Talks, proposals, and agenda

# Talks, proposals, and agenda

With Odoo Events , users can utilize a fully-integrated event website, where attendees can quickly
access various tracks (talks, presentations, etc.), view entire agendas, and propose talks for the
event.

## Event website

To access an event website, navigate to the specific event form in the Odoo Events app, and click
the Go to Website smart button. Or, while on the Odoo-built website for the company,
click the Events header option, and select the desired event to view that eventâs
website.
On the event website, there is an event-specific subheader menu with different options to choose
from.
With the Schedule & Tracks setting enabled in the Odoo Events app, the following links are
automatically added to the subheader menu, located on the event website: Talks , Talk Proposals , and Agenda .
To enable the Schedule & Tracks setting, navigate to Events app â£
Configuration â£ Settings , tick the checkbox beside Schedule & Tracks , and click Save .

### Talks page

The Talks link takes the attendee to a page filled with all the planned tracks for the
event.
At the top of Talks page, there are drop-down filter menus beside a Search
a talkâ¦ search bar.
The first drop-down filter menu (with the starting title: Favorites ) is the only
drop-down filter menu that appears by default. When clicked, the resulting menu presents two
options: Favorites and All Talks .
Selecting Favorites shows only the tracks that have been favorited by the attendee.
If no tracks have been favorited, and the Favorites filter is selected, Odoo presents
all the event tracks.
Selecting All Talks shows all the tracks, regardless if they have been favorited or
not.
The other drop-down filter menus that appear on this page are related to any configured tags (and
tag categories) created for event tracks in the backend.
To add tags and tag categories to track forms, open a desired event track form, and start typing
a new tag in the Tags field. Then, click Create and editâ¦ from the
resulting drop-down menu.
Doing so reveals a Create Tags pop-up form.
From here, users see the recently added tag in the Tag Name field. Beneath that,
there is an option to add a specific Color Index to the tag for added organization.
Lastly, there is the Category field, where users can either select a pre-existing
category for this new tag, or create a new one.
All options in the Category field for tags appear as their own drop-down filter menu
on the Talks page, located on the event website.
Beneath the drop-down filter menus at the top of the Talks page, there is a list of
planned tracks for the specific event, organized by day.
If an attendee wishes to favorite a track, they can click the (empty
bell) icon, located to the right of the track title. Attendees will know a track has been favorited
when they notice the icon has been changed to (filled bell) icon.
Favoriting a track this way places it on the list of Favorites , which is accessible from
the default drop-down filter menu, located at the top of the Talks page.

### Talk Proposals page

The Talk Proposals link takes attendees to a page on the event website, wherein they can
formerly submit a proposal for a talk ( track ) for the event, via a custom online form.
In addition to the form, an introduction to the page, along with any other pertinent information
related to the types of talks the event will feature can be added, if needed.
The talk proposal form can be modified in a number of different ways, via the web builder tools,
accessible by clicking Edit while on the specific page.
Then, proceed to edit any of the default fields, or add new forms with the Form building
block (located in the Blocks section of the web builder tools sidebar).
Once all the necessary information is entered into the form, the attendees just need to click the Submit Proposal button.
Then, that talk, and all the information entered on the form, can be accessed on the Event Tracks page for that specific event in the Proposal stage, which is
accessible via the Tracks smart button on the event form.
At that point, an internal user can review the proposed talk, and choose to accept or deny the
proposal.
If accepted, the internal user can then move the track to the next appropriate stage in the Kanban
pipeline on the Event Tracks page for the event. Then, they can open that track form,
and click the Go to Website smart button to reveal that trackâs page on the event
website.
From there, they can toggle the Unpublished switch in the header to Published , which allows all event attendees to view and access the talk.

### Agenda page

The Agenda link takes attendees to a page on the event website, showcasing an event
calendar, depicting when (and where) events are taking place for that specific event.
Clicking any track on the calendar takes the attendee to that specific trackâs detail page on the
event website.
If an attendee wishes to favorite a track, they can click the (empty
bell) icon, located to the right of the track title. Attendees will know a track has been favorited
when they notice the icon has been changed to (filled bell) icon.

Event website
Talks page
Talk Proposals page
Agenda page


Attendees report

# Attendees report

The Odoo Events application creates custom reports based on event-related data and analytics.
The following documentation focuses on reporting options related to event Attendees .

## Attendees reporting page

To access the Attendees reporting page, navigate to Events app â£ Reporting â£
Attendees .

### Reporting views

Once opened, the Attendees page offers five different view options.
By default, the Attendees page opens in the (Graph) view, allowing users to visually compare attendance data across events.
The graph view provides three available charts to display different insights about event
attendance:
- (Bar) / (Line) : Compare
attendance trends across events.
(Bar) / (Line) : Compare
attendance trends across events.
- (Pie) : View attendance distribution across events.
(Pie) : View attendance distribution across events.
For more information about customizing the graph view, see the Reporting documentation.
The (pivot) view displays a pivot table, allowing users to
break down subsets of attendee-related data into specific categories or groups for more
precise analysis.
For example, using the Group By options, users can
organize an eventâs total registration count (subset) by its count for each ticket type
(group) to draw more granular insights about each ticket typeâs popularity across events.
For more information about using the pivot view, see the Reporting documentation.
The (Kanban) view displays a Kanban, providing users with
an at-a-glance overview of all registered attendees across events along with their ticket
type and registration status.
By applying specific Group By options, users can
group all attendees by specific criteria (e.g., registration status or ticket type) into
separate, vertical stages to get a quick overview of their attendeesâ records.
In Attendees reporting , only attendees without a specified ticket type can be
dragged between stages.
For more information about using the Kanban view, see the Kanban documentation.
The (list) view displays a list of all registered attendees
along with additional information such as contact information and registration status.
The list view provides users the option to view detailed records of their attendees in a
centralized view. By applying the Group By options,
users can then collapse long lists of records into smaller groups by specific criteria such
as event or ticket type.
For more information about using the List view, see the List documentation.
The (cohort) view displays the percentage of event
registrations per time interval over a certain time period.
The cohort view allows users to view broader registration patterns over a customizable time
frame. For example, users can track the change in percentage of registrations over days,
weeks, months, or years to identify trends at specific moments in time.
For more information about using the Cohort view, see the Cohort documentation.
The option to select a measure from the Measures drop-down menu is available only on the Kanban, pivot, and cohort views. Additionally, only the Count option is available as a measure for the Attendees reporting page.

### Filter options

The Filters column in the search barâs drop-down menu sorts attendee data by specific
criteria in any given view. Multiple filters can be selected at once.
The Filters column has the following options:
- Ongoing Events : Filter by ongoing events.
Ongoing Events : Filter by ongoing events.
- Taken : Filter by events with sold tickets.
Taken : Filter by events with sold tickets.
- Unconfirmed : Filter by unconfirmed attendees.
Unconfirmed : Filter by unconfirmed attendees.
- Registered : Filter by registered attendees.
Registered : Filter by registered attendees.
- Registration Date : Filter by a specific registration date. Click the (down) arrow to reveal a list of month, quarter, and year
options.
Registration Date : Filter by a specific registration date. Click the (down) arrow to reveal a list of month, quarter, and year
options.
- Event Start Date : Filter by a specific event start date. Click the (down) arrow to reveal a list of month, quarter, and year
options.
Event Start Date : Filter by a specific event start date. Click the (down) arrow to reveal a list of month, quarter, and year
options.
- Attended Date : Filter by a specific attendance date. Click the (down) arrow to reveal a list of month, quarter, and year options.
Attended Date : Filter by a specific attendance date. Click the (down) arrow to reveal a list of month, quarter, and year options.
- Last 30 days : Filter by the last 30 days of attendee data.
Last 30 days : Filter by the last 30 days of attendee data.
- Archived : Filter by archived attendee records.
Archived : Filter by archived attendee records.
- Add Custom Filter : Create a custom filter to analyze
event-related attendee data.
Add Custom Filter : Create a custom filter to analyze
event-related attendee data.

### Group By options

The Group By column in the search barâs drop-down menu sorts attendee data by specific
criteria in any given view. Multiple grouping criteria can be selected at once.
Grouping options are not available in the Cohort view.
The Group By column has the following options:
- Partner : Group data based on the partner of attendeesâ registered events.
Partner : Group data based on the partner of attendeesâ registered events.
- Event : Group data based on attendeesâ registered events.
Event : Group data based on attendeesâ registered events.
- Ticket Type : Group data based on the type of event ticket purchased by attendees.
Ticket Type : Group data based on the type of event ticket purchased by attendees.
- Status : Group data based on attendeesâ registration status.
Status : Group data based on attendeesâ registration status.
- Registration Date : Group data based on a specific registration date. Click the (down) arrow to reveal a list of day, week, month, quarter, and
year options.
Registration Date : Group data based on a specific registration date. Click the (down) arrow to reveal a list of day, week, month, quarter, and
year options.
- Campaign : Group data based on marketing campaigns .
Campaign : Group data based on marketing campaigns .
- Add Custom Group : Create a custom group to organize data by
additional fields. Click the (down) arrow to reveal a drop-down
of grouping options. Multiple selections can be made.
Add Custom Group : Create a custom group to organize data by
additional fields. Click the (down) arrow to reveal a drop-down
of grouping options. Multiple selections can be made.
A local production company recently organized a music festival and wants to measure the
distribution of ticket registrations across concerts. Using the event attendance report, the
production company created a graph showing the count of ticket registrations in the last 30 days,
grouped by individual events and attendeesâ ticket types.
To create this report, use the default graph view, with the (Bar) and (Stacked) options selected. Remove the
default filters in the search bar.
Then, click the (down) arrow to the right of the search bar to
open the drop-down menu of filter and grouping options.
Select the Last 30 days filter from the Filters column to filter the
data.
Next, select the Event and Ticket Type options from the Group
By column in that sequential order . This groups the data by event, then by ticket type.
The order in which the options are selected in the Group By columns directly
affects how the data is grouped and displayed in the report.

