As spring cleaning is right around the corner, the Client Success Team is excited to share best practices for organizing your account, removing irrelevant information, and introducing features you might be unaware of.
Managing Event Users and User Roles
User Roles allow you to determine a user’s visibility to specific aspects of your account and events. As roles change, don’t forget to update the permissions of certain user roles, and update individual user roles as it makes sense. Another area that is often overlooked are the account email addresses associated with your account. You are able to update which email address you would like to set as the default, and set those no longer in use as inactive.
As life happens, your event contacts may be updating their title, company, and/or their name for example. This can cause duplicated contacts to be created in your address book. Within Cvent you are able to merge up to three duplicated contacts into one, to eliminate information that may no longer be relevant. In addition to merging contacts, we recommend reviewing your contact groups and deleting the ones you no longer use.
An Access Portal allows you to share event related content, such as reports, with stakeholders who may not have Cvent access. It is important to ensure relevant information is shared with those stakeholders. We recommend that you update visibility as well as remove any outdated content on a regular basis.
Managing Libraries
Within Cvent you have access to a Media, Document, and Video Library. To help categorize the content in these libraries you have the ability to create folders. Usually, planners will group the content by event or year. It is important to take inventory of any content that is no longer needed and remove it.
Do you have a lot of events taking place at one time? Is it like finding a needle in a haystack when navigating to a specific event? We have a solution for this! Within your account you can create a customized view of your events and decide which events and event details pull into this dashboard view.
In Conclusion
Overall, we have a lot of great features to keep your account organized. We do recommend that you take the time to update the different pieces above on a regular basis. Please visit the Cvent Community to learn more and share your best practices for account organization in the Open Forum.
This post was written by Allie MacCausland, Senior Client Advisor at Cvent. Allie is a James Madison University alum who enjoys skiing, going to the beach, traveling, and cheering on Philadelphia sports teams.
