We organize an annual expo where we sell booths, and attendees visit these booths to gather information. One challenge we face is that it becomes tedious for attendees to provide their data each time they want information from a booth. How can we simplify this process and allow my clients (booth owners) to capture attendee data efficiently, while ensuring leads can be tracked and followed up on later?
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Currently, Odoo doesn’t offer a direct solution for tracking attendance at individual booths or sessions. However, we can leverage the available tools to create a similar report using the Events app, Survey, and Dashboards.
Setting Up Booth Management
- Activate Booth Management:
- Go to the Events Configuration tab and enable Booth Management as well as Use Event Barcode.
- Go to the Events Configuration tab and enable Booth Management as well as Use Event Barcode.
- Create an Event:
- When creating the event, if we want clients to book booths online, we can enable the Website submenu checkbox and the Booth Register checkbox. This will allow us to publish the booths on our website.
- Create Booths:
- Create individual booths and categorize them. This categorization is important because the website will group them accordingly. Additionally, the booth pricing will be affected by these categories.
- Publish the Event Site:
- Once the booths are created, publish the event site so that attendees and booth clients can begin registration.
- This setup allows us to sell booths online, and each booth will be linked to a renter (name and email), which will be important for tracking leads and attendee information.
- Once the booths are created, publish the event site so that attendees and booth clients can begin registration.
Booths can also be sold directly through the Sales App. When selling booths manually, ensure the renter's contact information is correctly captured, as this will be used for future lead generation.
Booth and Renter Overview:
To manage multiple events and booths, I will create a menu for the existing Booths model. This will allow me to visualize all the booths and renters from different events in one place.
- I will also link the booth information (like renters and booth details) to a spreadsheet for easier data management.
Survey Setup for Attendee Tracking:
- Create a Survey:
- Create a survey that is accessible only by invitation and requires login to ensure that each attendee's answers are tied to their email address.
- Survey Question Setup:
- The survey will include a single text question: "Attendee Code". This will be used to track attendees when they visit booths.
- Scan and Log Attendees:
- Clients will visit the booth, and the booth staff will scan the attendee's barcode using their camera or a free barcode app. They will then copy and paste the barcode into the survey and submit it. This process will be repeated for each attendee who visits the booth, with one barcode entry per submission in the same survey.
- Clients will visit the booth, and the booth staff will scan the attendee's barcode using their camera or a free barcode app. They will then copy and paste the barcode into the survey and submit it. This process will be repeated for each attendee who visits the booth, with one barcode entry per submission in the same survey.
Linking Survey Data to Attendees:
- Participation Tab:
- In the Survey Participation Tab, we will add a field called value_char_box and set it as a tags widget. This will help categorize attendee responses.
- Link Survey to Spreadsheet:
- Link the survey model to the same spreadsheet where the booth data is stored. This ensures all attendee data, including emails and phone numbers, are captured.
- Filter and Analyze Data:
- In the Attendees section, filter data by event or attendance.
- Using Studio, we will add a Barcode field to the attendee view, allowing us to easily track and manage attendee information.
- Add it to the same spreadsheet
Lead Generation and Data Cross-Referencing:
- VLOOKUP for Data Analysis:
- We will use a VLOOKUP formula in the spreadsheet to cross-reference the barcode data from the survey answers with the attendee sheet. This allows us to retrieve all relevant details such as name, email, phone number, and other information.
- We will use a VLOOKUP formula in the spreadsheet to cross-reference the barcode data from the survey answers with the attendee sheet. This allows us to retrieve all relevant details such as name, email, phone number, and other information.
- Relating Surveys to Booths:
- We can also associate each booth's survey responses with their specific renter, which enables filtering by booth/renter for better lead management.
By implementing this system, we will be able to provide our clients with detailed lists of attendees per booth, along with valuable lead information. This allows booth owners to follow up with potential clients effectively.
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