Open Forum

 View Only
  • 1.  Getting started with the new experience

    Posted 08-25-2021 12:01
    Edited by Danielle Czark 09-01-2021 10:36

    Hello everyone, we're back with the next Tip of the Week! In case you missed it, Cvent made an exciting announcement at Cvent CONNECT regarding the new experience coming to your event core solutions. This is an update to the design experience of almost all of our core products. To get started, we'd encourage you to read this article Introducing Our New User Experience.

    Once you're ready to officially get started, you're likely beginning by creating a new event. Now remember, how your event features work has not changed, so all your knowledge isn't going anywhere. What's new is how to enable the various features for your event, and the navigation within the event.

    Click Create Event > Select New > Fill out the required and general event information > Click Create Event. Next, you can enable the features you'll need for your event by clicking General > Event Features > Click Add next to the features you're looking to use.

    Now, let's dive a little deeper into how you can navigate across the home page of your event.

    • Event Information
      • On the right side of your screen, you will see the Status Card, which allows you to control when features are set live. Have you ever wanted to set the event website live, but not registration, and you weren't sure how to approach this? Well now, you can control these individually based on your timelines and goals.
      • The Event Information card will include the usual information you'd look for in Event Information, such as event capacity, registration deadline, planner information, and more.
      • Linked Applications allows you to see any other products linked to your event. If you use Meeting Request Forms, RFPs, Appointments, etc., this is now a seamless way to see the workflow through the Cvent platform.
    • Event Stats
      • Under the Event Overview header, you will see your Event Stats chart to visualize your performance across the features you have enabled. You can toggle between the names on the chart to see the different data points.
      • The best part? You can click View Report to drill down further.
    • Event Features
      • Here you will see the Feature Cards for the features you enabled for this event. Common cards will include Registration and Website, but you may also have Attendee Website, Event App, OnArrival, and more.
      • Each card will include stats or data based on the specific feature and Tips to see suggestions on what to do next.
      • There is a dotted icon on the top-right of each card. Here is where you can copy links, edit settings, open the designer, and more.

    There is a lot of exciting enhancements to come through the new experience, and we want you all to have a smooth transition. Be sure to review all of the helpful Knowledge Base articles here in the Community and filter by Experience (seen on the left side of your screen when searching through the Knowledge Base).

    Let us know any questions below! #CventTip

    Additionally, be sure to register for our upcoming Customer Week being held September 13-17! We are hosting our next virtual Customer Success Group within this and will cover how the new experience can help you manage all your event formats. A great opportunity to learn and network!


    #Flex-Creating/ManagingEvents

    ------------------------------
    Danni Czark
    Senior Associate, Online Community Marketing
    Cvent
    ------------------------------


  • 2.  RE: Getting started with the new experience

    Posted 09-01-2021 15:30
    I transitioned over to the New Experience a month or two ago and my best advice is to just stick with it and you will grow to love it.  In terms of event management I have found that the features are generally located in the same area if not in one that makes more sense.  There are times where I do have to open up multiple drop down menus to find something but overall the navigation and overall look and feel are simpler and more organized.

    ------------------------------
    Amy Lum
    Senior System and Tools Specialist
    Boston Scientific Corporation
    ------------------------------



  • 3.  RE: Getting started with the new experience

    Posted 09-01-2021 20:18
    Amy, I too have to open multiple dropdowns.
    I suggested  "New Experience: Expand All link" which I think would get some people [me] up to speed quicker.

    ------------------------------
    Steven Schlossman
    Jack of all trades. Master of none.
    BMW Car Club of America
    ------------------------------