Attendees reporting page
Reporting views
Filter options
Group By options


Revenues report

# Revenues report

The Odoo Events application creates custom reports, based on event-related data and analytics.
These reports can either be focused on Attendees or Revenues .
The following documentation focuses on the reporting options related to event Revenues .

## Revenues reporting page

To access the Attendees reporting page, navigate to Events app â£ Reporting â£
Revenues .
By default, the Revenues reporting page appears as a graph (a (Line Chart) with (Stacked) data). The default filters, Non-free tickets and Event Start Date: (current year) , are present in the
search bar.
To learn more about the various graph views (and graph view options), refer to the Graph
views documentation.
The Revenues reporting page can also be viewed as a pivot table , by clicking the (Pivot) icon in the
upper-right corner.

### Measures

Choosing specific Measures is a quick way to customize
reporting pages.
Regardless of the chosen view, the measures on the Revenues reporting page are as
follows: Revenues , Untaxed Revenues , and Count .
In the default graph view of the Revenues reporting page, only the Revenues option is set in the Measures drop-down menu.
In graph view, only one of the Measures can be selected at a time.
When the pivot option is selected, all Measures options are selected, by default.
- Revenues : shows the revenues generated from events.
Revenues : shows the revenues generated from events.
- Untaxed Revenues : shows the untaxed revenues generated from events.
Untaxed Revenues : shows the untaxed revenues generated from events.
- Count : shows the total amount of registrants who attended events.
Count : shows the total amount of registrants who attended events.

### Filters and grouping options

To reveal a drop-down menu of filter and grouping options to create custom reports, click the (down arrow) to the right of the search bar.
Doing so opens a drop-down mega menu of options organized into columns: Filters , Group By , and Favorites .
If a time-related option has been selected from the Filters column (e.g. the default Event Start Date: (year) filter), a Comparison column appears, with
comparison options for the corresponding time-related filter option selected.
Only one selection can be made from the Comparison column at a time.
Search, filter, and group records

#### Filter options

In the Filters column of the drop-down mega menu, there are various event-related
options that can be utilized to create custom reports, based on a number of specific criteria.
Multiple options in the Filters column can be selected at once.
The Filters column has the following options:
- Non-free tickets : event tickets/registrations that were not free.
Non-free tickets : event tickets/registrations that were not free.
- Free : event tickets/registrations that were free.
Free : event tickets/registrations that were free.
- Pending payment : event tickets/registrations that were purchased, but still have
payment pending.
Pending payment : event tickets/registrations that were purchased, but still have
payment pending.
- Sold : event tickets/registrations that have been successfully sold (and paid for).
Sold : event tickets/registrations that have been successfully sold (and paid for).
- Registration Date : Click the (down arrow) icon to
reveal a list of month, quarter, and year options. Select any number of these options to view a
specific periods of time and see how many registrations happened during that time.
Registration Date : Click the (down arrow) icon to
reveal a list of month, quarter, and year options. Select any number of these options to view a
specific periods of time and see how many registrations happened during that time.
- Upcoming/Running : include revenue-related information for events that are either
currently running or are going to happen in the future.
Upcoming/Running : include revenue-related information for events that are either
currently running or are going to happen in the future.
- Past Events : include revenue-related information for events that have already taken
place.
Past Events : include revenue-related information for events that have already taken
place.
- Event Start Date : Click the (down arrow) icon to
reveal a list of month, quarter, and year options. Select any number of these options to designate
event start dates to use as filters for revenue-related event data.
Event Start Date : Click the (down arrow) icon to
reveal a list of month, quarter, and year options. Select any number of these options to designate
event start dates to use as filters for revenue-related event data.
- Event End Date : Click the (down arrow) icon to
reveal a list of month, quarter, and year options. Select any number of these options to designate
event end dates to use as filters for revenue-related event data.
Event End Date : Click the (down arrow) icon to
reveal a list of month, quarter, and year options. Select any number of these options to designate
event end dates to use as filters for revenue-related event data.
- Published Events : Select this option to show revenue-related data for published
events.
Published Events : Select this option to show revenue-related data for published
events.
- Add Custom Filter : Create a custom filter to analyze event-related revenue data. To
learn more, refer to the documentation on custom filters .
Add Custom Filter : Create a custom filter to analyze event-related revenue data. To
learn more, refer to the documentation on custom filters .

#### Group By options

In the Group By column of the drop-down mega menu, there are various event-related
options to create custom groupings of data.
Multiple Group By options can be selected at once.
The Group By column has the following options:
- Event Type : Group data based on the type of event.
Event Type : Group data based on the type of event.
- Event : Organize data into individual groups, separated by events.
Event : Organize data into individual groups, separated by events.
- Product : Group data based on the event registration product.
Product : Group data based on the event registration product.
- Ticket : Group data based on the type of event ticket purchased by attendees.
Ticket : Group data based on the type of event ticket purchased by attendees.
- Registration Status : Group data based on the status of registrations.
Registration Status : Group data based on the status of registrations.
- Sale Order Status : Group data based on the status of event-related sales orders.
Sale Order Status : Group data based on the status of event-related sales orders.
- Customer : Group data based on customer records.
Customer : Group data based on customer records.
- Add Custom Group : Click the (down arrow) icon to
reveal a drop-down of grouping options. To select one, click on the desired option, and Odoo adds
it to the Group By column. Multiple selections can be made.
Add Custom Group : Click the (down arrow) icon to
reveal a drop-down of grouping options. To select one, click on the desired option, and Odoo adds
it to the Group By column. Multiple selections can be made.

## Sample report: event ticket analysis (graph)

The following is an example of how various filters and grouping options can create a useful analytic
graph report related to event revenues. In this case, the configurations present data about sold or
free tickets to published events, with the metrics separated by ticket type and event.
To create such a report, navigate to Events app â£ Reporting â£ Revenues . Stay in
the default graph view, but remove the default filters from the search bar.
Then, click the (down arrow) to the right of the search bar, to
reveal the drop-down mega menu of filter and grouping options.
From here, select Free and Sold from the Filters column.
Then, since it is desired to only view data related to already published events, select the Published Events option in the Filters column, as well.
Next, in the Group By column, select the Event and Ticket options, in that sequential order . Doing so first groups the data by event, then by ticket
type, which provides a more useful array of data to analyze.
The order in which the options are selected in the Group By column directly affects
how the data is presented on the report.
From there, additional configurations can be added for more detailed data, if desired.
If no additional filters or groupings are added, Odoo presents a graphical representation of data
related to all free or sold tickets for published events , grouped by event , and organized by ticket type.

## Sample report: event type analysis (pivot table)

The following is an example of how various filters and grouping options can create a useful analytic
pivot table report related to event revenues. In this case, the configurations present data about
how much revenue different event types have generated, in order to gauge which events are the most
profitable.
First, navigate to Events app â£ Reporting â£ Revenues , and switch to the pivot
table view, by clicking the (Pivot) icon in the upper-right
corner.
Keep the default filters ( Non-free tickets and Event Start Date: (year) ) in
the search bar.
Next, open the Measures drop-down menu, and deselect the option for Count ,
because this report is only going to focus on revenues.
Then, click Total above the column titles, and select Event Type from the resulting drop-down menu.
With these configurations in place, all the revenues generated from the events (and their
corresponding registrations) are displayed, organized by the event type (presented as expandable
columns).


Create events

# Create events

With the Events application, organizers can create and configure in-person or online events in
Odoo. Each new event contains a number of options to customize specific logistics such as ticket
sales, registration desk, booths, tracks, sponsors, rooms, and more.
Events can be manually created from scratch or built from preconfigured templates. Once launched,
the Events app integrates with other apps for enhanced functionalities, including promoting
events, selling registration tickets to attendees, and generating leads using customizable rules.

## Dashboard

To create an event, navigate to the Events app to land on the dashboard. By default, the Events dashboard uses the (Kanban) view, which
showcases all events in the database in their respective pipeline stages. Other views can be set
using the buttons in the upper-right corner.
Each event card displays the name of the event, its scheduled date, location, number of expected Attendees , any scheduled activities related to the event, and the responsible event
manager.
The default stages in the Kanban view are New , Booked , Announced , Ended , and Cancelled . The cards can be
dragged-and-dropped into any stage in the pipeline.
The Ended and Cancelled stages are folded by default and located to the
right of the other stages.
To add a new stage, click the Add Stage button on the right, enter a
name for the stage, then click Add .

