Web Surveys 101

As a member of the marketing team, who spends a good part of her day working with our database, I'm really glad Cvent Web Survey software offers a self-cleansing feature. If it didn't automatically update contact records when someone changed his or her information when completing an online survey or event registration form, I'm not sure I'd have time to do anything other than constantly update contact records. Whether you're an email marketing person, a direct mail person or a pick up the phone and call person, you should be able to appreciate the importance of data quality in your database. Without it, your contact database becomes outdated pretty quick.

Everytime a contact fills out a survey and changes their contact information, it's automatically changed in your Cvent Web Survey contact database. If you don't have another database or CRM tool outside of Cvent, then you're all set. However, if you do have another database, like your CRM system for example, you're probably going to want to sync these two sources so your CRM system is updated with the most recent information. As a Cvent user you have three options, you can run a report of all updated records in a specified date range (you set the date range) or you can use an API to automatically have the data be transferred. Finally, Cvent integrated with Salesforce.com with our last release. This gives all Salesforce users the ability to sync their Cvent account with their Salesforce account. If you need help getting that set up, I suggest talking to your relationship manger. They would be more than happy to get you going!