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New User Training | Cvent

Get started right away by learning to create an event and registration website with Cvent.

  1. First, determine what type of event (Flex Event, Express Ticketing or Express Event) you should start with based on your event needs.
  2. Then you can view CU Branded templates with a design you like
  3. Use the training below to learn how to clone and customize a template for yourself.
    1. Once you customize your first event, you have the option to clone it (instead of a template) to make other events.

TOPIC JUMP TO

Get Started
   - Cvent Overview
   - Help & Support
   - View & Clone Template

0:00 - 9:39

Event Overview & Event Details
   - Add Event Information
         - Finance Information
   - Configure Event
   - Sharing Events

9:40-23:06

Website & Registration
   - Build Event Website (Site Designer)
   - Customize the Registration Process (Site Designer)

23:07-29:38

Promotion & Communication
   - Weblinks
   - Create Post-Registration Emails

29:39-37:55

Event Launch
   - Test
   - Send for Approval
   - Launch Event

37:56-40:22
Add to My Account  40:23-44:00

Post-Launch
   - Invitee Management >> Invitees & Registrants
   - Reporting >> Reports (New)

44:01-45:15

Additional Resources
   - Cvent Help & Support
   - Cvent-Salesforce Integration
   - OnArrival App
   - Accessibility

45:16-46:37
Test your knowledge with the quiz below.

Cvent's Training Courses

Cvent's online training will teach you how to build your first event, organize sessions, promote your event, manage attendees, record payments, and run reports. This article lists all our Flex courses in the order we recommend taking them.

Cvent Flex Training

Need a streamlined registration but still want invitees to use tickets, free or paid? Try Express Ticketing Registration. One step up from Express Registration, this type of event lets you offer different registration items and even charge for them.

1 | Create

  • Login to Cvent
  • Select the green Create button on the top-right
  • Keep the default radio button selected: Create using a template
  • Select the elipsis next to the template box

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  • A pop-up will appear with a variety of CU branded templates to selectExpress Ticketing templates provides a streamlined registration but with tickets, free or paid. It's one step up from Express Registration, allowing different registration items and that can be charged for.

When & Where

  • In the When section, set the time zone to match the venue's. Select the dates and times. The Registration Deadline is the last day invitees will be able to register.
  • Add your event location to the Where section.

NOTE: Your event will close automatically when it reaches capacity or the Registration Deadline passes.

Event Planner

  • In the Event Planner section, enter the planner's first and last name. This will appear by default in the From Name field of event emails by way of data tags.

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NOTE: You can change anything you've created during the wizard later. This is just the start.

Advanced Settings

  • In the Advanced Settings section, leave the default radio button so Registration is open to: Anyone (Public)

Custom Event Fields

  • Your Campus: Based on where you are employed, not where you are hosting an event.
  • Select a Payment Path:
    • CU Cvent if collecting payment
    • Free Event if not charging for event registration
    • CU Foundation Cvent is used only for fundraising specific events and require authorization.
  • SpeedType: If charging for your event, your department's speedtype must be added to the Cvent.
    • For free events, No Speed Type Required
  • Account Code: If charging for your event, your account code must be added to the Cvent.
    • For free events, N/A
  • Allocation Fund # is for fundraising specific events.
    • For non-fundraising events, N/A

Registration Items

  • Add a free ticket. Scroll down to the Registration Items section, and click Add Free Ticket.
    • Name the ticket, then set a capacity.
    • If limiting how many tickets an invitee can select, enter a Max Quantity in the field.
    • You can also limit when this ticket is available. Simply enter an "Automatically closes" date. If you leave these fields blank, the tickets will become available when you launch the event and close with the registration deadline.
  • Or add a ticket with a fee. Scroll down to the Registration Items section, and click Add Paid Ticket.
    • Name the ticket, then establish the capacity. Enter the price, then determine if you want to add a general ledger code.
    • If limiting how many tickets an invitee can purchase, enter a Max Quantity in the field. Enter a refund amount if you plan to refund cancellations.
    • You can also limit when this ticket is available. Simply enter an automatically opens and automatically closes date. If you leave these fields blank, the tickets will become available when you launch the event and close with the registration deadline.

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Want to create a discount for registrants? Navigate to the Advanced tab.

Payment Options

  • In the Payment Options section, check which payment methods will be available. If collecting credit cards, select a merchant account from the dropdown that appears.
    • CU Cvent is for paid events
    • CU Foundation Event is for funraising specific events only
  • To add a service fee, switch Charge a service fee for certain payment methods to Yes. Check which payment methods it will apply to. Determine whether the fee will be calculated by amount or percentage then enter the number.

Learn more about fees, such as setting up a discount, taxes or service charges.

Save Event

  • Click Finish. Your event is being saved and might take a minute.

