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February Recap

We all know that Cvent is an event manager's tech dream-come-true, and that's all the more accurate with the rollout of new functionality. During the 2018 Q1 user group meeting, we took a look at this new functionality as well as a peek behind the curtain of existing functionality. A snapshot view of the meeting agenda includes:

Planner Emails

The current planner email,, is sunsetting. Refer to the meeting agenda for directions on requesting a new planner email.

Salesforce - Cvent Integration

We often talk about how data is the heart of the eComm program. But what does that mean when it comes to Cvent? And isn’t Salesforce our “data engine?” The nuts and bolts of the Salesforce-Cvent integration hold all of the answers. (And the neat part is that you can set it up yourself!) Check out the slide deck for more information. 

You can download a copy of the meeting agenda and slide deck below. Questions? Reach out to Kate via TaskRay to schedule a meeting. 

Finally, keep an eye out for the invitation to the next user group meeting, scheduled for May 23rd. In the mean time, be sure to check out the SET news page and eComm Wiki.

Monthly Memo:

 Out of Office


Kate will be out of the office on the following dates:

  • March 9
  • April 26 - May 6

Resource Roundup:

   Event Prep Best Practices


Check out this Cvent blog for more information about how to get off on the right foot with event prep or brush up on best practices with this webinar

eComm App Spotlight: TaskRay

TaskRay recently released new updates. Catch up on the latest information by checking out the resources on this SET News post