## Add a new event

Events can be created by going to the Events app, on the (Kanban) , (List) , or (Gantt) views. Then, click the New button in the upper-left corner of the
dashboard to open up a new event form.
At the top of the event form are a series of smart buttons related to various event metrics. These
auto-populate with data once attendees begin to register, when booths and sponsors sign on for the
event, when the event takes place, and so on. These smart buttons can be clicked to navigate to the
eventâs related pages to modify any details and/or perform any desired actions.
Beneath the smart buttons is the event form, which contains various fields and clickable tabs to
configure the necessary details of the event.
To start, enter some basic information about the event in the following fields:
- Event Name : The title of the event. This field is required .
Event Name : The title of the event. This field is required .
- Date : The scheduled date or date range of the event (expressed in the local timezone).
This field is auto-populated but modifiable and is required .
Date : The scheduled date or date range of the event (expressed in the local timezone).
This field is auto-populated but modifiable and is required .
- Display Timezone : The timezone in which the event date is displayed on the website.
This field is auto-populated but modifiable and is required .
Display Timezone : The timezone in which the event date is displayed on the website.
This field is auto-populated but modifiable and is required .
- Language : The chosen language for all event communications.
Language : The chosen language for all event communications.
To the right of the entered Event Name , there is a language tooltip, represented by
an abbreviated language indicator (e.g., EN ). When clicked, a Translate name pop-up window appears, displaying various preconfigured language translation options available in
the database.
`EN`
Alternatively, to populate the event form from an event template, select an option in the Template drop-down menu. To learn more, see the Event templates documentation.
Additionally, add any corresponding tags (e.g., Online , Conference ) for the event in the Tags field. Multiple tags can be added per event.
`Online`
`Conference`
Tags can be displayed on events that are listed on the website by enabling the Show on
Website checkbox from Events app â£ Configuration â£ Event Tag Categories .
Continue by entering information such as points of contact and venue location in the following
fields:
- Organizer : The organizer of the event (a company, contact, or employee).
Organizer : The organizer of the event (a company, contact, or employee).
- Responsible : The specific user responsible for managing the event in the database.
Responsible : The specific user responsible for managing the event in the database.
- Company : The specific company in the database to which the event is related. This
field only appears if working in a multi-company environment. This field is auto-populated but
modifiable. It is required .
Company : The specific company in the database to which the event is related. This
field only appears if working in a multi-company environment. This field is auto-populated but
modifiable. It is required .
- Website : The specific website in the database on which the event is published. If this
field is left blank, the event can be published on all websites in the database. To learn
more, refer to the Multiple websites documentation.
Website : The specific website in the database on which the event is published. If this
field is left blank, the event can be published on all websites in the database. To learn
more, refer to the Multiple websites documentation.
- Venue : The event venue location. This field pulls information from the Contacts application. Alternatively, the information can be entered manually.
Venue : The event venue location. This field pulls information from the Contacts application. Alternatively, the information can be entered manually.
- Exhibition Map : The image of the event venue map. Click the Upload your
file button to upload an image of the event venue map.
Exhibition Map : The image of the event venue map. Click the Upload your
file button to upload an image of the event venue map.
To limit the number of registrations for the event, check the Limit Registrations and
enter the maximum number of attendees allowed in the resulting field.
Optionally, to create event badges for attendees, fill in the following fields:
- Badge Dimension : The desired paper format dimension for the badges. The options are A4 foldable , A6 , or 4 per sheet .
Badge Dimension : The desired paper format dimension for the badges. The options are A4 foldable , A6 , or 4 per sheet .
- Badge Background : The custom background image for the badges. Click the Upload your file button to upload an image.
Badge Background : The custom background image for the badges. Click the Upload your file button to upload an image.

## Additional event configurations

After filling out the fields on the event form, move on to the four tabs at the bottom for further
customization.

### Tickets tab

In the Tickets tab of the event form, create custom registration tickets and ticket
tiers for events.
To create a ticket, click Add a line in the Tickets tab. In the Product field, either select the preconfigured Event Registration product,
or create a new one by typing in the name of the new event registration product and then selecting
either Create or Create and editâ¦ from the resulting drop-down menu. Then,
enter a name for the ticket (e.g. Basic Ticket or VIP ) in the Name field.
`BasicTicket`
`VIP`
In order for an event registration product to be selectable in the Tickets tab, the
event registration Product Type must be set to Service and the Create on Order field must be set to Event Registration .
Existing event registration products can be modified directly from this field as well by clicking
the (right arrow) icon located beside the event registration
product. Doing so reveals that productâs form. If the Inventory application is installed,
additional choices are available to customize for the product.
Next, set the registration cost of the ticket in the Price field.
The Sales Price defined on the event registration productâs product form sets the
default cost of a ticket. Modifying the Price of a ticket in the Tickets tab sets a new registration cost of the ticket for that event.
Next, enter the Sales Start and Sales End dates in their respective fields.
To do that, click into the blank field to reveal a calendar pop-over. From there, select the desired
date and time, then click Apply .
Then, if desired, designate a Maximum amount of that specific ticket that can be sold.
The Registration column populates with the number of tickets that are sold.
To delete any tickets from the Tickets tab, click the (trash can) icon at the right in the corresponding line for the ticket that should be
deleted.
To add an optional Description column to the Tickets tab, click the (additional options) drop-down menu, located to the
far-right of the column titles.
Then, tick the checkbox beside Description from the resulting drop-down menu.
When added, the option to add brief descriptions for each event ticket appears, which can be used
to inform attendees of any perks or amenities that may coincide with specific ticket purchases.

### Communication tab

In the Communication tab of an event form, create various marketing communications that
can be scheduled to be sent at specific intervals leading up to and following the event.
By default, Odoo provides three separate preconfigured communications on every new event form.
One is an email sent after each registration to confirm the purchase with the attendee. The other
two are email event reminders that are scheduled to be sent at different time intervals leading
up to the event to remind the recipient of the upcoming event.
To add a communication in the Communication tab, click Add a line . Then,
select the desired type of communication from the first drop-down menu on the Template field. The options are: Mail , SMS , Social Post , or WhatsApp .
The Social Post option only appears if the Social Marketing application is
installed. The WhatsApp option only appears if the WhatsApp module is installed.
WhatsApp templates cannot be edited during active
configuration. A separate approval from Meta is required.
Then, select an existing email template from the second drop-down menu on the Template field.
Next, define the Interval and Unit from their respective drop-down fields,
letting Odoo know when the communication should be sent. The Unit options are: Immediately , Hours , Days , Weeks , and Months .
Then, select an option from the Trigger drop-down menu. The options are: After each registration , Before the event , and After the event .
The Sent column populates with the number of sent communications. Next to the number are
different icons that appear, depending on the status of that particular communication. The Running status is represented by a (three gears) icon. The Sent status is
represented by a (checkmark) icon. And, the Scheduled status is
represented by an (hourglass) icon.
Any number of communications can be added in the Communication tab of an event form.
To send a confirmation email an hour after an attendee registers for an event, configure the
following communication:
- Interval : 1
`1`
- Unit : Hours
- Trigger : After each registration
Trigger : After each registration
Existing email templates can be modified directly from the Template drop-down menu,
if necessary, by clicking the (Internal link) icon next to the
template name. Doing so reveals a separate page where users can edit the Content , Email Configuration , and Settings of that particular email template.
To view and manage all email templates, activate Developer mode (debug mode) and navigate to Settings â£ Technical â£ Email: Email Templates . Modify with caution as email
templates effect all communications where the template is used.

### Questions tab

In the Questions tab of an event form, users can create brief questionnaires for
registrants to interact with, and respond to, after they register for the event.
These questions can be focused on gathering basic information about the attendee, learning about
their preferences, expectations, and other things of that nature. This information can also be used
to create more detailed reporting metrics, in addition to being utilized to create specific lead
generation rules.
By default, Odoo provides three questions in the Questions tab for every event form.
The default questions require one or more registrants to provide their Name , Email , and an optional Phone number as well.
The information gathered from the Questions tab can be found on the Attendees dashboard, accessible via the Attendees smart
button. Odoo populates individual records that contain basic information about the registrants,
as well as their preferences.
To add a question in the Questions tab, click Add a line . Doing so reveals a Create Question pop-up window. From here, users can create and configure their question.
First, enter the question in the field at the top of the form. Then, decide if the question should
require a Mandatory Answer and/or if Odoo should Ask once per order , by
ticking their respective boxes, if desired.
If the Ask once per order checkbox is ticked, the question will only be asked once, and
its value is applied to every attendee in the order (if multiple tickets are purchased at once). If
the checkbox is not ticked for this setting, Odoo presents the question for every attendee that
is connected to that registration.
Next, select a Question Type option:
- Selection : Provide answer options to the question for registrants to choose from.
Selectable answer options can be managed in the Answers column at the bottom of the
pop-up window.
Selection : Provide answer options to the question for registrants to choose from.
Selectable answer options can be managed in the Answers column at the bottom of the
pop-up window.
- Text Input : Lets the users enter a custom response to the question in a text field.
Text Input : Lets the users enter a custom response to the question in a text field.
- Name : Provides registrants with a field for them to enter their name.
Name : Provides registrants with a field for them to enter their name.
- Email : Provides registrants with a field for them to enter their email address.
Email : Provides registrants with a field for them to enter their email address.
- Phone : Provides registrants with a field for them to enter their phone number.
Phone : Provides registrants with a field for them to enter their phone number.
- Company : Provides registrants with a field for them to enter a company they are
associated with.
Company : Provides registrants with a field for them to enter a company they are
associated with.
Once all the desired configurations have been entered, either click Save & Close to save
the question, and return to the Questions tab on the event form, or click Save & New to save the question and immediately create a new question on a new Create Question pop-up window.
As questions are added to the Questions tab, the informative columns showcase the
configurations of each question.
The informative columns are the following:
- Mandatory
- Once per Order
- Answers (if applicable)
Answers (if applicable)
For Selection and Text Input types, a Stats button appears on the right side of the question line. When clicked, Odoo reveals a separate page,
showcasing the response metrics to that specific question.
To delete any question from the Questions tab, click the (trash can) icon on the corresponding question line.
Any number of questions can be added in the Questions tab of an event form.

