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.
There is an automatic integration that occurs between Cvent and Salesforce. By tracking registrants' event participation to Salesforce, we can better understand our constituents and how they engage with CU.
Leverage our CU branded template with the most up-to-date best practices already built in. Some of our recent updates include registration questions for accessibility needs, using Cvent's event planner email address and sending guests information in Saleforce.
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? You’ll need to do two things.