Creating an event
How to create an event for my deal room members?
How to configure my event?
How to add online meeting link to the event?
How to send invitations to members who haven't received one?
How to create a private event for only some deal room members?
How to create an event for funding round participants?
How to create an event for portfolio members?
To create an event, follow these steps:
On the left side menu, select "Events" page
Click on "Add Event"
In the pop-up that opened, set the details of your event (configuring details below)
Click "Save"
To edit an already created event, just click on the 3 dots on the right side of the event and choose "Edit":
Only members with Full access to Events will be able to create events.
Default invitation email will feature the following data:
Event name
Start date and time
End date and time (If provided by the event creator)
Location (If provided by the event creator)
Event description (If provided by the event creator)
You can learn more about creating an event from this video.
Event name and time
You can choose your event name and time. Note that the starting time is a required field and the system will automatically offer time for the following day at 9am. You should change that to the real event time. End date and time is not required and not shown if left empty.
Location and location link
Location is an optional field and you can mark down however accurate location - from country down to the street aadress. This will also be included in the invitation email, if present.
Location link is to help participants find the location, if it is taking place in a real venue and not online.
In addition, you can use it to set Zoom, Google Meet or other meeting link aswell.
Event description
Event description should be used to provide additional information about the event. It's not a required field, but will help to set expectations for your participants. Description can also be formatted and it is possible to include images in the event description. Different information, such as details about the agenda, food, parking, and similar, can be divided into different sections to make it easy to find for participants. Sections you leave empty will not appear under the event. Event description will be automatically added to the end of all event emails and invitations you send, but images will be excluded from emails.
Documents
Any documents necessary for the event can be uploaded to the event documents. They will be shown under the event description when event has been opened.
Seeing the documents requires members to have either "View events" access or "View invited to" when invited to the event. Adding or removing documents requires "Full access".
Companies will see the documents only after they've been invited to the event and not just added as a participant.
Video
You can enter a link to your video when creating an event or editing an existing one. An embedded video (YouTube, Vimeo, and Loom) or a video link will be shown in the “Details” section of your event.
Tags
You can add tags to your event. Deal room members will be able to filter events that appear on the Events page by tags. Tags will also be displayed under the event name in the event details view. Tags are not visible to companies that are invited to the event.
Tags can be useful for categorizing events when your investor group is organizing different types of events, such as pitch nights, member meetings, educational events, and similar.
Registration type
Registration type determines how event participants can indicate their attendance or register for the event. You can choose between three registration types:
Standard - allows participants to mark their attendance as “Attending”, “Maybe”, or “Not attending”.
With online - allows participants to indicate whether they are planning to attend in person or online. Attendance options are “Attending”, “Attending online”, “Maybe”, or “Not attending”.
External link - with this type, there is a “Register” button instead of an RSVP button, which redirects to an external link. This registration type can be used when managing event registrations through external software.
With the external link registration type, no emails or invites can be sent to participants from Dealum as you are already managing the main communication related to the event externally. Additionally, the event cannot be shared with companies in Dealum since they receive invitations and register for this event outside Dealum.
Maximum number of 'Attending' participants
It is possible to set the maximum number of attending participants for events created with "Standard" or "With online" registration type. When the participants limit is reached, no more ‘attending’ responses will be accepted.
Participants
You can select participants from both the companies in your Funnel, as well as your deal room members. Both can be selected one-by-one, or by their Funnel step or Member group:
When you select companies by step, your selection will be dynamic. When you move some of the selected companies out from the selected step and/or new companies into the step, the list of companies shown under the event will change accordingly.
For members, an advanced search is available. Here you can search and filter your members to better target the audience of the event:
Please note that no automatic invitations will be sent to people in the guest list by creating an event.
You will have to choose to send an invitation out immediately, or to send the invites later through Send email/Invitation action:
Companies do not see the event at all, unless invitations have been sent out. Members can still see the event in the Events page, if they've been added as a participant, but have not been sent an invitation email.
Members with "View events" and "Full access" for event access will be able to see all events, regardless of being marked as participant or being sent an invitation.
