how to set up event website minus the frustration · 2018. 6. 8. · cvent basics • hfma...

Presented By

Jade LitchfieldSenior Project Manager, Cerner518-926-5267Jade.Litchfield@cerner.com

HFMA | Past -President NENY

CVENT

How To Set Up Event Website

Minus The Frustration

Goals

• Learn how to set up a CVENT program

• Knowledge Share CVENT Best Practices

CVENT Basics• HFMA Registration Platform for Chapters

• What this means:

– Admin items are owned by National HFMA

• Account e-mail addresses can only be added by

National

• Oversee User accounts

• Merchant Accounts

**If you see something in documentation and can’t

find it – likely it’s locked down**

Admin Tools

DifferentAdministration

Tab

• Events

• Supplier Network

• Libraries Reporting

• Reporting

CVENT Basics

Create

awesome

backgrounds

Create

sponsorship

page for

event

Link to

Social

Media

Registrations

can have

different

paths for

members vs

non-members

**System is very customizable and configurable**Don’t Reinvent the Wheel**

Quick Menu • If you have no idea where to start I suggest using

the Quick Menu – Located on the right-hand side

Building Event - Type

Helpful Site to Determine Event Type:

https://support.cvent.com/apex/CommunityArticle?id=000010272

NOTE: Events requiring waitlists, registration paths, sessions, session groups, travel, imported registrants, or general ledger codes, along with other more complicated features will not be supported with an express event.

Event Details – Event Information

Event Details - Event Planner

Note: This field is a drop down and only

show e-mail addresses that National

has entered as the Admin. If you need

an e-mail added only national HFMA

can do this. This is also

Event Details - Event Planner

Note: Event Planner

will receive all the

“Contact Us” e-mails

Custom HFMA Fields

Event Information -

Custom Fields

• Created by HFMA

used for chapter

reporting

Event Details

Event Configuration

Controlled by National

HFMA – however

some of these fields

are editable

How items appear or

don’t appear on the

website

Event Details – Planning - Speakers

Event Details – Documents/Media• Helpful Link:

https://support.cvent.com/apex/CommunityArticle?id=000002343&Lang=

en_US&searchTerm=documents#event

• How to Link Documents:

https://support.cvent.com/apex/CommunityArticle?id=000002351

Media Library

• Image (GIF, JPG, PNG)

• Audio (MP3, ACC, M4A)

• Flash (SWF)

Documents Library

• See Next Slide

• To add documents to website

• Website>Event Website>Select

Page>Edit Section>Insert>Select

Documents

Documents Library – Admin • Shared Across Regions/Chapters

• Admin>Libraries>Select Folder>+ Add FileNote: Once file is

uploaded you can

double click it to edit

security + get reference

link

Registration – Pricing (Fees)

This is where you add all

pricing – sponsorship,

membership, non-

membership, etc. https://support.cvent.com/apex/CommunityArt

icle?id=000002656&Lang=en_US&searchTerm=pricing

Event Details – Registration Types

Event Information - Registration Types

• Attendees can only have one registration type

Contact Types set by National HFMA

Website & Registration

Event Website –

• Here is where you

display and edit

pages on your

website

• Preview mode is

your friend

• To edit order on

website pages click

the and drag

• To edit the actual

page click on the

page name

Website - Layout Selection

Website- Layout

• Select your layout

• Click on section to

update

Website- Layout

• Click ellipsis (…) to

edit photo

• Links to Document

Library

Website -Theme• The possibilities are endless – have fun with

it!

Need some help:

https://support.cvent.com/apex/CommunityArticle?id=000002326&Lang=en_US&searchTerm=w

ebsite%20theme

Registration – Registration Paths (Settings) • Note: Before you set up a “Registration Path” you must set

up “Registration Types”

• Registration paths will provide different experiences and

options for invitees when they register for the event.

– This where you can apply guest settings and guest fields

– Add Custom Questions

– Select Payment Types

– Allow use of discount code, etc.

– Pro-Tip: Create One Path and Duplicate it (Only Change Fields as

Needed)

Registration – Registration Pages• This is what the user sees when they register

Registration - Registration Questions• This is where you enter custom questions that you wish to

ask your attendees

Important:

Remember to

select which

registration path

**Shows

registration path

under question

Test Mode• Once you think you have everything

completed – move your event to test mode

– This will send you an e-mail and you can register

as many people in test mode as you like

(registrants will go away once event is launched)

• Once Launched – you cannot move back to

test)• https://support.cvent.com/apex/CommunityArticle?id=00000

2633&Lang=en_US&searchTerm=test%20mode

Bit More Challenging

• Invoices

• Whole chat support document

on how to update these

• Uploaded to Certificate

Library –Can other chapters

use mine?

Helpful Support Links • What can’t be changed after I launch my event:

https://support.cvent.com/apex/CommunityArticle?id=000009967&Lang=en_US

&searchTerm=remove%20cancelled%20event

• Event Website 101:

https://support.cvent.com/apex/CommunityArticle?id=000062730&Lang=en_US

&searchTerm=remove%20cancelled%20event

• Building Out Your First Event:

https://support.cvent.com/apex/CommunityArticle?id=000003839&Lang=en_US

&searchTerm=create%20event

• Event Type Cheat Sheet:

https://support.cvent.com/apex/CommunityArticle?id=000010272

• Event Training Videos:

https://support.cvent.com/apex/CommunityArticle?id=000001472

• Button Maker: https://dabuttonfactory.com/

• Jade Litchfield: Jade.Litchfield@Cerner.com

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Questions?