The KINAMU Events Module provides you Sugar installation with two modules to manage Events and Locations. With the Events Module you can keep track of all participant information in the Subpanels of the Event. With the Mailing function you can send mailings to selected Targets of your Event as well as keeping track of these mails with Sugar’s Mail Module. The built in Dashlets provide you with an overview of the status and capacity of a current Event without requiring complex reports.
Added value, key benefits
- create and plan your Events directly in sugar
- manage participant information
- Invite Status
- Accesible from Subpanels
- Detailed information
- Sugar E-mail Templates
- Save the date
- Invite participants
- Direct Links to Accept / Decline (directly stored in sugar through entry points)
- Built in Massmailing functionality
- Event Management
- Trainings and Workshops
- Partner management
- Lecture management
- Sugar Studio compatibility for custom dropdowns
- Optimized for Mobile Devices
- Entire Application is native Sugar 7.x Standard
- Sugar Cloud Save
Working with Events
With “Send Test Email” you can preview the E-Mail with the data of a select Contact and send that Preview to arbitrary recipients.
With „Send Invites“ you can send e-mails to Event Contacts, Leads and Users with custom Tempaltes and Filters.
„Manage Invites“ enables you to perform massupdates of Participant information.
With „Import Targetlist“ you can use an existing Targetlist to relate all targets to the current Event.
„Export Targetlist“ will create a Targetlist with user filtered Targets composed of Event Contacts, Leads and Users.
The Participant Information is composed of five additional columns in the Contacts, Leads and Users Subpanel. All of these Selection Lists can be customized with Sugar’s Dropdown editor.
- Invite Status (Not Invited, Invited)
Indicates if the person has been invited
- Accept Status (No Response, Accepted, Declined)
- Email Responded (Yes, No)
If the invite status was set by the participant
- Role (Host, Paricipant)
Role of the person
- Participated (Yes, No)
Designing the Emails
With the TinyMCE Editor you can make visually appealing templates for you Invites in a straightforward way. Even without knowledge in HTML or web design a user can quickly create professional emails. You can use all fields of the Contact, Leads or Users Module with simple place holders and also include data from the Event itself (like the description, start time or location). Here you are also able to include the response links, allowing invitees to accept or decline invites.
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