Events

Learn about event planning, management and monitoring in Aurea CRM.

Aurea CRM allows you to depict the thematic and organizational structure of events by adding events as campaigns and executing the following steps:

• Planning: Estimate the number of participants, select a venue and speakers, and create an agenda.
• Approval: The responsible persons verify and approve the event (its budget and/or compliance-relevant aspects).
• Execution: Generate the target group, add any necessary additional customers to the target group, send out invitations, administrate the participants and organize hotels, transfers etc.
• Follow-up: You can evaluate the event and calculate the costs.

Your administrator can define campaign templates that support you in planning and managing your events. These campaign templates can already include marketing activities, responses and follow-up activities (e.g. responding "Yes, I will attend", to an invitation automatically assigns the respondent to the follow-up activity "Event" and automatically adds a participant record).

If the event is held at an external venue (e.g. a hotel), the venue must be entered as a company in the Aurea CRM database. Furthermore, all participants including speakers must be present as persons in the database.

For general information on campaigns and marketing activities. Functions specific to events are described in the following sections.