Hello, Community, and happy December! For this edition of Tip of the Week, we are focusing on Cvent migrations, also known as the Solution Evolution. For many, the year of 2020 brought upon migrations, whether that be Classic to Flex events, Legacy to New Reports, Access Portals, and even Virtual Attendee Hub. We also know that for many, your Solution Evolution is in still the works, or being planned for 2021. With that in mind, we want to outline key enhancements and resources for the various products that you can use during this process.
Flex: The key differences between Classic Registration and Flex Registration is a truly pun of its name – its flexibility. Flex is responsive, intuitive, and adaptable, both from the user-perspective and attendee-perspective.
- A few major features:
- Live Site Designer – Offers real-time edits, drag & drop functionality, and a true preview into your registration and website.
- Global design themes – Become a website designer without the code! Use default themes or customize your own based on your branding, and then save as an Account Theme for later use. Flex takes your design up a notch and brings your event into the modern times.
- Mobile responsive display – Your invitees can check out your event on any device, whether that be desktop, mobile, or tablet, and you only need to put in the work once. Flex is automatically responsive.
- Save & Publish – Sometimes you aren't ready to fully publish your updates, and that's where the Save functionality comes into play. You can save your work, and only publish when you and your team are ready.
- Site Validation – Sometimes events can get tricky, and the Cvent platform offers many features to meet those challenges. However, this can lead to a complex registration or website. With Site Validation, our system will check your work and make sure you aren't publishing something that will lead to negative invitee experience.
- Resources:
New Reports: On the theme of intuitive and adaptable come our New Reports. Our New Reports offer more customization in a simpler interface. There is no longer the need to run a Standard report, then switch over to a Custom report. Rather, the New Report functionality gives you a detailed base to begin with, then the functionality to sort, filter, add, remove, and so much more all within the same interface.
- A few major features:
- Change and edit data – New Reports make it easy to update the data you need. Once you run the report, if you notice a few fields should be added or maybe the date range should be updated, you have Change Report Data and Edit options to make those updates directly in the report.
- Filter – When you need to drill down into specific information, the filtering is as simple as using the menu on the right to select your fields and then apply. You can also make changes on the fly and save when you are ready.
- Graphs – In today's world of analytics, graphs and charts are key for consuming the right message. Many New Reports include updated graphs and charts along with the standard text data to provide you with all the insight.
- Schedule – Sometimes you need a reminder, too. Adding the report to a schedule will provide you as the user direct updates and notifications, whether that be daily, weekly, or monthly.
- Resources:
Access Portals: What's more important than taking your event program data and sharing that with your organization and stakeholders? Access Portals offers a seamless, secure, and branded way to do so. With Access Portals, you are able to publish and share out reports. With Access Portals Premium, you can additionally share Meeting Request Forms, Event Calendars, and Appointments Calendar (licenses required).
- A few major features:
- Secure login – We know your data is important, therefore you get to control who is added to the portal. Once invited to the portal, the user will create their own login credentials to ensure security through the whole process.
- Unlimited users – Speaking of users, sometimes you need to share your reports with more than just a few colleagues. With Access Portals, you are provided unlimited portal users, therefore there is never a concern for who gets visibility.
- Modern and branded design – Like Flex and New Reports, Access Portals follows our updated designer standards and brings your reports into a great interface. You can customize and brand the portal to your liking, as well.
- Portal Emails – Sometimes we need a reminder. That's where you can use portal emails to your benefit by sending notifications and scheduled emails when a user should log in and take a look.
- Resources:
We know there is a ton of information to digest, but don't worry, because we also offer extensive trainings for all of the products. For all migrations, we also recommend working closely with your Client Success resource to take the right steps for your organization.
- Have you migrated any of the above products? If so, what is your #1 tip for a user who is just getting started?
- What additional questions do you have/information do you need in order to successfully complete your migration?
Let us know below! #CventTip
#Classic-Creating/ManagingEvents#Flex-Creating/ManagingEvents#ReportingandInsights------------------------------
Danni Czark
Senior Associate, Online Community Marketing
Cvent
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