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What are events?
Use events for showing activities in the store that are planned to promote sales. An event can be a Black Friday, a Christmas sale, or any other type of event that is associated with sales, discounts, or similar. 🛍
When an event is created the platform collects the event details to better estimate the impact on sales and visitor flows using Machine Learning.
NB: To estimate the impact of the event on sales and visitor flows a minimum of 30 events needs to be added per shop. 🤓 Event forecasting is only eligible with the Forecasting budget mode.
Create event
Events can be created one-by-one or created in bulk. Creating events one by one can be done inside the schedule or the forecasting tool.
Schedule
To create an event click "+" in the cell of the Event's row and select "Add event". Fill in the event attributes in the dialog and click "Add event".
The attributes:
Event name (required) - write a new event name or pick it from the templates.
Discount scope (required) - define the scope within the shop. Items stand for products. Categories are product lines (e.g. shoes, jeans, shirts, etc).
Discount type (required) - define the type and properties of the discount.
Limited offer - only available to specific customer groups (e.g. students, parents, seniors, etc.) or during a certain time in the day (e.g. between 2.00-3.00 pm).
Promoted - you have paid ads to promote the event outside the physical store (e.g. billboards, commercials, social media).
Event notes - leave any comments about the event.
The expected effect of the event - add the staff's own estimate for a more precise forecast.
Opening hours - here you can update the department's opening hours during the event. Opening hours can only be changed for one event per day.
Duration - extend the event to multiple days. If not ticked then by default duration is 1 day.
To edit or delete the event from the schedule click on the event cell. The same dialog will appear. Apply changes and click save or click delete to remove the event.
Forecasting
To create an event in the Forecasting tool, click "+" when hovering over a day, fill in the same dialog, and click "Add event".
To edit or delete the event click on the event icon below the bars of the graph, do your changes and click save or click delete to remove the event.
Permissions and access
Schedule: Access to create events is managed with "Schedule" permission. By default store managers and the above roles can read, write, and delete events. Store assistants and below can only read.
Forecasting: Access to the feature is managed with "Forecasting hub" permission. By default store managers and the above roles will have access to read, write, and delete. Store assistants and below will not have access to the feature.
Bulk create events
To create and manage events in bulk use the Events planner tool. Click "Add events" to create an event in multiple departments.
The same dialog will appear except that it will have a few more settings:
Event date (required) - define the event start date.
Select departments (required) - define which departments will host the event.
Hide event - the event will remain hidden until the defined number of days from all the employees who have limited access to "Schedule" permission. Usually, this is all sales assistants, apprentices, store helpers, and interns.
NB: Creating events in bulk will create a unique event for every department. As such events editing is done one by one. In case you want to do bulk edits, then use the filter to select the event on all departments, delete all, and then create new events.
Tool overview
Filtering options:
Use the Date picker to filter events by date.
Click "Add filter" to further filter by department or a department group.
Use Search to filter and find events by name.
To edit or delete an event hover over the list item and click on the edit or delete icon.
Bulk editing is currently not supported, but in case you need to update a number of the events the easiest way is to filter the events, delete all and then create new events.
PDF - this will create a PDF of the events that are filtered out.
Event templates - create events templates here. Currently, only the event name is supported.
Permissions and access
Access to the tool is managed with "Event planner" permission. By default, administrators have access to all departments. Regional managers can manage their group of departments. Store managers can manage their own departments. Other roles do not have access to this tool.
Help & Support
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