Train your team.
- Ensure everyone is ready to use the new system, and share all the resource links in the Prepare section.
- Make sure any branding guidelines, templates, or required fields are documented and communicated appropriately.
Start building.
- If you need a little help with your first survey build, this article Getting Started with Cvent Surveys, is a great reference point.
- Remember you can leverage your Cvent account team and our 24/7 Customer Care Team for consultative guidance through this process.
Run a test survey.
Once you have a basic knowledge, including the navigational aspect of the new tool, it's time to build a test survey!
- "Preview" in the designer to see how your survey looks on various devices.
- Use “Test Survey” functionality to keep test responses separate from real ones.
- Run with test data to ensure you are getting the correct end results.
Execute your plan.
- Review, share feedback, and receive best practice recommendations with your Account Team.
- Leverage support resources for assistance to save time and for a seamless learning experience.
Stay in the Know.
- Read in product notifications to stay apprised on milestones and updates.
- Check Feature Availability & Roadmap to learn about upcoming releases and new features.
- Keep in touch with your Account Team and know that Cvent is here to help!
Ready to get started?
We hope you now have a better understanding of how you can approach your move and you feel more prepared for this exciting platform change. So, what are next steps?
- Take training. If you haven't already, enroll in Getting Started with New Surveys.
- Discover key resources. We’ve linked lots of helpful information within this guide. Don’t hesitate to use it!
- Log in and explore. If you're ready to dive in and build out your survey, log in to Cvent.