Plan & Promote Releases For March 26, 2025

Registration

New and Enhanced Credit Management

Managing credits for events with a continuing education and/or professional development component is now easier than ever. With this release, we have updated and enhanced the way you can set up credits for events and sessions, starting with the ability to configure credits across multiple sessions instead of setting them up one at a time. You can also award credits for optional sessions and included sessions while having the flexibility to define more than one eligibility condition for awarding credits. The new credit management workflow is easier to set up and more robust, making data setup more efficient and saving you time.

Once released, you can expect the following:

• All existing events will continue to use the legacy credit management workflow.

• All new events created post-release will use the new and enhanced credit management workflow.

• If you create a new event by copying an existing one, the new event will automatically use the new credit management workflow.

A new setting for Credits has been added to Event Features to enable credits.

Once the Credits feature has been added to an event, you will see "Credits" in the main navigation. You can then begin the setup by creating a credit rule using the "Create Rule" button.

Once you click the blue "Create Rule" button, you will choose whether you are setting up an Event Credit or a Session Credit rule and then enter some required basic information.

You must determine the required "Credit Rule Name" for this event credit type rule. In the "Credit Details" section, you will see that the "Credit Type" is read-only based on the credit type previously selected (event or session). You must select a required "Credit" from the list saved at the admin level by clicking the blue "Select Credit" button and then determine the "Credit Value," which can be a decimal or whole number.

The most important aspect of managing credits for an event or session is the rules section within a rule. Below, you will see the dedicated areas that determine:

• Eligible Recipients:

  • All attendees or Registration types

• Participation Conditions:

  • None, Register for the event/session, or Marked as a participant for the event/session

• Survey Condition:

  • None, complete the survey, or receive at least a minimum score (%)

• Assessment Condition:

  • None, complete the assessment, receive a passing score (set in the assessment designer), or receive at least a minimum score

Event Rule Conditions:

Session Rule Conditions:

If the "Participant" condition is selected within the event or session rule, you can choose whether the credits should be awarded immediately when the condition is met or at the end of the event or session. By default, it will be set to "This credit will be awarded when its conditions are met."

You can edit, duplicate, or delete the rules from the credit homepage grid.

You must update the credit when duplicating an event rule, as two event rules cannot have the same credit. However, the conditions can remain the same. When duplicating a session rule, you must update the session(s), as two session rules cannot have the same sessions. However, the credit and conditions can remain the same.

When you access an existing event or session rule and edit the basic information, credit details, associated sessions, or rule conditions and then attempt to "Save," a hard warning pop-up will appear. This pop-up informs the user that once the rule is saved with changes, the credit may be automatically rewarded or revoked in bulk.

We will continue to support credits in the existing reports, with no changes to how the data is displayed moving forward. Additionally, we will pull data from the old and new credit systems for cross-event reports, allowing you to gain valuable insights from the provided data.

In the event copy workflow, you do not have the option to choose whether credits are copied over. By default, this option is selected, creating new rules in the child event with the selected conditions from the parent event.

In the legacy credit configuration workflow, users configured overall event credits by navigating to General > Event Settings > Credits. In contrast, any session-specific credit configuration was managed through Agenda > Session List > Credits.

For all new events created after the release, we will display an informational message in these two areas for a period of time, indicating that they are no longer available and directing users to the new Credits workflow.

In Admin, the "Event Credit Types" has been renamed "Credits." These credits are required when configuring event and session credit rules.

Source ID as a unique identifier while collecting Email

You can now collect email addresses while keeping Source ID as the unique identifier. This update enhances the flexibility and accuracy of event registration processes when collecting both Source IDs and email addresses without the email automatically becoming the unique identifier.

Identify registrants via Source ID and collect email if required: When setting up an event, you can select Source ID as a unique identifier at the Registration Path level, which provides control over how registration data is uniquely identified.

• Previously, when you added an email field to an event where Source ID needed to be the unique identifier, the email would automatically become the unique identifier. The system did not allow the coexistence of both without changing the unique identifier to email. This meant if Source ID needed to be the unique identifier, you could not send emails from Cvent.

• Now, you have the flexibility to select Source ID as the unique identifier at the Registration Path level while still being able to add an email address field to the registration forms without changing the unique identifier to email. 

Enhanced Data Accuracy: By maintaining Source ID as the unique identifier, the system allows for consistent tracking of registrants even when email addresses change. This is especially useful for organizations that work with individuals who have multiple email addresses

Registration Scenarios with "Identify registrants by Source ID" setting on and email present: Existing contacts can now submit registrations using source ID when they enter an email during registration that is different from what the contact record has on file. The email for the contact record will update to the email entered during registration accordingly.

