How to standardize Cadence Services Info across multiple events
How to standardize Cadence Services Info across multiple events
Standardize Cadence Services Info Across Multiple Events
The Cadence Services Info menu allows you to create consistent service configurations across your organization's events. By establishing standardized settings for logistics requirements, hardware needs, and support types in the Cadence Services Info › Info section, you can ensure all events follow the same service protocols while saving time on repetitive configuration tasks.
When to use
When implementing consistent service standards across your event portfolio
When updating support requirements for multiple events simultaneously
When creating templates for different event types
When streamlining the event creation process
You must have System Administrator permissions to configure default Cadence Services Info settings at the account level. Required fields are marked with an asterisk (*).
How to do it
Log in to your Cadence Admin account.
Navigate to your account management dashboard.
Select "Account Settings" from the left sidebar navigation.
Click on "Cadence Services Info" in the submenu.
If you don't see the Cadence Services Info option, you may need to scroll within the sidebar menu or check your permissions.
Configure the default "HubSpot Deal Link URL" field if you regularly connect events to HubSpot.
Select your preferred option from the "Enable Logistics" dropdown menu.
Selecting "Yes" as the default will enable logistics coordination for all new events.
Choose the default setting for "Hardware Required" from the dropdown.
Setting "Yes" as the default will indicate all new events need hardware, which may require additional coordination with your support team.
Select the appropriate option from the "Onsite Services Type" dropdown.
Choose "TBD" if you want event administrators to make this decision for each event, or select a specific type if most of your events use the same support model.
Enter any standard contract information in the "Seminar Contract" field if applicable.
Click "Save" to apply your default settings.
Create a new event to verify your default settings are applied automatically.
Review existing events that need standardization.
Navigate to each event's Cadence Services Info section.
Update the settings to match your new standards.
Save changes for each event.
Troubleshooting
If you cannot access or save changes to the default Cadence Services Info settings:
Verify that you have System Administrator permissions
Ensure all required fields are completed
Check that your account is in good standing and not in a locked state