Your Venue's Guide to Success

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Every organization handles group business differently, based on specific needs, goals, and ideas of success. Cvent has worked with all types of venues since the start of the Cvent Supplier Network in 2008. We've learned a lot in the process and would like to share our expertise with you. Whether you've just upgraded your free account or you've been partnered with us for years, read   the recommendations below. They'll teach you how to get started with using our software and become a great venue administrator and knowledgeable user.

Getting Started as a New User
If you just need to manage your venue's profile, view and respond to RFPs, or run reports on your venue's activity, follow the steps below to get started.

1 Meet your venue administrator. Know who's in charge of your organization's Cvent account. Discuss with them what you'll be doing in the application, so they can ensure you have the appropriate user permissions.

2 Log in to your account. You'll receive an email with your account details when your venue administrator adds you. You'll have 48 hours to click the link within and set up a password to log in.

 
NOTE: Missed that window? Just go to https://app.cvent.com/ and reset your password.

3 Learn the product. Follow the curriculum outlined here. Depending on your role, we recommend beginning with either "CSN Training for Venues I," which teaches the basic proposal creation process, or "Maximizing Your Cvent Profile," which covers how to update your planner-facing listing. Then proceed with the rest of the courses to learn additional tips and timesavers.

4 Stay informed. Check the Community frequently to view announcements, subscribe to product news, and network with event planners to better understand and meet their business needs. Also be sure to know your account team. They’re here for you. Capitalize on their expertise.


Getting Started as a Venue Administrator
If you are responsible for managing property and multi-property users or configuring account-wide settings, follow the steps below to get started. 

1 Review what you purchased. Unless specified otherwise, an invoice was emailed to whomever signed the contract. For an additional copy, questions, or upgrades, contact your Account Manager.


2 Meet with a Solutions Specialist. Depending on the agreement you signed and the features you purchased, you may go through an onboarding process. A Solutions Specialist will reach out and schedule a kickoff call, which will be the first step in the onboarding process. During this conversation, the Solutions Specialist will review what you have purchased, confirm any creative deadlines, get a feel for what you hope to accomplish with Cvent, and set expectations for the rest of the onboarding process.

3 Know your resources. If you're going through an onboarding process guided by a Solutions Specialist, they will recommend a specific training curriculum during the kickoff call and to set up a group training for your team, if necessary. To get a head start, follow the curriculum outlined in the Cvent Community. You can also find helpful guides in the Cvent Community on how to manage users or configure account-wide RFP settings, such as routing and escalation rules or RFP labels.

4 Learn from fellow Cvent admins. Reference these helpful tips shared by some of our most successful venue administrators:

 
  • Assign appropriate rights - You don't want the marketing intern to be able to turn down your biggest program of the year. Give users permissions based on your organizational structure. When someone leaves the company, remove that user from Cvent as well. 
  • Stay up-to-date - Check the Cvent Community for information about new releases or updates to the Supplier Network. You can also check for downtime at status.cvent.com.
  • Designate a backup - The best-run accounts have at least two administrators. If possible, someone else in the organization should know Cvent as well as you do. If your account is limited to one user, you can purchase an additional user as backup. Contact your sales representative to learn more.
  • Get certified - Learn about the available certifications you can add to your portfolio.
  • Budget for the future - Consider the price of upgrades that might be necessary as your needs evolve. This could include increasing your ad presence, purchasing additional logins, or getting certified.
 
NOTE: If you're looking for more recommendations or want to share knowledge of your own, check out the Community Forums.

Getting Help
If you have any questions related to the Supplier Network or your specific account configuration, reference this list of different ways to help you get the answers you need:
  • Search the Knowledge Base - Access a library of instruction articles, frequently asked questions, and videos in the Cvent Community. Once you enter your query in the Search field, we recommend clicking Group Business on the left to filter the search results by product.
  • Ask the Community - Get answers and advice from fellow Cvent users in our Forums. This content is moderated to ensure all information is accurate and kept up-to-date.
  • Open a case - Fill out the short support form. A Cvent expert will respond via email within 24 hours. 
  • Call us - Recommended for time-sensitive issues, you can always dial one of our toll-free numbers. Have your login credentials ready to expedite the process.

To ensure your experience contacting support is as quick and effective as possible, refer to our support recommendations and boundaries.
 

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