Tenant User Guides
Public operator guides for EventSuite tenants. Choose a module to see configuration steps, day-to-day usage, and pro tips.
Tenant User Guides
Published operator guides for tenant teams. Select a module to see full step-by-step usage instructions.
Available Guides
Promotions — How To Use
Create and manage promotion campaigns that drive event demand and conversions.
Purpose
Use this guide to set up campaigns, monitor performance, and optimize active promotion windows.
Who Should Use This Guide
- • Marketing operators running campaign launches
- • Commercial teams tracking conversion impact
- • Admins validating campaign scheduling and targeting
Features (What + How + Pro Tips)
Feature list
How To Do It (UI Steps)
- • In Dashboard, click Promotions to open campaign workspace.
- • Click New Campaign and complete campaign name, objective, and target audience.
- • Set start/end dates and budget or spend controls where available.
- • Attach related event or ticketing context if required by your flow.
- • Launch or schedule campaign and confirm status changes from draft to active.
- • Review metrics and pause/adjust campaigns that underperform.
Daily Checklist
- • Check active campaigns for pacing and delivery.
- • Review top underperforming segments.
- • Confirm no expired campaigns remain active.
- • Capture insights for next campaign iteration.
Campaign inventory (draft / active / completed)
Where: Promotions → Campaigns list
What it’s used for
Tracking the status of campaigns and what is currently running or scheduled.
Configure
No configuration required.
Use day-to-day
- • Use filters to find active campaigns and review their pacing.
- • Open a campaign row to edit targeting/schedule where allowed by status.
Pro tips
- • Close or pause campaigns that are expired or underperforming to keep the list clean.
Create campaign (objective + audience + schedule)
Where: Promotions → New Campaign
What it’s used for
Setting up a promotion window with the right targeting and timing.
Configure
- • Click New Campaign.
- • Enter name, objective, and target audience/segment.
- • Set start/end dates and any budget/spend controls.
- • Link the relevant event/ticketing context if required.
- • Save and confirm status reflects draft readiness.
Use day-to-day
- • Launch or schedule and confirm status changes are persisted.
Pro tips
- • Build campaigns early enough to validate end-to-end before launch windows.
Targeting + constraints (who sees what)
Where: Promotions → Campaign detail → Targeting
What it’s used for
Ensuring the campaign reaches the intended segment without leakage.
Configure
- • Define audience/segment constraints.
- • Validate preview or sample targeting (where available).
Use day-to-day
- • Adjust targeting based on performance signals.
Pro tips
- • If metrics are flat, targeting is often too narrow — widen carefully and monitor impact.
Performance monitoring (metrics + optimization)
Where: Promotions → Campaign detail → Metrics
What it’s used for
Optimizing active campaigns and capturing learnings for future runs.
Configure
No configuration required.
Use day-to-day
- • Review performance daily (conversions, clicks, reach where available).
- • Pause/adjust underperforming campaigns.
Pro tips
- • Always check date filters before interpreting performance numbers.
Happy Path Runbook
Step 1 — Build campaign
- • Create campaign record.
- • Configure targeting and schedule.
Exit condition: Campaign is valid and ready for launch.
Step 2 — Launch and monitor
- • Activate campaign.
- • Track response and conversion metrics.
Exit condition: Campaign is active with live performance visibility.
Step 3 — Optimize and close
- • Adjust creatives/targeting as needed.
- • Close campaign at end of window.
Exit condition: Campaign is optimized and closed with measurable outcomes.
Troubleshooting
- • If launch is blocked, verify mandatory fields are complete.
- • If metrics are empty, check date filter and event linkage.
- • If campaign cannot be edited, verify status/permission constraints.
Where to go next
Use these public hubs to connect tenant setup guidance to the broader EventSuite platform, workflow, and buyer-education pages.
Event Operations Platform
Start with the architecture overview that connects planning, staffing, accreditation, and reporting.
Explore pageEvent Management Software
Review the core module that keeps plans, budgets, tasks, and operations inside one event workspace.
Explore pageEvent Management Tools
Compare the tooling categories buyers evaluate when replacing fragmented event stacks.
Explore pageEvent Operations Guides
Move from tenant how-to steps into operational playbooks and buyer-stage evaluation content.
Explore page