Open Forum

Do you collect professional designations (credentials) during registration and do so by NOT using a custom question? We currently use a custom question to collect but wondering if there is a way to collect this info. in a Cvent standard field that we can then map to integrate into CrowdCompass. We need the registered symbol to appear, i.e. - APMA®, CFP®, ChFC®. Currently we have to export this info from Cvent and then edit and upload to another field in CrowdCompass. Wanting to streamline the process.
#Miscellaneous

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Georgia Knobbe
Project Coordinator
Ameriprise Financial, Inc.
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Hi Georgia,

Cvent does have a Standard Contact Field "Designation" that you could utilize during registration and this could seamlessly sync over to CrowdCompass. You also could consider creating a Custom Contact Field at the Admin level of your account if you need any additional information. In order for the information to sync over to CrowdCompass, it must be a contact field rather than a Registration Question.

Best,
Danni

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Danni Czark
Lead Client Success Advisor
Cvent
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Original Message:
Sent: 03-25-2020 11:25
From: Georgia Knobbe
Subject: Collecting professional designations/credentials in Cvent and integrating into CrowdCompass

Do you collect professional designations (credentials) during registration and do so by NOT using a custom question? We currently use a custom question to collect but wondering if there is a way to collect this info. in a Cvent standard field that we can then map to integrate into CrowdCompass. We need the registered symbol to appear, i.e. - APMA®, CFP®, ChFC®. Currently we have to export this info from Cvent and then edit and upload to another field in CrowdCompass. Wanting to streamline the process.
#Miscellaneous

------------------------------
Georgia Knobbe
Project Coordinator
Ameriprise Financial, Inc.
------------------------------

Thanks to all who have replied. Generally, our registrants have a selection of 20 designations listed on a the profile form via the custom question as well as an open text box where they can add more. How do you collect designations without asking a custom question? How do your attendees select their designations when they register? Where do you build the drop down menu?

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Georgia Knobbe
Project Coordinator
Ameriprise Financial, Inc.
------------------------------

Original Message:
Sent: 04-02-2020 09:20
From: Danielle Czark
Subject: Collecting professional designations/credentials in Cvent and integrating into CrowdCompass

Hi Georgia,

Cvent does have a Standard Contact Field "Designation" that you could utilize during registration and this could seamlessly sync over to CrowdCompass. You also could consider creating a Custom Contact Field at the Admin level of your account if you need any additional information. In order for the information to sync over to CrowdCompass, it must be a contact field rather than a Registration Question.

Best,
Danni

------------------------------
Danni Czark
Lead Client Success Advisor
Cvent

Original Message:
Sent: 03-25-2020 11:25
From: Georgia Knobbe
Subject: Collecting professional designations/credentials in Cvent and integrating into CrowdCompass

Do you collect professional designations (credentials) during registration and do so by NOT using a custom question? We currently use a custom question to collect but wondering if there is a way to collect this info. in a Cvent standard field that we can then map to integrate into CrowdCompass. We need the registered symbol to appear, i.e. - APMA®, CFP®, ChFC®. Currently we have to export this info from Cvent and then edit and upload to another field in CrowdCompass. Wanting to streamline the process.
#Miscellaneous

------------------------------
Georgia Knobbe
Project Coordinator
Ameriprise Financial, Inc.
------------------------------

Hi Georgia,

I'd highly suggest creating custom contact FIELDS instead of questions, which you can house on the highest level of admin and have for all events. You can also even add advanced logic to ensure the correct attendees are getting the right designation by using whatever criteria you choose!

Hope this helps!

Thank you,

------------------------------
Chelsea Benge
Events Software Specialist
Leading Real Estate Companies of the World
------------------------------

Original Message:
Sent: 03-25-2020 11:25
From: Georgia Knobbe
Subject: Collecting professional designations/credentials in Cvent and integrating into CrowdCompass

Do you collect professional designations (credentials) during registration and do so by NOT using a custom question? We currently use a custom question to collect but wondering if there is a way to collect this info. in a Cvent standard field that we can then map to integrate into CrowdCompass. We need the registered symbol to appear, i.e. - APMA®, CFP®, ChFC®. Currently we have to export this info from Cvent and then edit and upload to another field in CrowdCompass. Wanting to streamline the process.
#Miscellaneous

------------------------------
Georgia Knobbe
Project Coordinator
Ameriprise Financial, Inc.
------------------------------

I agree, a custom contact field is the best way to go, with finite and specific options to choose from. If your contacts have multiple professional designations, you may want to do separate fields (designation 1, designation 2) or create "select all that apply" the following: Choice - Multiple Answers (Multi-Select Box) - Allows selecting more than one answer by clicking while holding CTRL on the keyboard.

This KB article is helpful.

------------------------------
Brenda Ainsburg
Channel Program Manager
brenda.ainsburg@siemens.com
Siemens Aktiengesellschaft
United States
------------------------------

Original Message:
Sent: 04-03-2020 12:08
From: Chelsea Benge
Subject: Collecting professional designations/credentials in Cvent and integrating into CrowdCompass

Hi Georgia,

I'd highly suggest creating custom contact FIELDS instead of questions, which you can house on the highest level of admin and have for all events. You can also even add advanced logic to ensure the correct attendees are getting the right designation by using whatever criteria you choose!

Hope this helps!

Thank you,

------------------------------
Chelsea Benge
Events Software Specialist
Leading Real Estate Companies of the World

Original Message:
Sent: 03-25-2020 11:25
From: Georgia Knobbe
Subject: Collecting professional designations/credentials in Cvent and integrating into CrowdCompass

Do you collect professional designations (credentials) during registration and do so by NOT using a custom question? We currently use a custom question to collect but wondering if there is a way to collect this info. in a Cvent standard field that we can then map to integrate into CrowdCompass. We need the registered symbol to appear, i.e. - APMA®, CFP®, ChFC®. Currently we have to export this info from Cvent and then edit and upload to another field in CrowdCompass. Wanting to streamline the process.
#Miscellaneous

------------------------------
Georgia Knobbe
Project Coordinator
Ameriprise Financial, Inc.
------------------------------