### Notes tab

In the Notes tab of an event form, users can leave detailed internal notes and/or
event-related instructions/information for attendees.
In the Note field of the Notes tab, users can leave internal notes for other
event employees, like âto-doâ lists, contact information, instructions, and so on.
In the Ticket Instructions field of the Notes tab, users can leave specific
instructions for people attending the event that appear on the attendees ticket.

## Publish events

Once all configurations and modifications are complete on the event form, it is time to publish the
event on the website. Doing so makes the event visible to website visitors, and makes it possible
for people to register for the event.
To publish an event after all the customizations are complete, click the Go to Website smart button at the top of the event form. Doing so reveals the eventâs
web page, which can be customized like any other web page on the site, via the Edit button.
To learn more about website design functionality and options, consult the Building block documentation.
Once the event website is ready to be shared, click the red Unpublished toggle switch in
the header menu, changing it to a green Published switch. At this point, the event web
page is published and viewable/accessible by all website visitors.

## Send event invites

To send event invites to potential attendees, navigate to the desired event form, via Events app â£ Events , and click into the desired event. Following this, click the Invite button in the upper-left corner of the event form.
Doing so reveals a blank email form to fill out, as desired. To learn more about how to create and
customize emails like this, refer to the Create an email documentation.
Proceed to create and customize an email message to send as an invite to potential attendees.
Remember to include a link to the registration page on the event website, allowing interested
recipients to register.
Sending emails from Odoo is subject to a daily limit, which, by default, is 200. To learn more
about daily limits, visit the Daily limit reached documentation.
Talks, proposals, and agenda

Dashboard
Add a new event
Additional event configurations
Tickets tab
Communication tab
Questions tab
Notes tab
Publish events
Send event invites


Event templates

# Event templates

Odoo Events app allows users to create and configure reusable event templates.
With templates, users can automatically configure similar events without needing to recreate them
from scratch.

## Event templates dashboard

To view and manage event templates, navigate to Events app â£ Configuration â£
Event Templates .
Drag-and-drop the event templates using the (draggable) icon to
change the order in which they appear in the Template drop-down field on an event form.

## Create event template

To create a new event template, click New in the upper-left corner of the dashboard.
On the form, provide the template with a name in the Event Template field.
Beneath the field, the user may customize navigation options on the event website by selecting one
or more of the following checkboxes:
- Website Submenu : Display a submenu on the event website. When selected, every other
checkbox in this series is automatically selected. Deselect any of the checkbox options as
desired.
Website Submenu : Display a submenu on the event website. When selected, every other
checkbox in this series is automatically selected. Deselect any of the checkbox options as
desired.
- Tracks Menu Item : Display a submenu item that navigates to a page of all planned
tracks for the event.
Tracks Menu Item : Display a submenu item that navigates to a page of all planned
tracks for the event.
- Track Proposals Menu Item : Display a submenu item that navigates to a track proposal form.
Track Proposals Menu Item : Display a submenu item that navigates to a track proposal form.
- Booth Menu Item : Display a submenu item that navigates to the Booths purchasing page.
Booth Menu Item : Display a submenu item that navigates to the Booths purchasing page.
- Exhibitors Menu Item : Display a submenu item that navigates to a page of the eventâs
exhibitors.
Exhibitors Menu Item : Display a submenu item that navigates to a page of the eventâs
exhibitors.
- Community : Display a submenu item allowing attendees to access preconfigured virtual
community rooms to meet with other attendees. When this checkbox is ticked, the Allow
Room Creation feature becomes available.
Community : Display a submenu item allowing attendees to access preconfigured virtual
community rooms to meet with other attendees. When this checkbox is ticked, the Allow
Room Creation feature becomes available.
- Allow Room Creation : If the Community option is enabled, allow visitors to
create their own community rooms.
Allow Room Creation : If the Community option is enabled, allow visitors to
create their own community rooms.
- Register Button : Display a button taking visitors to the event-specific registration
page.
Register Button : Display a button taking visitors to the event-specific registration
page.
Once the desired checkboxes have been ticked, select an appropriate Timezone for the
event from the available drop-down menu.
Optionally, add any desired Tags to this event template for organizational purposes.
To limit the number of event attendees, click the Limit Registrations checkbox and enter
the maximum number of Attendees allowed for the event.

## Additional configuration options

Beneath the general information fields at the top of the event template form, users can configure
additional event options using the following tabs:
- Tickets
- Communication
- Booths
- Questions
These tabs (except for Booths ) can also be found on a standard event form during event
creation .

### Booths tab

The Booths tab allows users to add booths to an event directly within the event template
form.
To add a booth, click Add a line . Doing so reveals a blank Create Booths pop-up window.
Start by providing a Name for this booth in the corresponding field.
Then, select an appropriate Booth Category from the drop-down field below.
Once the desired Booth Category is selected, the remaining fields in the window
( Currency , Product , and Price ) are automatically populated.
These fields cannot be modified from the Create Booths pop-up window. They can
only be modified from the specific booth category form page.
When all desired configurations are complete, click Save & Close to save the booth and
return to the event template form. Or click Save & New to save the booth and start
creating another booth in a new Create Booths pop-up window. Click Discard to remove all changes and return to the event template form.
Once the booth has been saved, it appears in the Booths tab on the event template form.

## Use event templates

Once an event template is created, it is accessible on all event forms in the Odoo Events application.
To use an event template, navigate to the Events app and click New to
open a new event form.
In the event form, click the Template field to view all event templates in the database.
Event templates in the drop-down field appear in the same order as they are listed in on the Event Templates page ( Events app â£ Configuration â£ Event Templates ).
Upon selecting the desired event template, the event form is automatically populated with the
templateâs configuration.
The resulting configuration can be further modified as desired.

Event templates dashboard
Create event template
Additional configuration options
Booths tab
Use event templates


Event booths

# Event booths

The Odoo Events application provides users with the ability to create, sell, and manage event
booth reservations.

## Configuration

In order to create, sell, and manage booths for events, the Booth Management feature must be
activated.
To do that, navigate to Events app â£ Configuration â£ Settings . Click the Booth Management checkbox, then click Save to enable the setting.
When the Booth Management setting is activated, Odoo automatically creates a default Event Booth product in the database with its Product Type set to Service and its Create on Order field set to Event Booth .
Users can modify/duplicate this default product or create a new, custom product. In either case,
users must verify that an Event Booth product exists with this configuration in order to
create booths and booth categories, as shown later in this documentation.

## Booth categories

Custom booth categories can be created by users to assign different price tiers and sponsors for multiple booths at once.
When the Booth Management setting is activated, Odoo automatically creates three default booth
categories: Standard Booth , Premium Booth , and VIP Booth . Users can modify/duplicate these
default categories or create new, custom categories. In either case, booth categories must exist
in the database before users can create event booths.

### Booth categories dashboard

To view and manage booth categories, navigate to Events app â£ Configuration â£
Booth Categories .
The Booth Category dashboard displays a list of all created booth categories along with
the booth category name, associated Event Booth product, and price.
If sponsors are enabled in the Events app, an additional Create Sponsor checkbox appears on
each record in the list as well as on the booth category form.
To edit an existing booth category, select it from the list and proceed to make any desired
modifications in the resulting booth category form.

### Create booth category

To create a booth category, click the New button in the upper-left corner of the page to
reveal a blank booth category form.
Start by entering a name for the booth category in the top Booth Category field. This is
a required field.
Optionally, upload a corresponding image (e.g., a sample photo of how the booth looks).
In the Booth Details section, assign an Event Booth product in the Product field. This a required field.
Next, set a price for the booth category in the Price field.
If event sponsors are configured, a Sponsorship section appears with a Create
Sponsor checkbox option. When enabled, the user is created as an official Sponsor of the event
whenever a booth of this category is booked.
Additionally, the Sponsor Level and Sponsor Type fields can be configured to
specify the level/tier and the type of sponsorship. See the event sponsors documentation for more information about configuring sponsor levels and types.
Finally, in the Description tab, enter any information about the booth category (e.g.,
the square footage, any amenities, size of display screen, etc.).

## Add booths to events

After configuring booth categories, booths can be created and added to specific events.

### Booths dashboard

To create and add booths to a specific event, first navigate to its event form and click the Booths smart button at the top to access the Booths dashboard.
The dashboard is displayed in a Kanban view, by default, and grouped by two different: Available and Unavailable . The booths in the Available stage are
still available for exhibitors to reserve. The booths in the Unavailable stage have
already been reserved and are no longer available.
The Booths dashboard is also viewable in a (List) , (Graph) , or (Pivot) views for
users to track insights about booths for a particular event.
In addition to the default Available and Unavailable filters, the Booths dashboard can be grouped by the following:
- Status : Group by the availability of the booths. This is the default grouping option.
Status : Group by the availability of the booths. This is the default grouping option.
- Renter : Group by the individual renters of the booths.
Renter : Group by the individual renters of the booths.
- Booth Category : Group by the booth categories of the booths.
Booth Category : Group by the booth categories of the booths.
- Is Paid : Group by booths that have been paid and reserved.
Is Paid : Group by booths that have been paid and reserved.
- Event : Group by the associated event of the booths.
Event : Group by the associated event of the booths.
See the reporting documentation for more information about
views and how to apply filters and grouping options.

