Modules: Events

How to set up a new Event, notification emails, follow-up emails.

Open the Events Module

Open the Events Module

From the Dashboard Menu

  1. Click on Modules
  2. Click on Events

Add a New Event

Add a New Event

Click on the grey Add Event button at the top of the Events Module window.

Edit New Event Details

Edit New Event Details
  1. Make sure the Details tab is selected
  2. Type a name for your event in the Event Name text field
  3. Make sure that the event is Enabled by clicking in the check box.
  4. Type a description for your event into the Event Content text area.

More Options

More Options

Click on the small blue arrow to reveal the More Options panel

  1. Set the Capacity of your event.
  2. If you wish to hide the event once the capacity is full, then click on the Hide When Full check box.
  3. Check the box labelled Requires Payment to enable payment options.

Save and Click Next

Save and Click Next

Click on the grey Save button at the bottom of the window to save your settings, then click on the blue Next button.

Set Up the Event Notification Email

Set Up the Event Notification Email
  1. You are now in the Notification tab
  2. Enter the Subject of the notification email, the name and the email addressfrom which you would like the email notification to be sent.
  3. Make sure the notification is set to HTML in the Format drop-down menu.

Save the Notification Email and Proceed to the Next Step

Save the Notification Email and Proceed to the Next Step
  1. Save your notification email by clicking the grey Save button.
  2. Click on the grey Email Me button to send a test email.
  3. Click on the blue Next button to move on the the next step.

Create a New Follow-Up Email for Your Event

Create a New Follow-Up Email for Your Event
  1. You are now in the Follow-up Emails tab.
  2. Click on the grey New Follow-Up button

Edit the Settings and Content for Your Follow-Up Email

Edit the Settings and Content for Your Follow-Up Email
  1. Enter a name for your follow-up in the Follow Up Name text area
  2. Enter a Delivery Day:
  3. Enter the Email Subject
  4. Enter the Email From Name
  5. Enter the Email From Address
  6. Make sure the format for the Followup is set to HTML with the Format drop-down menu.
  7. Write the content of your Follow-up in the Follow-Up Content text area.

Save Your Follow-Up Email

Save Your Follow-Up Email

Click on the blue Save button to save your Follow-Up email.

See Subscribers

See Subscribers
  1. Click on the Subscribers tab.
  2. When you first set up your Event, the Subscriber list will be empty, and will display the 'No subscribers found' message. Check back here later on to see how bookings are progressing.
  3. If you take bookings by phone or email, you can manually add subscribers details in the Quick Subscribe panel. Simply fill in the name and email address of your new subscriber. The Quick Subscribe panel also gives you an Allocation option: this allows you to allocate a number of seats to your new manual booking.
  4. Click on the blue Subscribe button to save and add the new manual booking to your event.