Open Forum

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip

Hello, all! Kicking off our next edition of Tip of the Week, we're focusing on event/session credits and certificates. We saw a discussion in the Open Forum recently regarding certificates, and it made us think about how virtual events have likely expanded many organization's educational offerings. For Cvent, as an example, we offered CMP credits in-person at Cvent CONNECT every year. With our programs virtual this year, we adapted and continue to offer many credit opportunities (check out Cvent Academy training here).

Therefore, let's walk through the features and configuration you can use in your Flex event to manage your credit and certificate programs.

• Configure Credits in your event:
  • First, credits must be enabled in your account and in your event through Event Configuration.
  • If you have not used credits before, set up your account-level offerings through Admin > Events > Event Credit Types. This will then populate as an option at the event-level.
  • Now, within the event itself, you can choose to apply credits for the overall event (through General > Event Settings > Credits), or you can apply them at the session-level. Or even both!
    • Whichever route you opt for based on your organization's offerings, be sure to note how the credits are awarded.
      • We'd recommend one of the two options to make it as efficient as possible for you and your team:
        • Automatically award credits to: Participants / Award credits: Immediately (when registrants are marked as participants).
        • Automatically award credits to: Anyone who completes the general event/session feedback survey.
          • These options ensure credits are only being awarded to those who truly attended and even engaged with your event. They also are automatic which will save you manual efforts.

• Create Certificate:
  • If you haven't set up a certificate in the past before, do note that you access these in the same place you build your badges – Onsite > Badges & Certificates.
  • When creating your certificate, set the stock size to Portrait or Landscape so it can be built and downloaded in a standard certificate format.
  • If this certificate is being created for certain registration types, associate that here, as well.
  • When designing the certificate, we always recommend enabling the Grid settings so you have a better sense of the alignment and spacing.
  • The look and feel is of course up to you, but be sure to use the components and data tags to your benefit.
    • If you'd like to include a logo, use the image component. If everyone is seeing the same general text and only their names are different, use the text component to write out the verbiage.
    • Considering having different text or images depending on an action in the event? Use Conditional Text or Images.
      • The most common example I've seen through certificates is custom text depending on the session they are marked as a participant for.
      • Once you drop the conditional text component on the designer canvas, a prompt will appear where you can enter the text, select "Is marked as a participant for the following session" and select session. You can then repeat this for multiple sessions if needed.
    • Use data tags such as First Name, Full Name or Company.
      • To populate the attendance or credit details, use Sessions Attended, Credit Transcript, or Overall Credits.
      • Don't forget to use Dynamic Resizing with data tags – this will save you formatting/spacing issues if someone has an extra long name.
  • One simple step we always recommend is previewing the certificate once you've saved your updates. Under the Actions dropdown, select Preview to download a sample. This will help you perfect the design even before sending out to your stakeholders or attendees.

• Send Certificate to Attendees:
  • Alright, you've done the heavy lifting. So, how do your attendees officially receive this certificate and view their credits?
  • The most straight-forward way would be to include it as a downloadable data tag in your thank you/post-event email.
  • However, to encourage feedback and ensure only true attendees are receiving it, we'd recommend creating a custom email and setting the audience to "Attendees who have completed all their feedback surveys."
    • The process would then be: Event completes > Feedback survey is available (through the Attendee Hub or through an email) > Attendee completes survey > Attendee receives automatic triggered email including their certificate.

Questions for You:

• If you already have your credits/certificates set up in your Flex event, how are you managing the process? 

As always, share your tips, experiences, and questions below! #CventTip