Event Management Accelerator

Simon Phillips, 01 June 2010

The Event Management Accelerator is a way for you to organise and keep in control of all your events and make sure that nothing is left undone, and no one is left unorganised. The install of this accelerator is not exactly easy, but if you follow the installation video you will get there in the end. You can download the event manager and a helpful video here.

Please note: If your system already has customizations to the campaign or campaign response forms that this will over ride them as they are the two main forms that are used in this accelerator as well as a lot of custom entities. This accelerator will track the time, location, price (if any), organiser, presenters, catering (if any), and attendees; and then after the event you can go through and mark who attended and who didn’t for reporting purposes.

The first step in using this accelerator is to create a campaign, the campaign type will be event and that will cause a new tab to show on the campaign form called Event Details. From there you can publish the event to the web for your clients to register for, after you have filled in all the campaign form fields and saved it you can then go and;

• Add event session times if the event will have more than one session or is run over a weekend
• Event team(internal/external) are the people helping you to organise the event
• Event package is what you are going to sell at the event
• Event sponsors who is sponsoring the event
• Event group allocations to add groups of people at a discounted price.

Through this you can track how many responses you get and you will also be able to tell if there was enough interest to run another event like it.

When you install this accelerator you also install 4 workflows:

• The first workflow will send an email to people who attend the event but that is only if you update all the records to show who attended and who didn’t.
• The second workflow will create task to help you plan and organise your event.
• The third workflow will send 3 different emails to the regestrants depending on the response code eg. Registered, Waitlist, canceled, it will also send an email reminder for the event 7 days prior if you set a date for the event.
• The last workflow will update the event address if the venue changes and update the website.