Learn how to understand the difference between speedtypes, account codes, and allocation codes / allocation fund numbers.
Collectig payment in Cvent with funds directed to a CU speedtype? Learn about the types of account codes that are allowable in Cvent per CU's controllers.
Want to learn the eComm suite of tools? Find out where to find complete new user training for Salesforce, Marketing Cloud and Cvent. We encourage you to pause the videos periodically and allow yourself time to put the material into practice.
Cvent Integration, CRM03 License Object, TaskRay now Available, Data Dictionary, Accessibility eBook
Learn how to submit an eComm ticket to the System team in TaskRay.
CRM03 License Object, TaskRay, Cvent Fundraising Event Required Fields, MEC Weekly Digest Archive
Blank and/or Inconsistent Email Preferences, MC Profile Attributes and Data Extensions, Unusual MC03 Subscriber Behavior Related to MC01, MC03 Subscriber Opt Outs
Advance-Salesforce Integration, Duplicates and Data Hygiene, IERs and CIW/CU Data, Cvent License Purchase, MEC Meetings and Structure
While eComm Specialists can easily update the Email Opt Out field on the contact in Salesforce, it is essential that any changes made are also reflected in the Advance source system. Ensuring parity between the systems will help eComm avoid data errors and inconsistencies going forward.