This resource is designed for eComm specialists who help onboard new users for their campus. Once you know how to submit requests and important deadlines, get a peek into all the customized emails they will recieve during their first 7 months in the applications. All emails are customized based on the applications the individual has access to and the eComm specialist who supports them.
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!
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.
The Org Tree field is newly available on the Employment object in Salesforce. The field is populated with concatenated, five digit codes that each represent departments across CU and must be translated. The values indicate the organizational hierarchy, based on the department the employee works in.
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.
Learn about the approach to creating help tickets, including technical tutorials with tips for consistency. A feedback loop from your customer is crucial to continuous improvements and trust.
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.
A Cvent license is great for supporting event planners at numerous stages of the event life-cycle, for both simple and complex events. There are certain elements are not included with at typical license, but you can contract directly with Cvent to procure.
