Worried you won't remember the steps you need to take to set up and publish an event? Here they are:
1. Set Up the Venue and Taxes
If your event is taking place at a venue you've never had before, you'll want to set up the tax schedule, set up the venue, and connect the tax schedules to your revenue types within the venue: Setting Up Taxes for a Venue
2. Create the Event and Fill Out the Detail Form
Next you'll want to key in the details of your event: Event Detail
3. Customize the Event Description
The landing page for your customer within the event most likely has a template that was set up during your initial configuration. It pulls some content in automatically but might need additions and/or modifications:
The Event Description
Customizing the Event Description
4. Add Event Key Contacts
You can provide a directory of contacts for your event. This is a great way to direct your customers to the right company or person to answer their question or solve their issue. Event Key Contacts
5. Provide Shipping Details
If you are a general service contractor who had advance and/or direct shipping information to enter, you'll want to provide those details. If you are a venue or other type of supplier, you can most likely skip this step: Shipping Information
6. Determine Product Availability and Pricing
If you need to adjust the products you want to make available and/or the pricing of those products within the event, you can start by adding/removing Suppliers: Control Product Availability
In addition to adding or removing suppliers, you might need to refine product availability and/or pricing: Edit Event Pricing
7. Adjust Labor Schedules
In addition to adjusting your base labor rates, you may or may not need to adjust your labor schedule that determines the calculation of OT/DT: Edit Labor Schedules
8. Adjust Material Handling Schedules
You might need to update your advance and direct rates for your different shipment types: Edit Material Handling Pricing
9. Copy/Add Content
If you have forms you offer for an event, such as shipment labels, grid layouts or other standard forms, you can go to the Content area to manage these. Content might also include event-specific forms/PDFs:
Content
Content Menu Introduction
Customizing Content for Store 2.0
10. Preview the Event
You can preview the event anytime by clicking on "Go To Storefront" in the upper right hand corner of Admin. From there, use your Admin login and select the event to preview. If you don't see the event in your "Events" list, make sure the event's status is "Published".
11. Import Your Customer List
If you have an exhibitor/customer list to import, you'll want to re-arrange it into a Boomer format and import it into your event: Importing an Exhibitor List
12. Set Up and Send a Welcome Email Campaign
When the event looks how you want on the storefront, you're ready to send a welcome campaign email. The email will include a temporary password for new users, a reminder to existing users how to login, as well as details about the event.
You can see an example of the email campaign called "Ordering Open" here:
Ordering Open - Existing Customer
To test and finally send your campaign, see Campaigns (E-mail).