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Publishing Event Information to a Web Site


It is important to note that only events and sessions display on the customer-facing Events Web site (the Web site). Events and Tracks do not display on the Web site.

NOTE:  If your company has purchased the optional Siebel Events for Finance module, you can prepare your event information for Web site publication.

The combination of Siebel Events Management settings affect whether or not information in the Events and Sessions screens is visible to prospective event attendees on the Web site. These settings are as follows:

  • The status of the event
  • The start date of the event
  • The type of event
  • The Registration Status of the prospective attendee
  • The Registration status of the company of the prospective attendee
  • The External flag setting

    NOTE:  There are check boxes on the Event and Session Details form called "Display on Website," which are checked (set to true) by default. If you uncheck an event's Display on Website check box, the event and its sessions are not displayed on the Web site, regardless of the status, date, or type. If you uncheck a session's Display on Website check box, the session is not displayed on the Web site. Thus, Display on Website check boxes can be used to designate internal events and sessions that should not be published to the Web site, or events or sessions for which only an administrator can register attendees.

The following procedures describe how to choose settings for the visibility you want.

To make event information visible to all

  1. From the application-level menu, choose Navigate > Site Map > Events > Events.
  2. In the Events list, select an event.
  3. Set the Status field to Launched.
  4. Set the Start field to a date in the future or to today's date.
  5. Make sure Type is not set to Restricted.
  6. Make sure Display on Website is checked.

To make event information visible to invitees and administrators

  1. From the application-level menu, choose Navigate > Site Map > Events > Events.
  2. In the Events list, select an event.
  3. Set the Status field to Launched.
  4. Set the Start field to a date in the future or to today's date.
  5. Set Type to Restricted.

    NOTE:  Events of type Restricted are not displayed in the customer site except to attendees who have been explicitly invited to the event. The attendee can view open invitations from the home page by clicking the View My Open Invitations link, and can then accept an invitation by registering for the event.

To make event information visible to invited company employees (for Finance customers only)

  1. From the application-level menu, choose Navigate > Site Map > Events > All Events.
  2. In the Events list, make sure the External column check box is checked.
  3. In the Event form, set the Status field to Launched.
  4. Set the Start Date field to a date in the future or to today's date.
  5. Make sure the Event Type field is not set to Restricted.

To make event information visible to internal employees

  1. From the application-level menu, choose Navigate > Site Map > Events > All Events.
  2. In the Events list, make sure the External column check box is not checked.
  3. In the Event form, set the Status field to Launched, or Planned.
  4. Set the Start Date field to a date in the future or to today's date.

To make event information visible to administrators only

  • Set Status to any value except Launched, or set Start to a date earlier than today's date.
  • If an event is visible, then the sessions related to it can be visible or not based on the value in the Status field in the session itself. As with events, a status of Launched allows all users to see the session information.

Creating and Using Web Banners

Event managers can use the Web banner functionality to publish rich HTML content describing a particular event on the Events Web site. HTML templates can be created in Web tools such as Abode GoLive or Microsoft Front Page, and then stored in the Siebel file system for use as an event Web banner. The Web banner can also be edited in Siebel Events Management within a WYSIWYG environment, without requiring knowledge of HTML tags. This allows for added control over the look and design of the event detail view by business users.

To create a Web banner

  1. Develop your Web banner in an external editor or notepad to create a blank HTML file.
  2. From the application-level menu, choose Navigate > Site Map > Events > Web Banner Templates.
  3. In the Web Banner Templates list, click New File and complete the necessary fields.

To use a Web banner

  1. From the application-level menu, choose Navigate > Site Map > Events > Events.
  2. In the Events list, select and drill down on the event.
  3. Click the Resources tab and then click Web Banner.
  4. In the Web Banner form, click New and in the Template Name field, click the select button.
  5. From the Pick Event Template dialog box, select the template and click OK.
  6. In the Web Banner form, click Save Template.

NOTE:  Graphics and other files referenced by the HTML must be accessible for the Web server that is hosting the Siebel Events Web site.

Preparing Collateral

Another aspect of organizing information for an event is preparing literature such as brochures, white papers, presentation handouts, trade show exhibit maps, and so on. Collectively, such literature is known as collateral. Collateral can be a Web page URL or a file.

You can manage collateral preparation using activities in Siebel Events Management. After collateral is prepared, those electronic files, as well as vendor and venue contracts, can be stored in the Siebel Events Management.

Adding Collateral to an Event or a Session

You can use Siebel Events Management to store collateral for an event or for a specific session.

To add a collateral item to an event or a session

  1. From the application-level menu, choose Navigate > Site Map > Events > Event Plans or Sessions.
  2. In the Event or Sessions list, select the event or session with which you want to associate collateral.
  3. Click the Resources view tab and then click Collateral.
  4. In the Collateral list, click New.
  5. Complete the necessary fields.
  6. To attach a file to the record, click the select button in the File field to display the Add Attachment dialog box, and then follow these instructions:
    1. Click Browse to display a Choose File dialog box.
    2. Use standard Windows techniques to select the file you want to designate as collateral, and then click Open.

      The Choose File dialog box closes, and the selected file is listed in the File Name field of the Add Attachment dialog box.

    3. Click Add.

      The Add Attachment dialog box closes, and the selected file is listed in the File field of the Collateral form in the main window.

Siebel Events Management Guide