Cvent New User Training Guide

Are you new to Cvent? There are several resources to help as you’re getting started.

Cvent offers videos and articles with step-by-step instruction in Help & Support. We recommend searching for an item you are curious about any time. To get started, though, there are several catalogs of resources that you should look at first.

For Event Planners

• Project Flex microsite - Find training and product information on Flex event creation.
• Event Creation videos get started right away by learning to create an event and registration website with Cvent's interactive training modules.
• Event Planner learning path to learn more about specific components of a registration site like admission items or adding fees.
• Event Training - Online Training Classes online training will teach you how to build your first event, organize sessions, promote your event, manage attendees, record payments, and run reports..
• Event Training Webinar Schedule attend a training class to learn about using Cvent. Classes are conducted several times a week via webinar.
• Building Out Your First Event follow these steps to create your fist event.
• Cvent Attendee Management Guide attend a training class to learn about using Cvent. Classes are conducted several times a week via webinar.
• Cvent Attendee Management printable PDF resource guide for event planners.
• Cvent Event Creation Training Session - Part 1 (WebEx video recording)
• Cvent Event Creation Training Session - Part 2 (WebEx video recording)

Cvent Customer Support Resources

Cvent has excellent customer support and online help articles. You can access the community by clicking the Community link at the top of any page in Cvent. Customer Care is available 24/7 to answer your questions. You can reach them by chat or by phone at any time by clicking the blue Get Help Now button at the bottom of the Community page.

• customercare(at)cvent.com
• (866) 318-4357 Cvent Support
• Lindsay Riefner Client Success Advisor, Event Solutions
  • (571) 378-6309
  • Email Lindsay
• Help & Support Page (must be logged into Cvent)
• Cvent Community (must be logged into Cvent)

Quick Links

General

• Event Configuration Checklist
• Event Website 101
• Creating a Standard Registration Event
• Adding Registration Questions
• Creating Admission Items
• Add registration types
• Adding Headers
• Cvent/NetSuite Automation via Tray.io
• *How-to Add ACSA's Custom CSS
• *How-to Add ACSA’s Google Analytics UA Code
• *How-to Add Event Program Code
• *How-to Add GL Code To Fees
• *How-to Add Marketing Source Question
• *How-to Add Abandoned Email
• *How-to Add a Custom Theme Using Flex
• *How-to select/change merchant account
• *How-to Setup & Configure Payment Option in Flex
• New Program Code Request Process

Testing & Launching

• What to Check Before Publishing Your Event
• Moving to Test Mode
• Using Testing Scenarios
• Launching Your Event
• Reopening Registration

Event Emails

• Scheduling Event Emails
• Adding Invitation Lists
• Manually Sending Event Emails
• Confirming Emails Were Delivered
• Understanding Event Statuses
• Cancelling an Event
• Data Tag Cheat Sheet

Payments

• Refunding a Transaction
• Processing Online Payments
• Recording Offline Payments
• Importing Offline Payments
• Setting Up Partial Payments
• Applying Partial Payments
• Paying Online After Registration
• Customizing the Submit Payment Page
• Setting Up the Fees Page
• Viewing the Automatic Payment Notifications
• Working with Discounts

Reports

• Running a Report
• Creating Custom Event Reports