Cvent Beginners User Group

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  • 1.  Checklist for Information Needed to Build Site

    Posted 04-11-2023 16:22

    Hello - does anyone have a checklist/form that you use to capture of all the details needed to set-up a site? I've used the Event Builder team in the past and they provided a document of all the info they needed. Unfortunately, I don't have access to that file anymore and when I search on Cvent Community it's not shared there. 

    If anyone is willing to share what you use, I would really appreciate it! 
    Thank you!
    Michelle



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    Michelle Waldren
    Global Project Manager
    ConferenceDirectUnited States
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  • 2.  RE: Checklist for Information Needed to Build Site

    Posted 04-12-2023 11:48

    Something desperately needed.

    I came across this
    https://support.cvent.com/s/communityarticle/What-to-Check-Before-Publishing-Your-Event
    which is probably a good place to start,



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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: Checklist for Information Needed to Build Site

    Posted 04-13-2023 08:07

    Hi Michelle,

    Do mean like an intake form to get the event details to build the site? If yes, PM me. I have a form we used to use and I might still have a form Cvent provided us when we used their pro services.

    We currently have our Event Build Request form incorporated into our Meeting Request Form.

    Steve, that is valuable share. Thanks!



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    Loretta Peterson
    Event Operations Specialist
    CDWUnited States
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  • 4.  RE: Checklist for Information Needed to Build Site

    Posted 04-13-2023 08:23
      |   view attached

    Found a 2021 Cvent form. It was modified a little for our needs.



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    Loretta Peterson
    Event Operations Specialist
    CDWUnited States
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    Attachment(s)