Issue
I am interested in creating an Event Host record for one of my campaigns in the Kipu CRM.
Environment
Kipu CRM, Roles: Marketing Only for 3rd Party Marketing Setup (With Reports), Combined +, Combined (Admissions and B.D.), Super User, Business Development, Business Development Plus | Campaigns & Marketing
Important
If you are managed by a third-party biller, it is possible you will not see these roles available for your tenant. Contact support for more assistance.
Resolution
For guidance on how to create an Event Host in a Campaign, please refer to the steps below.
- Navigate to CRM > Business Development > Campaigns & Marketing.
- Select your desired Campaign record from the grid.
- The Campaign Focus Panel will appear. Select the Campaign Header to access the record.
- Using the left-side panel, select Event Hosts.
- Select the Add icon to begin creating the Event Host record.
- The Event Host creation modal will appear. Fill out the following fields (if applicable):
- Host Name: Input the name for the host of the event. (REQUIRED)
- Host Type: Choose the applicable host type - Marketing Firm, Media Channel, Other, or Print Vehicle.
- Effective Date: Designate the date in which this event host contact should be available for use in the system. (REQUIRED)
-
End Date: Designate the date in which this event host contact should no longer appear for use in the system.
- Select Save Changes to record the Event Host in the system.
- You will be taken to the inline view of the Event Host record you just created. Next, select Contacts from the sub-menu options.
- Select Add to begin creating the contact associated to the event host.
- The Event Host Contact creation modal will appear. Fill out all applicable fields.
- Select Save Changes to record the event host contact record.
- Moving forward, you will be able to assign the event host to any marketing event records you create in the Kipu CRM.
Important
For your convenience, CRM users can create an event host directly in the Marketing Event record.
Please contact Support in case you have any questions or need any assistance completing this process.
Cause
Please reference this article if you are interested in documenting the event host for your marketing events present in the Kipu CRM.