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.
You've launched your event and starting promoting it; naturally, there might be some management of invitees to occur. Cvent makes things easy - from registering someone or initiating a refund.
The Cvent Virtual Attendee Hub® is an integral part of Cvent's Marketing and Management Platform, providing solutions to reliably and securely plan, promote, and drive engagement for virtual, hybrid, and in-person events.
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.
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.
When you launch a Cvent event (after approval), a Salesforce Campaign is automatically created. Once people (Primary Registrants) start registering for your event, they will also automatically be added to the associated Salesforce Campaign as a Campaign Member. Interested in capturing data in Salesforce for the Guests of a Primary Registrant, too? You’ll need to configure two things in your event.
By default, any saved Cvent Report is only accessible to the person who created it. Whoever created and saved the Report will need to expand the Report Visibility for anyone else to access it.
