Event management

ABC Sales provides a complete event management solution designed for real offline, in-person events. Our platform streamlines the entire event lifecycle from invitation to post-event reporting, making event management efficient and professional.

Key Features

• Event Creation: Set up real offline, in-person events with specific times and locations
• QR Code Invitations: Send digital invitations with QR codes to your leads ahead of time
• Real-time Dashboard: Track live check-ins, attendance rates, and event metrics
• Mobile App Check-in: Use the ABC Sales mobile app for fast, seamless attendee scanning
• Manual Check-in: Manually check in leads or attendees who arrive at your event
• Automated Tagging: Automatically tag checked-in attendees with attendee_[event_name]
• Attendee Reports: Generate comprehensive reports of your attendee lists
• Smooth Check-in Process: Attendees simply show their QR code for instant check-in

How to Send Event Invitations

Follow these steps to invite leads to your events using QR code invitations:

Prerequisites

• Have an event already created (single-day or multi-day events supported)
• Access to Events check-in from the main menu

Step 1: Create an Event Invitation Template

1. Navigate to Templates in your dashboard
2. Click Create New Template
3. Select your messaging channel (WhatsApp or Telegram)
4. Enable "Is the image a QR code" option
5. Complete and save your template

Step 2: Set Up Automation with Event Pass

1. Go to Automation section
2. Create a new automation (if you don't have one already)
3. Create a new automation message using the template from Step 1
4. When prompted, select "Is this a template for event pass" and click Yes
5. Select the specific event you want to create invitations for
6. The system will automatically encode the event invitation code into the QR code data

Step 3: Schedule and Send Invitations

1. Configure when you want the invitation to be sent
2. Add leads to your automation
3. Send invitations according to your schedule

Step 4: Event Check-in Process

Once invitations are sent, the check-in process is streamlined and efficient:

For Attendees

• Simply show the QR code received in their invitation at the event entrance
• No need for physical tickets or lengthy registration processes

For Event Administrators

• Use the ABC Sales mobile app to scan attendee QR codes
• Alternative option: Scan QR codes using a computer with webcamera
• Check-in process is fast and smooth - just scan and go
• Option to manually check in leads or attendees if needed
• Real-time updates to the event dashboard

Automatic Features

• Tagging: All checked-in attendees are automatically tagged with attendee_[event_name]
• Real-time Tracking: Monitor live check-ins and attendance rates through the dashboard
• Report Generation: Create comprehensive attendee lists and reports post-event

Event Dashboard

The event dashboard provides essential event monitoring and management capabilities:

Dashboard Overview

• Total Invitations: Number of leads who received invitations
• Total Registrants: Confirmed attendees (if using RSVP)
• Registration Rate: Percentage of invited leads who confirmed
• Total Pending: Leads who haven't checked in yet
• Absence Rate: Percentage of invited leads who didn't attend

Attendee Management

• Registrants List: View all attendees with their details
• Manual Check-in: Check in attendees directly using the "Check In" button
• Invitation Status: Track pending vs. checked-in status
• Filter Options: Filter attendees by date or search by name

Export Functionality

• CSV Export: Export complete attendee data for further analysis
• Lead Data: Export includes all lead information for checked-in attendees
• Post-event Follow-up: Use exported data for targeted campaigns