Event visibility
If you tick the "Limit event visibility to selected participants only" checkbox, only deal room members who are selected as participants will be able to see the event. This applies to all members that do not have "Full access" to events. Members with Full access are able to see and edit all events.
When you wish to hold your meeting online, you will have to use a third party service provider like Zoom, Meet, Teams, etc. Regardless of which provider you will use, you will need to set up the meeting rules within that service provider (who is allowed access, when access to the event is available, is there a passcode required etc).
Once that is done, you can add the meeting link to either "Location" or "Event description" field in Dealum. By default settings, both fields will be shown in the invitation email, giving your participants a clear understanding that there's an online meeting link for the event.
You can send invitation to any deal room member, but if you want to send invitation email to only those who have not yet received one, or would like to send another invitation to those, who have not yet answered, please follow these steps:
Click on the 3 dots on the right of the event
Click on "Send email / invitation"
In the opened view select the criteria who to send invitation
Click "Send"
If your event uses the external link registration type, you cannot send emails or invitations from Dealum.
If you tick the "Limit event visibility to participants only" box, only deal room members who are selected as participants will be able to see the event. This applies to all members that do not have "Full access" to events. Members with Full access are able to see and edit all events.
To create an event for investors interested in a certain funding round , follow these steps:
Click on "Funnel" on the left side menu
Click on a company whose funding round participants you want to create an event for
Click on the "Funding" tab
Under Interests, on the right side, click on a downwards pointing triangle
Select "Create participant event"
You will be taken to Events page with "Add event" open and the company and investors already selected as participants
Configure your event
Click "Save"
To create an event for certain portfolio company's investors, follow these steps:
Click on "Portfolio" on the left side menu
Click on a company under your "Investments" or "Exits"
On the right side, click on "Actions"
Select "Create investor event"
You will be taken to Events page with "Add event" open and the company and investors already selected as participants
Configure your event
Click "Save"
How to configure my event?
How to add online meeting link to the event?
How to send invitations to members who haven't received one?
How to create a private event for only some deal room members?
How to create an event for funding round participants?
How to create an event for portfolio members?
How to create an event for my deal room members?
To create an event, follow these steps:
On the left side menu, select "Events" page
Click on "Add Event"
In the pop-up that opened, set the details of your event (configuring details below)
Click "Save"
To edit an already created event, just click on the 3 dots on the right side of the event and choose "Edit":
Only members with Full access to Events will be able to create events.
Default invitation email will feature the following data:
Event name
Start date and time
End date and time (If provided by the event creator)
Location (If provided by the event creator)
Event description (If provided by the event creator)
You can learn more about creating an event from this video.
How can I configure my event?
Event name and time
You can choose your event name and time. Note that the starting time is a required field and the system will automatically offer time for the following day at 9am. You should change that to the real event time. End date and time is not required and not shown if left empty.
Location and location link
Location is an optional field and you can mark down however accurate location - from country down to the street aadress. This will also be included in the invitation email, if present.
Location link is to help participants find the location, if it is taking place in a real venue and not online.
In addition, you can use it to set Zoom, Google Meet or other meeting link aswell.
Event description
Event description should be used to provide additional information about the event. It's not a required field, but will help to set expectations for your participants. Description can also be formatted and it is possible to include images in the event description. Different information, such as details about the agenda, food, parking, and similar, can be divided into different sections to make it easy to find for participants. Sections you leave empty will not appear under the event. Event description will be automatically added to the end of all event emails and invitations you send, but images will be excluded from emails.
Documents
Any documents necessary for the event can be uploaded to the event documents. They will be shown under the event description when event has been opened.
Seeing the documents requires members to have either "View events" access or "View invited to" when invited to the event. Adding or removing documents requires "Full access".
Companies will see the documents only after they've been invited to the event and not just added as a participant.
Video
You can enter a link to your video when creating an event or editing an existing one. An embedded video (YouTube, Vimeo, and Loom) or a video link will be shown in the “Details” section of your event.
