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 contact@cu.edu so we can add a resource.
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.
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.
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.
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.
Want to continually grow an audience you can email via Marketing Cloud? eComm can provide a simple subscription form along with a Salesforce audience that will update automatically with subscribers (thanks to a behind-the-scenes integration). Users can add the subscription URL to their website then send emails to that audience as desired.

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