CVENT Student Certification Study Guide
Cvent Student Certification
Study Guide
2014
Cvent, Inc
8180 Greensboro Drive
McLean, VA 22102 www.cvent.com Contents
Planner Training I: Creation, Search, and Send ............................................................ 4
Planner Training II: Responses, Reporting and Awarding ......................................... 22
Planner Training III: Tips & Tricks ................................................................................ 37
2
©2014 Cvent, Inc.
Updated 2/1/14
Planner Training I:
Creating, Searching,
& Sending RFPs
Cvent, Inc
8180 Greensboro Drive
McLean, VA 22102 www.cvent.com 3
©2014 Cvent, Inc.
Updated 2/1/14
Familiarize Yourself
Before watching this video, it is recommended that you have reviewed the introductory video and understand the core objectives.
Introduction to CSN Training for Planners
Recognize the organization and layout of Cvent
Identify where to access support resources in your account
Watch the Video
4
©2014 Cvent, Inc.
Updated 2/1/14
Introduction
Common Obstacles
This training has been developed based on common obstacles experienced by our customers. Before continuing the video, think about the following questions and how they apply to planners’ daily tasks.
Have you ever experienced difficulty or obstacles with…
Organizing complex lead information rather than using an Excel or Word format?
Duplicating efforts when creating repeat business?
Qualifying venues that meet your RFP requirements?
Distributing your RFP through phone, fax, email, and online channels?
What will be covered in this training?
This is the first of three videos in the CSN Training for Planners series. In this video, you will learn the basics in building your first RFP. After completing this training you will be able to:
Identify how Cvent is organized and navigate to the appropriate section.
Create a request for proposal (RFP) in your Cvent account.
APPLY IT: Create leads in an organized format.
Search for
Study Guide
2014
Cvent, Inc
8180 Greensboro Drive
McLean, VA 22102 www.cvent.com Contents
Planner Training I: Creation, Search, and Send ............................................................ 4
Planner Training II: Responses, Reporting and Awarding ......................................... 22
Planner Training III: Tips & Tricks ................................................................................ 37
2
©2014 Cvent, Inc.
Updated 2/1/14
Planner Training I:
Creating, Searching,
& Sending RFPs
Cvent, Inc
8180 Greensboro Drive
McLean, VA 22102 www.cvent.com 3
©2014 Cvent, Inc.
Updated 2/1/14
Familiarize Yourself
Before watching this video, it is recommended that you have reviewed the introductory video and understand the core objectives.
Introduction to CSN Training for Planners
Recognize the organization and layout of Cvent
Identify where to access support resources in your account
Watch the Video
4
©2014 Cvent, Inc.
Updated 2/1/14
Introduction
Common Obstacles
This training has been developed based on common obstacles experienced by our customers. Before continuing the video, think about the following questions and how they apply to planners’ daily tasks.
Have you ever experienced difficulty or obstacles with…
Organizing complex lead information rather than using an Excel or Word format?
Duplicating efforts when creating repeat business?
Qualifying venues that meet your RFP requirements?
Distributing your RFP through phone, fax, email, and online channels?
What will be covered in this training?
This is the first of three videos in the CSN Training for Planners series. In this video, you will learn the basics in building your first RFP. After completing this training you will be able to:
Identify how Cvent is organized and navigate to the appropriate section.
Create a request for proposal (RFP) in your Cvent account.
APPLY IT: Create leads in an organized format.
Search for