Open Forum

Expand all | Collapse all

What are your favorite Flex tips and Tricks when creating and designing in Flex?

  • 1.  What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-15-2019 09:05
      |   view attached

    Hi Current Flex Users or New Flex Users,

    When working in the Flex designer, what are some of your best tips and tricks?

    My Tip: I always reminder colleagues to select shift+enter or return+enter when they want to control the spacing between line breaks. Enter


    #Flex-Creating/ManagingEvents

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------


  • 2.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-15-2019 18:50
    That's a great tip! I taught my colleague that as well, as it was causing a lot of issues with spacing.

    My tip would be to utilize the sections/columns to get your page to look exactly the way you want it!

    ------------------------------
    Laura Ambrosy
    Manager, Marketing
    NBCUniversal
    ------------------------------



  • 3.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-16-2019 08:24
    Hi Laura,
    Great tip! Its also much easier to move sections around within the page and onto another page if needed.  You can also easily change the background color or add an image of one section.  My go to is sections and columns.  Its also very mobile friendly.

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 4.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-16-2019 12:44
    Edited by Loretta Peterson 07-16-2019 12:47
    Joanna, You are my hero.

    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------



  • 5.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-17-2019 09:21

    Hi Loretta,

    I am sorry I missed you at Connect.  Do you have any good tips?

    One good one a colleague just implemented was added the signature to the footer in our email communications.  This way you only need to update the following line once.

    _______

    For questions please contact...

    Regards,
    Team

    Where it says "Team" We use Planner First and Planner Last under Event details.  This also allows us to use those data tags through out the email communications and from fields. 

    ____________



    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 6.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-17-2019 09:42
    Wish we could have Cvent Connect-ed!

    This is conceptual, but after my visit to Cvent Connect, I was inspired to craft a strategic Flex implementation plan (Thank you, Capital Group for your inspiring presentation!) for our team using a stakeholder process to identify pain points (Thank You, Reggie!) and opportunities for innovations.  As an early adopter of Flex and being new to Cvent, we have created our event templates and now I want to learn how to thoughtfully apply functionality to the benefit of our team and our internal and external customers.



    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------



  • 7.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-18-2019 16:21
    Hi Loretta,

    This is a fantastic idea and I can't wait to hear all about your journey.  The one thing I love about the tool is its endless.  No event is the same and no site is the same.  Templates are a great way to apply consistency and time saving strategies.  Practicality for both the internal and external customers is the biggest piece to the puzzle that you need to think about when building the site for each event.    What data do you need for this event?  What data do you need for all events year after year?

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 8.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-19-2019 08:38
    Templates are efficient.  When we recreated the templates in Flex, we took the opportunity to set standards in their design.

    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------



  • 9.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-19-2019 14:02
    I love this idea.  Do you have any tips for when you implemented your templates that really helped?

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 10.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-23-2019 09:31

    HI JoAnna,

    I'll start with the Question/Data Widgets.  One size does not fit all, but this should give you an idea of what we did.

     Examine the data you are gathering and understand its journey among your systems and Cvent. 

    1. We standardized the field labels, for example, we use "Organization" instead of "Company" and Business", because our clients are private, public sector and nonprofit.  This will prevent having different events with different field labels.  I understand different organizations do things differently, however, this is a standard we created.
    2. Have a content grid that includes the Cvent widget names and your field label name, if the question is required or not, and notes.
    3. Have standardized content for different webpages and reg pages.  For example, we have standard language for different scenarios related to the hotel accommodations. 
    4. Do the same for questions if you have standard questions. Example: we have standard questions for golf outings. 
    5. In another worksheet tab, map the order of the questions/text.
    6. Once you have your content set and mapped, build your templates and save the custom questions and text in the Question Library.  I add setting notes into the content grid.

    NOTE:  We started in Flex back in Sept/Oct, we had to change up our questions, because the  sub-logic question functionality was not rolled out yet.  As functionality rolls out, you might need to examine if changes should be made.



    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------



  • 11.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 17 days ago
    Hi Loretta,

    This is great.  I think it will be helpful for you too when they roll-out the Question Library so you can save these standards to pull into your events to save time and update across the account faster.  I think this is great that you are looking as standardizing things.  It will help with cross event reporting to look for consistencies for planning year after year.

    Great job!

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 12.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 17 days ago
    Yup.  The Question Library is functioning though I am not sure if it is completely rolled out.  We put the standardized questions in the Question Library that are not in our base templates.

    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------



  • 13.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-16-2019 16:10
    I try to copy events as much as I can!  It saved a ton of time and makes sure your sites stay consistent.

    ------------------------------
    Kayla Sisco
    Convention Coordinator
    Impact XM
    ------------------------------



  • 14.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 07-17-2019 09:18
    Hi Kayla,

    We have created templates in our account and I have done this in Cvent for the past 7 years.  This way as you learn and grow and have best practices you update the template.  You can copy a template vs. an event and keep the template streamlined.  This has always been a huge time saver and allows all users to be both Brand and GDPR compliant as things change and features in Cvent change.  I found that if I copy and event from 6 months prior Cvent has progressed along with my design ideas and my registration site has not which creates more work.

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 15.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 29 days ago
    My tip would be to not use the spacer widget and instead go to whatever widget you're working on and increase the margins in the widget preferences to achieve the same effect.
    Why? For web accessibility reasons! The spacer widgets read as empty when using a screen reader, so they clutter and make the page less navigable, while the margins are fine.

    ------------------------------
    Béline Falzon
    Event Manager and Marketing Specialist
    Cornell Veterinary Continuing Education
    ------------------------------



  • 16.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 17 days ago
    Hi Béline,

    This is a great tip. I always tell the team to view all pages and all emails in both desktop version,  tablet and mobile.  If they get too spacer happy to pushes content down in the mobile version.



    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 17.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 24 days ago
    We are not able to add tables or tab content on webpages yet, however, tech support taught me this hack today.

    Use the text widgets as columns.  I had three columns of data so I added three text widgets to a section.

    Looks great!

    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------



  • 18.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 17 days ago
    Hi,

    Yes, we will do two or three columns and stack them but keep in mind that when you view in mobile view it reorders the text so it can be confusing.  One tip we learned was to build it out and take a screen gab > save it as an image and upload.

    ------------------------------
    ~
    Jo Anna Chapin
    Meeting Technology Consultant
    ------------------------------



  • 19.  RE: What are your favorite Flex tips and Tricks when creating and designing in Flex?

    Posted 17 days ago
    Great to know-thanks!

    ------------------------------
    Loretta Peterson
    Event Associate
    CDW
    ------------------------------