Tags
You can add tags to your event. Deal room members will be able to filter events that appear on the Events page by tags. Tags will also be displayed under the event name in the event details view. Tags are not visible to companies that are invited to the event.
Tags can be useful for categorizing events when your investor group is organizing different types of events, such as pitch nights, member meetings, educational events, and similar.
Registration type
Registration type determines how event participants can indicate their attendance or register for the event. You can choose between three registration types:
Standard - allows participants to mark their attendance as “Attending”, “Maybe”, or “Not attending”.
With online - allows participants to indicate whether they are planning to attend in person or online. Attendance options are “Attending”, “Attending online”, “Maybe”, or “Not attending”.
External link - with this type, there is a “Register” button instead of an RSVP button, which redirects to an external link. This registration type can be used when managing event registrations through external software.
With the external link registration type, no emails or invites can be sent to participants from Dealum as you are already managing the main communication related to the event externally. Additionally, the event cannot be shared with companies in Dealum since they receive invitations and register for this event outside Dealum.
Maximum number of 'Attending' participants
It is possible to set the maximum number of attending participants for events created with "Standard" or "With online" registration type. When the participants limit is reached, no more ‘attending’ responses will be accepted.
Participants
You can select participants from both the companies in your Funnel, as well as your deal room members. Both can be selected one-by-one, or by their Funnel step or Member group:
When you select companies by step, your selection will be dynamic. When you move some of the selected companies out from the selected step and/or new companies into the step, the list of companies shown under the event will change accordingly.
For members, an advanced search is available. Here you can search and filter your members to better target the audience of the event:
Please note that no automatic invitations will be sent to people in the guest list by creating an event.
You will have to choose to send an invitation out immediately, or to send the invites later through Send email/Invitation action:
Companies do not see the event at all, unless invitations have been sent out. Members can still see the event in the Events page, if they've been added as a participant, but have not been sent an invitation email.
Members with "View events" and "Full access" for event access will be able to see all events, regardless of being marked as participant or being sent an invitation.
Event visibility
If you tick the "Limit event visibility to selected participants only" checkbox, only deal room members who are selected as participants will be able to see the event. This applies to all members that do not have "Full access" to events. Members with Full access are able to see and edit all events.
How to add online meeting link (Zoom, Meet, Teams) to the event?
When you wish to hold your meeting online, you will have to use a third party service provider like Zoom, Meet, Teams, etc. Regardless of which provider you will use, you will need to set up the meeting rules within that service provider (who is allowed access, when access to the event is available, is there a passcode required etc).
Once that is done, you can add the meeting link to either "Location" or "Event description" field in Dealum. By default settings, both fields will be shown in the invitation email, giving your participants a clear understanding that there's an online meeting link for the event.
How to send invitations to members who haven't received one?
You can send invitation to any deal room member, but if you want to send invitation email to only those who have not yet received one, or would like to send another invitation to those, who have not yet answered, please follow these steps:
Click on the 3 dots on the right of the event
Click on "Send email / invitation"
In the opened view select the criteria who to send invitation
Click "Send"
If your event uses the external link registration type, you cannot send emails or invitations from Dealum.
How to create a private event for only some deal room members?
If you tick the "Limit event visibility to participants only" box, only deal room members who are selected as participants will be able to see the event. This applies to all members that do not have "Full access" to events. Members with Full access are able to see and edit all events.
How to create an event for funding round participants?
To create an event for investors interested in a certain funding round , follow these steps:
Click on "Funnel" on the left side menu
Click on a company whose funding round participants you want to create an event for
Click on the "Funding" tab
Under Interests, on the right side, click on a downwards pointing triangle
Select "Create participant event"
You will be taken to Events page with "Add event" open and the company and investors already selected as participants
Configure your event
Click "Save"
How to create an event for portfolio members?
To create an event for certain portfolio company's investors, follow these steps:
Click on "Portfolio" on the left side menu
Click on a company under your "Investments" or "Exits"
On the right side, click on "Actions"
Select "Create investor event"
You will be taken to Events page with "Add event" open and the company and investors already selected as participants
Configure your event
Click "Save"
Updated on: 06/12/2024
Thank you!