Let us help you navigate the resources in the eComm wiki so you can get the answer you're looking for when you need it. Select the eComm application for which you have a question (Salesforce, Marketing Cloud, or Cvent) and then view resources by category. Can't find what you need in this wiki? Submit a help ticket at cu.edu/ecomm/submit-help-ticket.
General Updates, Action Items, Roadmap Updates, Ongoing Opportunities, New/Updated Resources, Ongoing Data Monitoring
While Cvent has a feature to "allow partial payments," we never want to enable it. Collecting credit card information to process part of the payment now and the other portion at a later time doesn't align with CU's approach to protecting cardholders and it should not be enabled under any circumstances. The good news is, by default, this setting is disabled across all events and most users remain unaware of this functionality. Follow these instructions to confirm your paid event doesn't have this feature enabled.
With eComm, a Cvent event can be configured to collect money for an event that will later be deposited to your speed type. Users who host paid events must complete the Payment Card Industry (PCI) SkillSoft course annually and have an understanding of financial processes.
Cvent event titles containing special characters are causing payment processing issues. Learn more and take action to ensure payments are processed successfully.
Effective email marketing is data-driven and should not be viewed as set it and forget it. As an email marketer, looking at reliable metrics when analyzing your email marketing performance is essential. Using your own data as a benchmark is the best practice for determining if you are meeting your goals or need to optimize to improve performance.
General Updates, Action Items, Roadmap Updates, Ongoing Opportunities, New/Updated Resources, Ongoing Data Monitoring
CU Anschutz development sends periodic email communications to grateful patients as a component of their ongoing fundraising efforts. This document summarizes how these contacts are identified and shared in CRM03, how they are processed against existing data, and how their contact records are managed following the email send. Additionally, it documents questions we may want to consider as we develop a path forward for ensuring proper handling of confidential information.
Learn how the CU Office of Advancement used Journey Builder to automate and optimize their annual Impact Report to donors.
Team Changes, Team Meeting Schedule and Structure, Action Items, Roadmap Updates, Ongoing Opportunities, Ongoing Data Monitoring

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