The creation process of an Event
Navigation: Menu > Apps > Marketing > Events App > Listview > Click on Create (+)
Note: The fields which are in star mark are mandatory in the creation screen.
Create Event
| Field name | Description | Mandatory |
| Event Name | Enter the name of the Event | Yes |
| Event Type | Select the Event type from the drop-down list as Private or Corporate | Yes |
| Category | Select the category of the Event from the drop-down list | Yes |
| Series | By default the system takes series as Events | Yes |
| Banner | Select the Banner name from the drop-down list. User can also select multiple Banners | No |
| Start Date | Select the start date of the Event from the calendar | No |
| End Date | Select the end date of the Event from the calendar | No |
| Select Guest By Name | Select name of the Guest from the drop-down list. User can select multiple Guest names | No |
| More Options : User needs to click on “More options’ for Advanced Options | ||
Advanced Options
| Field name | Description | Mandatory |
| Planned Expense | Enter the monetary value of the Pre-planned Expense | No |
| Actual Expense | Enter the actual expense of the event. This can be after the event is concluded | No |
| Who can see your event? | Users have the option to choose the visibility setting for the event, allowing them to select whether it should be viewable by the public or restricted to a private audience | No |
| Scan Code Setting | Users can choose their preferred method of entry to the event, such as opting for either a QR code or a specific entry code | No |
| When should we publish your event? | Users have the option to select their preferred approach for event publication, allowing them to either schedule it for a later time or publish it immediately | No |
| Field name | Description | Mandatory |
| Is Family | User can click on the Toggle to enable to indicate whether the guest is accompanied by their family. The toggle turns to green I color when enabled and red when disabled. | No |
| Guest Family: If users enable the Toggle, select family member name(s) from the drop-down list |
Tags
| Field name | Description | Mandatory |
| Guest | Users can click on the checkbox to assign the Tag name | No |
Address
| Field name | Description | Mandatory |
| Event Location | Enter the complete address in the field or user can click on the ‘Capture Location’ option. Using mobile, the users can capture the exact location of the Event by selecting the Capture Location option | Yes |
| Address Name | Enter the quick identification name for the address | Yes |
| Address Line1 | Enter the address line 1 details | Yes |
| Address Line2 | Enter the additional address line 2 details | No |
| City | Select the city name from the drop-down list | Yes |
| Pin Code | Enter the pin code of address | Yes |
| Land Mark | Enter the notable nearby reference landmark name for the address | No |
Event Notes
| Field name | Description | Mandatory |
| Event Description | User can enter comments or supplementary notes related to the event helping attendees understand its context | No |
| Image | User can click on the ‘Upload image’ icon and select required image from the local storage of the Event | No |
Apply all the required details and click on Save