Overview
Knowlix Events creates, manages, and promotes conferences, workshops, webinars, and other gatherings with comprehensive planning tools, online registration, ticket sales, and attendee analytics. Coordinate every aspect of event execution from initial planning through post-event analysis. The events platform provides complete lifecycle management for in-person and virtual gatherings. Design registration pages, sell tiered tickets, manage speaker schedules, coordinate exhibitor booths, send automated communications, and track attendance. Integration with website, sales, and CRM modules connects event data to broader business processes. Event registration systems handle online ticket purchases with multiple pricing tiers, early-bird specials, and promotional codes. Attendees register through branded event pages, receive automated confirmations, and access digital tickets with QR codes for quick check-in. Real-time registration tracking shows ticket sales progress and capacity status. Comprehensive analytics measure event performance through attendee counts, revenue generation, registration sources, and engagement metrics. Track which marketing channels drive registrations, monitor ticket sales velocity, and analyze attendee demographics for improved future planning. Key capabilities:- Multi-view event dashboards (Kanban, list, calendar, Gantt)
- Online ticket sales with tiered pricing
- Event website builder with registration forms
- Speaker and session management
- Booth sales and exhibitor coordination
- Automated email campaigns and reminders
- QR code badge scanning for check-in
- Revenue and attendee analytics
Important: Event data privacy regulations (GDPR, CCPA) require proper handling of attendee information. Obtain necessary consents, secure personal data appropriately, and provide attendees access to their registration information.💡 Pro Tip: Ask Your Knowlix for event tasks: “Create a conference event for next month” or “Show me ticket sales for the product launch event”
Events Dashboard
The main dashboard displays all events with key metrics and organizational tools.Dashboard Views
Kanban view (default): Events displayed as cards across pipeline stages:- New
- Booked
- Announced
- Ended (folded by default)
- Cancelled (folded by default)
- Scheduled date
- Event name
- Location
- Expected attendee count
- Scheduled activities
- Current status
- Responsible person
- Event name
- Date
- Location
- Attendees (expected vs. registered)
- Responsible
- Status
Event Configuration
Configure features and capabilities for event management.Events Settings
Navigate to Events → Configuration → Settings to enable features. Schedule & Tracks section: Schedule & Tracks: Enables session scheduling with individual presentations, workshops, panels, and demonstrations. When enabled, two additional options appear: Live Broadcast: Stream sessions online through video platform integration. Configure YouTube links for virtual attendance alongside in-person participation. Event Gamification: Create quizzes for sessions to test attendee knowledge. Results help evaluate presentation effectiveness and identify areas for improvement. Online Exhibitors: Display sponsors and exhibitors on event pages. Showcasing partners encourages business participation and creates sponsorship value. Community Chat Rooms: Virtual conference rooms for attendee networking and discussion. Participants connect to discuss topics related to event themes. Booth Management: Create and sell exhibitor booths with tiered pricing. Configure booth categories, display floor plans, and manage reservations. Registration section: Tickets: Sell event tickets through standard sales orders in the system. Online Ticketing: Enable direct ticket purchases through event website. Attendees register and pay online without sales team involvement. Attendance section: Use Event Barcode: Enable QR code scanning for event check-in. Attendees show digital or printed badges with codes for quick entry and attendance tracking. Barcode Nomenclature: Configure barcode format. Default nomenclature works for most situations but can be customized for specific requirements.Creating Events
Design and configure events for promotion and registration.Event Form
Navigate to Events → New to create events. Basic information: Event Name: Descriptive title displayed on all event materials and registration pages. (Required) Date: Event start and end date/time in your local timezone. (Required) Display Timezone: Timezone shown to attendees on website. Important for virtual events with global audiences. (Required) Language: Translate event communications to specific languages for international attendees. Template: Select pre-configured event template to apply standard settings. Templates expedite setup for recurring event formats. Tags: Categorize events for filtering and organization. Examples: Conference, Training, Webinar, Networking. Organizer: Company, contact, or employee organizing the event. Responsible: User responsible for event coordination and execution. Website: Restrict event publishing to specific website (if using multiple sites). Leave blank to publish on all sites. Venue: Event location details pulled from Contacts. Enter venue name, address, city, postal code, and country. Exhibition Map: Upload venue floor plan or event map for attendee navigation. Limit Registrations: Enable to cap attendee count. Enter maximum registration number to prevent overselling. Badge Dimension: Select badge paper format. Options: A4 foldable, A6, 4 per sheet. Badge Background: Upload custom background image for printed attendee badges.Tickets Tab
