Hi Cvent Community! For this week's edition of "Tip of the Week," we wanted to highlight a great functionality within Invitee Management.
You are likely familiar with the Invitees & Registrants page, which includes all invitees throughout your event in their various statuses with contact details. Your default list includes Name, Title, Company, Email, Status, and Amount Paid. But did you know you can create a custom view and choose to include the fields that are genuinely important to you?
Here are a few key steps to creating a Custom View within Invitees & Registrants:
- Click on the Custom View button to set your preferences.
- You have up to 5 fields to display, in addition to Name.
- Choose from various fields, such as Admission Item, Amount Due, Registration Type, or even a custom contact field specific to your organization. Select the fields in the Available column and click to Move to the Selected column.
- Once you select your fields, simply click Save to apply this new and improved view.
With the many changes occurring in these times, we understand you may be restructuring your events or handling your invitees differently than before. It is so important to easily access your list of invitees, and not only see the basics like their names and registration count, but the details that are truly significant to you and your stakeholders.
Have you updated your custom view during these times to accommodate a switch to virtual or a postponed event? Let us know if you have used this functionality before, and which fields you find most helpful to include. Feel free to discuss and add any valuable tips of your own! As always, let us know if you have any questions. #CventTip
#Classic-Creating/ManagingEvents#Flex-Creating/ManagingEvents------------------------------
Danni Czark
Lead Client Success Advisor
Cvent
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