Open Forum

 View Only
  • 1.  Website Intake Form

    User Group Member
    Posted 5 days ago
    Do any of you use an intake form to collect the specific information needed to build websites for your internal stakeholders? If so, would you be willing to share a copy of the questions you ask? Thank you!
    #Flex-Creating/ManagingEvents
    #ExecutingStrategicMeetingsManagement

    ------------------------------
    Jenny Oliva
    Cvent Administrator
    Boston Scientific Corporation
    ------------------------------


  • 2.  RE: Website Intake Form
    Best Answer

    Community MVP
    Posted 5 days ago

    Good morning @Jenny Oliva

    We do use an intake form for our events with Formstack. Google forms would work just the same. Over the years we have slimmed down our questions since most of our events are just copies from previous years as well as we have so many people who create their own events now they use our service less. For any new school or unit, we do a kick-off meeting to get precise requirements as well as give the precise requirements we need from them.

    Each form submitted through Formstack creates a ticket in our JIRA ticketing system as well as is added to our Event Tracking Google sheet. (A Formstack integration built-in)

    Our team is part of the Office of Development and you will see a question regarding gifts, but Cvent is open to all of the University of Michigan. 

    Contact Information
    Name*
    First Name*
    Last Name*
    U-M email*
    email
    Unit*

    Basic Information
    Is this a New Cvent Project?*
    Yes/No
    Project Title / Event Name:*

    Event Date Information
    Open Registration Date*
    Registration Deadline:*
    Start Date/Time:*
    Event End Date/Time:*

    Event Description

    Location / Address
    Address Line 1
    Address Line 2
    City
    State
    ZIP Code
    Country

    Event Planner Information (This is the public-facing name and email of the event organizer and is used on the event website and in planner data tags within emails.)
    First Name*
    Last Name*
    Event Planner Email:*

    Enable these additional pages?
    Agenda/Schedule - Agenda items are generated from the sessions you create
    Location/Directions - This page can include driving directions or just a map
    Attendees - This page can be set up to show all registrants. This is an opt-in option if turned on

    Event Type
    Free, Fee, Fee + Donation, Fee with Gift/Premium
    (Note: Gift or Gifts with Premium, we will need to say, "Non-Refundable Gift Amount" throughout the event site)

    My biggest advice is to ask the questions in order as if you are building the event in Cvent. Since there have been some design updates in Cvent the order may not be exact.

    Hope that helps get you started?



    ------------------------------
    James Rose | Senior Web Developer and Content Management
    Digital Infrastructure
    Office of University Development | University of Michigan
    ------------------------------



  • 3.  RE: Website Intake Form

    User Group Member
    Posted 4 days ago
    Thanks James!  This is so helpful!

    ------------------------------
    Jenny Oliva
    Cvent Administrator
    Boston Scientific Corporation
    ------------------------------



  • 4.  RE: Website Intake Form

    User Group Member
    Posted 4 days ago
    Thanks for sharing @James Rose! Do you also have one for Attendee Hub Mobile App? ​

    ------------------------------
    Hallie Loeb
    Event Operations
    CDW
    ------------------------------



  • 5.  RE: Website Intake Form

    Community MVP
    Posted 4 days ago

    @Hallie Loeb

    To be honest we are using Attendee Hub with an event​ for the first time next week. No, we don't have questions set up for it at the moment.



    ------------------------------
    James Rose | Senior Web Developer and Content Management
    Digital Infrastructure
    Office of University Development | University of Michigan
    ------------------------------



  • 6.  RE: Website Intake Form

    User Group Member
    Posted 3 days ago
    No worries ;) Good luck with your new endeavors. Go Blue!

    ------------------------------
    Hallie Loeb
    Event Operations
    CDW
    ------------------------------



  • 7.  RE: Website Intake Form

    Posted 3 days ago
    In addition to the great questions James provided, unless you include these automatically in all of your events, some additional questions you can also are:
    Registration Deadline
    Are multiple registration types and/or paths needed (depending on your meetings, these are not only associated by fees)
    CC Email address
    Mobile Number
    Department or Division
    Are there any special graphics or images to be used (and provide the file types and sizes required)

    For In-Person Events:
    Preferred Badge Name
    Emergency Contact information (name, email mobile, relationship)
    Dietary Restrictions

    ------------------------------
    Judi Kiess
    Program Manager
    SEIU
    ------------------------------



  • 8.  RE: Website Intake Form

    Posted 2 days ago
    I use the Cvent Meeting Request Form. After it is submitted, there is the option to automatically create an event. It will pre-populate the start date/time, end date/time, registration deadline, location, address, and capacity too I think. It does save some time. I attached 3 snippets of the form (I removed some organization-specific fields). It is all one form of course. I don't know if you are able to open it though? It doesn't look like it uploaded correctly.

    ------------------------------
    Jayne Ferro
    Support Staff Specialist
    NYSUT
    ------------------------------