The Events module allows you to manage physical or virtual events — conferences, seminars, webinars or any gathering — by capturing event details, recording a venue location, and managing delegate invitations and attendance. The module has two components: Locations (for venue information) and Events (for the event itself and its delegates).
Name: the name of the event. Required.
Start Date / End Date: when the event begins and ends. Required.
Duration: automatically calculated from the start and end dates. Changing the duration adjusts the end date accordingly.
Location: a relationship to the Event Locations module (see Event Locations below).
Budget: the planned spend for the event.
Email Invite Template: the Email Template sent to delegates when invitations are issued.
Accept Redirect URL: the web page delegates are redirected to after accepting an invitation via the link in the email template.
Decline Redirect URL: the web page delegates are redirected to after declining an invitation.
Description: additional information about the event.
The Locations module captures venue details for events. To create a location:
Navigate to the Locations module using the top navigation bar and select Create Location from the module menu.
Enter the venue details in the Edit View. Required fields are marked with a red asterisk.
Click Save.
Navigate to the Events module using the top navigation bar and select Create Event from the module menu.
Enter the event details in the Edit View. Required fields are marked with a red asterisk.
Click Save.
Navigate to the Event’s Detail View.
Open the Delegates sub-panel.
Click Select Delegates. A list of options will appear.
Select the appropriate option depending on who should be added:
Target List: all Targets, Leads and Contacts on the selected Target List will be added to the Event.
Targets: select individual Targets to add.
Contacts: select individual Contacts to add.
Leads: select individual Leads to add.
Events: import the delegate list from another Event.
A search pop-up will appear. Find and select the records to add.
The Delegates sub-panel will populate with the selected records.
For more on working with sub-panels, see Relationships and Subpanels.
Navigate to the Delegates sub-panel.
Choose the Send Invites action.
This sends the Email Invite Template to all delegates with a status of Not Invited.
Once sent, each delegate’s status automatically updates to Invited.
Choosing Resend Invites sends invitations to all delegates who have not yet responded.
Navigate to the Delegates sub-panel.
Select the delegates whose acceptance status needs updating.
Choose the Manage Acceptances action.
Select the appropriate status from the list.
The delegates' acceptance status will be updated accordingly.
Acceptance status is updated automatically if the delegate clicks the accept link in the email invitation.
Navigate to the Delegates sub-panel.
Select the delegates whose attendance status needs updating.
Choose the Manage Delegates action.
Select the appropriate status: Invited, Not Invited, Attended or Not Attended.
The delegates' status will be updated accordingly.
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