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Quarterly Product Updates - Q1 2023

  • 1.  Quarterly Product Updates - Q1 2023

    Posted 04-06-2023 11:33
    Edited by Cvent Product News 04-06-2023 11:33

    Below you will find the full list of Q1 2023 Product Updates for #EventCloud. This quarter, we have updates to share on #AttendeeHub#CventVideoCenter #Registration#EventDiagramming#Budget#AccessPortal, #MeetingsManagement#LeadCapture#ExhibitorPortal#SupplierNetwork,  #OnsiteSolutions,  #Surveys,  #Appointments, and Integrations. 

    Register for our Quarterly Product Update Webinar on April 2 to hear more about these releases and understand how they can support your in-person, virtual, or hybrid event strategy. You'll also get the chance to join our hour-long Q&A to ask live questions to our Product Managers!​ 

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    Attendee Hub® 

     

    Audience Segments 

    Group your event attendees to better control the page visibility in Attendee Hub. This segmentation can span multiple registration types and allows planners to have greater control over attendee access to specific event content. 

     

    Single Sign On Support per Registration Path for Event App 

    If you want your attendees to login to Attendee Hub via different methods in the same event. You are now able to determine which attendees will be able to login/access Attendee Hub via SSO rather than typical login codes based on Registration Path. 

     

    Auto Join Session Chat 

    The Chat icon in the panel will automatically load the session chat conversation once attendees click to join session chat. 

     

    Search bar to My Schedule page 

    Attendees can now search their sessions and appointments by title, description, or location from the My schedule page on the Attendee Website. 
       
    Agenda Item filter to My Schedule page 

    For events using Appointments, attendees can now filter by sessions or appointments from the My Schedule page on the Attendee Website. 

     
    Attendee Website's Speaker page sorting  

    Attendees can now sort speakers on the Speakers page of the Attendee Website. 
     

    Attendee profiles field display  

    You can now control which attendee profile fields will display and can be edited on the Attendee Website and Event App. 
     
    "Where I Live" profile field 

    You can now allow attendees to display where they live within their attendee profile on the Attendee Website and Event App. 
     
    Improved profiles on the Attendee Website 

    Attendees can now add personal website links, clear information from populated fields, and preview their profile from the Attendee Website. 
       

    Improved session filtering options on the Event App 

    You can now add custom session fields as session filters on the All Sessions tab of the Event App. 
     
    Add alternative text for Attendee Website images 

    To increase accessibility on the Attendee Website and improve the experience for attendees using a screen reader, you can now add alternative text for your website graphics. 
       
    Community page on the Attendee Website and Event App 

    Now, attendees can access the attendee list and discussions from the redesigned Community tab on the Attendee Website.  
     
    Enhanced custom card functionality 

    When creating custom link cards, you can now route attendees to other pages within your Attendee Hub. Additionally, you can now associate cards to a specific exhibitor to track card clicks in exhibitor engagement reporting. 

     
    Attendee Profile access from Appointments  

    When viewing scheduled appointments on the Attendee Website, attendees can now view other's profiles without leaving the appointment page. 

     
    Speaker display for sessions on the Attendee Website 

    Speakers will now display on the session details page within a clickable information card, allowing attendees to access a speaker's profile directly from a session. 
     
    Featured discussions on the Attendee Website 

    You can now feature a discussion on the Discussions page of the Attendee Website, and attendees will be able to see the date and time of when a discussion opens and closes. 
     
    Enable or disable document sharing 

    You can now choose if you would like attendees to be able to download and share exhibitor, speaker, or session documents outside of the Attendee Website and Event App. 

     

    Multilingual Session Search 

    Attendees can now use session search as per their selection of language on Attendee Hub Web and Event App. 

     

    Attendee Hub Consumption Reports 

    We have released new Attendee Hub reports to all you to keep track of your account's usage in terms of how many events and registrations are being consumed from a contractual perspective, to reconcile these details, when needed. 
     
    In addition to the existing "Attendee Hub - Monthly Event Summary" report, the new reports include: 

    • Attendee Hub - Monthly Registration Summary 

    • Attendee Hub - Monthly Registration Details 




    Video Center

     

    "Used In" Section added to Storage Management 

    You are now able to see where your videos are currently being used whether that be an Event, a Video Center, or displayed through Exhibitor Management. You will be able to see the availability of the video, modified date, and the storage usage. This will be displayed on the Video panel in Manage Storage. 

