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.
​​eComm's Entity Relationship Diagram (ERD) illustrates how data relate to one another within Salesforce.
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.
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.
Person of Interest or POI data is used for Contacts with a non-traditional, close affiliation with CU. As of August 2024, POIs make up 47K+ Contacts. Some examples include Security / Training, Volunteer and Student-Athlete.
Learn how the eComm billing process works throughout the Fiscal Year so you and your users know what to expect.
Testing your event registration and website is crucial to the success of an event.

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