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Access Portal Pages and Unique Reports

  • 1.  Access Portal Pages and Unique Reports

    Posted 04-14-2021 13:33
    Edited by Danielle Czark 04-29-2021 13:31
      |   view attached

    TOPIC: Access Portal Pages and Unique Reports

    Continuing the "Tip of the Week" conversations about Access Portals that were share by Béline Falzon (Setting up your Access Portal) and Loretta Peterson (New Reports Tips & Tricks), I thought I would share with you what I have recently added to enhance my company's Access Portal, aka our "Event Resource Center." I added a page for "Previous Webinar Topics" for our sales teams in other regions who wish to duplicate content without having to reinvent the wheel. I built a report, copied the URL, embedded it in the word HERE and provided the following instructions. 

    • In the Admin section under Account/Custom Fields/Custom Event Fields, I created a few custom event fields to allow the user to sort by unique values such as topic, speaker or event type as well as have the ability to view links to the PDF presentations and webinar recordings.
    • I customized a report in the Cross Events Report section which includes a few standard fields such as the summary page links. This link takes them to the event web page (or archive page after the event).
    • The user can sort by whatever field they wish.
    • In addition to the noted fields, I also include the numbers of those who were sent an invitation, registered for the event, attended and were a no-show so the sales team can determine if the webinar/event was successful enough to duplicate.
    • This is all saved in one report on one page so that they do not have to sort through all the previous event reports. 

     Updating your Archive Page


    As noted above, I updated the events' archived pages to mirror the summary page so that the event information can be referenced long after the event is over. This is very easy by using the option "Duplicate to another page."



    I added a column with text saying: "This event is in the past. Interested in attending our upcoming events? Reach out to us to get more information or go to DMAinc.com." to ensure there is not any confusion about the event. The register button automatically becomes disabled.



    Having this detailed archive page is also very helpful for our attendees who need to have the event content information for their CPE credits should they have neglected to grab it during the registration process.

     Access Portal Home Page

    Another enhancement we made to the Access Portal is a "Home Page" to provide an explanation of what each page contains. We took the web URL from each individual Access Portal page and hyperlinked each page for easy access; (Lori Wildman's fantastic idea). We hid some pages from the navigation bar to reduce clutter (such as the SOP pages), but the links take you to the pages.


    What unique pages or reports have you made for your Access Portal to enhance your event management processes? Please share below!

    #CventTip
    #ReportingandInsights
    #AccessPortal

    ​​
    #Flex-Creating/ManagingEvents
    #ReportingandInsights

    ------------------------------
    Michele Gebrayel
    Corporate Event Manager
    DuCharme, McMillen & Associates, Inc.
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  • 2.  RE: Access Portal Pages and Unique Reports

    Community MVP
    Posted 04-14-2021 16:00
    Thanks, Michele!  Shared with my team.  We are finishing up our new Access Portal.  Love your out of the box solutions.

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    Loretta Peterson
    Events Associate
    CDW
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  • 3.  RE: Access Portal Pages and Unique Reports

    Posted 04-30-2021 11:26
    Thank you, @Loretta Peterson!​

    ------------------------------
    Michele Gebrayel
    Corporate Event Manager
    DuCharme, McMillen & Associates, Inc.
    ------------------------------



  • 4.  RE: Access Portal Pages and Unique Reports

    Community MVP
    Posted 04-22-2021 13:03
    This is great - thanks for sharing...

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    Andrea Timbes-Cox
    CRM Administrator & Lead Catcher
    Visit Fort Worth
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  • 5.  RE: Access Portal Pages and Unique Reports

    Posted 04-30-2021 11:27
    Thank you, @Andrea Timbes-Cox!​

    ------------------------------
    Michele Gebrayel
    Corporate Event Manager
    DuCharme, McMillen & Associates, Inc.
    ------------------------------



  • 6.  RE: Access Portal Pages and Unique Reports

    Community MVP
    Posted 04-28-2021 12:41
    Hi Michele, 

    Your Access Portal is so fleshed out! We're working on adding our past & future schedule to ours, plus handy links to other resources relevant to our stakeholders. The goal is to make it into a mini event-central for them. 

    Cheers,

    ------------------------------
    Béline FALZON
    Conference Program Specialist II
    California Teachers Association
    ------------------------------



  • 7.  RE: Access Portal Pages and Unique Reports

    Posted 04-30-2021 11:24
    Edited by DO NOT USE Michele Gebrayel 04-30-2021 11:24
    Thank you, @Beline Falzon!  I would have never known about the Access portal if it were not for our group!​​

    ------------------------------
    Michele Gebrayel
    Corporate Event Manager
    DuCharme, McMillen & Associates, Inc.
    ------------------------------



  • 8.  RE: Access Portal Pages and Unique Reports

    Posted 04-30-2021 11:09
    Great work Michele!

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    Tamara Lee
    Systems Specialist
    The Manufacturers Life Insurance Company("Manulife")
    tamara_lee@jhancock.com
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  • 9.  RE: Access Portal Pages and Unique Reports

    Posted 04-30-2021 11:29
    Thank you, Tamara!​​

    ------------------------------
    Michele Gebrayel
    Corporate Event Manager
    DuCharme, McMillen & Associates, Inc.
    ------------------------------



  • 10.  RE: Access Portal Pages and Unique Reports

    User Group Member
    Posted 07-03-2023 13:32

    Do you know of a way to send a receipt to a member for payment received.  They purchased membership from the portal and CVent tells me they are working on getting the confirmation page to include the payment method and dollar amount.  In the meantime several need receipts.



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    Kathy Orr
    Member Services Coordinator
    Missouri Association of School Business OfficialsUnited States
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  • 11.  RE: Access Portal Pages and Unique Reports

    Community MVP
    Posted 07-06-2023 10:55

    Hi Kathy-

    Have you looked at the membership emails to confirm that they are turned on? These should allow you to include the payment data tags. There is also a separate email notification which you cannot modify that should be sent when the payment is successful. Have you confirmed that these notifications are in fact being sent? Might be best to have your account team send you a delivery report for these notifications.

    I used the membership module in my last role and it was difficult because at the time there had not been any updates in 5 years to that specific module. 



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    Lindsay Buchanan
    Meetings Management Consultant
    Intent Strategy Group (A Division of M&IW)
    M +1 262.488.4537
    lbuchanan@meetings-incentives.com
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