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.
Learn about the approach to creating wikis and help tickets, including technical tutorials with tips for consistency.
Testing your event registration and website is crucial to the success of an event.
​​eComm's Entity Relationship Diagram (ERD) illustrates how data relate to one another within Salesforce.
Cvent's reporting upgrade has provided an enhanced interface for generating reports. While the same event and cross-event data is available, the look and feel of the reporting tool has leapt into the future.
Navigating to Reporting in Cvent varies slightly depending on the type of event you've created. After that - running, customizing and saving a Report behaves the same, regardless of the event type.
While unsubscribing is explained quite simply at New User Training, there is a little bit more to it. Dig into the details of how the technology supports changes to constituents' preferences.
For new users starting out fresh, everything needs to be added to their account from scratch. When a new user is an addition or taking over for an existing unit, they'll need access to already existing content.
There are numerous fields on the License object that can help get a sense of your user.

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