Do not 'Allow Partial Payments'

January 24, 2023 by Melanie Jones
While Cvent has a feature to "allow partial payments," we never want to enable it. Collecting credit card information to process part of the payment now and the other portion 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.
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Free Map Tool

January 13, 2023 by Melanie Jones
The Free Map Tool has a ZIP Code Radius Search Map which allows you to determine what Zip Codes fall into a set range from a set point (ie. 10 mile radius of 80203). These Zip Codes can then be used in a Salesforce Report to capture an audience based on where individuals live. This is often useful when hosting an in-person event and determining who to invite.
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GeoCode in Salesforce Sunsetting (2023)

January 12, 2023 by Melanie Jones
GeoCode, a field in Salesforce available on a Contact's record, currently comes from the Advance database. Advance will be getting rid of this field during the migration to Ascend, so it will no longer be available in eComm's instance of Salesforce. In preparation for this change, Salesforce Reports currently using this field need to be recreated with an alternative method or deleted by April 25, 2023.
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HIPAA/Med-Only Contacts

January 3, 2023 by Melanie Jones
CU Anschutz development sends periodic email communications to grateful patients as a component of their ongoing fundraising efforts. This document summarizes how these contacts are identified and shared in CRM03, how they are processed against existing data, and how their contact records are managed following the email send. Additionally, it documents questions we may want to consider as we develop a path forward for ensuring proper handling of confidential information.
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Tracking

October 26, 2022 by Melanie Jones
Checkout Marketing Cloud Tracking to find real-time data on all your email sends. You'll find an overview of engagement along with click activity in Marketing Cloud or export this information to a PDF or Excel file to share.
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Dynamic Content

October 5, 2022 by Melanie Jones
Use Marketing Cloud Content Builder to create dynamic content to deliver a targeted message to an audience while remaining efficient. Dynamic content lets you connect attributes of your audience to content, making the information your constituents receive more relevant.
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Preferred Name Rollout for eComm Specialists

August 11, 2022 by Melanie Jones
After ensuring that preferred name personalization is possible given your population, Reports and Data Extensions need to be created (or updated) by an eComm specialist to contain the appropriate preferred name field in Salesforce.
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Cvent | Additional Training

March 1, 2022 by Melanie Jones
Checkout additional Cvent training resources from eComm & Cvent.
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New User Onboarding Journey

January 31, 2022 by Melanie Jones
This resource is designed for eComm specialists who help onboard new users for their campus. Once you know how to submit requests and important deadlines, get a peek into all the customized emails they will recieve during their first 7 months in the applications. All emails are customized based on the applications the individual has access to and the eComm specialist who supports them.
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Salesforce | Employment: Org Tree

November 12, 2021 by Melanie Jones
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.
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