For many event planners, Covid-19 presented the ultimate challenge. How could we engage constituents through special events if we couldn’t see people face to face? While many units were able to pivot to fully virtual or hybrid events with success, larger events, such as the CU Anschutz Kempe Center’s annual conference on child welfare, were faced with a true dilemma. With an in-person event already scheduled with an expected attendance of 400-500 guests, could they pivot to a virtual event in only five months, and if yes, would it be successful?
While Cvent has a feature to "process payment at a later time," we never want to enable it. Collecting credit card information to process 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.
We occasionally hear from constituents who are unable to receive emails due to FERPA flags on their Salesforce records. Learn more about FERPA flags and how to assist constituents who would like the flags removed.
Salesforce Dashboards can provide easy to understand, quantifiable data on Marketing Cloud email sends and Cvent events - among other things. When used in combination with other information and your own criteria of success, it will help paint a more complete picture of your outreach efforts.
