Knowledgebase & Support

The Event Organization Module in MokoCRM is designed to manage the planning and execution of organized events such as conferences, workshops, webinars, and fundraisers. It supports participant registration, scheduling, resource allocation, and integration with agenda, CRM, and invoicing modules for full event lifecycle management.

The Event Organization Module in MokoCRM is designed to manage the planning and execution of organized events such as conferences, workshops, webinars, and fundraisers. It supports participant registration, scheduling, resource allocation, and integration with agenda, CRM, and invoicing modules for full event lifecycle management.

🧾 Enabling the Module

1. Navigate to:
   Home → Setup → Modules → Event Organization
2. Click Activate
3. Configure event types, participant categories, and email templates under module settings

📅 Creating an Event

1. Go to Events → New Event
2. Enter:
   • Event name and description
   • Date and time (single or multi-day)
   • Location or online link
   • Organizer and contact info
3. Define event type, public/private status, and linked project (optional)

🧑‍🤝‍🧑 Managing Participants

• Add participants manually or import via CSV
• Track contact info, registration status, and attendance
• Link participants to CRM contacts or third parties
• Send confirmation emails or notifications using predefined templates

🔗 Integration With Other Modules

• Agenda: Display events and sub-activities in the calendar
• CRM: Link attendees to leads, customers, or vendors
• Resources: Reserve rooms, equipment, or vehicles
• Invoicing: Charge for ticketed events or sponsorships

📊 Reporting and Follow-Up

• Export participant lists for badges, surveys, or outreach
• Track attendance and engagement
• Evaluate event success using post-event reporting

📌 Best Practices

• Use unique names and codes for each event
• Start planning early using task and resource links
• Use the CRM module to target invitations and follow-ups
• Leverage templates for consistent communication
• Assign staff roles clearly for onsite or online responsibilities