### Create an event booth

To create a new booth, click New in either the Kanban or List view. This opens an event
booth form for the user to configure a new booth.
Start by typing in a Name for the booth. This is a required field.
Then, apply (or create ) a Booth Category . This
is a required field.
After selecting an existing Booth Category , the corresponding product and price of the
selected booth category appear in the non-modifiable Product and Price fields.
Continue by selecting a renterâs contact in the Renter drop-down to automatically
populate the Renter Name , Renter Email , and Renter Phone fields.
Alternatively, these fields can also be entered manually.
When a renter reserves a booth through the event
website, the renter-related fields on the form automatically populate based on the information
provided during the online transaction. The booth then automatically changes status from Available to Unavailable .
The status of the booth ( Available or Unavailable ) can also be changed
manually, either by clicking the appropriate status from the status bar in the upper-right of the
booth form or by dragging-and-dropping the desired booth into the appropriate stage via the Booths dashboard Kanban view.

## Event booth reservation

With event booths configured, renters can view and reserve them on the event webpage via the Get A
Booth event sub-menu link.
This section outlines how to configure the event website to allow renters to reserve booths. It then
provides a view of how renters can reserve the booths through the website.

### Enable booth reservations

To access the event booths page for a specific event, navigate to the event form in the Events app and click the Go to Website smart button to open the event page.
If the event sub-menu (with the Get A Booth option) is not showing up, there are two
ways to make it appear: via the website edit mode or through the developer mode.

#### Website edit mode

While on the event page, enter the edit mode by clicking the Edit button in the
upper-right corner. Then, click into the Customize tab of the resulting sidebar of web
design tools.
In the Customize tab, click the toggle switch for Sub-menu (Specific) , then
click Save . Doing so reveals the event sub-menu with various options (e.g., Talks,
Agenda, Info, etc.).

#### Developer mode

Alternatively, enter Debug mode and open the specific event
form in the Events application.
With Debug mode on, an array of sub-menu options appears at the top of the event form. Click the
checkbox for Website Submenu to display the event sub-menu on the event page.
Next, choose which sub-menu options to include on the event page. In this case, make sure the Booth Register checkbox is selected.

### Reserve a booth

Once the sub-menu is enabled on the event page either through the website editor or through the
debug mode, renters can then view and reserve available booths.
Renters can access the Get A Booth page on the event website by selecting the desired event from
the Events homepage then clicking the Get A Booth sub-menu option.
From the Get A Booth page, the renter can select their desired booth option, then Location . Next, they click the Book my Booth(s) button located at the
bottom-right of the page.
Doing so reveals a Contact Details page where they fill out either Contact Details or Sponsor Details depending on how the booth was configured.
Once the necessary information has been entered, the renter then clicks the Go to
Payment at the bottom of the page and proceeds to complete the typical checkout process .
Upon a successful payment confirmation, the renter has successfully reserved a booth.
In the database, that selected booth automatically moves to the Unavailable stage on the
event-specific Booths page in the Events app.
The provided Sponsor information (if applicable) and Sales Order information are also accessible
from the specific event form via their respective smart buttons that appear at the top of the form.
- Create events
- Sell event tickets

Configuration
Booth categories
Booth categories dashboard
Create booth category
Add booths to events
Booths dashboard
Create an event booth
Event booth reservation
Enable booth reservations
Reserve a booth


Event sponsors

# Event sponsors

In the Events app, users can add sponsors for the event and feature them online or in person as
exhibitors.

## Configuration

To allow users to create and manage event sponsors, the Events app must first be configured by
navigating to Events app â£ Configuration â£ Settings .
Next, click on the Online Exhibitors checkbox. This setting enables the user to create
and manage event sponsors. Finally, remember to click the Save button on the top-left to
enable and load the setting.

## View or manage sponsors

To view and manage sponsors for an event, navigate to Events app â£ Events then
click the relevant event.
At the top of the event form, click on the Sponsors smart button.
This opens a list of existing sponsors/exhibitors in the ( Kanban )
view. Optionally, to view the sponsors in a list, click the ( List )
view.
Any newly added sponsors appear on this page as cards with the sponsor logo, name, type of sponsor,
and contact information. Additionally, a green Published banner appears in the corner
when the sponsor is published on the webpage.
To delete a sponsor, click on the sponsor card. Next to the sponsor name at the top-left, click the (gear) icon and select Delete .

## Create a new sponsor

On the sponsor dashboard page, click the New button at the top-left to open a new event
sponsor form.
On the form are multiple fields to configure the sponsorâs contact details and type of sponsorship:
- Sponsor Name : Name of the sponsor displayed on the website.
Sponsor Name : Name of the sponsor displayed on the website.
- Slogan : Slogan of the sponsor.
Slogan : Slogan of the sponsor.
- Partner : Contact of the sponsorship partner. This field is required .
Partner : Contact of the sponsorship partner. This field is required .
- Email : Email of the sponsor.
Email : Email of the sponsor.
- Phone : Phone number of the sponsor.
Phone : Phone number of the sponsor.
- Mobile : Mobile phone of the sponsor.
Mobile : Mobile phone of the sponsor.
- Website : Link to the sponsorâs website.
Website : Link to the sponsorâs website.
- Event : Specific event to be sponsored.
Event : Specific event to be sponsored.
- Sponsorship Level : Tier or level of sponsorship.
Sponsorship Level : Tier or level of sponsorship.
- Sponsor Type : Type of participation of the sponsor during the event.
Sponsor Type : Type of participation of the sponsor during the event.
To start, enter a name for the sponsor under the Sponsor Name field.
Alternatively, selecting a contact under the Partner drop-down will auto-populate
the Sponsor Name field with the partner name.
Optionally, enter the Slogan . This slogan is displayed on the sponsorâs page on the
website.
Next, select or create a Partner for the sponsorship by selecting a contact from the
drop-down.
Selecting an existing partner contact will auto-populate the remaining Email , Phone , Mobile , and Website fields only if those fields
are already configured on the partnerâs contact form. To view this contact form, click the (right) arrow at the right of the Partner drop-down.
Otherwise, if the fields do not auto-populate, manually enter the contactâs details.
The Event field is already populated. However, it is possible to change the sponsorâs
event by selecting the relevant option under the drop-down.
Then, select or create a sponsorship level/tier. By default Odoo Events creates three
sponsorship levels: Gold , Silver , and Bronze . Each of these options displays the sponsorâs
logo on the event webpage in gold, silver, and bronze colors, respectively.
In the Sponsor Type field, select how the sponsor should be featured during the event.
Odoo Events supports three sponsor types:
- Footer Logo Only : Displays the sponsorâs logo in the footer of the event webpage.
Selecting this option creates a Display in footer toggle button on the form. The
footer logo is displayed only if this button is toggled.
Footer Logo Only : Displays the sponsorâs logo in the footer of the event webpage.
Selecting this option creates a Display in footer toggle button on the form. The
footer logo is displayed only if this button is toggled.
- Exhibitor : Features the sponsor as an exhibitor on the event webpage under the Exhibitors sub-menu.
Exhibitor : Features the sponsor as an exhibitor on the event webpage under the Exhibitors sub-menu.
- Online Exhibitor : Features the sponsor as an online exhibitor on the event webpage
under the Exhibitors sub-menu, similar to the Exhibitor option. However, this option
also displays a Connect button when hovering over the sponsorâs thumbnail. When clicked,
attendees can connect with the sponsor online through their contact details.
Online Exhibitor : Features the sponsor as an online exhibitor on the event webpage
under the Exhibitors sub-menu, similar to the Exhibitor option. However, this option
also displays a Connect button when hovering over the sponsorâs thumbnail. When clicked,
attendees can connect with the sponsor online through their contact details.
Both the Exhibitor and the Online Exhibitor options display the sponsor
logo in the footer of the event webpage.
If the Exhibitor or Online Exhibitor option is selected, an additional Description tab appears at the bottom of the sponsor form. Enter a description for the
sponsor to be displayed on the sponsorâs webpage.
Additionally, for the Online Exhibitor option, a Online tab appears at the
bottom for the user to configure their Jitsi integration.

## Publish an event sponsor

To feature the sponsor as an exhibitor, the sponsor must be published first on the event
webpage.
If the Footer Logo Only sponsor type is selected, toggling the Display in
footer button publishes the sponsor and displays the sponsor logo in the footer of the eventâs
webpage.
For the Exhibitor or Online Exhibitor options, click on the Go to Website on the form. Then, click the Unpublished toggle button at the
top-right to publish the sponsor page.
To see the published list of sponsors on the website, navigate to Website app â£
Events sub-header . Then, click on the relevant event. In the sub-menu, click on Exhibitors to see the list of published sponsors.
If the sub-header menu is not showing up on the event website, click Edit at the
top-right corner. Then, click into the Customize tab of the sidebar.
In the Customize tab, click the Sub-menu (Specific) toggle button and
click Save .
The website then displays the event sub-header menu with various options.
- Event booths
- Event tracks

Configuration
View or manage sponsors
Create a new sponsor
Publish an event sponsor


Sell event tickets

# Sell event tickets

Odoo Events provides users with the ability to create custom event tickets and ticket tiers with
various price points.
It also allows them to sell event tickets in different ways: via standard sales orders, through
point of sales, and online through an integrated website.

## Configuration

In order to sell event tickets in Odoo, some settings must first be enabled.
First, navigate to Events app â£ Configuration â£ Settings . In the Registration section, there are several different settings:
- Tickets with Sale : Allows users to sell event tickets with standard sales orders in
the Sales app.
Tickets with Sale : Allows users to sell event tickets with standard sales orders in
the Sales app.
- Tickets with PoS : Allows users to sell even tickets with point of sales in the Point
of Sale app.
Tickets with PoS : Allows users to sell even tickets with point of sales in the Point
of Sale app.
- Online Ticketing : Allows users to sell event tickets online through their integrated
Odoo website.
Online Ticketing : Allows users to sell event tickets online through their integrated
Odoo website.
To activate a setting, tick the checkbox beside the desired featureâs label, and click Save at the upper-left to enable it.
With these settings enabled, any event with paid tickets sold (either through a sales order or
through the website) features a Sales smart button at the top of the
event form. Clicking the Sales smart button reveals a separate page,
showcasing all the sales orders (standard and/or online) related to tickets that have been sold for
that specific event.