Create ticketing tiers with different pricing and availability. To add tickets: Click Add a line in Tickets tab. Ticket configuration: Name: Ticket tier name (e.g., Early Bird, VIP, General Admission). Product: Select Event Ticket product type. Existing event products appear in dropdown or create new ones. Price: Registration cost for this ticket tier. Overrides default product price. Sales Start: Date and time ticket sales begin. Use for early-bird releases or tiered launch schedules. Sales End: Date and time ticket sales close. Typically set before event date to allow planning. Maximum: Cap on tickets sold for this tier. Leave blank for unlimited availability. Taken: Displays number of tickets already sold (auto-populated). Color: Badge color to differentiate ticket tiers visually during event. Description (optional column): Explain perks or amenities included with ticket purchase. Toggle visibility through column options menu. Delete tickets using trash icon on corresponding line. 💡 Your Knowlix: “Add an early bird ticket tier for $99” or “Create VIP tickets with special access”Communication Tab
Schedule automated emails, SMS, and social posts for event marketing. Default communications: Knowlix provides three pre-configured communications:- Registration confirmation (sent immediately after purchase)
- Event reminder (one week before)
- Event reminder (one day before)
- SMS
- Social Post
- Interval: 1
- Unit: Hours
- Trigger: After the event
Questions Tab
Collect attendee information during registration. Default questions: Every event includes three questions:- Name (required)
- Email (required)
- Phone (optional)
Notes Tab
Internal documentation and attendee instructions. Note field: Internal notes for event staff. Include checklists, contact information, setup instructions, and coordination details. Ticket Instructions field: Information printed on attendee tickets. Directions, parking information, dress code, or other attendee-facing details.Publishing Events
Make events visible and accessible for registration.Publishing Workflow
- Complete event configuration on event form
- Click Go to Website smart button
- Customize event page using website editor
- Click Unpublished toggle to change to Published
- Event becomes visible to all website visitors
Sending Invitations
Invite potential attendees through direct email campaigns. To send invites:- Navigate to event form
- Click Invite button
- Configure email message
- Add recipients
- Include registration page link
- Send invitations
Note: Default email sending limit is 200 per day. High-volume campaigns may require increasing limits or batch sending across multiple days.💡 Your Knowlix: “Send event invitations to all VIP customers” or “Create an invitation email for the product launch”
Mailing Lists
Event Templates
Standardized configurations for recurring event formats.Template Benefits
Templates expedite event creation by pre-configuring:- Ticket tiers and pricing
- Communication schedules
- Registration questions
- Booth categories
- Website menu settings
- Session tracks
Template Configuration
Navigate to Events → Configuration → Event Templates or create directly from event form. Template settings: Event Template: Descriptive name for template (e.g., “Monthly Product Webinar”, “Annual User Conference”). Website Submenu: Enable event-specific navigation menu with options:- Tracks Menu Item (session schedule)
- Track Proposals Menu Item (attendee-submitted presentations)
- Booth Menu Item (exhibitor booth sales)
- Exhibitors Menu Item (sponsor showcase)
- Community (virtual networking rooms)
- Allow Room Creation (attendee-created discussion rooms)
- Register Button (registration call-to-action)
Using Templates
Select template from Template dropdown on event form. Pre-configured settings populate automatically while remaining fully editable for event-specific customization. Drag templates on Template page to reorder appearance in dropdown menu.Event Booths
Sell exhibitor space with tiered pricing and online booking.Booth Management Setup
Enable booth features: Navigate to Events → Configuration → Settings and activate Booth Management. Enabling creates Event Booth product type for booth category assignment.Booth Categories
Navigate to Events → Configuration → Booth Categories to view and create booth types. Category information: Name: Booth category title (e.g., “Premium Corner Booth”, “Standard 10x10”). Create Sponsor: Automatically designate booth purchasers as event sponsors. Product: Event Booth product associated with category. Price: Booth rental cost. Sponsor Level (if Create Sponsor enabled): Gold, Silver, Bronze tier assignments with visual ribbons on event website. Sponsor Type: Categorization for sponsor recognition. Description: Booth specifications like square footage, display screen size, electrical access, or included amenities.Adding Booths to Events
