how to set up event website minus the frustration · 2018. 6. 8. · cvent basics • hfma...
TRANSCRIPT
Presented By
Jade LitchfieldSenior Project Manager, [email protected]
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: [email protected]
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Questions?