"Integration Contacts" FAQs

• Why should I add a contact to the “Integration Contacts” field? 
  For accounts who have a software Integration with Cvent, it’s very important that we identify the right person to communicate with and have accurate contact information. 

• What types of communications will this contact receive? 
  The Integrations Contact will be used to send important technical/transactional messages related to that particular software integration they are supporting – such as instructions on necessary software updates that require a customer action, product sunset/migrations, etc.
  
  These Integration Contacts will NOT be eligible for other marketing promotion and is not a persona for general marketing efforts (unless they are also identified on the account with a buyer/user role or Gainsight POC as well). 

• Can the contact be someone who doesn’t have a Cvent user login (i.e., third-party POC)?
  Yes, the integration contact does not need to be a Cvent product user.  We designed this new Integration Contact field with the understanding that the technical integration experts are often not using the product and therefore are not see important messages that could show as pop-ups in the product.   This contact role is a new “non-login” user.

• Where is this “Integration Contacts” field located (only seen to those who have been given access)? 
  In-product location: App Switcher (top right) > Admin > Integrations (left side nav) > Integration Contacts, then choose from the list of possible integrations. 
  
  
  
  

• You will have two options when adding a person as an Integration Contact
  
  1. Create a new non-login user
  
  If the person doesn’t already exist in the system, you will choose the “Create New User”. From under the new “Integration Contact” section -- at the top right, click “Create New User”.
  
  Complete the information on the pop-up box & then select the “Create and add User”. 
  
  Last step is to then add the newly created non-login user by checking the box by the name of the new contact.
  
  2. Select from Existing Users
  
  If the person already exists in the system as a user or if you have already created a non-login user record previously, you will choose “Edit”.
  
  From under the new “Integration Contact” section -- at the top right, click the “Edit” button.
  
  A list of existing users will appear that you can select the radio button by each name to add this name as an “Integration Contact".

• Who is responsible for keeping the “Integration Contact” field up to date?
  Only the Account Admin or others who are granted access by the Account Admin can add or update an Integration Contact. 
  
  *This is very important since a contact cannot remove themselves.  We need Admins to know who the right integration POC is and remove/update these integration SMEs if they leave their company/change jobs etc. 

• Who can see this new field? 
  

  This field will be automatically turned on for account Admins only.  The account Admin can turn field visibility/give permission to others on their account to also be able to see or see/add/edit.
  
  To change account permission to allow access to this new field: 
  
  Go to the “User Roles” area of the account: in-product location App Switcher (top right)  > Admin > Manage Users (left side nav) > User Roles >  select Integration Contacts User Role, then select the “Administrative tab” which brings up the Account Permissions.  
  
  Then select “Edit” in the top right & scroll to the bottom of the permissions section….see “Integration Contacts Visibility”. 
     
  Select from the three choices:
  
  1. No Access (default setting, full access will only be given to Admins)
  2. Read-Only
  3. Full Access
  
  
  
  

• What if my customer has multiple integrations? 
  For customers with multiple integrations.  The Account Admin will need to associate the right contact person for each Integration separately.  The nice thing is that once a contact is in the system or created as a non-login user that contact record is available for the Admin to easily add that information into another integration with just a single click. 

• When will communications start and how frequently will they receive communications once they are added? 
  The communications to integration contacts are ad-hoc and are only sent when absolutely necessary related to their integration(s) so there is no set schedule/volume.