      

    Video Center Enhancements 

    You can now allow for members to login & sign-up via magic links sent over email. You can configure member profiles and create a Your Events page for them to check their past and upcoming events. There is also a Member list page for you to check on the number of people and details of who has signed up for your Video Center.  

    Video Storage Enforcement 

    Video Storage limits are now being enforced. If you go over 100% video storage capacity, you will now be able to upload new videos or generate new recordings until capacity is available again. 

    To make space, you can either delete the old/existing videos or purchase more storage space from Cvent. 

     

    Upcoming Events 

    You can now feature a list of upcoming events. Visitors can browse the list and click to register for each event. This helps promotes upcoming events as well as showcase prior event content within the same webpage. 



    Appointments

     

    Create & Update Appointments via Import 

    Create new and update existing appointments via file import by accessing a brand-new menu option to 'Import Appointments' within your Appointments event. This was built to save hours of time setting up and managing appointments on behalf of attendees. 

     

    Export Existing Appointments 

    You can export a complete list of any active appointments in your event right from the Import Appointments landing page. 

     

    Cancel Appointments via Manual Import 

    You can cancel existing appointments via Excel or CSV import through a new option within the Import Appointments menu in your Appointment event. 

     

    Import Notification & Email Settings 

    We have introduced a new step in the appointments import wizard where you can indicate whether or not you want attendees to receive related notifications and emails about the appointments being imported. We are excited to give you more control around event communications and help ensure attendees are receiving meaningful alerts regarding the event. 

      

    Appointment Consumption Reports 

    Planners can now access two new Appointments reports that will allow you to keep track of your account's usage in terms of how many Appointments events and registrations are being consumed from a contractual perspective. You can also leverage these reports to reconcile your usage when needed. 

    • Monthly Appointments Usage Details 

    • Monthly Appointments Usage Summary 

     

    Add Private Notes from Planner Calendar 

    Planners who are creating and updating meetings on behalf of others via the Planner Calendar can now include any pertinent information via Private Notes. Allowing planners to add a private note for the host and other participants helps to streamline information regarding an appointment, reducing the need for hosts or attendees to go to multiple places to prepare. 



    Event Management

     

    New Agenda widget 

    The new agenda widget offers a refreshed look-and-feel with new branding and configuration options for displaying sessions on the event website. The new layout makes it easier for attendees to find session content most relevant to them. Using the new Agenda widget, you can now create and add tags to sessions and speakers so invitees can easily search for sessions. 

      

    Summary view for attendee activities 

    In an attendee's record, you can now view their engagement score and a list of how they interacted with your event.  

     

    Production Sandbox Accounts 

    Some Cvent clients benefit from having a separate Sandbox Account for testing purposes. This includes testing changes to integrations, testing different configurations of Cvent, and conducting user training in an isolated manner. 
     
    Cvent will now provide access to Sandbox Accounts in the same environment as Production accounts. We'll also be able to offer Sandbox Accounts in the European data center if you are looking to keep your data in that location. These new accounts include improved application performance, Service Level Agreements, and site status monitoring at status.cvent.com. 



    Registration

     

    Email Add to Calendar Widget 

    The Add to Calendar widget can be put in any email so your registrants can easily add the event to their personal calendars.  It supports all major calendar clients, Apple Calendar, Google Calendar, and Outlook Calendar.   

     

    On-Demand Obfuscation REST API 

    You can now request a contact be obfuscated on-demand versus waiting for the standard rolling obfuscation run over the weekend. 
     
    The new API will allow you to integrate obfuscating Cvent data into your standard data privacy request workflow. When you receive a request to be forgotten, you can automate the handling of data in Cvent as part of the larger request to be forgotten across all of your systems. 

      

    Privacy Updates 

    We have introduced support for Global Privacy Controls during registration for attendees to express to you that they do not want their information sold or shared with anyone. 

      

    QR Code Widget 

    The QR Code Widget allows placing a QR code on the event website for attendees or onsite staff to scan. On post-registration pages, it can be scanned to get an attendee's confirmation number, which can be used with OnArrival. 



