📄️ Events – How to create & edit your own events (and why)
The Events module (EM) allows you to add investors to events like roadshows or conference that are organized
📄️ List your events & create new ones
The EM allows you – amongst other things – to organize events on your own. The starting point for this is the
📄️ Replicate an existing event (Copy-Paste)
If you replicate an event you are basically ‘copy-pasting’ the key elements like internal participants, slots, and
📄️ Create/Edit Event – Settings
This is the first screen of the create/edit workflow, where you enter key information on the event you are
📄️ Create/Edit Event – Slots
On the slots tabs you create the structure of the schedule. This must be done before sending out invites.
📄️ Create/Edit Event – Attendance Management
Unfortunately, many Events need manual intervention. The Attendance Management is the tab for these
📄️ Self-organized events
If you want to organize an event on your own, additional steps are required. You have to make those
📄️ Set-up Company-specific sender-email & signature
If you subscribed to the Event Module (EM), you get a company-specific sender email (set by Admin).
📄️ Create/Edit Event – Investor Selection
For a short video on self organized events after you activated the additional process steps see here. But we
📄️ Create/Edit Event – Invites
From the Invites tab you can send invites for your event. The number of emails you can send per event is
📄️ Create/Edit Event – Feedback Set-up
Collecting feedback directly from investors is an important part of investor relations. This is best done during
📄️ Create/Edit Event – Feedback Invites
Sending actual feedback invites is straightforward. See below.
📄️ The ‘1-click booking link’ – Why we have it and how to use it
The Events Module includes a feature we call the ‘1-click-booking’ link. We came up with this as clients have
📄️ Use-case self-organized events: Virtual roadshows
Fully virtual roadshows might be a question of necessity (travel restrictions) or efficiency (if there is no time or
📄️ Use-case self-organized events: Co-organize broker-sponsored events
This is not a specific functionality, but another good use for the schedulR Event module: Many issuers will still