• When an existing contact registers with their Source ID, if the email address field on the form is left blank, the email address associated to the contact record will populate upon navigating to the next page and registering.

• When an existing contact registers with their Source ID, but the email address is associated to another contact record, the invitee will be blocked from registering and receive a conflict error modal.

• When an existing contact uses a source ID associated with more than 1 Contact record, the invitee will be blocked from registering and receive a conflict error modal.

Display Registration Code with Registration Type

The registration code will now be displayed in Site Designer. The new feature enhances the user experience and facilitates easier differentiation between registration types.

Key Highlights

• Enhanced Differentiation: When associating registration types to registration paths, you can now directly see the registration type's name and unique code in Site Designer. This distinguishes registration types with identical names, reducing confusion and potential errors.

• Improved Efficiency: You can save time by avoiding the need to cross-reference registration types

Enhanced Invoice Data Tags for Comprehensive Tax Details

We are pleased to announce a significant update to our invoicing tool that enhances the detail and clarity of tax information. This update affects four key Invoice data tags: Group Order Detail, Group Order Summary, Order Detail, and Invoice Details. Previously, while taxes were displayed within these data tags, they did not show the cumulative amounts of individual taxes and did not show the total tax for the invoice when multiple taxes were applied.

Key Benefits:

• Improved Compliance: Assists in meeting VAT and other tax compliance requirements by clearly displaying all necessary tax information.

• Simplified Accounting: Reduces the complexity of managing invoices with multiple taxes by providing a clear and cumulative tax summary.

How to Use:

• Access Invoices: Go to the 'Attendee Detail' page in your event.

• Download Invoice: When generating an invoice, the enhanced data tags will automatically display detailed tax information.

• Review and Send: Check the invoice to ensure all tax details are accurate, then confidently send it to your attendees.

Below is an example of the before and after. You will be able to see the cumulative amounts for each tax type and total tax for the invoice going forward.

Email Alerts for Obfuscation Requests

We are thrilled to introduce a new enhancement to the Rolling or Automated Obfuscation feature. You can now create email alerts based on the percentage of your contacts scheduled for obfuscation. These alerts will notify you a week in advance, allowing you to review and make necessary adjustments before the obfuscation process begins. This feature is designed to prevent unintended data loss by ensuring you are aware when a portion of your contacts are about to be obfuscated.

Key things to know:

• You will be able to create these alerts from a new Alerts tab in Contacts>Manage Obfuscation>Alerts

• You can create a maximum of 50 alerts in an account, each with a maximum of 50 recipients, and you can select both account and no-login users as recipients.

• If the threshold for an alert is breached, you can expect to receive an email on Monday at 9 AM EST, giving them enough time to make any required changes.

Registration Types association with Registration Paths via REST API

The latest REST API enhancement will allow you to retrieve registration type values associated with registration paths via the GET Registration Type endpoint. This will allow a better understanding of what Registration Types are associated with which Registration Paths through REST API.

Documentation for this REST API endpoint can be found on the Cvent Developer Portal.

Date Change

1. Release Date Change for "Enhanced security for Credit card data in reports" Release with a TBD expected release date. Read more about this release here.

Registration

Pay-as-you-go Homepage Update: Onboarding Module

Expected Release Date: 03/12/2025

We are continuing to update the Pay-as-you-go homepage to make it easier to build out your events and enhance engagement.

The crucial enhancement in this update is the "Add Features" step in the homepage main widget. This step serves as a strongly recommended (but non-mandatory) intermediate step between event creation and launch. It guides you toward configuring key event features that help attendees make informed decisions about event registration.

Key Features 

1. Below is the initial view you will see upon landing on the new homepage.

2. After the first event is created, the "Open Registration" button and the "Add Features" step appear in between.  The “Add Features” step highlights four event features that we strongly recommend configuring before launching your event. However, depending on your event needs, you can still choose to configure any of these.

Explaining The Recommended Features 

1. Build your event website: This will help capture more registrations by providing attendees with a central place to learn about the event and register seamlessly. 

2. Create and share the event agenda: This informs attendees by structuring sessions and speakers in a clear, accessible format. 

3. Set up ticket pricing: Simplifies the registration process by enabling ticket tiers, discounts, and payment configurations upfront. 

4. Add payment account: Ensures planners can receive payments and manage transactions efficiently, preventing delays in monetization. 

Visit our Community with questions

Do you have questions about anything we’ve rolled out this window?

As always, get questions answered in the Community via the Open Forum.

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