Events with your other Ellibo apps
Ticket sales in Accounting, attendees as CRM leads, email lists and automation journeys, a feedback survey after the event, a project and staff shifts per event, costs from Expense, staff training with HR, the Website section, Discuss, Analytics, Slack and Teams.
Your contacts are the same in every Ellibo app. Each link works only when you use that app. Most links are on Professional and up; Accounting works on every paid plan and staff training on Standard and up.
Two places to look:
- Settings > Ellibo apps - what happens for every event.
- The event's Apps tab - what happens for this event.
Accounting
Every paid order makes an invoice and a payment, refunds make credit notes, booths and sponsorships make invoices too - all with tax, the same as your other sales. See Paid tickets and refunds.
CRM
Add a rule: When someone registers or When someone comes, make one lead per order or one lead per person, with an owner. A rule in Settings > Ellibo apps works for every event; a rule on an event's Apps tab only for that event. Each lead shows which event it came from.
People already in CRM don't get a second lead:
- A contact (or someone whose lead you converted) gets a note on their contact, and its owner gets an alert.
- An open lead with the same email gets a note, and its owner gets an alert.
In CRM, every lead and contact has an Events card: each event the person registered for, and how it went - Registered, Came, Didn't come, Cancelled or Bought tickets for other people. On Leads, the Event filter shows the leads from one event (or from any event), so a manager can share them out and follow up.
Email Marketing and Marketing Automation
- On the event's Apps tab, put Everyone with a place or Only people who came on an email list - a new list for the event, or one you have. Only add people who agreed to hear from you.
- In Marketing Automation, start a journey when someone registers, comes or doesn't come to an event.
Surveys
In Ellibo Surveys, Settings > Ellibo apps, choose a survey for An event ends. After each event, everyone who came gets it. The answers show on the event's Apps tab.
Projects and Planning
On the event's Apps tab:
- Make a planning project - a project in Ellibo Projects for the event's to-dos.
- Add open shifts - shifts in Ellibo Planning from an hour before the start to 30 minutes after the end, for any role or one you pick. Your staff claim them in Planning.
Expense and bills
On the event's Money tab, link bills and expense claims to see the event's profit.
HR: staff training events
On Standard and up, set Details > Who it's for and who runs it > Who can register to Staff only. The event never shows on the web. In Ellibo HR:
- employees see Training sessions and events under Learning > My learning, and click Join;
- HR managers register an employee from the Training and events card on the employee's record, and can cancel a place there.
Each employee's events, and whether they came, show on their HR record.
Website
In the Ellibo Website app, add the Events section to any page to list your upcoming events with a link to each.
Discuss, Slack and Teams
- In Ellibo Discuss, new registrations can post to a channel with App updates in channels.
- In Integrations, Slack and Microsoft Teams can get a message for every new registration.
Analytics
On Business, your events, registrations and orders are data for Ellibo Analytics dashboards.
API and webhooks
On Business, Settings > API & webhooks gives API keys to read events and attendees and add registrations from your own software, and webhooks that tell your software when an event goes on the web or is cancelled, someone registers or cancels, an order is paid, someone is checked in, a talk is proposed or a booth is booked.