Event Planning & Management

Create & Navigate Events

• Events Page vs. Tactics Page: Where Should I Plan?
• Create a New Event
• How do I find events (using filters and search)?
• Move between events with 'Go to Events' Navigation
• How do I navigate the detail tabs within an Event?
• Tracking changes with the Activity Log

Manage Event Status & Ownership

• How do I change an event's status?
• Tactic Status Field
• How do I change an event owner?

Plan & Manage Tactics

• Fund an Entire Event from the Event-Level Budget
• How do I fund an event in Shopperations?
• The Planning Matrix: Faster entry for complex events
• How do I delete or cancel an event?
• Tactic Batch Actions

Planning on the Tactics Page

• Introduction to the Tactics Page
• Creating an Event from the Tactics Page
• Adding and Managing Tactics on the Tactics Page
• Grouping and Organizing Tactics

Copying & Reusing Events

• How can I copy multiple events at once?
• How do I copy a single event?

Actualize and Finalize Events

• Automations When Entering Actual Spend at the Tactic Level
• How do I finalize an event?

Track Event Performance

• Track Performance with KPIs

Collaboration & Event Notes

• How can I use event notes and discussions for team communication?
• What are event briefs in Shopperations?
• How do I export an event brief?