    Budget

     

    American Express Virtual Payment Integration 

    Virtual Payment (vPayment) integration allows Cvent clients, who are large global organizations, to issue Amex virtual cards in multiple currencies for various locations within their Event Budget and manage transactions for the events that are taking place worldwide. You will no longer need to add Amex plastic corporate meeting cards in the event budget in order to issue virtual cards. This feature allows for the direct integration between client's Amex vPayment billing account and Cvent Event Budget. 
     
    This integration is only available with Cvent New Budget Module. 

     

    Card Overview Page in New Budget 

    You can now access all the Card Integration metrics in the New Event budget on a separate Card Overview page. This page is built in the form of a dashboard providing actionable insights regarding event funding and reconciliation of the event expenses. 

     

    Budget Transactions REST API 

    You can now send your offline or other transaction data into the event budget using REST API to reconcile and report on transactions in the event budget.  

      

    Currency Conversion Flow 

    For our virtual card integration, new currency conversion flow allows you to convert virtual/plastic card transaction amounts into the currency of the respective budget item. 

     

    Default Budget Version switch  

    With Card Management, you will now be asked to cancel all Active or Pending cards in order to proceed with switching the default status of the budget version. This will prevent you from seeing orphaned transactions on the Card Management cross-event page. 

      

    High Level Estimates for New Budget 

    You can use the standard High Level Estimate fields in the Meeting Request Form to populate the High-Level Estimates within the event budget and further manage them within the event budget as well, should amounts need to be adjusted and moved around. 

      

    Budget Policies on New Budget 

    We've recently launched the ability to validate Cost Threshold and Budget Lock policies upon import through the New Budget Templates and provide alerts within the import wizard on what needs action should there be any required information missing. 

     

    RFP Budget Items are now supported in New Budget 

    Budget Items created in the RFP will now show in New Budget as items that were created from the source of the RFP. These budget items show within the budget item grid so you can eliminate duplicate entry of budget items when using the RFP Budget along with the Event Budget. 

     

    Custom Account Footer in New Budget 

    If you have the branding package, you can now create custom content within the footer in New Budget. 

     

    Access Portal

     

    Download Simple RFP Documents  

    To date, planners can Create an RFP and send it to the Supplier to get a response. These proposals could be viewed within the application but planners previously couldn't download and share them with other stakeholders. With this release, our planners can download Proposals for Simple RFP in Access Portals that will help them share it offline with the other stakeholders. Planners can download proposals in Word & PDF format. 

     

    Improved Data Security for Event reports  

    For data security purposes, we now require Account Users to have Event Visibility for that event in order to run an Event report published to them in Access Portal. 
     
    Account Users without event visibility for the associated event will not be able to run event reports within Access Portal and the "Run" button will be disabled with a message to contact their administrator. This prevents Account Users from being able to access event data that they should not have access to. 

     

    Password Policy Improvements  

    As an improved security measure, we have changed the password policy for Access Portal users, so that the password rules follow the same pattern as Account Users when the Cvent account setting for Password Rules is set to "Strong." 

     

    Decline Retraction for Venue Proposals 

    After a venue submits a proposal, you can award or decline that proposal. If you decline, but later want to withdraw the action, you can now retract your previous decline on the RFP management page in Access Portal and the proposal will go back to a Submitted Proposal status. 

     

    Content Tab in Access Portal 

    The planner-side Content tab for Access Portal has been redesigned to improve performance and usability. Additionally, Portal managers can now unpublish content in bulk from an Access Portal. 

    Report List Performance Improvements  

    We have improved the performance of the report list within Access Portal and users should see a substantially faster page-load time. The report list is now paginated so it will load and display a smaller number of reports at a time, based on the selected page size and will ensure reliable loading of the list, even for users with hundreds of reports. 

     

     

    Meeting Request Forms

     

    Vendor Marketplace and Meeting Request Form Integration 

    You can now simply click the Create RFI button on the Meeting Requests screen and initiate a Vendor RFI to multiple vendors in Vendor Marketplace. This integration makes the process of requesting information much easier for users of Meeting Request Form. 

     

    Sandbox Accounts in Meeting Request Form 

    Some Cvent clients benefit from having a separate Sandbox Account for testing purposes. This includes testing changes to integrations, testing different configurations of Cvent, and conducting user training in an isolated manner. 
     
