Cvent Beginners

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  • 1.  Membership

    Posted 07-14-2023 11:33

    I have been with CVent two years.  I know CVent is not designed to be a member management software, but they are trying!  Any good advice you can share or tips on membership management would be great.  We just launched the member portal to our members.  I'm figuring out reports to run to get the information I need.

    I wish I could see who has created their accounts in the portal.  In the past I had a membership event for my membership. 

    Thank you.



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    Kathy Orr
    Member Services Coordinator
    Missouri Association of School Business OfficialsUnited States
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  • 2.  RE: Membership

    Posted 07-19-2023 12:20

    Hi Kelly,

    You can confirm active users through a view - Admin > Access Portal > Portal Users 

    will show the following fields:

    Name
    Username
    Email Address
    		 Last Login Active

    Also the User Details report might be a good starting point.

    Admin > Reporting > Reports > User Details

    Thanks,

    Hallie



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    Hallie Loeb, HMCC
    Event Operations Specialist
    CDW United States
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    Original Message


  • 3.  RE: Membership

    Posted 07-24-2023 14:29

    Not sure if you can view who created the account. But maybe custom fields may be useful for this purpose. 



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    HPE Eventos México
    VGA Forward Business SolutionsUnited States
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    Original Message


  • 4.  RE: Membership

    Posted 07-24-2023 15:22

    Hi Kelly,

    You can run a report with filters and check user account details.

    https://support.cvent.com/s/communityarticle/Creating-an-Access-Portal-or-Public-Website

    Refer the Access Portal Resources: https://community.cvent.com/solution-evolution/access-portal



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    MVJ
    Web Analyst
    India
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    Original Message


  • 5.  RE: Membership

    Posted 07-30-2023 14:02

    We are a membership association and have used Cvent's membership portal since 2019. It has gotten better over the last few years. We run monthly reports for membership by state. The renewal emails send automatically before the end of the membership year. We are also able to charge the appropriate conference registration based on the attendee's membership status. It runs very smoothly now. 



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    Julia Hoyle
    Event Support
    Southeastern Employment and Training Association, IncUnited States
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    Original Message


  • 6.  RE: Membership

    Posted 08-02-2023 19:28

    It may not be for membership management, but you can certainly run reports filtered to show you status if you have that as a custom field, or you can look at portal users if you think some people are falling through the cracks that way. 



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    Elena PEREZ
    Communications Coordinator
    SEIU - UHWUnited States
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    Original Message


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