Train Your Team.
If you have a team of users, ensure everyone is ready to use the new system. This may even include a potential third party working in your account. Make sure any guidelines, such as branding, template usage, or required fields, are documented and communicated appropriately.
Have a large group of users? Need help building a more structured project plan? We recommend referencing the Flex Transition Toolkit.
Make sure you’ve shared all resources we linked in Step 1: Discover, including the Flex Resources page, relevant training modules, our recommended Knowledge Base articles, and the benefits of the Cvent Community.
Build & Launch Your Event.
So, you made your plan. Now it's time to have fun and start building. Need a little help getting the first one off the ground? This article from our Knowledge Base,
Building Out Your First Flex Event, will be a great reference point.
We’ve reiterated this multiple times because we really want to drive its importance: leverage your Cvent Account Team and our
24/7 Customer Support line! Your Account Team is here to offer consultative guidance through this change, and the Customer Support Team is eager to help you and are waiting for your call.
Stick to your timeline and continue to keep your goals on the radar.
Leverage Post-Launch Resources.
Reference these helpful articles and training links on how to best manage your invitees, communications, and your event. For more help articles and training offerings, visit the Knowledge Base and Training pages. You can find these in the main Community navigation bar above.
TIP: Reference the Flex FAQ page as you go. We may already have the answers to your top questions. Our Customer Support team can help answer any additional specific product questions you have.
Maintain & Enhance Your Events.
Make sure you and your other users (if applicable) build in the new Event Type.
Iterate on your events, and continue moving events to Flex as key features your organization needs are released.
Schedule regular check-ins with your Cvent Account Team. They’re here to advise throughout this transition and connect you with the right resources.
We encourage you to track milestones. Share them with us. Share them with your organization.
Ready to Get Started?
We hope this guide gave you a better understanding of how you can approach the transition for your unique organization, as well as helped you feel more prepared for this exciting platform change. So, what are next steps?
- Take training. If you haven't already, register for Solution Evolution: Flex Training. It's offered every Wednesday at 3pm eastern.
- Bookmark the Flex Resources page. This page is loaded with Flex-specific resources to help you as you continue to adopt. You can find a mix of design-focused webinars, FAQs, top articles from the Knowledge Base, short videos, the feature roadmap, and much more.
- Log in and get started. If you're ready to dive in and build out Flex templates, or even just want to play around in the Site Designer, log in to Cvent.