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.
eComm specialists can assist users with administrative tasks, such as unlocking a user, resetting their password or granting a temporary code if they forgot their authentication method.
Do you promote your events via a printed invitation or radio ad? Ask your eComm specialist to create a custom, short URL to make registering for events easy.
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.
Learn all about Reporting in eComm's instance of Salesforce, primarily to create audiences for communications sent through Marketing Cloud. Find templates of common populations available to clone with the option of further customizing and familiarize yourself with eComm's data dictionary to better understand the 500+ data points that can be leveraged.
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!
With eComm, a Cvent event can be configured to collect money for an event that will later be deposited to your speedtype. Users who host paid events must complete the Payment Card Industry (PCI) SkillSoft course annually and have an understanding of financial processes.
