Event Setup Checklist - Venues

Worried you won't remember the steps you need to take to set up and publish an event?  Here they are:

1. Create the Event and Fill Out the Detail Form

Next you'll want to key in the details of your event: Event Detail

2. 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

3. 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

4. Adjust Labor Schedules

In addition to adjusting your base labor rates, if you use boomer labor schedules to determine ST/OT/DT rates, you may or may not need to adjust your labor schedule that determines the calculation of OT/DT: Edit Labor Schedules

5. 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 Forms area to manage these.  Forms might also include event-specific forms/PDFs: 

Content
Content Menu Introduction
Customizing Content for Store 2.0

6. 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".

7. 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

8. 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 - New Customer

Ordering Open - Existing Customer

To test and finally send your campaign, see Campaigns (E-mail).