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Create and manage meeting request forms seamlessly!

  • 1.  Create and manage meeting request forms seamlessly!

    Posted 07-27-2022 13:10
    Edited by Ridhima Krishan 07-28-2022 02:47
    Happy mid-week all! Let's begin with another edition of the Tip of the Week post where we will discuss all about the 'Meeting Request Forms' forms!

    As planners, you would relate to the need for a centralized tool that captures and manages -
    • Who is requesting an event?
    • What departments are involved? 
    • Event start and end dates, event size, estimated budget, location, proposed agenda, audio-visual and technology requirements, and so much more?

    Keeping all these needs and more in mind, using a Meeting Request Form in Cvent helps you to create a completely customized form for your organization to collect all necessary fields and questions from requesters. This allows planners to capture, track, and report on all meeting and event-related request information in one system and centralized location.

    Here are some quick tips to use this tool:
    • Create a new meeting request form:
    • Access the Form Setup page > Adjust the form settings > Add email alerts, if necessary > Manage status visibility > Establish the security settings > Customize your form
    • It's also possible to add multiple languages to your form. However, remember that while adding translations for field labels the translations for system text will not be imported. Instead, you'll need to update the text in Meetings Management > Language Management.
    • Default text, error messages, and navigation are already translated for your meeting request forms. However, you can customize system text in any language. This also means customizing system text will change the text for all meeting request forms.
    • Play around with your form's look and feel with the 'Meeting Request Form Designer':
    • The meeting request Form Designer allows you to customize your portal using a responsive site.
    • While adding the header, avoid using background images with the static text directly on them. Instead, select a design-only image and use widgets to add your text on top.
    • You can also customize the website's theme but the available themes' colors and fonts can be customized, but they currently align with WCAG for 508 compliances.
    • You can further add widgets, and questions, and set section/ page visibility as per the requirements of your meeting request form by referring to this KB article!
    • Organize your list of meeting requests:
    • Did you know - every single meeting request submitted through your forms is listed in your account by default?
    • If you're tired of looking through each request, customize it to what you want to see in simple steps - 
    • Access your meeting requests > Add a view > Choose what info displays > Limit the meeting requests that are listed > Make your favorite view the default

    Question for you:
    • Have you used Cvent's Meeting Request Form feature? If yes, what benefits have you observed during your events? 

    With the return of in-person events, are you ready to maximize your on-site experiences? From marketing to the attendee experience, we'll show you how we can help you transform your events in 2022. Register for our product tour today!

    We can't wait to hear your expertise on this topic below! #CventTip


    Ridhima Krishan
    Sr. Associate, Customer Marketing