Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Events Management Guide, Siebel CRM 20.1 Update
• What’s New in Siebel Events Management Guide, Siebel CRM 19.1 Update

2 Getting Started

• Getting Started
• Administrative Setup Tasks

3 Installing and Configuring Events Management

• Installing and Configuring Events Management
• Installation Overview
• Shopping Cart Requirements
• Configuring Automatic Email Notification

4 Defining an Event

• 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
    • Region Administration
    • Period Administration
    • Product Lines for Financial Services Customers
    • Adding Session Templates
  • 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
    • Setting Goals and Assumptions for an Event Plan
    • Deal Roadshow Event Type (Financial Services Customers Only)
    • Associating a Deal Roadshow with a Specific Deal (Finance Services Customers Only)
    • Updating Event Plans
  • Creating Events
    • Updating an Event
  • Adding Budget Details
    • Estimating Revenues
    • Financial Information for Events
    • Approving Event Plans
  • Adding Event Activities

5 Preparing for an Event

• 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
    • Associating Tracks with Events and Sessions
    • Associating Related Tracks
    • Using the Track Calendar
    • Associating Contacts with a Track
    • Viewing Track Members
  • Activity and Staff Management Tasks
    • Adding Staff to an Event or a Session
    • Working with Event Activities
    • Monitoring Progress on Event Activities
  • Preparing Sessions
    • Basic Questions for Event Organizing
    • Creating and Using Sessions
    • Creating and Using Session Templates
    • Viewing Session Schedules and Attendees
    • Assigning Rooms to Sessions
    • Researching and Organizing Speakers
    • Adding Speakers to Sessions
    • Viewing Session Tracks
  • Publishing Event Information to a Web Site
    • Creating and Using Web Banners
    • Using Siebel Microsites
    • Preparing Collateral
  • Venue Preparation Tasks
    • Researching and Choosing a Venue
    • Entering Venue Expense and Billing Information
    • Setting Up at the Venue
  • Third-Party Tasks
    • Collaborating with Partner Organizations
    • Researching and Hiring Vendors
    • Attaching Files
  • Inviting Contacts and Prospects to an Event
    • Inviting a Contact to an Event
    • Inviting a List of Contacts to an Event
    • Inviting Contacts and Prospects to an Event Using Siebel Marketing
    • Entering and Tracking Travel Arrangements
  • Preparing Event Status Reports

6 Registering for an Event

• Registering for an Event
• Example Process Flow for Registering for an Event
• Registering One or More Attendees
  • Registering a List of Attendees for an Event
  • Creating Attendee Lists
  • Registering an Attendee
  • Registering an Attendee for an Event
  • Registering Previously Invited Attendees to an Event
• Tracking Guests of Attendees
• Registering a Group of Attendees for a Session
• Registering an Account for Financial-Services Customers
  • Registration Workflow
  • Session Registration and Activity Records
  • Removing a Session Activity
  • Troubleshooting Registration
  • Canceling Registrations and Using the Waiting List
• End-User Procedures for Self-Registering for an Event
  • Registering to Use the Web Site
  • Self-Registering to Attend an Event
  • Registering for Sessions Within a Track
  • Prospect Registration
  • Troubleshooting Registration
• Configuring the Register Button
• Configuring Quantity Selection in Registration
• Customizing Siebel Events Home Page Applets
  • Customizing the My Events Applet
  • Customizing the Browse Events Applet
  • Customizing the Upcoming Events Applet

7 Managing the Events Calendar

• Managing the Events Calendar
• Events Calendar Overview
  • Events Calendar and Personal Calendar Relationships
• End-User Procedures for Managing an Events Calendar
  • Viewing Event Details from the Events Calendar
  • Viewing Session Details from the Personal Calendar

8 Hosting an Event

• Hosting an Event
• System Requirements for Hosting an Event
• Example Process Flow for Hosting an Event
• End-User Procedures for Hosting an Event
  • Activity Management at the Event Venue
  • Onsite Registration
  • Entering Actual Revenues and Expenses
  • Viewing Venue, Vendor, and Partner Information
• Event Leads and Opportunities
• Correspondence Integration

9 Evaluating an Event

• Evaluating an Event
• Example Process Flow for Evaluating an Event
• Administrator Procedures for Evaluating an Event
• End-User Procedures for Evaluating an Event
  • Viewing Budget Variances
  • Preparing Reports for an Event
  • Entering Venue and Vendor Performance Reviews
  • Event Followup
  • Viewing a Contact’s Events
  • Viewing a Contact’s Sessions

10 Registration Business Service Methods

• Registration Business Service Methods
• Example Methods of Business Services
• Descriptions of Business Services Methods
  • EventRegistrationService Business Service Methods
    • EnrollAdmin Method
    • EnrollUser Method
    • CheckPreviousRegn Method
    • CheckSpace Method
    • CleanSpace Method
    • CreateRegistration Method
    • UpdateRegistration Method
    • UpdateSpace Method
    • CheckQuote Method
    • AddToShoppingCart Method
  • SessionRegistrationService Business Service Methods
    • EnrollAdmin Method
    • EnrollEndUser Method
    • CheckOverlaps Method
    • EnrollUser Method
    • CheckPreviousRegn Method
    • CheckParentRegn Method
    • CheckSpace Method
    • CleanSpace Method
    • CreateRegistration Method
    • UpdateRegistration Method
    • UpdateSpace Method
    • CheckQuote Method
    • AddToShoppingCart Method

11 Event Business Component User Properties

• Event Business Component User Properties