Every industry or organization will have to manage one or the other event. It can be a meeting, an annual day celebration, or a customer management program. Despite the size of your organization, it would be easier to manage the event if you have the assistance of an application to manage the events. Odoo offers you a fine solution which is simple and nice for managing events as small as an in house event to a mass public event.
Every industry will conduct many events for their marketing purposes and for expressing business strategies. So we can plan and execute events easily through the module of event management in odoo. Odoo can handle every event very efficiently.
Odoo Events Module is a versatile event management module with the capacity to take forward various types of events. Be it conferences, festivals, seminars, webinars, charitable events or workshops, this core module can manage all types of small-scale and large-scale events. It encompasses tasks ranging from organizing a calendar and selling tickets to obtaining sponsors and promoting the event.
Benefits of Event Management in Odoo
1. Multifold Event Capabilities : Odoo Events module can practically manage any kind of event from conferences, classes, and webinars to festivals and exhibitions.
2. Smooth Organization and Coordination : Add proposals for speakers or topics to choose from. Let visitors browse the event schedule with quick filters. Get people more involved through a vote and validation option. Odoo’s event module supports the dynamic organization of the event through well-coordinated parts.
3. Automated Sale of tickets : This module allows you to sit back as people register for the event and buy tickets online. All you need to do is pick a method of payment and add any special discounts to your event. It manages the whole guest list in one place.
4. Find Sponsors and promote partnering firms : Odoo Events, when coupled with Odoo eCommerce, lets you add new sponsors and promote them according to the percentage sponsorship they purchase.
5. Event Analytics : All Odoo marketing tools come integrated with Google Analytics. This provides you an all-round view of the event in real-time.
6. Search-engine optimized : The Odoo Events module comes with ready to use SEO. Without any extra configuration, you’re furnished with keywords and tools to design and promote the event profitably.
7. Integration with Odoo Apps : The Events module comes integrated with other Odoo apps like website builder, CRM, and email marketing.
Let’s begin the process of creating a new event and promoting it on the website. Make sure you have the Odoo Events Module installed first, and then look for the icon on the Odoo main dashboard.
Now we can enter the Event Dashboard. On entering we can see the existing events.
When you access the Odoo Event Module, you’ll get a list of all the events that have been generated on this platform previously. According to the progression of the execution, several stages can be generated for an event. On the dashboard, you can see some default statuses, such as New, Booked, and Announced, and you may move your event between them.
Just find what are the events and the date of the events. In this dashboard, we can find that the event date remains expressed on the left-hand side. This also helps the user to identify the name of the event and then a number of participants planning to take part in the event.
The Events module, like any other module, has filters and groups. Depending on your needs, you can use the default and custom parameters for each of them. When you click on any event, you will be sent a thorough description of that event, as you can see in the screenshot below.
The name of the event, the scheduled time, the organizer, the response time, and the company are all listed here.There are numerous other fields, which we will address later when we create the new event section.
Now let’s create a new event. For this we will use a “Create button”.
In the appropriate field, make use of the create form to provide information like the name of the event, the name of the website where the event will be published, details of the organizer, location of the program and date of event. It also enables the user to add details including company, responsible, etc. In the ‘Limit Registration’ option, you can also set a limit on the number of people who can attend the events.
Organize the Tickets : Create different types of tickets here with the help of the Tickets Tab. You can start selling tickets to your event after filling out the details on the new event creation form.
If you want, you can add a product that was created earlier. It is under the tickets tab that the user can set the price of the ticket along with the maximum available seats. It also helps the user to mark the confirmed or unconfirmed seats.
Communication : The second tab you can find here is Communication. It helps the user to start communication with the customer. Communication can be initiated with the help of email or SMS. The user can also choose an email template and SMS template from here.
It is beneficial to add templates based on the mode of communication you choose. You can choose the Unit as immediately, hours, days, weeks, or months, and you can pick how often you want to send mail or SMS to the consumer. Choose between After each registration, Before the event, or After the event as the Trigger.
Notes : The third tab will help the user to give any direction, provide any critical information, clarification to the participants of the event. Suppose the event is a meeting and the participants are to bring some report. The organizer can mention it here.
Now all the steps complete, now you can save this event.
When you save the event you can publish it on the website. Use the go to website option for this.
When you click on the Go to website, you will go to the website page. For reference you can see the screenshot below.
The user can also make use of the web page edit options if you want to make any changes.
Use the ‘Edit’ option if you need to make any changes to any fields or if you want to add something to the event form.
This is how Odoo provides assistance to a user in utilizing the Events module to create new events.
The Odoo opensource ERP provides the complete features of event management. This event management ERP is completely integrated with websites, accounts, purchases etc. The beauty of this event management system is very much easy to use and configurable.
Now let me also tell you about configuration management in the Event Module. On creating new events, Odoo also provides many configurations in the events management module. Creating a new event is a simple process using the Events module. Odoo simplifies each step and facilitates the successful creation of events. Select the events module from the home dashboard of your Odoo.
Let’s look at each of these configuration options.
Setting : Under the settings option, there are the additional facilities available in the Events module.
Schedule & Tracks : Through enabling this option you can manage and publish a schedule with a track. This will allow you to track all the events by integrating them with the Enterprise event track, Event exhibitors, Mass mailing of track speakers, and Advanced events.
Community Chat Rooms : By enabling this, it will allow you to provide an opportunity to the attendees to interact by creating virtual conference rooms.
Registration : There are two options available under the registration tab, Tickets, and Online Ticketing. You can use these options to sell the tickets with sales orders and sell them on your Odoo website respectively.
Attendance : Through this option you can enable the facility to scan badges to record the participant’s attendance in an event.
Event Templates : We use event templates when we create a new event. The template will vary according to the type of event we are planning to conduct.
This template can manage the communication types, visibility of events, attendees, and ticketing.
There are different types of templates available for each type of event. You can use these templates by editing the details according to your purpose. Or you can create a new template using the “Create” button. For reference you can see the screenshot below.
Event Stages : When we open the events module we will get a view of different types of events categorized according to the stages they are going through.
If you want to add new stages to your events, go to the configuration menu of this module and select ‘Event Stages’.
With the help of the “Create” button you can add a new stage. You just have to add a name to your stage then save the stage. For reference you can see the screenshot below.
Lead Generation : Lead generation is an important step in creating a new customer. You can generate leads from the list of candidates who registered for the event.
In the ‘Lead Generation’ option in the configuration menu, you can see a list of leads and create a new one.
When you click on the “Create” button, you can see the window will open and you have to fill in the details.
You can set a rule name, create the type per attendee or order, time, and the event details. You can also set filters to find the attendees who meet the requirement. Add the sales team, salesperson name, and tags to this form and save the lead.
Event Tags Category : Tags are a commonly used feature while creating any task in Odoo. On creating a new event, there is a field to add tags.
You can create new types of tags according to the nature of your event. To create a new tag click on the “Create” button. For reference you can see the screenshot below.
Give a name to the type of your tag and add new tags to this type using the ‘Add a Line’ option. You can also pick various colors for the tags. Save the tag category once you have done these steps.
These are the configurations available in the Event Management Module in the Odoo and you can make use of each of them to create a new event efficiently according to your business requirements.
I hope this blog will help you to understand the workflow of the Event Module and through this you can easily configure this also.