2 | Customize

Website & Registration Design

  • Customize the registration process. With your event open, click the Website & Registration tab. Click Customize next to Registration.
    • Click and drag fields, questions, widgets, and content from the Design Tools sidebar onto the page. Play around!
    • When you hover over something you just added, options may appear to edit text, adjust settings, or remove the element entirely.

NOTE: Contact info is automatically collected once per order, but you can always decide to collect it for each ticket purchased.

  • To design the fonts and colors, click Launch Theme Designer
  • When adding a background image, click Edit Section in the top right corner of the section you want to customize. Use the Background Options to determine how the image will be positioned, then establish the image's width and height compared to the section's size. Depending on which option you select, the image will take up that percentage of the section, such as an image with a 50% width and height will take up half of the section. Then determine how the background will repeat.
  • Preview your work, viewing the desktop, tablet, and mobile sized versions.

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Communication Design & Weblink

  • Tailor your emails by navigating to the neighboring tab, Promotion & Communication.
    • Select an email. The Details tab opens by default. Click the neighboring tab, Content, then Edit.
    • Preview your work, viewing the Canvas, Desktop, and Mobile sized versions with the View dropdown in the top-right.

NOTE: You'll find your Weblink in Promotions & Communications. Embed this link in your Marketing Cloud invitation to remain CAN-SPAM compliant.

NOTE: To test your event, click Perform Test on the Overview tab. Once you're happy with how it looks, send your event to your eComm specialist for approval. Once approved, a Launch Event button on the Overview tab will appear for you to select. There is also a Launch button located at the bottom of the other tabs.

Advanced Tab

  • By design, templates are designed to not appear in search engines. To change this setting, navigate to the Advanced tab and set the Search Engine setting on.
  • If you wish to provide discounts, you can configure them in the Advanced tab.

3 | Test & Launch

Test

Approval & Launch

4 | Manage

Invitee Management

Reports

Have a simple, free event that needs a simple set up? Then Express Events is the answer. If you need advanced features (like sessions or allowing a primary guest to register additional guests), you'll need to use Flex.  

1 | Create

  • Login to Cvent
  • Select the green Create button on the top-right
  • Keep the default radio button selected: Create using a template
  • Select the elipsis next to the template box

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  • A pop-up will appear with a variety of CU branded templates to select. Express Events are great when your event needs a simple head count without charging for the event.

1.1 | When & Where

  • In the When section, set the time zone to match the venue's. Select the dates and times. The Registration Deadline is the last day invitees will be able to register.
  • Add your event location to the Where section.

NOTE: Your event will close automatically when it reaches capacity or the Registration Deadline passes.

1.2 | Event Planner

  • In the Event Planner section, enter the planner's first and last name. This will appear by default in the From Name field of event emails by way of data tags.

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NOTE: You can change anything you've created during the wizard later. This is just the start.

1.3 | Advanced Settings

  • In Advanced Settings, leave the default radio button so Registration is open to: Anyone (Public)

1.4 | Custom Event Fields

  • Your Campus: Select based on where you are employed, not where you are hosting an event.
  • Leave the Payment Path: Free Event 
  • Leave the SpeedType: No Speed Type Required
  • Leave the Account Code: N/A 
  • Leave the Allocation Fund #: N/A

1.5 | Create Event

  • Click Finish at the bottom to create your event.

2 | Customize

2.1 | Website & Registration Design

  • Customize your website and registration. With your event open, click the tab, Website & Registration. Click Customize next to the page you want to create.

  • When adding a background image, click Edit Section in the top right corner of the section you want to customize. Use the Background Options to determine how the image will be positioned, then establish the image's width and height compared to the section's size. Depending on which option you select, the image will take up that percentage of the section, such as an image with a 50% width and height will take up half of the section. Then determine how the background will repeat.
  • When adding a background image, we suggest starting out with a 1200 x 700px image. But don't just take our word for it! Preview your work, viewing the desktop, tablet, and mobile sized versions.
    • Also be aware that any text included in the image may become distorted as the screen size changes, so it's safer to add the text separate from the image.

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2.2 | Email Design & Weblink

  • Tailor your emails by navigating to the neighboring tab, Promotion & Communication.
    • Select an email. The Details tab opens by default. Click the neighboring tab, Content, then Edit.
    • Preview your work, viewing the Canvas, Desktop, and Mobile sized versions with the View dropdown in the top-right.

NOTE: You'll find your event URL in Promotions & Communications. Embed this link in your Marketing Cloud invitation to remain CAN-SPAM compliant.

2.3 | Advanced Tab

By design, templates are designed to not appear in search engines. To change this setting, navigate to the Advanced tab and set the Search Engine setting on.

3 | Test & Launch

3.1 | Test

3.2 | Approval & Launch

4 | Manage

4.1 | Invitee Management

4.2 | Reports