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  • 1.  Interesting Workarounds/Timesavers

    User Group Member
    Posted 05-23-2022 18:37
    Hello! I would love to see if anyone has great suggestions on general workarounds/timesavers within Cvent Event Management platform. I am a person that is excited about finding new and easy ways to save time and make life easier for all users.
    #Miscellaneous

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    Katie Dreifus
    Registration Manager
    PwC Management Services LPUnited States
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  • 2.  RE: Interesting Workarounds/Timesavers

    Community MVP
    Posted 05-24-2022 08:45
    I consider these hacks. :)

    My biggest workaround are using internal fields and custom contact fields. But mainly internal fields.
    We have several behind the scenes fields I need to populate. Exporting the registration list, editing the excel file and imprting back into internal fields helps me a lot.

    I use custom contact fields as filters for emails.

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 3.  RE: Interesting Workarounds/Timesavers

    User Group Member
    Posted 05-24-2022 12:20
    Thanks Steven! I too have been a huge fan of internal fields. I actually just started using custom contact fields in my new role to help with emails. Prior I was using internal fields to filter emails as well but I think custom contact fields is much easier.

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    Katie Dreifus
    Registration Manager
    PwC Management Services LPUnited States
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  • 4.  RE: Interesting Workarounds/Timesavers

    Community MVP
    Posted 05-24-2022 12:44
    Some of my custom contact fields are
    National Staff = Yes
    National Board = Yes
    That way discount codes are applied automatically.

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    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
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  • 5.  RE: Interesting Workarounds/Timesavers

    Cvent Staff
    Posted 30 days ago
    Hey Katie,
    You can check out some of the easy and timesaver tips below from The tip of the week content. 

    Registrations:

    Event promotion and marketing:

    Efficient reporting & surveys:



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    Megha Jetley
    Assistant Manager
    Cvent Marketing Department
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  • 6.  RE: Interesting Workarounds/Timesavers

    User Group Member
    Posted 30 days ago
    Thank you Megha!

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    Katie Dreifus
    Registration Manager
    PwC Management Services LPUnited States
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  • 7.  RE: Interesting Workarounds/Timesavers

    User Group Member
    Posted 29 days ago
    I too love internal fields. I also always find ways to use data tags wherever I can. That way when if some element changes, it will change all my emails and website information as well.

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    Beth Vriesen
    Events Registration Administrator
    Associated Bank Corporation
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