreringskostnaden för biljetten i fältet Price.
Observera
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.
Ange sedan, om så önskas, en Maximum mängd av den specifika biljetten som kan säljas.
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.
Tips
Om du vill lägga till en valfri kolumn Description på fliken Tickets klickar du på rullgardinsmenyn (additional options) som finns längst till höger om kolumntitlarna.
Markera sedan kryssrutan bredvid Description i den rullgardinsmeny som visas.
När detta läggs till visas möjligheten att lägga till korta beskrivningar för varje evenemangsbiljett, vilket kan användas för att informera deltagarna om eventuella förmåner eller bekvämligheter som kan sammanfalla med specifika biljettköp.
Fliken Kommunikation¶
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.
Observera
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.
Viktigt
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 mallar kan inte redigeras under aktiv konfiguration. Ett separat godkännande från Meta krävs.
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.
Välj sedan ett alternativ från rullgardinsmenyn Trigger. Alternativen är: After varje registrering, Före evenemanget och Efter evenemanget.
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
Om du vill skicka ett bekräftelsemeddelande en timme efter att en deltagare har anmält sig till ett evenemang konfigurerar du följande kommunikation:
Intervall:
1Unit: Hours
Trigger: Efter varje registrering
Observera
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.
För att se och hantera alla e-postmallar, aktivera Utvecklarläge (felsökningsläge) och navigera till . Modifiera med försiktighet eftersom e-postmallar påverkar all kommunikation där mallen används.
Fliken Frågor¶
På fliken Questions i ett evenemangsformulär kan användarna skapa korta frågeformulär som deltagarna kan interagera med och svara på efter att de har anmält sig till evenemanget.
Dessa frågor kan vara inriktade på att samla in grundläggande information om deltagaren, lära sig om deras preferenser, förväntningar och andra saker av den karaktären. Denna information kan också användas för att skapa mer detaljerade rapporteringsmått, förutom att den kan användas för att skapa specifika regler för leadgenerering.
Observera
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.
För att lägga till en fråga på fliken Questions, klicka på Add a line. Då visas popup-fönstret Create Question. Härifrån kan användaren skapa och konfigurera sin fråga.
Ange först frågan i fältet längst upp i formuläret. Bestäm sedan om frågan ska kräva ett Mandatory Answer och/eller om Odoo ska Ask once per order, genom att kryssa i respektive ruta, om så önskas.
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.
Välj sedan ett alternativ för Frågetyp:
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.
När alla önskade konfigurationer har angetts klickar du antingen på Save & Close för att spara frågan och återgå till fliken Questions i evenemangsformuläret, eller på Save & New för att spara frågan och omedelbart skapa en ny fråga i ett nytt popup-fönster Create Question.
När frågor läggs till på fliken Questions, visar de informativa kolumnerna konfigurationerna för varje fråga.
De informativa kolumnerna är följande:
Titel
Obligatoriskt
En gång per beställning
Typ
Svar (om tillämpligt)
För typerna Selection och Text Input visas en Stats-knapp på höger sida av frågeraden. När du klickar på den öppnar Odoo en separat sida som visar svarsmätvärdena för den specifika frågan.
Om du vill ta bort en fråga från fliken Frågor klickar du på (papperskorg)-ikonen på motsvarande frågerad.
Any number of questions can be added in the Questions tab of an event form.
Fliken Anteckningar¶
På fliken Notes i ett evenemangsformulär kan användare lämna detaljerade interna anteckningar och/eller evenemangsrelaterade instruktioner/information till deltagarna.
I fältet Note på fliken Notes kan användare lämna interna anteckningar till andra eventmedarbetare, t.ex. ”att göra”-listor, kontaktinformation, instruktioner och så vidare.
I fältet Ticket Instructions på fliken Notes kan användare lämna specifika instruktioner för personer som deltar i evenemanget som visas på deltagarnas biljett.
Publicera evenemang¶
När alla konfigurationer och ändringar är klara i evenemangsformuläret är det dags att publicera evenemanget på webbplatsen. På så sätt blir evenemanget synligt för webbplatsens besökare och det blir möjligt för personer att registrera sig för evenemanget.
För att publicera ett evenemang efter att alla anpassningar är klara, klicka på Go to Website smartknappen högst upp i evenemangsformuläret. Då visas evenemangets webbsida, som kan anpassas som alla andra webbsidor på webbplatsen, via knappen Edit.
Mer information om funktioner och alternativ för webbplatsdesign finns i dokumentationen Building block.
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.
Skicka inbjudningar till evenemang¶
För att skicka inbjudningar till potentiella deltagare navigerar du till önskat evenemangsformulär via och klickar på önskat evenemang. Klicka sedan på knappen Invite i det övre vänstra hörnet av evenemangsformuläret.
Om du gör det visas ett tomt e-postformulär som du kan fylla i efter eget önskemål. Mer information om hur du skapar och anpassar e-postmeddelanden som det här finns i :ref:``Create an email <email_marketing/create_email>`-dokumentationen.
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.
Tips
Att skicka e-post från Odoo är föremål för en daglig gräns, som standard är 200. Om du vill veta mer om dagliga gränser, besök Daglig gräns uppnådd dokumentation.