## Sell event tickets with the Sales app

To sell event tickets with sales orders, start by navigating to the Sales app.
Then, click New to open a new quotation form.
After filling out the top portion of the form with the appropriate customer information, click Add a product in the Order Lines tab. Then, in the Product column, select (or create) an event registration product.
To add an event registration product to a sales order, its Product Type field must be set to Service and the Create on Order field must be set to Event Registration . These fields are accessible in the product form of the event
registration product.
Once an event registration product is selected, a Select an Event pop-up window appears.
From the Select an Event pop-up window, select which event this ticket purchase is
related to in the Event field drop-down menu. Then, in the Ticket Type drop-down menu, select which ticket tier the customer wishes to purchase, if there are multiple
tiers configured for that event.
When all the desired configurations are complete, click Add . Doing so returns the user
to the sales order, with the event registration ticket product now present in the Order
Lines tab. The user can proceed to confirm and close the sale, per the usual process.
To re-open the Select an Event pop-up window, click on the event registration product name in
the Order Lines tab, then click on the (pencil) icon.

## Sell event tickets through the Point of Sale app

To sell event tickets through a point of sale, the event registration products must be configured to
appear in the Point of Sale app.
First, navigate to the product form for the event registration product by going to Sales app â£ Products â£ Products and selecting the desired product. Under the
name of the product, select the Point of Sale checkbox to enable the product to be
visible in a POS .
After selecting, a Point of Sale tab appears where the user can optionally provide
additional information about the event tickets in a POS , such as its
category or whether it can be self-ordered.
With the products configured, navigate to Point of Sale app and open a POS register. The POS displays any open events with the
corresponding event registration products, as well as the event registration products themselves.
To learn more about configuring and selling products in a POS , refer to the Point of Sale documentation.

## Sell event tickets through the Website app

When a visitor arrives on the registration page of the event website, they can click the Register button to purchase a ticket to the event.
If the visitor is not already on the registration page of the event website, clicking Register on the event websiteâs submenu redirects them to the proper
registration page. From there, they can click the Register button to begin the ticket
purchasing process.
If different ticket tiers are configured for the event, the visitor is presented with a Tickets pop-up window.
From here, visitors select which ticket tier they would like to purchase, along with a quantity,
using the drop-down menu available to the right of their desired ticket. Once the desired selections
have been entered, the visitor then clicks the Register button.
Then, an Attendees pop-up window appears, containing all the questions that have been
configured in the Questions tab of the event form for this particular event.
If multiple tickets are being purchased at once, there are numbered sections for each individual
ticket registrant, each containing the same questions. However, if any question has been configured
with the Ask once per order setting, that question is only asked once, not for every
attendee making the reservation in the order.
With all necessary information entered, the visitor can then click the Go to Payment button. Doing so first takes the visitor to a Billing confirmation page, followed by a Payment confirmation page, where they can utilize any configured payment method set up
in the database to complete the order.
Then, once the purchase is complete on the front-end of the website, the subsequent sales order is
instantly accessible in the back-end of the database.


Registration Desk

# Registration Desk

The Registration Desk feature in Odoo Events allows users to grant access to registered event
attendees as they arrive and store attendee-related data in the reporting metrics.

## Registration Desk page

On a mobile device (on the Odoo app or in a browser), navigate to Events app â£
Registration Desk to open the Registration Desk page.
In the Registration Desk box, the user has the option to either Scan a badge or Select Attendee .

## Scan a badge

To scan the code on event attendeesâ badges, navigate to Events app â£ Registration
Desk and tap the Scan or Tap option.
Odoo must be granted access to the camera being used for the Scan a badge option
to work.
Once Odoo has access to the camera, a Barcode Scanner pop-up window appears, showing a
viewfinder box in the camera frame. The size of the box can be manually adjusted by dragging the (crop) icon.
When the badge code is in the middle of the view-finder box, the code is scanned and the Barcode Scanner pop-up window disappears. The attendee is then granted access to the
event and their attendance is logged in the Odoo Events app.
If the scanned barcode is invalid, an error pop-up message appears in the upper-right corner.

## Select Attendee

To manually grant access to event attendees, navigate to Events app â£ Registration
Desk and tap the Select Attendee option.
This opens an Attendees page with all registered attendees across events in the
database. By default, this page opens in the (Kanban) view,
allowing the user to see an overview of all attendees at a glance. Each attendee is displayed as a
card with their name, registered event, associated company (if applicable), ticket type (if
applicable), and registration status.
Alternatively, users can view a detailed list of all attendees using the (List) view. Each attendee is displayed on a line with their name, contact information,
registered event, ticket type, registration status, and an option to Mark as Attending .
To grant access to an attendee and mark them as Attended in the Kanban view, click on
their card. The resulting pop-up window notifies the user that the attendee has been marked as
registered. Click Continue at the bottom-left to mark the attendee as Attended .
Alternatively, in the List view, click on the Mark as Attending button on the attendeeâs
line. The button then disappears and the attendeeâs registration status changes to Attended .
Users can apply filters and grouping options on the Attendees page in both the Kanban and List views to narrow down a large list of
attendees or reorganize the page by specific categories.
To do that, click the (down arrow) beside the search bar to
reveal a drop-down menu with Filters , Group By , and Favorites options.
Search, filter, and group records

Registration Desk page
Scan a badge
Select Attendee


Marketing Automation

# Marketing Automation

Use the Odoo Marketing Automation application to create dynamic campaigns with actions that
automatically occur within a defined duration, such as sending a series of timed mass emails or
engaging with leads based on their interactions with marketing campaigns.
While the application is designed to be user-friendly for creating, launching, and reviewing
marketing campaigns, it also provides advanced features to automate repetitive tasks throughout the
database.
Get started by creating a new campaign from scratch or start
with a campaign template .
- Odoo Tutorials: Marketing
Odoo Tutorials: Marketing
- Magic Sheet - Marketing Automation [PDF]
Magic Sheet - Marketing Automation [PDF]

#### Audience targeting

Configure the target audience for a campaign.

#### Workflow activities

Define the activities that occur within a campaign.

#### Testing/running campaigns

Launch a test or run a campaign.

#### Campaign metrics

Review the metrics of a campaign.

## Configuration

To begin, make sure the Marketing Automation application is installed .
Installing the Marketing Automation application also installs the Email Marketing app, as most features of Odoo Marketing Automation are dependent on that
specific application.
Additionally, install the CRM and SMS Marketing applications to access all of the features available in Marketing Automation .
The following documentation assumes that all three of these dependent applications are installed
on the database.

## Campaigns

A campaign refers to a workflow of activities that are automatically executed to a target
audience, based on predefined filters, triggers, and durations of activities.
A new campaign can be created from scratch or from a template .
To create a campaign, navigate to the Marketing Automation application and click
the New button to reveal a new campaign form.

### Campaign templates

Odoo provides six campaign templates to help users get started. The campaign template cards only display when there are no existing campaigns in the database. Once a campaign has been created, the
template cards on the Campaigns dashboard are replaced with a Kanban view of the existing
campaigns.
To get started with a template, navigate to the Marketing Automation application,
from the main Odoo dashboard, to open the Campaigns dashboard, which displays six campaign template cards:
- Tag Hot Contacts Send a welcome email to contacts and tag them if they click it.
- Welcome Flow Send a welcome email to new subscribers, remove the address that bounced.
- Double Opt-in Send an email to new recipients to confirm their consent.
- Commercial prospection Send a free catalog and follow-up according to reactions.
- Schedule Calls If a lead is created for existing contact, schedule a call with their salesperson.
- Prioritize Hot leads Send an email to new leads and assign them a high priority if they open it.
These templates are designed to be used as starting points for creating new campaigns. Click one of
the template cards to open the campaign form.
To display the campaign template cards again after a campaign has been created, type the name of
a campaign that does not exist in the database into the search bar, then press Enter .
For example, searching for empty displays the campaign template cards again, as long as there
is not a campaign with the name âemptyâ in the database.
`empty`

## Targets and filters

On the campaign form, the Target and Filter section, also referred to as the
domain, contains the fields used to define the target audience for the campaignâs reach (i.e.,
the unique contact records in the database).
The target audience specifies the type of records available for use in the campaign, such as Lead/Opportunity , Event Registration , Contact , and more.

### Records

The contacts in the system that fit the specified criteria for a campaign are referred to as records .
The number of records that are displayed next to the campaign Filter represent the total
number of records the campaign is targeting.

### Participants

The records that are engaged by the campaign are referred to as participants .
The number of participants engaged in a test run are shown in the Tests smart button, which
displays on the top of the campaign form after a test has been run.
The number of participants engaged in a running, or stopped, campaign are shown in the Participants smart button at the top of the campaign form.

## Workflow

A workflow consists of an activity, many activities, or a sequence of activities organized in a
campaign. A campaignâs workflow is defined in the Workflow section of the campaign form.

