There is an automatic integration that occurs between Cvent and Salesforce. By tracking registrants' event participation to Salesforce, we can better understand our constituents and how they engage with CU.
Leverage our CU branded template with the most up-to-date best practices already built in. Some of our recent updates include registration questions for accessibility needs, using Cvent's event planner email address and sending guests information in Saleforce.
When you launch a Cvent event (after approval), a Salesforce Campaign is automatically created. Once people (Primary Registrants) start registering for your event, they will also automatically be added to the associated Salesforce Campaign as a Campaign Member. Interested in capturing data in Salesforce for the Guests of a Primary Registrant, too? You’ll need to configure two things in your event.
Watch recorded Marketing Cloud training videos to learn how to leverage data to get the right message to the right audience. We encourage you to pause the video periodically and allow yourself time to put the material into practice. You can also test your knowledge with a quiz.
A 360-degree view of every constituent is the cornerstone of CU’s enterprise Salesforce initiative. Capturing overall event information along with individual and guest participation is just one part of better understanding our constituents. This invaluable behavior data can be cross-referenced with already existing bio-demo data in Salesforce for real-time, actionable data!
You attended new user training and got the basics under your belt. Now it's time to meet with your eComm specialist. Together you can make sure you have everything you need to send your first email or launch an event.
