Skip to main content

Step by Step Guide to Setting Up a New Event in Cvent

Here we go—before you sigh audibly at the prospect of another how-to guide—I'd like to share a quick slice of life. Picture this: it was a Thursday afternoon, and I found myself in the all-too-familiar territory of deadline panic. My friend Lucy had called me in a fluster after her event planner had left for an unexpected sabbatical. There we were, a two-person rescue team facing the formidable task of setting up an event in Cvent with a clock ticking louder than a vintage grandfather clock.

Now, onto the sit-in-the-library, cups-of-coffee-by-your-side deep dive into Cvent—perhaps you’ll find this less caffeine-inducing and more of a digital handshake between us and you, where we set our minds together to a single task.

Rallying the Troops: Getting Started

We all start somewhere, don’t we? Lucy and I began by logging into Cvent—oh, the thrill—but there it was, all at our fingertips on the dashboard like a roadmap to event-planning victory. First, we needed to create an account, which involved entering our details like names in a guest book at a countryside inn. Once we crossed the bridge of verification, we took stock of our digital toolkit.

  • Step 1: Create an Account

    Setting up is easy. Visit the Cvent website, click ‘Sign Up,’ and fill in your details. Verify your email, and you're in. Touchdown!

  • Step 2: Familiarize with the Dashboard

    Straight out of the gate, the dashboard is our command center. It’s like wandering into an old, forgotten control room in a secret spy mission, another world within pixels and pop-ups.

Laying the Foundation: Event Creation

With our collective breaths held in suspense, it was time to breathe life into Lucy’s event by creating it in Cvent. Our blank event canvas awaited—the ultimate test of my creativity against a digital canvas. We clicked on the ‘Create Event’ button with the kind of anticipation usually reserved for Christmas mornings, not just any button click.

  • Step 3: Click 'Create Event'

    The ‘Create Event’ button is your golden ticket, shining invitingly on your dashboard. An open sesame.

  • Step 4: Choose the Event Type

    Here we picked from a tantalizing list that felt like being in an ice cream shop, except instead of rocky road, we had Conferences, Workshops, and Seminars. Lucy went for the Workshop, of course.

Breathing Life into Your Vision: Event Details

It was time for a bit of magic. Crafting the event’s story meant entering its details—more than just filling blanks; we were watching the pixels form patterns, turning ideas into reality. I imagined myself as Michelangelo, chipping away at a digital block.

  • Step 5: Add Event Details

    Enter name, date, location—the essentials. Not unlike sketching the rough outlines of a masterpiece.

  • Step 6: Pricing and Attendee Information

    Setting the admission fee felt much like pricing vintage vinyl records at a flea market—it's an art. Lucy was particular, and justifiably so.

Name: The Great Terrarium Workshop
Date: September 30, 2023
Location: Central Library Hall
Price: $50

Making Connections: Setting Up Event Registration

As we dove headfirst into the registration setup, I could almost hear Lucy’s relieved sigh—a positive note in our little symphony of task mastery. This registration was an open invitation; a warm whisper to the world that said, "Come, join us."

  • Step 7: Customize Registration

    Templates came to our rescue here, much like a superhero slipping through the window at the last second. Pick one, tweak it—there’s elegance in simplicity.

Lucy suddenly frowned, stuck on deciding what questions to ask attendees. There was a delicate dance of curiosity and privacy. Too many questions felt intrusive, like a nosy neighbor at a family barbecue, too few was like barely scratching an iceberg.

  • Step 8: Set Registration Questions

    We handpicked our queries, balancing between friendly inquisitiveness and the necessity of information gathering.

We sailed into the sea of marketing—our strategies as sails, Cvent as our compass. The journey required courage and ingenuity, much like being the captain of one's ship amidst the digital ocean cluttered with likes and shares.

  • Step 9: Use Cvent’s Marketing Tools

    These tools shone like lighthouses. We targeted audience emails, social media strategies, akin to modesty sending carrier pigeons into the digital world.

Staying in Touch: Managing Your Event in Real-Time

Event day arrived faster than we anticipated, much like a surprise dawn, and yet, there it was. Cvent had become our right hand, feeding us real-time updates that painted shifting portraits of our event’s life.

Mini-Epiphanies and Heart-Stopping Moments

Lucy jumped like a frightened cat when a notification popped. We laughed, relishing the hubbub of hustling through live updates—truly, it was as endearing as watching a toddler’s first steps.

  • Step 10: Monitor Event Performance

    Analytics in Cvent serves like a crystal ball, its revelations both enlightening and slightly terrifying in their precision.

  • Step 11: Communicate with Attendees

    The messaging feature kept Lucy connected with attendees like a central conductor ensuring every piece of the orchestra hit the right notes.

All’s Well That Ends Well: Wrapping Up the Event

After hours that felt both like seconds and eternities, Lucy and I wrapped up like satisfied chefs after a successful feast. The event was a triumphant blaze, and Cvent was our reliable sous-chef.

  • Step 12: Collect Feedback

    Post-event, the real gold lay in feedback. Using Cvent's survey tools, we welcomed critiques like an open-air art exhibition critique—bracing yet exhilarating.

The Victory Lap

And there we were, sipping on victory lattes with contentment that no paycheck can buy. Lucy hugged me in gratitude. We had survived, even thrived, when days earlier panic was our constant companion.

In stepping back from the adrenaline-fueled journey through Cvent, Lucy and I felt bonded. We had become artisans of digital events, much like modern-day scribes penning in binary and pixels rather than ink.

With a steady, growing excitement for your own event-planning adventures, armed with humor, bolstered by tales untold, may you embark on your own Cvent journey. After all, it’s not just about the events we create but the stories we share.


Looking back, Lucy would agree, the journey was worth every moment, every click, and every second spent hunched over the glow of the computer. And if we could do it, with our harrowing-yet-humorous journey, so can you. To creating, learning, and sharing. Here’s to many more events in the making, dear comrades!