Hello, Cvent Community! My name is Jo Anna Chapin and this week I will be posting the official edition of Tip of the Week. You can be on the look out for additional tips coming from fellow Cvent users in the coming weeks, as well. If you have an idea for a weekly tip or topic that you would like to learn or write about, you can reply to this post or send the Cvent Community team a message through Communitymanager@cvent.com.
Let's talk about template(s). Colleagues have always called me the "Template Queen". Over the years, I loved to create and improve templates to enhance my team's everyday processes, refresh our look and stay up to date with new enhancements. When you start out from scratch with a blank modular on a registration site you must update your theme so its brand compliant and all your consents to ensure they are GDPR/CCPA complaint. Not to mention, building out all your emails to make sure they are just right!
I recommend you create multiple template(s) to fulfill your most used requirements or complexities. Examples:
- Virtual Events
- Hybrid Events
- Multi-Language Registration
- Hotel & Air
What to consider in your template(s)?
Consider drafting the items below with your Team to they are ready to take off running!
- branding is company approved such as your colors and fonts
- As branding evolves with your company so can your templates!
- consents and GDPR/CCPA
- build out all the theme settings, widgets & instructions
- build out all the emails communications
Team members can select from your account template(s) through a library when they enable registration vs. copying a previous event or starting from scratch.
- Creating & Using Event template(s)
- Click here to learn how to turn an existing event into an account template
Benefits of Template(s)
Creating a template cuts down the time to build a site, company uniformity, build consistency, promote standardization of Company Branding and insures GDPR/CCPA compliance. When a new team member comes onboard everything is pre-configured. A template allows you to clone an approved site without copying over settings, advance rules or additional configurations that otherwise could be missed when duplicating a previous event.
Questions for the Community
- Are you using templates now?
- If not, why aren't you?
- If you are, what are some of the template(s) types you have created?
- Are there must haves in your template(s) now?
- Do you have a wish list for your future template(s)?
If you would like to hear more about my go-to tips, you can still register for Cvent CONNECT Virtual to check out the on-demand session, FLEXible Features: Tips and Tricks from Real Cvent Customers.
#CventTip
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Jo Anna Chapin
Meetings & Events Registration Lead
Accenture
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