Events – LSI

Learn to plan and execute events.

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 a program, see Planning Events.
• Approval: The responsible persons verify and approve the event (regarding the budget/and or compliance), see Verifying and Approving Events.
• 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., see Executing Events.
• Follow-up: You can evaluate the event and calculate the costs, see Rating Events and Monitoring Event Costs.

For general information on campaigns and marketing activities, see Campaigns and Marketing Activities. Functions specific to events are described in the following sections.