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? Email firstname.lastname@example.org so we can add a resource.
To help minimize the potential for CAN-SPAM violations, eComm has the ability to automatically refresh data extensions that have been found to be non-compliant (i.e., not refreshed/imported before their use in an email send). Non-compliant data extensions can be identified and added to the process in two ways. Learn more.
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!
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.
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.