How to Use the Event Module
Eleo has an Event module so that you can keep track of all of your events!
1. From any screen in Eleo, hover over the ‘Events’ tab and then click on ‘Add Event’.
2. Fill out event details. Any fields with a red asterisk (*) are required and must be completed. All others are optional.
***NOTE: Set the fields that you would like to be required under Settings > Required Fields (under the Events tab). ***
Once you have everything you want filled out, click on ‘Save’ on the top right.
3. After saving the Event Information, you will see the additional tabs are now lit up. You may click on them to add information as needed.
4. Tasks – You may track your tasks related to your event in this tab. Click on ‘Add Task’ to manage your Event Task.
Be sure to fill out any areas with a red asterisk (*) and click on Save. Any fields without a red asterisk(*) are optional in Eleo.
5. Expenses – Add and track expenses for the event. This page can also be printed if needed.
If you click ‘Add Expense’ this page will come up, which you can fill out accordingly. Notice that you can also search your existing contacts to locate the vendor if they are already in your database.
6. Activities – Select ‘Add Activity’ to create the different activities for your event. This may include ads, dinner, tickets, auctions, golf, etc. NOTE: If you create an Event Registration Webform, you will need at least one activity set up to include on the form.
When you click on ‘Add Activity’ you will see this screen.
a. Required fields are noted with a red asterisk (*).
b. To associate an Activity Type to this activity, you must create the drop-down list for the EventActivity Typeslocated in Settings under Lookup Tables.
c. To Track Attendance for an activity, select ‘Yes’. Your Event Attendance Reports will reflect theactivities marked to track attendance.
d. After the desired information is entered, select ‘Save’ to save your work.
e. To be sent back to the previous screen without saving your work, select ‘Cancel’.
*PLEASE NOTE: To add an Activity to a contact, go to the Participants Tab.
7. Participants – Add participants to the event by clicking ‘Add’ and search for names, or by clicking on ‘Build List’.
There are 4 search options to search for your existing list of participants if you wish. You can search for someone by name, the list they are on, their activity, or if they have a balance due.
Building a list allows you to set a filter for the group of people you want to include.
You can then manually remove contacts as needed. Click ‘Save’ when you are done.
Name your list and click on ‘OK’. You will then be brought back to your Participants tab.
To learn about adding an Activity Reservation and applying the payment as a gift in the Event Module manually, visit our guide on ‘Adding an Activity Reservation and Applying a Payment’.
8. Groups – This is where you can group together participants for activities such as dinner, golfing,etc.
Click on the name of an activity to open it up and add people to the group. You may also edit existing group members.
9. Mailings – You can create and send mailings right from the Event Module.
It will take you to the Mailings section, already under an Event Mailing. Then just follow the steps to complete the mailing as normal. If you need help with this, see the documents in the Mailings section of the Guides tab in the Library.
10. Documents – Upload documents related to your event for easy access viewing anywhere that you have internet!
11. Reports – Access reports specific to the Event you are working with.
PLEASE NOTE: There are also system event reports which can be found under the Reporting tab; however, those would include ALL events unless you filter for a certain one.
You have now successfully learned how to use the Event Module! Please contact us at 1-(844)-676-ELEO (3536) or at Support@EleoOnline.com if you have further questions.