Access booth management: Click Booths smart button on event form. Booth stages: Available: Booths ready for purchase. Unavailable: Sold booths no longer available. To create booths: Click New on Booths page. Booth form fields: Name: Specific booth identifier (e.g., “Booth A12”, “Corner Suite 3”). Booth Category: Select from configured categories (determines product and price). Product: Auto-populated from category (non-editable). Price: Auto-populated from category (non-editable). Renter fields: Auto-populate when purchased online or enter manually for offline sales:- Renter (contact record)
- Renter Name
- Renter Email
- Renter Phone
Selling Booths Online
Booths appear on event website through Get A Booth submenu link (when booth management enabled). Enable booth submenu: Enter website edit mode → Customize tab → Enable “Sub-Menu (Specific)”. Or use developer mode on event form and enable Booth Register checkbox. Booth purchase flow:- Visitor selects booth category
- Chooses location/booth number
- Clicks “Book my Booth(s)”
- Completes contact or sponsor details form
- Proceeds to payment
- Receives confirmation
Session Tracks
Manage presentations, workshops, and demonstrations within events.Track Configuration
Enable track features in Events → Configuration → Settings: Schedule & Tracks: Core track management capability. Live Broadcast: Stream sessions via video platform integration. Event Gamification: Create post-session quizzes for attendee knowledge testing.Track Management
Access tracks: Click Tracks smart button on event form. Track views: Kanban (default), List, Gantt, Calendar, Graph, Activity. Track stages: Proposal, Confirmed, Announced, Published, Refused (folded), Cancelled (folded).Creating Tracks
Click New on Tracks page. Track information: Title: Session name displayed on event website and schedule. (Required) Track Date: Session start time. Location: Room or venue area. Configure locations at Events → Configuration → Track Locations. Duration: Session length in minutes. YouTube Video Link: Live stream or recording URL (if Live Broadcast enabled). Always Wishlisted: Automatically favorite session for all registered attendees. Responsible: Person managing session logistics. Event: Associated event (auto-populated when created from event’s Tracks page). Tags: Session categorization for website filtering. Speaker tab: Contact Details: Primary contact for session coordination. Speaker Bio: Presenter information displayed on event website:- Name
- Phone
- Speaker photo
- Job Position
- Company Name
- Biography
- Button Title
- Button Target URL
- Show Button (minutes after track start)
- Quiz title
- Allow multiple tries
- Multiple-choice questions with correct answers
- Point values
- Extra comments for answer options
Publishing Tracks
Move tracks to Published stage or click Go to Website smart button and toggle Unpublished to Published. Published tracks appear on event website Talks page, organized by day with favorite bell icons for attendee wishlist management.Event Website Pages
Attendee-facing pages for registration, information, and engagement.Talks Page
Displays all published sessions with filtering capabilities. Filter options: Favorites: Shows only sessions attendee marked as favorites. All Talks: Complete session list. Tag categories: Custom dropdowns based on track tag configurations for filtering by topic, speaker, difficulty level, or other categorizations. Session cards show title, speaker, time, location, and favorite toggle.Talk Proposals Page
Attendee-submitted session proposals. Customizable form where attendees suggest topics, provide session descriptions, and volunteer as speakers. Submissions appear in Proposal stage on event’s Tracks page for review and approval. Accepted proposals move through stages (Confirmed → Announced → Published) for inclusion in final event schedule.Agenda Page
Calendar view showing complete event schedule with session times and locations. Clicking sessions opens detail pages with speaker bios, descriptions, and favorite toggles. Visual timeline helps attendees plan which sessions to attend and identify scheduling conflicts. 💡 Your Knowlix: “Create a keynote session for 9am on opening day” or “Show me all submitted talk proposals”Registration Desk
Quick check-in system for event entrance.Access Registration Desk
Navigate to Events → Registration Desk (recommended on mobile device for portability). Two check-in methods available:Scan Badge
Use device camera to scan QR codes on attendee badges.- Select Scan a badge
- Grant camera access
- Position badge code in viewfinder
- Automatic scan and attendance logging
Manual Selection
Manually confirm attendee arrival.- Select Select Attendee
- View attendee list (Kanban view)
- Click checkmark on attendee card to mark attended
- Use counter-clockwise arrow to undo actions
Ticket Sales
Sell registrations through sales orders and online purchases.Sales Order Method
