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1. Scope
A Party strategy is a way to sell products or services to a group of people in an informal setting. Parties are often organized by independent sellers who recruit their friends, family, and acquaintances to attend the event. The seller presents the products or services to the guests and answers any questions they may have. Guests can then purchase the products or services on the spot or at a later time.
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The Party module in the S4DS software allows you to manage everything related to this strategy, such as event dates and locations, guests and attendees, orders taken, and defining and keeping track of goals to be achieved in each of the events organized from the Party Plan module.
1.1. Software Coverage
Types of Events
Physical
Virtual
Event Schedule
Sending Invitations
Managing Guests
Managing Orders
Achieving Event Goals
2. Definitions
What is a Party Plan Model?
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The Party Plan model allows people to celebrate, share, and earn money.
3. Key Features
Goals and Checklists: The system offers the option to set goals for conducting events with clear objectives.
Goals or activities can be configured to be carried out before the party, during the event, or after its conclusion. This ensures that the seller/organizer of the event can keep their objectives in mind and not forget them, ultimately aiming for a successful event.
4. Conditions
For the proper utilization of the software's functionalities, it is necessary to have predefined technical and/or business elements such as:
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Invitation Templates: To enable sellers to send invitations to guests, the company should design a format with the company's logo and a standard message that serves the sales force when inviting their clients. These templates can be configured in the software and will be available for sellers when they create events.
5. Operation
5.1. Journey
The Commercial team at ABC LLC, led by Ana, needs to carry out various activities to help the sales force achieve their business objectives.
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Ana in Commercial is responsible for these processes:
Ensuring sales through different channels:
Ana and her team must ensure that the entire sales force is constantly engaging in activities to increase the number of orders and steadily grow their total sales. To accomplish this, Martha and the team must utilize the S4DS Party Plan module to enable sales channels that can help achieve this objective. The team needs to access the system and ensure they:
Define the types of events: Physical, Virtual, or others.
Structure templates for event invitations (they may collaborate with the company's communications team for this).
Define goals and activities that need to be created for the sales force to maximize the benefit of each organized event.
6. Configurable Elements
6.1. Main Configurations
Types of events.
Pending items.
6.2. Related Module Configurations
Order type configuration.
Order flow configuration.
6.3. Module Configuration
6.3.1. Types of Events
In this administrator, you can configure the types of events (Party) that the company deems necessary, such as in-person (Home Party), virtual events, or other themed events for product launches or special seasons.
Los tipos de eventos que sean acá configurados, luego se verán reflejados en el campo “Party Type” del primer paso del flujo de creación de un nuevo evento desde el administrado de eventos.
6.3.2. Pending Items
The pending items configurator provides the user with an organized way to understand the steps they need to take within a specific module, in this case, within the Events module.
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The pending actions for Party will be reflected on the event management screen.
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3.3. Goals
In the "Process Administrator" section, within the "Incentives" group or section, you can find access to the "Goals" screen or administrator, where you can parameterize, among other things, the goals for events or "Parties."
While in "Goals," to parameterize the goals for a "Party" or event, you should use the search bar and search button to locate the PARTY goals record, and then click on the pencil icon to edit the record. (This will open a modal for editing the goals).
At the end of the modal, you will find a kind of table to parameterize the goals for "Party." This table contains the following fields:
Variable: This is the name that will be given to the goal.
Required Value: This is the equality (or inequality) relationship with respect to the goal value. In other words, whether the goal should be greater than the value, less than the value, or equal to the value.
Description: This is the numeric value that the goal will have.
Unit: It determines whether the numeric value of the goal represents unit quantities or monetary value.
The goals that are typically added include:
Number of guests at the event.
Number of attendees at the event.
Number of orders taken.
7. Alcance Detallado
7.1. Event Calendar
When entering the event manager, you will encounter a calendar that displays the dates and times of various scheduled events, including Parties, personal meetings, or visits.
From there, you can also access event management for Party-type events by clicking on the specific event.
You can customize the calendar display, by month, by week, by day, or by list.
7.1.1. Event Creation
At the top right, you will find an actions button, among which you will find the option to create a new Party event.
In the first step of the new party creation flow, you fill out a form with event information fields such as:
Event Name.
The consultant organizing the event.
The host of the event (it can be the same consultant organizing the event or another person, such as one of the interested buyers who decides to offer their residence for the event).
Event address.
Date and time.
Duration.
And the event type.
In the second step, the message of the invitation template is customized, which will be sent via email.
In the third and final step, you validate how the invitation, the reminder, and the thank you for attendance will be displayed. Then, you approve and save, thus creating the new event.
7.1.2. Manage Event
Once a Party is created, you can manage aspects related to the event, such as:
Tracking goals for guests, attendees, and orders.
Adding guests.
Editing event details like date, time, or address.
Monitoring pending actions before, during, and after the party, and marking them as completed.
Taking orders from the guests.
Closing the event.
In this first section or segment, you can view the progress of the goals that have been previously configured from the "Goals" module as indicated in section 6.3.3. Goals of this document.
In this case, every time a guest is added to the event, every time one of those guests accepts the invitation, or every time an order is taken from one of the guests, the percentage of the progress bar will be filled with color.
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In this section or segment for guests, you can visualize and manage, among other things:
Responses to the invitation from the guests. A green dot on the left if the guest accepted, a yellow dot in the middle if the guest is undecided, or a red dot on the right if the guest declined.
Taking orders from each guest.
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In this Checklist section, you will see the tasks that were previously configured from the "Pending" module, as indicated in section 6.3.2. Pending of this document. In this section, you can check the checkbox for each task that has been successfully completed, in order to maintain control and ensure that none of them are overlooked or left undone.
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7.1.2.1. Adding Guests
To add guests to the event, click on the "Add" button located at the top right of the manage guests section.
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(a modal will open)
If the guest is already registered in the software, as you start filling in the name field, it will be listed for selection, allowing you to auto-complete the remaining fields in the modal with the user's information. Otherwise, you will need to manually fill in all the fields in the modal.
7.1.2.2. Taking Orders from Guests
To place an order for a guest, you must access the dropdown menu located at the far right of the guest's record, represented by three horizontal dots, and select the 'Orders' option. This action will redirect you to the first step of the ordering process.
Si el usuario ya está registrado, esta acción te redirigirá al primer paso del proceso de pedidos. Y a partir de ahí, simplemente sigue los pasos del flujo de pedido, que incluyen la selección de productos, la verificación o el llenado de los datos de envío y la realización del pago, hasta completar el pedido de manera exitosa.
Luego de finalizar exitosamente la toma del pedido, éste se verá reflejado en el bloque o segmento de “Administrar invitados”.
If the user is not registered, the 'Orders' action will first redirect them to a registration flow before the ordering flow.
This registration flow consists of two steps:
In the first step, the email address is filled out.
In the second step, the remaining personal information such as document, phone number, and password are filled out.
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