Use this checklist to set up, review, and publish an event. Some steps may not apply to your organization or event.
1. Set Up the Venue and Taxes
If the event is at a venue you have not used before, set up the venue and its tax schedule, then connect the tax schedule to the appropriate revenue types. See Setting Up Taxes for a Venue.
If the venue already exists as a supplier, review its revenue type associations and confirm that sales tax is assigned to the appropriate revenue types.
2. Create the Event
Create the event and fill out its detail form. See Event Detail for instructions.
3. Customize the Event Description
The event’s Storefront landing page may use a template set up during your initial configuration. Review the content and make any needed additions or changes.
4. Provide Shipping Details
General service contractors may need to enter advance warehouse or direct shipping information. Venues and other suppliers can usually skip this step. See Shipping Information.
5. Add Event Key Contacts
Provide a directory of event contacts so customers can find the right company or person to help with their questions. See Event Key Contacts.
6. Set Product Availability and Pricing
Add or remove suppliers to control which products are available in the event. Then review product availability and pricing as needed.
7. Adjust Labor Schedules
Review your labor rates and schedule. If needed, adjust the schedule that determines when overtime and double time (OT/DT) rates apply. See Edit Labor Schedules.
8. Adjust Material Handling Schedules
Review the advance and direct material handling rates for your shipment types. See Edit Material Handling Pricing.
9. Add or Update Event Content
Use the Content area to manage forms you provide for an event, such as shipping labels, grid layouts, and other standard forms. You can also add event-specific forms and PDFs. Content
10. Preview the Event
You can preview the event anytime by clicking on the Boomer Storefront URL at the bottom of the Event Detail screen or you can click "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 Exhibitor List
If you have an exhibitor/customer list to import, you'll want to use the Boomer exhibitor list Excel template 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).