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.
eComm specialists can assist users with administrative tasks, such as unlocking a user, resetting their password or granting a temporary code if they forgot their authentication method.
All done creating and testing your event? Contact your eComm specialist to approve your event. They will double-check numerous items; such as having an Event Planner Email Address and a CU brand compliance website along with correctly configured post-registration emails and financial information so money transfers to the right accounts, among other things. Then you will be ready for launch!
It's common to target a Marketing Cloud email to an audience based on where they reside. There is a free tool to define desired zip codes for your audience as well as a paid tool called GeopPointe.
This resource is designed for eComm specialists who are responsible for submitting provisioning and deprovisioning requests for their campus. Learn how to submit requests while being mindful of important deadlines and details that affect the user experience.
Did you and your team create an awesome email that you want to share with another unit at CU? With Marketing Cloud there is no need to re-invent the wheel. Provide a few key pieces of information to your eComm specialist and they can share the email between the two units.
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.
Email journeys deliver personalized and engaging communications to constituents using automation through the Journey Builder tool in Marketing Cloud. Journeys can be as complicated as a series of emails sent over a year with various decision splits to as simple as a single email sent once a year.
The eComm Help Ticket is a robust resource designed specifically for eComm and is constantly updated. Check out an overview of the process (including a peek of the back end), benefits to those requesting help and those providing support, plus common missteps to avoid.