Create quotations in Sales app with Event Ticket products. Sales workflow:- Navigate to Sales → New
- Add customer information
- Click Add a product in Order Lines
- Select Event Ticket product
- Configure event and ticket tier in popup
- Confirm quotation
Website Method
Attendees purchase directly through event registration page. Registration flow:- Visitor clicks Register on event page
- Selects ticket tier and quantity
- Completes attendee questionnaire
- Provides billing information
- Chooses payment method
- Receives confirmation
Event Analytics
Measure performance through comprehensive reporting.Revenue Reports
Navigate to Events → Reporting → Revenues for financial analysis. Default display: Line chart with stacked data showing revenue trends over time. Filters: Non-free tickets: Exclude complimentary registrations. Free: Show only complimentary registrations. Pending payment: Registrations awaiting payment completion. Sold: Successfully completed transactions. Registration Date: Filter by when tickets were purchased. Upcoming/Running: Current and future events. Past Events: Completed events. Event Start Date / End Date: Filter by event timing. Published Events: Only published events. Group By options: Event Type, Event, Product, Ticket tier, Registration Status, Sale Order Status, Customer. Measures: Revenues: Total income generated. Untaxed Revenues: Pre-tax revenue figures. Count: Number of registrations. View options: Line chart, bar chart, pie chart, or pivot table. Switch using icons in upper-right corner.Sample Analysis: Ticket Type Performance
Configuration:- Navigate to Revenues report
- Apply filters: Free + Sold + Published Events
- Group by: Event, then Ticket
- View in graph mode
Sample Analysis: Event Type Profitability
Configuration:- Navigate to Revenues report
- Switch to pivot table view
- Keep filters: Non-free tickets + Event Start Date (current year)
- Deselect Count in Measures
- Click Total → Select Event Type
Event Best Practices
Start Promotion Early
Begin marketing events at least 6-8 weeks before date. Early-bird pricing incentivizes early registrations and helps gauge interest for planning purposes.Use Tiered Pricing
Offer multiple ticket levels (early-bird, regular, VIP) to accommodate different budget levels and create urgency for early purchases.Collect Relevant Information Only
Registration forms with too many questions increase abandonment. Ask essential information only and make optional fields truly optional.Send Reminder Communications
Automated reminders reduce no-shows. Send confirmations immediately, reminders one week before, and final reminders one day before event.Enable Online Registration
Self-service registration reduces administrative burden and provides 24/7 registration availability for potential attendees.Track Registration Sources
Monitor which marketing channels (email, social media, website) drive registrations to optimize future promotion strategies.Provide Clear Venue Information
Include detailed directions, parking information, and venue maps. Reduce attendee confusion and late arrivals.Test Registration Process
Complete full registration as test attendee before launching event. Verify all emails send correctly, payment processing works, and questions display properly.Plan for Virtual and Hybrid
Consider remote attendance options to expand audience reach and accommodate geographic diversity.Follow Up Post-Event
Send thank-you emails, share presentation materials, distribute certificates, and collect feedback through surveys. Maintain engagement for future events.Monitor Sales Velocity
Track ticket sales rate to identify if adjustments needed. Slow sales may indicate pricing or marketing issues requiring correction.Create Sponsor Value
Showcase sponsors prominently on event website and materials. Strong sponsor recognition encourages future participation and support.Troubleshooting Common Issues
Low Registration Numbers
Possible causes:- Unclear event value proposition
- Pricing not competitive
- Insufficient marketing reach
- Poor event timing
Registration Form Not Displaying
Possible causes:- Event not published
- Online Ticketing setting disabled
- Website visibility restrictions
Badge Scanning Not Working
Possible causes:- Camera permissions denied
- Invalid barcode format
- Barcode nomenclature mismatch
Tracks Not Appearing on Website
Possible causes:- Schedule & Tracks setting disabled
- Tracks not published
- Website submenu not enabled
Payment Processing Failures
Possible causes:- Payment provider not configured
- Invalid payment credentials
- Network connectivity issues
Related Documentation
- Email Marketing - Event invitation campaigns
- Surveys - Post-event feedback collection
- Social Marketing - Event promotion on social platforms
- CRM - Lead generation from event attendees
Need Help?
Ask Your Knowlix:- “Create a conference event for 500 people next month”
- “Show me ticket sales for the product launch event”
- “Add a VIP ticket tier for $299”
- “Send reminder emails to all registered attendees”
- “Which events generated the most revenue this year?”
- “Create a booth category for premium exhibitors”