### Activities

Activities are the methods of communication or server actions, organized in a workflow, that are
executed within a campaign. Once running, each activity displays the number of participants that
are engaged by the activity as Success and Rejected counts.
To create one of the following activities, click Add new activity in the Workflow section of the campaign form:
- Email : an email that is sent to the target
audience.
Email : an email that is sent to the target
audience.
- Server action : an internal action within the
database that is executed.
Server action : an internal action within the
database that is executed.
- SMS : a text message that is sent to the target
audience.
SMS : a text message that is sent to the target
audience.
Campaign workflow activities

## Testing and running

Once a campaign has been created, it can be tested to ensure the workflow is functioning as
expected, to check for errors, and correct any mistakes before it reaches its target audience.
After testing, the campaign can be launched to start engaging the target audience. The campaign can
also be launched without testing, if the user is confident in the workflow.
Testing/running campaigns

## Reporting

A range of reporting metrics are available to measure the success of each campaign. Navigate to Marketing Automation app â£ Reporting to access the following menu options:
- Link Tracker : displays the metrics of links to track the number of clicks.
Link Tracker : displays the metrics of links to track the number of clicks.
- Traces : displays the results of all activities from all campaigns.
Traces : displays the results of all activities from all campaigns.
- Participants : displays an overview of the participants of all campaigns.
Participants : displays an overview of the participants of all campaigns.
Additionally, each activity within the workflow of a campaign displays its engagement metrics.

Configuration
Campaigns
Campaign templates
Targets and filters
Records
Participants
Workflow
Activities
Testing and running
Reporting


Double Opt-in

# Double Opt-in

A double opt-in , also referred to as a confirmed opt-in , may be required in some countries
for marketing communications, due to anti-SPAM laws. Confirming consent has several other benefits,
as well: it validates email addresses, avoids spam/robo subscribers, keeps mailing lists clean, and
only includes engaged contacts in the mailing list.
When the Double Opt-in campaign template is used, a new mailing list titled, Confirmed contacts is created in the Email Marketing app, and any new mailing list contacts that are added to the
default Newsletter mailing list are sent a confirmation email to double opt-in. The contacts that
click on the confirmation link in the email are automatically added to the Confirmed contacts mailing list in Odoo.
When using the Double Opt-in campaign template, only the contacts in the Confirmed contacts
mailing list are considered to have confirmed their consent.

## Use the Double Opt-in campaign template

Open the Marketing Automation app, and select the Double Opt-in campaign template to create a new campaign for confirming consent.
The campaign templates do not display, by default, when there are existing Marketing
Automation campaigns. To display the campaign templates, type the name of a campaign (that does
not exist in the database) into the Searchâ¦ bar, then press Enter .
For example, searching for empty displays the campaign template cards again, as long as there
is not a campaign with the name âemptyâ in the database.
`empty`

### Campaign configuration

Upon creation of the campaign, the campaign form loads with a new preconfigured campaign.
The Target and Filter configurations of the campaign are as follows:
- Name : Double Opt-in
`DoubleOpt-in`
- Responsible *: The user who created the campaign.
Responsible *: The user who created the campaign.
- Target : Mailing Contact
Target : Mailing Contact
- Unicity based on : Email (Mailing Contact)
Unicity based on : Email (Mailing Contact)
- Filter : Email is set Blacklist is not set Mailing lists contains Newsletter
- Email is set
- Blacklist is not set
- Mailing lists contains Newsletter
Mailing lists contains Newsletter
`Newsletter`
* The Responsible field is only visible with Developer mode (debug mode) activated.
The Target model of the campaign should not be modified. Changing the Target model with activities in the Workflow invalidates the existing
activities in the Workflow .
The Double Opt-in campaign template is intended to only use the Mailing Contact model.
The campaign loads two activities in the Workflow section of the campaign: an email
activity, with a child server action activity that triggers on click .
By default, the Confirmation email activity is set to trigger 1 Hours after the
beginning of the workflow. In other words, the email is sent 1 hour after a new contact is added to
the Newsletter mailing list.
`Confirmation`
The email activity uses the preconfigured Confirmation email template, which contains a button for
the contact to click to confirm their consent.
To modify the email template, select the Templates smart button at
the top of the campaign form. Then, in the list of templates, select the Confirmation email
template.
`Confirmation`
Be sure to personalize the contents of the email template; however, it is recommended to keep the
contents of double opt-in confirmation emails short and to-the-point.
The default confirmation button, in the body of the template, links directly to the databaseâs
website homepage. Click on the button to edit the button text and URL.
To provide a streamlined experience for the contact, consider creating a page on the
website that expresses gratitude to the contact for
confirming their subscription to the mailing list. Add the link to that page in the URL of the
confirmation button.
The email template should only include a single call-to-action link for confirmation, other than
an unsubscribe link.
Any click on a link (or button) included in the confirmation email, besides the unsubscribe
button, triggers the Add to list server action.
The child activity Add to list server actionâs On click trigger cannot differentiate between
multiple URLs in an email, besides the /unsubscribe_from_list unsubscribe button that is
included in any one of the footer blocks.
`/unsubscribe_from_list`
The Add to list server action activity triggers immediately after a click in the parent Confirmation email activity is detected.
`Addtolist`
`Confirmation`
When triggered, the Add to list activity executes the Add To Confirmed List server action,
automatically adding the contact to the Confirmed contacts mailing list, if they are not already
in the mailing list.
`Addtolist`
To modify the server action, select the title of the activity to open the Open:
Activities pop-up window and edit the server action activities configuration.
Consider setting an Expiry Duration to prevent executing the activity after a
specific amount of time.
It is not recommended to modify the preconfigured Python code in the Add To Confirmed
List server action, as doing so may trigger a change in the databaseâs pricing plan.
Once the campaign configuration is complete, consider launching a test to verify the campaign executes as expected. If the campaign testing is successful, Start the campaign to begin sending double opt-in confirmation emails to Newsletter mailing list contacts, and fill the Confirmed contacts mailing list with engaged contacts.

## Double Opt-in use-case

To prepare for sending newsletter marketing emails on an Odoo database, a mailing contact list
must be procured. One way of collecting subscribers is through a sign-up form on the website that
adds contacts to the Newsletter mailing list on the form submission.
Before sending any marketing emails, use the Double Opt-in campaign template in the Marketing Automation app to confirm
marketing email consent from the contacts in the Newsletter mailing list.
After launching the Double Opt-in campaign, view the contacts that have double opt-in in the Confirmed contacts mailing list ( Email Marketing app â£ Mailing Lists â£
Mailing Lists ).
Now, the Confirmed contacts mailing list is ready to be used for sending newsletter marketing
emails from an Odoo database.
- Campaign metrics
- Mailing lists
- Email Marketing

Use the Double Opt-in campaign template
Campaign configuration
Double Opt-in use-case


Audience targeting

# Audience targeting

The Target and Filter fields on the campaign form, also referred to as the domain , contain the parameters used to define the target audience for the campaignâs reach (i.e.,
the unique contact records in the database, and imported list, etc.).
- Target : specifies the type of records available for use in the campaign, such as Lead/Opportunity , Event Registration , Contact , The assigned
records model determines the fields that are available throughout the campaign, including the
fields available in the Filter section, and in dynamic placeholders.
Target : specifies the type of records available for use in the campaign, such as Lead/Opportunity , Event Registration , Contact , The assigned
records model determines the fields that are available throughout the campaign, including the
fields available in the Filter section, and in dynamic placeholders.
- Save as Favorite Filter : saves the current Filter for future use with the
current Target model, and can be managed from the Marketing Automation
app â£ Configuration â£ Favorite Filters menu.
Save as Favorite Filter : saves the current Filter for future use with the
current Target model, and can be managed from the Marketing Automation
app â£ Configuration â£ Favorite Filters menu.
- Unicity based on : specifies the Target model field where duplicates should
be avoided. Traditionally, the Email field is used, but any available field can be
used.
Unicity based on : specifies the Target model field where duplicates should
be avoided. Traditionally, the Email field is used, but any available field can be
used.
- Filter : contains an interactive form with configurable logic to further refine the
targeting parameters under the chosen Target model. See more details in the Defining filters section.
Filter : contains an interactive form with configurable logic to further refine the
targeting parameters under the chosen Target model. See more details in the Defining filters section.
- Include archived : allows or disallows the inclusion of archived records in the target
audience.
Include archived : allows or disallows the inclusion of archived records in the target
audience.
A Responsible user can be assigned to the campaign by activating Developer mode (debug mode) .
Each activity in a campaignâs workflow can target a subset of the target audience; see the Campaign workflow activities documentation for more information.

## Defining filters

The default campaign Filter configuration is set to Match all records ,
indicating that the campaign is targeting all records of the Target model.
To refine the Filter rules of a campaign, click the â Add condition button
to reveal a new row with configurable rule parameters. See the Search, filter, and group
records documentation for more information on how to create filter rules.
At the bottom of the filter rules is a # record(s) button, which indicates the total
number of records targeted by this domain. Select the # record(s) button to open a Selected records pop-up window, in which the targeted records can be viewed.
Activate Developer mode (debug mode) to reveal each fieldâs technical name and data type, as well as
the # Code editor text area below the filter rules, to view and edit the domain
manually.
To target all leads and opportunities from the CRM app that are in the New stage, and have an
expected revenue greater than $1,000, the following should be entered:
- Target : Lead/Opportunity
Target : Lead/Opportunity
`Lead/Opportunity`
- Unicity based on : Email (Lead/Opportunity)
Unicity based on : Email (Lead/Opportunity)
`Email(Lead/Opportunity)`
- Filter : Match all ð½ (down arrow) of the
following rules: Stage is in New Expected Revenue > 1,000 any ð½ (down arrow) of: Type = Lead Type = Opportunity
Filter : Match all ð½ (down arrow) of the
following rules:
- Stage is in New
- Expected Revenue > 1,000
Expected Revenue > 1,000
`1,000`
- any ð½ (down arrow) of: Type = Lead Type = Opportunity
any ð½ (down arrow) of:
- Type = Lead
- Type = Opportunity
With the above configuration, the campaign targets 157 record(s) .
- Domain developer documentation
Domain developer documentation
- Campaign workflow activities
Campaign workflow activities
- Testing/running campaigns
Testing/running campaigns
- Campaign metrics


Testing/running campaigns

# Testing/running campaigns

The Odoo Marketing Automation app allows users to test marketing campaigns (and mailings) before
officially running them to check for errors and correct any mistakes before it reaches its target
audience.

