Siebel Events Management Guide


What's New in This Release


Back to top


Getting Started

Administrative Setup Tasks


Back to top


Installing and Configuring Events Management

Installation Overview

Shopping Cart Requirements

Configuring Automatic Email Notification


Back to top


Defining an Event

Event Management Process Phases

Event Plan Definition

Event Preparation

Event Implementation

Event Evaluation

Business Scenarios for Defining an Event

Administrator Event Definition Scenario

End-User Event Definition Scenario

Example Process Flow for Defining an Event

Administrator Setup Procedures for Defining an Event

Reviewing and Modifying Lists of Values (LOVs)

Updating Lookup Tables

Creating Contacts

Creating Accounts

Creating Venues

Using Pricing Models

End-User Setup Procedures for Defining an Event

Defining Event Plans, Events, and Sessions

Creating Tracks

Adding Event Plan Details

Creating Events

Adding Budget Details

Adding Event Activities


Back to top


Preparing for an Event

Event Preparation Tasks

Business Scenario for Preparing for an Event

Example Process Flow for Preparing for an Event

End-User Procedures for Preparing for an Event

Track Management Tasks

Activity and Staff Management Tasks

Preparing Sessions

Publishing Event Information to a Web Site

Venue Preparation Tasks

Third-Party Tasks

Inviting Contacts and Prospects to an Event

Preparing Event Status Reports


Back to top


Registering for an Event

Example Process Flow for Registering for an Event

Registering One or More Attendees

Registering an Account (for Finance customers)

End-User Procedures for Self-Registering for an Event


Back to top


Managing the Events Calendar

Events Calendar Overview

End-User Procedures for Managing an Events Calendar


Back to top


Hosting an Event

System Requirements for Hosting an Event

Example Process Flow for Hosting an Event

End-User Procedures for Hosting an Event

Event Leads and Opportunities


Back to top


Evaluating an Event

Example Process Flow for Evaluating an Event

Administrator Procedures for Evaluating an Event

End-User Procedures for Evaluating an Event


Back to top


Registration Business Service Methods


Back to top


Event Business Component User Properties

Back to top

Siebel Events Management Guide