YPO - Chapters & Regions

Shelva Suggs

Aurora Saucedo

Kobe Bhattacharjee

Plan and execute impactful events with guides and best practices tailored for YPO chapters.

Chapter Events

Your guide to obtaining your Chapter’s subsidy for Forum Fundamentals and Forum Moderator & Leadership Development trainings

Cvent: How to obtain YPO Global’s Forum Training Commitment Subsidy for your Chapter

Event Management

Step-by-step guide to fill out the Chapter Event Creation Form (MRF) the first step in creating a chapter event in Cvent

Cvent: How to Fill Out the Chapter Event Creation Form (MRF)

After submitting the Chapter Event Creation Form (MRF) follow these steps to Set Up your event

Cvent: How to Set Up Your Event

Learn how to log into Cvent to manage your events after they’ve been created, how to access the platform and find your events

Cvent: Accessing Cvent for Ongoing Event Management

The Copy Event function allows you to reuse existing complex events, helping save time, maintain consistency across branding and workflows, and reduce errors by leveraging proven setups

Cvent: How to Copy an Event

Getting Started / Creating a New Event

How to use the Tasks feature built into the Chapter Templates to help you move through the important event related action items

Cvent: Managing Tasks with checklist

Steps to correctly add Event Champions, Day Chairs & Speakers to your Cvent event website

Cvent: Adding Event Champions & Speakers to the event website

Remove the pricing details from your event in Cvent

Cvent: How to Remove Pricing from your Event

Have your Chapter Day Chair positions show on the member's Connect profile or count towards their member engagement score with a few clicks!

CM Hub: Adding a day chair contact position to a chapter event

This article explains the differences between an Admission Item & a Session. This will also explain how to create an admission item

Cvent: Admission Items v/s Sessions

Steps to add a new hotel, room block options with pricing in your Cvent event

Cvent: How to add hotel options

Learn how to add your chapter’s Members and Spouse/Partners to your event invitation list

Cvent: Adding Invitation List to Chapter Events

Need to create an extra invitation list for your chapter event? Follow these simple steps

Cvent: How to Create an Additional Invitation List

Learn how to add your merchant account to a chapter event in Cvent so you can collect fees smoothly and securely

Cvent: How to add a Merchant Account to A Chapter Event

Update your event’s cancellation policy in just a few easy steps

Cvent: How to Edit the Cancellation Policy

Steps to mark your event as cancelled in Cvent

Cvent: Cancelling an Event

This article explains the difference & use cases for Sessions & Session Groups in Cvent

Cvent: Sessions and Session Groups

Jaime Flemming

Instructions for setting up your event structure, including pricing, sessions, hotels, admission items, and more.

Event Setup and Configuration

Steps to delete a media file from the Cvent library.

Cvent: Deleting a Media File

Steps to add questions or fields on your Cvent event registration form

Cvent: Adding Registration Questions

Steps to allow multiple guests like spouse/partners, key associates & YNG register for the Cvent event

Cvent: How to Allow Multiple Guest Registrations

Learn how to create a save the date event in Cvent.

Cvent: How to create a Save the Date event

This article explains how to remove guest options like spouse/partner, key associates & YNG etc. from your Cvent event

Cvent: Remove Guest options

Steps to add images like backgrounds, hero images, banners etc to your Cvent event's media library.

Cvent: Adding files to Cvent Media Library

Alt text appears when an image fails to load, aiding screen readers for visually impaired users and improving search engine ranking

Cvent: How to Fix ALT Text Warning Errors in Site Designer

How to access the list of Event Champions, Speakers & Day Chairs

Cvent: View Event Champions, Speakers & Day Chairs

Accessing the Site Designer & Changing the Summary Page Design

Cvent: How to Change the Summary Page Design

The Graphics Cheat Sheet contains the recommended dimensions for the images that appear on your event website and Cvent Emails

Cvent: Graphics Cheat Sheet for Events

Guides on how to design and customize your event website to create the best experience for your attendees.

Website Design & Customization

Update your event survey data for your chapter events in a few clicks.

CM Hub: Enter event survey data for events not using Cvent surveys

Each invitation list has its own set of emails. Learn how to send communications to different invitation lists in your chapter event

Cvent: How to Send Communications to Different Invitation Lists

Steps to start using Cvent surveys for your events. This also talks about other setting requirements to enable surveys.

Cvent: How to use Surveys

SSO is used to strengthen the security of our Chapter Events and ensure that only YPO Members and Spouse/Partners have access. This article explains how to use invitation lists &…

Cvent: Using Invitation Lists & Sending Emails with SSO

Best practices and instructions for creating, managing, and sending emails to your event attendees and team.

Email Communications and Surveys

Test your registration and preview the attendee experience before going live

Cvent: How to test an Event

Learn how to open your event for registrations and make sure your event is listed on Connect

Cvent: How to Go Live and Display on Connect

Everything you need to successfully publish and launch your event, including final checks and opening registration.

Going Live

How to unregister invitees from an event or meeting

Cvent: Unregistering Registrants

Steps to mark participation in your events. This is a critical step before sending feedback surveys.

Cvent: Updating Event Participation

Steps to share Cvent event weblink with your members

Cvent: Share correct event weblink

Steps to issue a refund for the fee paid during a Cvent event registration by a member

Cvent: Issuing a Refund

Learn how to unarchive events on Cvent to restore access to an event, follow these simple steps to unarchive it

Cvent: How to Unarchive an event on Cvent

Steps to adjust the ordered amount & submitting payments on the member's behalf

Cvent: Managing Orders & Payments

Tips and guidance for managing your event after it goes live, including tracking registrations, making updates, and handling attendee communications, refunds and more.

Post-Launch Management

Steps to find a list of all reports in your Cvent event

Cvent: How to access Cvent Reports

Event Reports

Easily share a Cvent event report with your officer(s) so they can access real-time data anytime

Cvent: How to Share a Report via the Chapter Events Portal

Learn more the chapter events portal and the event creation forum (MRF)

Chapter Events Portal

Requirements and guidelines for opening your chapter event to a region

Cvent: COR Requirements & Guidelines

Set up your Cvent merchant account to easily collect event fees via Cvent

Cvent: How to Set up a Merchant Account

Learn how to Download the OnArrival App on your phone

Cvent: How to Download the Cvent OnArrival App and Log In

Ways Chapter & Regional Managers can contact Cvent Support for assistance as well other support options

Cvent: How to ask for Cvent help

Dive into event best practices and additional Cvent features!

Event Help and Additional Features

Chapters using non-YPO third-party event management platforms can enter the chapter event data directly into the Chapter Management Hub.

CM Hub: Entering/editing event data for non-Cvent events

Chapters that use third-party platforms to manage events can update their events attendees through the CM Hub with a few clicks.

CM Hub: Add event attendees for non-Cvent events

How-to articles for chapter event data management for events NOT managed on Cvent

Events Not Managed via Cvent

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