Awarding credits is a great way to reward your registrants for attending a training seminar or continuing education course. Planners have the option to award credits for the entire event, for specific sessions, or both. These credits can be automatically applied as soon as the registrant checks in or you can assign them yourself. As a final touch, consider including the credit totals in your attendees' certificates.
Setting Up Credits
|NOTE: This is an additional feature. Contact your account manager for more information. |
1 Create a credit type. Click Admin in the top right. From the blue navigation bar hover over Events and, under Invitee Management, click Event Credit Types.
Click Create Event Credit Type. Name the credit type and give it a code. You'll need this code if you're using data tags to add credit totals to emails.
2 Activate the Credits feature. Select your event. Hover over Event Details and, under General, click Event Configuration. Click Edit.
|NOTE: Want different groups of attendees to earn different credit amounts for the same event or session? Create a credit type for each.|
Scroll down to the bottom and check Credits in the Promotion & Communication section. Then click Save. A new tab appears. 3 Award credits for an entire event. You can award credits to registrants who attend an event, regardless of the sessions they sign up for. If you just want to award credits for sessions, skip to the next step.
Select the new, rightmost tab, Credits, and click Edit.
All the credit types you added in Admin will appear. Enter a credit value. You can also add an expiration date. Once this date passes, no one will earn anymore of these credits. Earned credits, however, will never expire.
To determine who automatically gets awarded credits, select Registrants (when the event ends), or Participants. If you select participants, establish if they'll be awarded the credits once the event ends or when they're marked as a participant. To award the credits manually, select No One.
If you want to limit credits to specific registration types or have multiple credit types, click Yes beside "Limit which registration types can receive these credits" and select the registration types that can earn credits.
4 Award credits for optional sessions. You can also award credits to registrants who attend specific optional sessions. Hover over Event Details and, under Agenda Items, click Sessions.
Open a session by clicking its name. The Details tab opens by default. Click the tab to the right, Credits, then Edit.
All the credit types you added in Admin will appear. Enter a credit value. You can also add an expiration date, if applicable.
To determine who automatically gets awarded the session credits, select Registrants (when the session ends), or Participants. If you select participants, establish if they'll be awarded the credits once the session ends or when they're marked as a participant. To award the credits manually, select No One.
If you want to limit credits to specific registration types or have multiple credit types, click Yes beside "Limit which registration types can receive these credits," and select the registration types that can earn credits.
Click Save. Repeat this step for other applicable sessions.
Awarding Credits Manually
You can also award or adjust credits yourself in bulk or import past credits.
1 Access the Credits page. Hover over Invitee Management and, under Assign, click Credits.
A list of all your invitees will appear. The Eligible Credits column displays the total number of credits that each registrant can earn, which is based on your event or the sessions they signed up for. The Awarded Credits column shows the credits they actually have (marked below).
2 Award credits in bulk. To award credits in bulk, click Advanced Search and filter the list of invitees using the dropdowns until you've isolated the group you want. Then, click Award Credits.
|NOTE: Want to start with a clean slate? Click Revoke Credits to set every invitee's credit count back to zero. |
When the pop-up appears, choose the credit type and what you're awarding it for using the dropdowns. Want these credits to apply only to those you've marked as participants? Click Yes next to "Only participants can receive credits." Otherwise, leave No selected and the credits will be added regardless of participation status.
Once you're done, click Save.
Or award credits individually. To adjust credits for registrants one at a time, use the dropdown at the top to select the event or a session (anything other than Event & Sessions).
Then, click the to the left of the invitee's name. You can now edit the credit amounts in the Awarded Credits column.
Once you're done, click to the left.
3 Import past credits, if necessary. To add any credits invitees have earned prior to this event, click Import. Click the first Download a file link and open the sample file in Excel. Do not delete anything in the first row. These are the column headers. Add the names of your invitees and their total credits, past and current, under the appropriate header. Enter either an email or confirmation number for each.Save the spreadsheet as a text file (.txt) or Excel workbook (.xls or .xlsx). Back in Cvent, click Browse... to locate the file on your computer or network. Once you're done, click Next. Map the columns to the Cvent fields and click Next again. Give it a final once-over, then click Finish.
|NOTE: Need to modify credits for multiple credit types individually? Go to Invitee Management > Manage > Invitees & Registrants, click the registrant, then Edit. Scroll down to the Credits section and update the awarded credits accordingly. Be careful though. Using this method it is possible to award a credit to someone that has not been marked as a participant.|
Drag and drop one of the data tags onto your certificate. Your choices include:
Adding Credits to Certificates
1 Add credits to certificates. Add registrants' credit totals to their certificates automatically by inserting a data tag.
To do so, hover over Website & Registration and, under Onsite, click Badges & Certificates. Edit the certificate you've created by clicking the to the left of its name and selecting Edit Design.
On the left, click the Data Tags tab next to the Components list and type credits in the search box.
Customize the color, font, and size of the data tag text in the Properties section on the left.
- Overall Credits displays all the credits the registrant has earned across events. Once you drop the data tag onto the certificate, you can select a specific credit type.
- Session Credits displays the credits the registrant earned for a particular session. Once you drop the data tag onto the certificate, you can select a specific session or credit type.
- Total Event Credits displays the credits the registrant earned for this event.
Once you drop the data tag onto the certificate, you can choose a credit type.
- Credit Transcript - Displays a table of credits awarded to the registrant, broken down by activity and credit type.
Once you're done, click Save.