Setup


First you need to decide which email address you wish your communications to be sent from. This appears as the From email address from the email provider and also forms the footer of the email.

The quickest method is for the Product team to create a shared mailbox with youreventname@lumiglobal.com address. Please specify...

  • What address you require.
  • Which colleagues should be added as members.

This usually takes 60 minutes to appear in your desktop Outlook mailbox. Please account for time to set this up prior to the event.

If your client wants to to use a specific email then your OpCo Cvent admin needs to

  • Request Cvent support add the specific @clientdomain to the Lumi account.
  • This can be actioned through the chat function on support.cvent.com/apex/ContactSupport with the following request "Please add @clientdomain.com to account email address for account LUMIHOLD01".
  • This process can take between 1 - 4 days as we also require the email address to accept the verification.

Once the mailbox has been created or the domain added, we need to confirm the email address is live.

  • In Cvent go to Admin button and hover over the Account tab to access the mega menu.
  • In the third column you will see Account Email Addresses which will open a new window.

You will see all the current email addresses within our account.

  • Click Add Email Address and insert youreventname@lumiglobal.com or client address with a From Name.
  • Click Save and Send Confimation This will automatically send token to the email address which needs to be confirmed before the email address is usable within the Lumi Account.
  • If you need to resend the confirmation, click the down arrow next to the unconfirmed address and select Resend Confirmation Email.

Ideally each client would add an SPF record and a DKIM record for cvent. Then none of the mail cvent send will fail dmarc. SPF would be the bare minimum.

  • To authorize Cvent-planner to send emails on your behalf you will have to include it in your SPF record. The SPF record mechanism used for Cvent-planner is: cvent-planner.com
  • To implement DKIM send the clients email SGuglani@cvent.com, POldreive@cvent.com and MDavies@cvent.com They will send DKIM records to add to your clients DNS records

Attachments with emails are not permitted within Cvent due to the risk they pose to recipients. To get around this we can add a document library into the Admin section which assigns a URL to the uploaded document to be used in a cutom link on the email. The Media Library is a collection of your downloaded image, audio, and Flash files used to enhance your website and emails. Accepted formats and sizes are on the left.

  • Login to the Connect Platform.
  • Select Admin then Libraries.
  • Here you will see Media Library.
  • Click Add Folder.
  • Enter Client Name_City_Date in format 01JAN19.
  • This folder will appear when you select image or video in Web Designer.

The Document Library is a collection of your uploaded files that can be linked to multiple events and emails for invitees to read, reference, or complete. Common examples include brochures, release forms, and floor plans.

  • Select Admin.
  • Then Libraries. Here you will see Document Library.
  • Click Add Folder.
  • Enter Client Name_City_Date in format 01JAN19.
  • To get a URL of a document, double click the document in the current admin view.