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Uncover 10 Tips to Level Up from Beginner to Cvent Power User

By Community Manager posted 05-09-2024 12:00

  
Take control of your Cvent workflow today and discover the secrets to expert success using these top 10 tricks and tips provided by @Becky Yousifa Senior Administrator of Event Technology. Use this list to learn how to save time, maximize efficiency, and keep your sanity intact. 

Don't let the complexities of using Cvent or being a newcomer to the platform deter you any longer. Read on to learn the rare gems that Becky and other experienced Cvent users wish they knew from the start. 

  1. Clear your cache and cookies regularly, as having too much in your cache could lead to unexpected results.

  2. Saving often will prevent any unforeseen issues like timeouts or random logouts, which could lead to losing your hard work.

  3. Bookmarking your access to Cvent can save you valuable time spent logging in. Make sure to check if this is a possible option for your account.

  4. Use the Recent Items icon on the top of the screen. This will show you the last ten items you worked on, so you don't have to go back and find the Cvent code or search the event name to get back to the last thing you worked on.

  5. Setting your preferences in your profile can give you a jump start in your daily Cvent workflow. This option can allow you to select what defaults appear when you log in to Cvent, like Meeting Requests or Events, if you work on registration sites. Then, all you have to do is go to work and avoid all the clicks. 

  6. Creating a custom view for yourself on your dashboard can be an efficient way to get an overview of the events you’re managing. You can check start dates, registration launch dates, or requester email addresses all at a glance here.

  7. If you’re going to master the Knowledge Base, get used to using broader search terms and then scrolling all the way down on any article you explore, as you may find the answer to your solution in the helpful links at the bottom.

  8. Don’t underestimate the power of Cvent Support! They are incredibly knowledgeable, so calling for help at the first sign you’re having trouble will save you hours of frustration.

  9. Don’t forget that many things in Cvent are connected. Keep this in mind if you’re considering making any major changes or overhauls, as it will save you a whole lot of time in the end.

  10. For Reports, look for the report templates with the word “Details” in the title. These reports can help you pull in the additional, hard-to-find fields that aren’t available on other templates.  
 
Now you know some great tricks and tips to make working with Cvent quicker and easier. Make sure to give them a try and let us know how they worked for you or even share your own unique tips in the original discussion where this list was shared here:  
 
Join the discussion - What you wish you’d known
 

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