Cvent Beginners

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  • 1.  Is there an opportunity to create custom fields in a contact?

    Posted 13 days ago

    Curious if we have the ability to add a custom field for our contacts in their contact card? There is an employee # we'd like to capture at registration and many of the employees attend multiple events. It would be easier if we could have their employee # in their account already so that it's already correct and pre-populated in registration for a better experience.



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    Veronica Sloma
    Senior Communications Consultant - Corporate Brand
    CTM Meetings and Events For the Benefit of AllstateUnited States
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  • 2.  RE: Is there an opportunity to create custom fields in a contact?

    Posted 5 days ago

    Hello Veronica,

    Great question! You can create a Custom Contact Field at the Admin level of your account and you can import the "answers" to the contact field for contacts whose employee #s you already know. This field can pre-populate in registration if you've added the custom contact field widget into the registration process. 

    Here is more information on creating custom contact fields - Using Custom Contact Fields. I'm also including an article on importing contacts, if you need to reference it for the modification import where you'll be able to import the employee #s for the newly created custom contact field - Importing Event Contacts.

    If you need any guidance during the custom contact field creation and/or contact modification import, the Customer Care team will be happy to walk you through the process(es)! 



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    Best,
    Raana Willis
    Senior Customer Success Advisor
    Cvent
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  • 3.  RE: Is there an opportunity to create custom fields in a contact?

    Posted 9 hours ago

    Thank you so much Raana, this is great news!



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    Veronica Sloma
    Senior Communications Consultant - Corporate Brand
    CTM Meetings and Events For the Benefit of AllstateUnited States
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  • 4.  RE: Is there an opportunity to create custom fields in a contact?

    Posted yesterday

    Hi - I worked on an event in the past where we used the Source ID as their Employee #.



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    Denise Morrison
    Registration Manager
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  • 5.  RE: Is there an opportunity to create custom fields in a contact?

    Posted 12 hours ago

    Hello @Veronica Sloma,

    As both Raana and Denise mentioned there are some great use-cases for custom contact fields. Our most used custom fields are around alumni questions such as degree, class, year, and the most important is the LookupID which for us is the number associated with those who have donated to the university in the past. 

    100% of the time the attendee doesn't know their number or confuses it with U-M ID but we handle it on the backend when uploading the the invitees into the invitation list. We use that custom field to track their interactions across events even when they use different email address during registration. 

    Welcome to the platform!



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    James Rose | Senior Web Developer and Platform/Product Manager
    Digital Infrastructure
    Office of University Development | University of Michigan
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  • 6.  RE: Is there an opportunity to create custom fields in a contact?

    Posted 9 hours ago

    Thanks so much James!!! Happy to be here :)



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    Veronica Sloma
    Senior Communications Consultant - Corporate Brand
    CTM Meetings and Events For the Benefit of AllstateUnited States
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