## Test campaigns

To test a marketing campaign, open the Marketing Automation app , and select the
desired campaign to test, which reveals the campaignâs detail form.
On the campaign detail form, make sure the campaign already has activities configured in the
workflow (or build a campaign by following the directions on Campaign workflow activities documentation).
Testing marketing automation campaigns is meant to be performed in the production version of the
database. Duplicate (or trial) databases have limited email sending capabilities.
To start a test, click the Launch a Test button at the top of the campaign form, to the
right of the Start button.
When clicked, a Launch a test pop-up window appears.
In the Launch a test pop-up window, click the Pick or create a/an Contact to
generate a Test Participant field to reveal a drop-down menu of contacts. From this drop-down menu,
select an existing contact (or create a new one) to run the test on.
Only one contact can be selected from the Launch a test pop-up window.
To create a new contact directly from the Launch a test pop-up window, start typing the
name of the new contact in the blank field, and click Create and editâ¦ .
Doing so reveals a blank Create Record pop-up form, in which the necessary contact
information ( Email , Mobile , etc.) must be entered, in order for the test
to work. When the necessary information is entered, click Save & Close .
When all the necessary fields have been entered, click Save & Close to return to the Launch a test pop-up window.
Once a contact is selected, click Launch to reveal the campaign test page.
On the campaign test page, the name of the Record being tested is visible, along with
the precise time this test workflow was started in the Workflow Started On field.
Beneath that, in the Workflow section is the first activity (or activities) in the
workflow thatâs being tested.
To start a test, click the Run button, represented by a âï¸ (play button) icon beside the first activity in the workflow. When clicked, the page reloads, and Odoo shows the
various results (and analytics) connected to that specific activity as they occur, in real-time.
If a child activity is scheduled beneath a parent activity, that child activity will be revealed
slightly indented in the workflow, once that parent activity has been run, via the âï¸
(play button) icon.
Once all the workflow activities are completed, the test ends, and the status bar (in the
upper-right corner) moves to the Completed stage.
To stop a test before all the workflow activities are completed, click the Stop button
in the upper-left corner of the campaign test page.

## Run campaigns

To run a campaign, navigate to Marketing Automation app , and select the desired
campaign to run.
On the campaign detail form, with all the desired activities ready in the Workflow section, click Start in the upper-left corner to officially run the campaign to the
configured target audience specified on the campaign detail form.
Clicking Start launches the campaign, and the status bar of the campaign switches to Running , which is located in the upper-right corner of the campaign detail form.
If some participants are already running on a campaign, and was stopped for any reason, clicking
the Start button again prompts a pop-up warning. This warning advises the user to
click an Update button to apply any modifications made to the campaign.
Be aware that participants that had already gone through an entire campaign in its original state can be reintroduced into the newly-modified campaign, and new traces could be created for
them.
Then, as the mailings and actions are triggered in the Workflow , the various stats and
data related to each activity appear in each activity block. There is also a series of stat-related
smart buttons that appear at the top of the campaign detail form, as well.
These analytical smart buttons will also populate with real-time data as the campaign progresses: Templates , Clicks , Tests , Participants .

## Stop campaigns

To stop a campaign thatâs currently running, navigate to the Marketing Automation
app , and select the desired campaign to stop. On the campaign detail form, click the Stop button in the upper-left corner.
When clicked, the campaign is officially stopped, and the status changes to Stopped in
the upper-right corner of the campaign detail form.
- Campaign configuration
Campaign configuration
- Audience targeting
- Campaign workflow activities
Campaign workflow activities

Test campaigns
Run campaigns
Stop campaigns


Campaign metrics

# Campaign metrics

Campaign metrics are detailed statistics and analytics within a marketing campaign, measuring its
success and effectiveness. Triggered marketing activities populate relevant activity blocks with
real-time metrics, in the campaign detail form.

## Activity analytics

In the Workflow section of a campaign detail form in the Marketing Automation app,
where the various campaign activities are located, a collection of useful data can be found on every
individual activity block, like number of communications Sent , percentage of messages
that have been Clicked , and more.
To the left of the activity block, the configured trigger time is
displayed as a duration (either Hours , Days , Weeks , or Months ) if it corresponds to period after the workflow begins.
If the trigger time is dependent on another activity or triggering action (e.g. Mail:
Replied , etc.) the time is displayed, along with the necessary action for that activity to be
activated (e.g. Replied after 2 Hours ).
`Repliedafter2Hours`
In the activity block, an icon represents each activity type. An âï¸ (envelope) icon
means the activity is an email. Three tiny, interlocking âï¸ (gear) icons means the
activity is an internal action. And, a small, basic ð± (mobile) icon means the activity
is an SMS.
The activity type name is also displayed in smaller font below the activity title.
Beside the activity icon, at the top of the activity block, is the title of the activity. To the
right of the activity title, there are Edit and Delete buttons.
Click Edit to open the Open: Activities pop-up form for that specific
activity, in which that activity can be modified. Click the Delete button to completely
delete that specific activity from the workflow.
Campaign workflow activities

### Activity graph tab

In every activity block, the Graph (pie chart icon) tab is open by default, displaying
related metrics as a simple line graph. The success metrics are represented in green and the
rejected metrics are represented in red .
`green`
`red`
Numerical representations of both Success and Rejected activities are shown
to the right of the line graph.
Hovering over any point in the line graph of the activity block reveals a notated breakdown of
data for that specific date.
Beneath the graph in the activity block, for Email or SMS activity types, a line of accessible
data figures provide a birdâs eye view of the campaign activity, including: Sent (numerical), Clicked (percentage), Replied (percentage), and Bounced (percentage).
Clicking any of those stats on the DETAILS line, beneath the line graph, reveals a
separate page containing every specific record for that particular data point.

### Activity filter tab

Next to the Graph tab on the activity block, thereâs the option to open a Filter tab (represented by a filter/funnel icon).
Clicking the Filter tab on an activity block, reveals what the specific filters are for
that particular campaign activity, and how many records in the database match that specific
criteria.
Clicking the records link beneath the displayed filter reveals a separate pop-up
window containing a list of all the records that match that specific campaign activity rule(s).

## Link tracker

Odoo tracks all URLs used in marketing campaigns. To access and analyze those URLs, navigate to Marketing Automation app â£ Reporting â£ Link Tracker . Doing so reveals a Link Statistics page, wherein all campaign-related URLs can be analyzed.
The default view on the Link Statistics page is the Bar Chart view, but
there are different view options available in the upper-left corner. There is the option to view the
statistics as a Line Chart or Pie Chart .
Beside that, there is also the option to view the statistics as Stacked , and the data
can be put into Descending or Ascending order.
To the far-left of the view options, there is the Measures drop-down menu. When clicked,
the options to view the Number of Clicks or total Count are available. And,
to the right of the Measures drop-down menu, thereâs the ability to add any data to a
spreadsheet by clicking the Insert in Spreadsheet button.
Also, in the upper-right corner of the Link Statistics page, to the far-right of the
search bar, there are additional view options to choose from: the default Graph view,
the Pivot table view, and the List view.

## Traces

Odoo tracks all activities used in every marketing campaign. The data related to these activities
can be accessed and analyzed in the Traces page, which can be found by navigating to Marketing Automation app â£ Reporting â£ Traces .
The default view on the Traces page is the Bar Chart view, but there are
different view options available in the upper-left corner. There is the option to view the
statistics as a Line Chart or Pie Chart .
At the top of the graph, thereâs a color key, informing the user which activities have been Processed , Scheduled , and Rejected . Thereâs also an outline
indicator to inform users of the Sum of certain activities, as well.
Beside the various view option in the upper-left corner of the Traces page, there is
also the option to view the statistics as Stacked , and the data can be put into Descending or Ascending order.
To the far-left of the view options, there is the Measures drop-down menu. When clicked,
the options to view the Document ID or total Count are available. And, to
the right of the Measures drop-down menu, thereâs the ability to add any data to a
spreadsheet by clicking the Insert in Spreadsheet button.
Also, in the upper-right corner of the Link Statistics page, to the far-right of the
search bar, there are additional view options to choose from: the default Graph view,
the Pivot table view, and the List view.

## Participants

Odoo tracks all participants related to every marketing campaign. The data related to these
participants can be accessed and analyzed in the Participants page, which can be found
by navigating to Marketing Automation app â£ Reporting â£ Participants .
The default view on the Participants page is the Pie Chart view, but there
are different view options available in the upper-left corner. There is the option to view the
statistics as a Line Chart or Bar Chart .
At the top of the graph, thereâs a color key that describes the type of participants found in the
graph.
To the far-left of the view options, there is the Measures drop-down menu. When clicked,
the options to view the Record ID or total Count are available. And, to the
right of the Measures drop-down menu, thereâs the ability to add any data to a
spreadsheet by clicking the Insert in Spreadsheet button.
Also, in the upper-right corner of the Link Statistics page, to the far-right of the
search bar, there are additional view options to choose from: the default Graph view,
the Pivot table view, and the List view.

Activity analytics
Activity graph tab
Activity filter tab
Link tracker
Traces
Participants