Events

Aurea.CRM allows you to depict the thematic and organizational structure of events by adding events as campaigns.

Executing the following steps to add events as campaign:

• Planning: Estimate the number of attendees, select a venue and lecturers and create an agenda, see Planning Events.
• Approval: Submit the event for budget approval and/or to verify that the event complies with applicable legal provisions, see Approving Events and Verifying Compliance.
• Execution: Generate the target group, add any necessary customers, send out invitations, administrate the attendees and organize hotels and transfers, see Executing Events.
• Follow-up: You can evaluate the event and monitor costs, see Rating Events and Calculating Event Costs.

Your administrator can define campaign templates that support you in planning and managing your events. These campaign templates can already include marketing activities, e.g. sending out invitations. Follow-up marketing activities may also be defined for individual marketing activities based on the responses received (e.g. responding "Yes, I will attend" to the invitation results in the recipient being assigned to the follow-up "Event" marketing activity).

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 attendees including speakers must be present as persons in the database.

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