How do I create an event?
What's the issue you're facing?
I would like to create an event. How do I do this?
Solution
To create an event you will first need to log in to Market Dojo and navigate to the Sourcing module by clicking on the Modules drop down and selecting Sourcing.
The to create a new event click on the New Event button.
To create en entirely new event select the Create new event option and then click on the Create Event button.
To create an event from a template see this article. (Needs to be created)
Event Settings
The first tab that is completed when creating a new event is the Settings tab. Here you will set the structure of the event, before moving on to insert the content on the later tabs. On the Settings tab, you will always add important details such as the event name, brief and currency and will select the stages that your event will include. Each event must include at least 1 of the following elements, although in many cases they will involve two or all.
- Questions (Questionnaire(s))
- Pricing (RFQ)
- Online Auction
The links below will help guide you on each step of the Settings tab when creating an event.
What are the additional options next to the Event Name and Brief and how do I set these? (Note that these additional options may not be visible for you, depending on your company settings)
Documents
Once you have selected all of the relevant details and are happy click on Save & Go to Next Step. You will then be presented with a page where you can upload any relevant documents to the event. Details on how to do this can be found at the link below.
Questionnaires
Once you have added your documents click on Save & Go to Next Step and you will then be presented with the option to create your questionnaires.
Once you have add any documents you will then need to decide if you would like to add an RFQ or Auction to your event.
RFQs
If you would like to add an RFQ to your event see the link below for how to do this.
Auctions
If you would like to add an auction to your event see the link below for how to do this.
Building your Lots
If you added an RFQ or Auction to your event you will need to now build your lots. See the link below for a guide on how to do this.
Inviting users to collaborate with you on the event
If you would like to invite other host users to collaborate with you on the even please see the article linked below for a guide on how to do this.
Inviting your suppliers
Once you have added all of your questionnaires, RFQs and auction details. Please see the link below for a guide on how to do this.
Taking your event live
Once you have gone through all of the relevant steps above it is time to take your event live.
To do so on the Participants tab of the event click on the Invite Participants and Finish button.
This will then take the event out of Draft mode and put it into Current. It will also send an invitation out to all of your selected suppliers.
Congratulations, your event is now live.
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