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  • 1.  Reminders

    Posted 09-11-2022 20:43
    Hello To all!

    Does anyone know if it is possible to set up tasks automatic reminders to be sent once the task is overdue? If so I would love a link to a step-by-step please as I am fairly new to Cvent.
    Cheers from Melbourne Australia
    Regina
    #Community User Groups

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    Regina Wadds
    Think Business EventsAustralia
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  • 2.  RE: Reminders

    Posted 09-13-2022 09:25
    Not sure if this is meant to be on the exhibitor manager side and in exhibitor management or elsewhere? Might want to specify a specific solution you're trying to use.

    If it's in exhibitor management the bottom of this article looks like task reminder emails exist. I'm not sure you can 'automate' them but you can bulk send during the due date:
    https://support.cvent.com/s/communityarticle/Creating-Tasks-in-Exhibitor-Management?searchFor=task%20reminders&lang=en_US

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    Rachel
    NJ
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    Original Message


  • 3.  RE: Reminders
    Best Answer

    Posted 09-15-2022 09:42
    Edited by Daniel Marotta 09-27-2022 17:18
    Hi Regina,

    Hope you are well!

    Could you please elaborate which task are you referring to? 

    If it is regarding Exhibitor tasks, then you can either send a reminder from within the exhibitor portal > tasks, or, you can go to the event > Emails > Exhibitor email > Task Reminder email > edit > Scroll down to Send Settings > Select 'Send this email' : At the following date and time > add the date and time after the due date of the task is over > scroll down and select if you want to repeat sending this email until the task is still open for the exhibitor and save the changes.

    Similarly, if you are referring to the Tasks created under Speaker Resource Center, then again, you can either go to the event > Speakers >Speaker Resources > click on the drop down next to each tack and send a single task reminder email or you can go to Emails > Speaker Emails > Create email (at top right) > Select the email creation method > Select other settings > scroll down to 'Send Settings' > select 'Audience' as 'Speakers and Speaker Administrators with incomplete tasks' > Select 'Send this email' : At the following date and time > add the date and time after the due date of the task is over > scroll down and select if you want to repeat sending this email until the task is still open for the exhibitor and save the changes.

    As of now, there is no way to automatically send a task reminder for the incomplete tasks. You can schedule the email to go out post the task due date to all those who have not yet completed the task. Also, these tasks reminders will be created for all the tasks which are due and not for a single task for now.

    You can refer to the following articles :

    Creating Tasks in Exhibitor Management - https://cventhelp.force.com/s/communityarticle/Creating-Tasks-in-Exhibitor-Management
    Customizing Your Speaker Emails - https://support.cvent.com/s/communityarticle/Customizing-Your-Speaker-Emails?searchFor=speaker%20task%20reminder&lang=en_US

    You can also refer to the following Cvent Videos :

    I hope this helps.

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    Raashi Semwal Khati
    Senior Quality Analyst
    Cvent
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    Original Message


  • 4.  RE: Reminders

    Posted 09-15-2022 20:17

    Thank you very much, this will help me.

     

    Cheers

    Regina

     




    Original Message


  • 5.  RE: Reminders

    Posted 09-16-2022 08:04
    Planner alerts are another way you can get triggers to remind you to do certain activities or take action regarding different parts of registration.  When someone accepts, declines, submits for travel, etc.  We utilize them greatly in our account.

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    Amy Lum
    Senior Systems and Tools Specialist
    Boston Scientific CorporationUnited States
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    Original Message


  • 6.  RE: Reminders

    Posted 07-30-2024 10:38

    Hi Amy!

    Thank you for your response. I'm currently assisting with event planning and have a few follow-up questions:

    1. Where is the 'planner alert' function located.
    2. Is there a way to automate emails to specific groups of people? For example, I would like to send a bulk registration email to individuals who have received a previous invitation but are marked as 'viewed' or 'no response.'
    3. Additionally, is there a method to track when the last email was sent to someone, so I can reach out again without having to manually find each individual?

    Thank you so much!



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    Aiyana Woldu
    Hult Prize Foundation IncUnited States
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    Original Message


  • 7.  RE: Reminders

    Posted 09-26-2022 09:08
    Edited by Daniel Marotta 09-27-2022 17:18
    One of the Cvent team members had a great response! I have posted it below to keep it at the top of your chain, hope it helps:


    If it is regarding Exhibitor tasks, then you can either send a reminder from within the exhibitor portal > tasks, or, you can go to the event > Emails > Exhibitor email > Task Reminder email > edit > Scroll down to Send Settings > Select 'Send this email' : At the following date and time > add the date and time after the due date of the task is over > scroll down and select if you want to repeat sending this email until the task is still open for the exhibitor and save the changes.

    Similarly, if you are referring to the Tasks created under Speaker Resource Center, then again, you can either go to the event > Speakers >Speaker Resources > click on the drop down next to each tack and send a single task reminder email or you can go to Emails > Speaker Emails > Create email (at top right) > Select the email creation method > Select other settings > scroll down to 'Send Settings' > select 'Audience' as 'Speakers and Speaker Administrators with incomplete tasks' > Select 'Send this email' : At the following date and time > add the date and time after the due date of the task is over > scroll down and select if you want to repeat sending this email until the task is still open for the exhibitor and save the changes.

    As of now, there is no way to automatically send a task reminder for the incomplete tasks. You can schedule the email to go out post the task due date to all those who have not yet completed the task. Also, these tasks reminders will be created for all the tasks which are due and not for a single task for now.

    You can refer to the following articles :

    Creating Tasks in Exhibitor Management - https://cventhelp.force.com/s/communityarticle/Creating-Tasks-in-Exhibitor-Management
    Customizing Your Speaker Emails - https://support.cvent.com/s/communityarticle/Customizing-Your-Speaker-Emails?searchFor=speaker%20task%20reminder&lang=en_US

    You can also refer to the following Cvent Videos :

    I hope this helps.

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    Olivia Popofski
    Marketing Coordinator
    Sun Life Assurance Company of Canada and AffiliatesCanada
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    Original Message


  • 8.  RE: Reminders

    Posted 09-29-2022 09:36
    If you are creating it within event - unfortunately you have to load in all those tasks for each event. However, you can set a reminder based on some of the event specific date (reg close, archive, etc.)

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    Beth Vriesen
    Events Registration Admin
    Associated Bank Corporation
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    Original Message


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