Open Forum

 View Only
Expand all | Collapse all

The Solution Evolution: Know about the enhanced new meeting request form

  • 1.  The Solution Evolution: Know about the enhanced new meeting request form

    Cvent Staff
    Posted 12-01-2022 06:15

    Happy Wednesday everyone! Let's kickstart with our next edition of the Tip of the Week discussion! 

    Do you need to be able to easily capture who is requesting an event, what departments are involved, event start and end dates, event size, estimated budget, location, proposed agenda, audio-visual and technology requirements, and more?

     The enhanced Meeting Request Form captures all meeting request information in a single branded, fully responsive form that offers greater functionality than ever offered in the legacy solution, some examples being: 

    • Building on a responsive website designer, i.e. the Flex site designer - One of the biggest changes with the New Meeting Request form is that it is built on a responsive website designer. You can easily drag and drop your Meeting Request Form fields, questions, text, images, and more onto the canvas to build out a customized and branded form for your organization. 
    • Allowing for pagination In addition to the enhanced site designer functionality for your forms, the new Meeting Request Form offers greater functionality than ever offered in the legacy solution, including allowing for pagination, up to five levels of sub-questions, and mobile responsiveness!

    • Up to five levels of sub-questions - Meeting request forms now have customizable online questionnaires with up to five levels of sub-questions that allow you to wave sayonara to the paper trail, better track all the related data, and ultimately improve efficiency

    • Mobile responsive – You can create a mobile-friendly site with the form designer, allowing your staff to request a meeting on any device.

       

      Question for you: 

      • Have you used the new meeting request form? If yes, how did this new update benefit you?  
      • Any tips you'd like to share to help other users use the feature/update more efficiently 

         

      As always, feel free to drop in your suggestions in the comment section below! #CventTip


      #ManagingVirtualEvents

      ------------------------------
      Megha Jetley
      Assistant Manager
      Cvent Marketing Department
      ------------------------------


    1. 2.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-02-2022 12:10
      I've been working in the new MRF and using Link Logic. I LOVE IT!  I have been able to apply complex strategies and workflows using link logic AND the added number of sub-questions.
      Great enhancement, thank you!

      ------------------------------
      Hallie Loeb, HMCC
      Event Operations
      CDW United States
      ------------------------------



    2. 3.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-02-2022 12:12
      p.s. what I miss from Classic Resource Management and the ability to tie Resource Management requests to the MRF.
      Please bring it back :)

      ------------------------------
      Hallie Loeb, HMCC
      Event Operations
      CDW United States
      ------------------------------



    3. 4.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      Community MVP
      Posted 12-05-2022 08:43
      • Have you used the new meeting request form? If yes, how did this new update benefit you?  
        • YES!!!! It ensures that we get ALL our questions answered with an event request, keeps it all together in one place, AND... it autopopulates into a draft event. We just then go into Cvent and "wordsmith" it a bit and use it as a starting point to build out the event in Cvent. 
      • Any tips you'd like to share to help other users use the feature/update more efficiently 
        • We have found that realistically, some of the information we need may not yet be known or available when our internal stakeholder requests the event, so we have learned which questions or fields should be required and which should not. We would rather they communicate AS EARLY AS POSSIBLE vs have all the details baked (and not give us enough time). 


      ------------------------------
      Lori Wildman
      Marketing Director
      DuCharme, McMillen & Associates, Inc.United States
      ------------------------------



    4. 5.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-05-2022 09:41
      Edited by Rachel Sigley 12-05-2022 09:42
      We unfortunately do not take advantage of the meeting requests forms, we have to manage requests in one of our internal system tools since it was an add on

      ------------------------------
      Rachel
      NJ
      ------------------------------



    5. 6.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-05-2022 09:43
      • Have you used the new meeting request form? If yes, how did this new update benefit you? 
        • Yes we have been using it for a while, I love the logic and look of the website. We've had to change some of our custom questions to make the logic work for us even more.
      • Any tips you'd like to share to help other users use the feature/update more efficiently
        • I've always been frustrated with the housing block and meeting room requirements as all or nothing. I understand that they populate into the RFP, but that's really the only feature that we tend not to use for that reason. We have stakeholder enter in the prelim information, and then planners go in and go through the rest.

         



      ------------------------------
      Beth Vriesen
      Events Technology Administrator
      Associated Bank Corporation
      ------------------------------



    6. 7.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      Posted 12-05-2022 17:14
      Have you used the new meeting request form? If yes, how did this new update benefit you?
      Not yet
       
      Any tips you'd like to share to help other users use the feature/update more efficiently 
      Looking forward to using it

      ------------------------------
      Jonathan stanaj
      em
      United Federation of TeachersUnited States
      ------------------------------



    7. 8.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      Posted 12-06-2022 06:31
      I believe this was an add on feature so we did not take advantage of the meeting requests forms. Our event planner manages requests.

      ------------------------------
      Jessica Nunnally
      Marketing Specialist
      Performance Foodservice
      12500 W Creek Parkway
      Richmond, VA 23238
      ------------------------------



    8. 9.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-06-2022 12:33
      Hi Megha,

      Question for you: 

      • Have you used the new meeting request form? If yes, how did this new update benefit you?  Yes our team switched over to the new meeting request form a few months ago. I haven't seen a direct affect in my role but all the teams who it does directly affect seem to love it.
      • Any tips you'd like to share to help other users use the feature/update more efficiently: No tips really, I was excited to learn you can request supplies and have an inventoried amount to prevent too many people requesting one item during the same timeframe. 


      ------------------------------
      Katie Dreifus
      Registration Manager
      PwC Management Services LPUnited States
      ------------------------------



    9. 10.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-08-2022 13:28
      Hi Katie,
      I appreciate your comment:
      to learn you can request supplies and have an inventoried amount to prevent too many people requesting one item during the same timeframe. 


      I would love to learn this, too! That's how resource management worked in Classic, but the documentation says it's not available in Flex.

      TIA!

      ------------------------------
      Hallie Loeb, HMCC
      Event Operations
      CDW United States
      ------------------------------



    10. 11.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      Posted 12-08-2022 11:15
      Have you used the new meeting request form? If yes, how did this new update benefit you?  
      • No, I haven't used the form yet, but I love the idea and look forward to trying it.
      Any tips you'd like to share to help other users use the feature/update more efficiently 
      • Not yet.


      ------------------------------
      Andrea Neidrich
      Manager, Development Information Systems
      The Colonial Williamsburg FoundationUnited States
      ------------------------------



    11. 12.  RE: The Solution Evolution: Know about the enhanced new meeting request form

      User Group Member
      Posted 12-13-2022 15:36
      • Have you used the new meeting request form? If yes, how did this new update benefit you?   No, but I think it will be good to have in the future!
      • Any tips you'd like to share to help other users use the feature/update more efficiently: No, since I'm not using it. Will Cvent be hosting a webinar or any info on it?


      ------------------------------
      Rebecca Quinn
      Corporate Events Manager
      Uber Freight US LLCUnited States
      ------------------------------