There are a few steps to complete before creating an event; creating or editing event types, groups, event venues, event sponsors and event surveys. Once you have created the correct selection options you are ready to create the new event.
Events View
- Connect>Events>Events - opens the Events view.
- Search for events using the search panel. Opens automatically when openings events view. Use the Open/Close panel icon.
- Events Quick action button group.
- Events Grid View - List of events by that can be sorted by column header. Name or Event Type.
The Events view contains the events grid, and a bar containing a search function, action options and calendar of events. The grid has the same functionality as other grids within CompleteEmpire, including sorting functions and changes to columns.
However, unlike other grids within Complete, the events section allows you to view and edit individual events within the grid. Click once on the event and click the pen icon to edit the event within the grid. You can use the search bar criteria to locate an event or use the actions menu to go to different pages.
Search Panel - Search/Actions/Event Calendar
The slide out Search Panel on the right of your screen view has a number of features that are unique to the management of Events.
- Search fields - use to search for events using name or a number of appropriate filters.
- Actions - quick links to event related views without returning to the Main Menu.
- Current Events - lists the current events in progress and visible on the public website.
- Proposed Events - lists forthcoming events that are not yet visible on the public website.
Events view quick action button group
- [Create New] - create a new event, opens a new event window.
- [Edit] - edit event details.
- [Delete] - delete the selected event.
- [Refresh] - refresh the grid view.
New Event window
- Group - Indicates if the event is part of a group of related events, populated during the creation of a new event.
- Name - each event requires a relevant name. If a group event then the field will be populated automatically. Mandatory field.
- Event Type - select form the drop down list. If a group event then the field will be populated automatically. Mandatory field.
- Event Venue - select from the previously added venues.
- Survey - select a survey from available choices and Survey Visibility - select if visible and if so on registration or post attendance.
- From Name - Name to appear on communications and From Email address - email address to appear on communications. Mandatory fields.
- Tracking Code - add previously generated tracking code relevant to the email communication.
- Emails - select and add your previously created emails for communications at each stage of the event, registration, reminders, attended and for non attendees as appropriate to your campaign..
- Brief - the brief will appear on the public website prior to the event registration form. Check the content and formatting prior to publishing to you public website.
- Description - the description will appear on the public website usually below the promo image prior to the event registration form. Check the content and formatting prior to publishing to you public website.
- Promo Image - add to upload your key promotional images.
- Flyer - add to upload any attachments/flyers to your communication that the registrant can view or download.
- Media Website - enter the URL for your publically accessible website.
- Conducted - tick if the event has passed, ordinarily leave unticked as it is automatically filled when event has been completed.
- Visible - select if you want the event to be seen on the events page on your website.
- [Save] - click to save your event details.
Mandatory fields outlined in red.
Events Detail View
The events detail view is accessed by highlighting the event and clicking on the small down arrow on the left.
The view consists of a number of tabs that open in new windows to enable editing, selection and creation options. A quick overview is detailed below.
The event grid view also enable quick selection tick box for confirming whether the even has been conducted or not and if it is to remain visible on your public website.
Sessions tab
- List of event sessions.
- Quick action buttons for creating new sessions and sending reminder, attended emails to registered attendees.
Details tab
- The event details window view, fields are editable.
Sponsors tab
- Sponsors tab lists the event sponsors.
- Select the event sponsors.
Developments tab
- Developments tab lists related developments for the event.
- Add developments from the available list.
- Default - if there are a number of developments listed for the event then this will be the default selection if a sale enquiry is created from this event
Expense Campaigns
- Details the expenses associated with the event.
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