ZINFI UPM Guide

Event Marketing Management for Administrators

Set up an Event

Overview

The Event Marketing Management module provides tools for vendors to create and manage marketing events that partners can leverage. This includes defining all aspects of an event, from its type and name to its schedule, capacity, and associated marketing campaigns. By centralizing event setup, the platform ensures consistent information is available to all relevant partners, facilitating their participation in co-marketing efforts. This streamlines the process of organizing and promoting events, ultimately driving partner engagement and lead generation.

Accessing Event Setup

Event details view with 'Set up Event' button
Event details view with 'Set up Event' button

Click the Set up Event button.

Viewing Event Details

Set-Up Event details view
Set-Up Event details view

This screen displays the details of a newly set-up event within the Market module, providing an overview of its configuration. It is part of the event marketing management workflow, allowing administrators to review the event's core properties, such as country, language, associated campaign, and specific event parameters like name, type, and unique URL extension. This view serves as a confirmation step after initial event creation, ensuring all details are correctly captured before proceeding to further modifications or saving the event. It also provides an option to edit the event details, enabling adjustments to be made as needed.

Click the "Edit Event" button to modify the details of the selected event.

Buttons

ButtonDescription
Edit EventButton to enter edit mode and modify the event details.
Save EventButton to save the current event configuration.

Select Event Details

FieldDescription
CountryThe geographical region for which the event is configured, displayed as 'Global' in this instance.
LanguageThe primary language for the event's content and communications.
Campaign ToolIndicates that the event is managed as an 'Event' type within the campaign tools.
CampaignThe specific campaign this event is associated with, here shown as 'Server Widget FlexiTouch Campaign'.

Select Event

FieldDescription
TypeThe classification or category of the event.
Unique URL ExtensionA unique identifier that forms part of the event's web address, displayed as 'cmm_61'.
Event NameThe name given to the event, shown as 'Server Widget Event_61'.
Start DateThe scheduled start date of the event.
Start TimeThe scheduled start time of the event.
End DateThe scheduled end date of the event.
End TimeThe scheduled end time of the event.
Registration Close DateThe date when event registration will no longer be accepted.
Registration Close TimeThe time when event registration will no longer be accepted.
Time ZoneThe time zone in which the event is scheduled, displayed as '(GMT+08:00) Kuala Lumpur, Singapore'.
VenueThe physical or virtual location where the event will take place.
Special UpcomingAdditional notes or details about special aspects of the upcoming event.
LinkA URL providing more information or access to the event.
CapacityThe maximum number of attendees or participants the event can accommodate.
OrganizerThe individual or entity responsible for organizing the event.
Speaker(s)The names of the speakers or presenters at the event.

Configuring Event Information

Set-Up Event form
Set-Up Event form

This screen, titled 'Set-Up Event', is where UPM administrators define the details for a new event within the Market module. Events are a key component of co-marketing efforts, allowing vendors and partners to organize and promote activities such as webinars, conferences, or local meetups. This form captures all essential information for an event, including its type, scheduling, capacity, and associated organizers and speakers. Administrators can also select an event template, which pre-configures certain aspects of the event's registration and promotional materials, ensuring consistency and efficiency in event setup. The 'Special Upcoming' toggle allows for highlighting events that require particular attention or promotion. Once configured, these events can be published and made visible to eligible partners for participation and promotion.

After filling out the event details and selecting a template, click "Save" to finalize the event setup.

Buttons

ButtonDescription
SaveSaves the event details and creates the event.
CancelDiscards any changes and returns to the previous screen.

Fields

FieldDescription
Type *A dropdown to select the type of event being created.
Event Name *The name of the event.
Unique URL Extension *A unique identifier that forms part of the event's URL.
Start DateThe start date of the event, selected using a calendar picker.
Start TimeA dropdown to select the start time of the event.
End DateThe end date of the event, selected using a calendar picker.
End TimeA dropdown to select the end time of the event.
Registration Close DateThe date when event registration closes, selected using a calendar picker.
Registration Close TimeA dropdown to select the time when event registration closes.
Time ZoneA dropdown to select the time zone for the event.
Special UpcomingA toggle to mark the event as 'Special Upcoming', potentially for highlighted promotion.
Capacity *The maximum number of attendees the event can accommodate.
Organizer *The name of the event organizer.
Speaker(s)The names of the speakers for the event.

Select Event

FieldDescription
Server CampaignA card representing an event template named 'Server Campaign' with an associated image and icons for marketing and calendar.
Server Widget EventA radio button to select the 'Server Widget Event' template.