My Process for Building a Standard Cvent Site

In this article I am going to lay out the process I go through when building sites!

Like everything in Cvent, there is more than one way to do this process. This is how I prefer to do it. Please chime in and comment below with your process!

I always do the bulk of my site building while in Pending Status (the very first mode right after I Enable Online Registration). I keep my site in this mode until I've done basically everything I can do, up until testing.

ONCE I'M READY TO TEST, I move my site to Test Mode.
When working on many sites at once, this helps me to keep track of where I am in the overall process. Moving to test mode, to me, indicates that the site either has or will be going out to stakeholders for review. I've done everything I can do up until this point and now I await the stakeholder's changes! Any and all review and testing is always always ALWAYS done in test mode. Yes, 3 "always'" are necessary there because I've seen way too many people who don't do this and you're costing your company money by testing in a live environment (not to mention changes are that much more difficult if your site is live).

{More on the many ways you can test in a later TOOL - stay tuned!}

After getting ALL of the changes, and finally the "sign off" from the stakeholders and my planner (yes, you're my planner - that's how I will always refer to you!) we get ready to SEND! I ensure my lists are formatted properly (First Name, Last Name, Email Address in 3 separate columns, right?!), I usually do yet another once over of my site and my emails, THEN and only then will I hit the Launch button. At the very last second. Right before we send out invitations. 

Why? Because there's usually another change that needs to be made. :)

Once we're 1,000,000% ready to actually send out invitations, THIS is when I will load my invitees into their specified Invitation Lists. I usually send myself the little email that says my list uploaded properly. Just because. Most of the time I don't even look at it but I still like to get that email and then delete it.

Then I send out my invitations!
Promotion & Communication > Event Emails > Select Correct Email List > Invitation > Manual Send > Click the Check Box at the Top of the List of Invitees (to Select All) > Ensure the Number of People the Warning Message Says It's Sending to is the Same Number You Uploaded > If All Looks Good, Press that Green SEND Button!

---

Do you have a burning question you'd like answered or a process outlined better for you? Maybe you have a tip you'd like to share? Feel free to comment below or hit the Contact button to submit your ideas!

Comment below to join the conversation. Was this helpful? How do you do it? Can't wait to chat with you more!