    Cvent will now provide access to Sandbox Accounts in the same Production environment used for primary client accounts. 



    LeadCapture

     

    Cross Environment Badge-Kit Support 

    Cross environment Badge-Kit support for Cvent Badge-Kit is now available. This allows you to review lead data across multiple environments (for Universal LeadCapture users) and run lead reports/exports as per current process. 




    Exhibitor Management

     

    Exhibitor Portal branding 

    You will have the ability to apply event branding to the exhibitor portal. This includes adding an event logo for the exhibitor portal and portal login screen and adding an event banner to appear on the home page 

     

     

    OnArrival

     

    Session Walk-in Settings for Android Devices 
    You can now fill a session to capacity if enrolled attendees no show, define walk-in rules and settings globally at the session level, and determine which reg types can walk-in to specific sessions and when to allow for walk-ins (
    i.e. 5 minutes before a sessions start time).
     

      

    Here Now in Location report 

    For RFID events, this report allows you to select one or more locations and then see what attendees have been at a given Location at a given time. When running the report, the date/time defaults to the current time to see a live view of which attendees are in the room. 

     

    Duration Support for Classic Sessions in OnArrival 

    We have added support for calculating duration for classic sessions. Attendees with just one check-in will have their duration calculated as check-in until end time. Attendees with a check-in and check-out will have their duration calculated as checked-in until check-out. Duration Tracking has been renamed to "Multi Check-in and checkout". 



    Diagramming and Seating (Previously Social Tables)

     

    Editable Seating Groups 

    For the Event Integration, if you select to group by a field when importing a guestlist, we will create a read-only Custom Column as well as an editable Seating Group Column. The read-only field gives you a point of reference as it will receive updates from Cvent. The editable Seating Group Column will be a one-time copy and will not receive updates after that point and will function as it would when using guests not via the integration.  

      

    Remove Canceled Attendees  

    When you are connected to a Cvent Event through the Event Integration, you will now be able to delete attendees who have been cancelled in the Summary of Changes modal, left panel, grid, and attendee modal. Deleting a cancelled attendee that is part of a seated group will unseat and remove the attendee from the group – it will not impact the seating assignments of the remaining attendees in the group. 




    Integrations

     

    Integration Contacts 

    You can now specify users who need to receive communication about updates to Cvent's integration solutions. They can be managed from a new page: Admin > Integrations > Integration Contacts. 
     
    All Cvent integration solutions are listed on the Integration Contacts page. You can click into each integration to manage which users will receive communication about that integration. Once an integration has been selected, you can select from existing users or create a new "No-login" user (if they do not need to login to Cvent). 

      

    User management REST APIs 

    With a REST API, you are now able to create, update, retrieve and delete users, as well as mark a user active/inactive. 
     

    HubSpot Connector 

    We are excited to announce our out-of-the-box integration that can sync event and attendee data to HubSpot CRM/MAP, so sales and marketing can take the next best action based on attendee activity. 
     

    Launch Features via API 

    You can now launch registration and website features via API 
     

    Apply Template or Copy Event features via REST API 

    You can now apply Template or Copy Event features over limited features event via REST APIs 



    Survey

     

    Looped choices in advance filters in survey designer 

    You will be able to define question and chapter visibility logics using the looped choices instance. The looped choice will be listed in the advance filters of visibility logic as a unique entry for each looped instance. 

      

    Anonymous event survey
    You will be able to create anonymous feedback surveys. You can distribute the survey invitation to the attendees in your invitation list and, once the attendee's answer the survey their response will be made anonymous. 

      

    Timed assessment 

    You can now configure a timer for the assessment so the respondents will have to submit the assessment in the given time. The survey will auto submit upon completion of the timer and the response will be captured and saved. 

      

    Bridge data tags for standalone surveys 

    You will be able to use the data tags to allow the respondents to navigate from the existing survey to a different survey directly. This should help improve the overall completion rate by maintaining a continuity between multiple surveys. 

      

    Number allocation question 

    You will be able to add a new question type to the survey. It will allow the respondents to enter whole numbers against the question's choices and the input should be equal the total defined by the planner for the question. 

      

    Order of matrix rating question 

    You will be able to define if the choices of the matrix rating question should be "High to Low" or "Low to High". 

