Events
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).
Key Fields
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Name: the name of the event. Required.
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Start Date / End Date: when the event begins and ends. Required.
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Duration: automatically calculated from the start and end dates. Changing the duration adjusts the end date accordingly.
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Location: a relationship to the Event Locations module (see Event Locations below).
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Budget: the planned spend for the event.
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Email Invite Template: the Email Template sent to delegates when invitations are issued.
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Accept Redirect URL: the web page delegates are redirected to after accepting an invitation via the link in the email template.
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Decline Redirect URL: the web page delegates are redirected to after declining an invitation.
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Description: additional information about the event.
Event Locations
The Locations module captures venue details for events. To create a location:
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Hover over the Locations module on the navigation bar and select Create Location.
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Enter the venue details in the Edit View. All required fields are marked with a red asterisk.
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Click Save.
Creating Events
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Hover over the Events module on the navigation bar and select Create Event.
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Enter the event details in the Edit View. All required fields are marked with a red asterisk.
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Click Save.
Adding Delegates
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Navigate to the Event Detail View.
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Scroll to the Delegates sub-panel.
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Click Select Delegates. A list of options will appear.
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Select the appropriate option depending on who should be added:
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Target List: all Targets, Leads and Contacts on the selected Target List will be added to the Event.
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Targets: select individual Targets to add.
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Contacts: select individual Contacts to add.
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Leads: select individual Leads to add.
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Events: import the delegate list from another Event.
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A search pop-up will appear. Find and select the records to add.
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The Delegates sub-panel will populate with the selected records.
Sending Invites to Delegates
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Navigate to the Delegates sub-panel.
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Choose action Send Invites.
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This sends the Email Invite Template to all delegates with a status of Not Invited.
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Once sent, each delegate’s status automatically updates to Invited.
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Choosing Resend Invites sends invitations to all delegates who have not yet responded.
Managing Delegate Acceptance
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Navigate to the Delegates sub-panel.
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Select the delegates whose acceptance status needs updating.
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Choose action Manage Acceptances.
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Select the appropriate status from the list.
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The delegates' acceptance status will be updated accordingly.
Acceptance status is updated automatically if the delegate clicks the accept link in the email invitation.
Updating Delegate Attendance
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Navigate to the Delegates sub-panel.
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Select the delegates whose attendance status needs updating.
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Choose action Manage Delegates.
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Select the appropriate status: Invited, Not Invited, Attended or Not Attended.
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The delegates' status will be updated accordingly.
