From discovering someone is the right fit for eComm to getting them comfortable with sending emails and creating events, it takes many steps. Dive into the workflow, associated timeframe and who's responsbile.
For new users starting out fresh, everything needs to be added to their account from scratch. When a new user is an addition or taking over for an existing unit, they'll need access to already existing content.
There are numerous fields on the License object that can help get a sense of your user.
Leverage one of CU's branded templates to get an event launched without re-inventing the wheel.
Checkout additional Flex training resources directly from Cvent, including easy to apply best practices and advanced webinars.
If you are familair with creating Standard events with Cvent, you already know 70% of Flex. Flex has taken Standard registration to a whole new level with a drag-and-drop Site Designer and Email Designer.
You expect someone to show up on your Report, but they don't. Let's explore the reasons why someone isn't captured in your Report and options to remedy the situation.
When your user can’t send an email, we know time is of the essence in addressing the issue. Often, the root cause is something over which you have control rather than a systemic failure in Salesforce or Marketing Cloud. When faced with a failed send, follow these steps to identify the hangup.
List Views provides a way for users to quickly view a segment of data in Salesforce. At eComm, List Views are most commonly used when viewing Campaigns (including event participation), Email Sends and Contacts. They can help you keep a pulse on your efforts by answering questions such as, 'what are my active events?' or 'what emails went out this week?'.
When you launch your event, Cvent integrates with Salesforce to automatically share registrant participation information. With a quick check-in at the door, it's easy to track attendees vs. no-shows. Use this insightful, actionable data to make your next event even better!

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