      

    Printable Survey 

    The printable survey report has been enhanced to support the following: 

    • Survey logics applied on the designer 

    • ID Configuration page 

    • Welcome page 

    • Text widget 

    • Required label for the questions 

    Event Survey Permissions 

    An administrator will now configure user roles permissions for Basic and Premium surveys. You can configure the following permissions: 

    • Basic event surveys 

    • Premium event surveys 

    • Create a new survey 

    •  Copy a survey 

    • Assessments 

      

    Clear Feature - Single Select Question 

    You can configure the option of "Clear Feature", which will allow respondents to clear responses at question level or at the category level for single select questions. 

     

    Survey Custom Field Widget 

    You can add survey custom fields while creating a survey which will be available for respondents in the read only mode on the guest side. 

     

    Email Alerts on Edited Responses 

    You can now create an email alert that will trigger if the respondent edits their already submitted response and resubmit the survey. 




    Cvent Supplier Network

     

    Vendor Recommendations on Awarding a Venue 

    You will now see a set of 4 recommended vendors on the RFP award success screen when awarding a Venue RFP. With this, you can send a Vendor RFI to these vendors within 2 clicks. You can also click the "Browse Vendors" option to start fresh on Vendor Marketplace and browse the vendor inventory. 

      

    RFP Decline Venue Status 

    You will be able to Retract the Decline Venue to Submit Proposal Status from Ellipses or View Proposal Page. 

     
    Download Proposal (Word & PDF) 

    With this release, you can download Proposals and share them offline with the other stakeholders. 
      

    Add Venues to an Existing RFP from CSN Search 

    We have released "Add Venues to an Existing RFP from CSN Search" to allow you to add venues to an existing RFP. 
      

    RFP Custom Fields 

    We are releasing RFP Custom Fields in the new Sourcing Experiencing so you can collect extra information about the RFPs using RFP Custom Fields. This information could be Office Location, Department, Internal Reference ID, or the client's name. These internal fields are visible to you, but are not shared with the Venues. 

    Bid Comparison Reports - Compare requested room block by night 

    You are now able compare supplier proposed rooms by night against your requested room block. 
    The new reporting field lives under the "Guest Room Information" category and will not be selected by default. If this is something you would like to add to a report, it must be manually selected or saved to a custom template 

    RFP Requirement field added to Templates Library 

    Admins are now able to fill out the RFP Requirement field for questions that live in Templates > Question Library. 

    Retaining Classification when pulling from Templates Library 

    Previously, when adding a question from templates library directly to an RFP, the question would not retain it's classification. Now, the question will be pulled into the RFP with its RFP Requirement field intact. 

      

    RFP and Bids Report 

    You no longer have to download the RFP and Bids individually and can download them as one report based on the selected venues. 

     

    Improved RFP form 

    We have improved the RFP form with some exciting new features, including the ability to add alternate dates. If you are not set on specific days, you can opt for a date pattern instead. Other new features include: 

    ·       Agenda items grouped by day and sorted by time 

    ·       Additional meeting room requests 

    ·       Occupancy per room type 

    ·       Additional key contact and host organization contact information 

    ·       Similar events hosted in the past 

    ·       Budget and Billing details 

    ·       Internal Reference ID 

     

    Send Message and Message History 
    There is a new section within your RFP dedicated to sending and viewing recent messages. Now you can view messages included when the RFP was sent to the suppliers and NSOs and choose to send an individual message to certain suppliers, proposal key contacts, assignees, or NSOs. 



    Passkey

     

    Smart Alerts 
    We are introducing completely redesigned Smart Alerts which are easier to read, provide a better user experience on both browser and email clients, allow customers' event and hotel branding, and contain modern Cvent and Passkey logos and colors.  

     

    New Reports 
    There is a new reporting platform with improved performance and better customization, along with enhanced reports on the New Reports tab. You can find many different reports on the CRF (Cvent Framework) that were migrated from our legacy reporting platform. 




    Cvent Travel


    Hotel Directory Platform Upgrade
     

    Hotel Directory is upgrading to a new platform. The new platform is faster, more accessible, and will provide a more consistent look and feel. As part of the upgrade, travelers will now be able to see all office locations within their search area. 









    #ReleaseNote 



    #ProductNews

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    Cvent Official - Product News
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