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.
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.
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.
Reports provide data for your event, including registrant details, emails, survey responses and more. Reports are grouped into categories to help you locate the one you need, since starting with the right one is key to accessing the desired data.
One of the eComm specialist’s roles in Cvent includes managing how stakeholders can access Cvent data in real-time, without a steep cost. Follow the steps below to create Portal Users and Publish Reports there for easy access.
Transferring a license? Adding a new user to an existing team? eComm specialists (by way of having access to all Cvent events) can create a Cross-Event Report of the events created by a particular user. They can navigate to each event and share it with the new user so they can hit the ground running.
Use Marketing Cloud Content Builder to create dynamic content to deliver a targeted message to an audience while remaining efficient. Dynamic content lets you connect attributes of your audience to content, making the information your constituents receive more relevant.
When faced with a failed send, a send to 0, or failed Data Extension, review the items below. Often, the root cause is something over which you have control rather than a systemic failure in Salesforce or Marketing Cloud. If there is an outage or broad issue, users will be notified as soon as possible.
