How to create a consistent company experience across multiple events
How to create a consistent company experience across multiple events
Create a Consistent Company Experience Across Multiple Events
The Companies feature in Cadence allows you to establish standardized company profiles, appointment settings, and communication templates across your organization's events. From the Companies Menu › Emails section, you can configure consistent branding, messaging, and workflows that can be duplicated to new events, ensuring a uniform company experience while saving time on repetitive configuration tasks.
When to use
When standardizing company presentation across multiple events
When implementing brand guidelines for company profiles
When creating templates for different event types
When streamlining the event creation process
Before you start
You must have System Administrator or Event Manager permissions to configure company settings across multiple events. Required fields are marked with an asterisk (*).
How to do it
Log in to your Cadence Admin account.
Navigate to your event dashboard.
Click on "Companies" in the left sidebar menu.
Select "Emails" from the submenu that appears.
Document your current company email settings.
Create a standardized naming convention for your "Email From (Display Name)" field that can be consistently applied across all events.
Establish a company profile template document outside of Cadence.
Include standard descriptions, logo specifications, and social media guidelines that all companies should follow.
Create company groups that will be consistent across all events.
Use the same group names and hierarchy across events to help attendees navigate company listings consistently.
Configure appointment settings that will be standardized.
Changing appointment duration settings after companies have already created availability blocks can cause scheduling conflicts.
Set up a model event with your ideal company configuration.
Use the event duplication feature to copy this configuration to new events.
Create a company onboarding document for external companies.
This ensures companies understand your standardized requirements when submitting their information.
Develop a checklist for event administrators to verify company consistency.
Train your team on maintaining consistent company experiences.
Review company settings across events periodically to ensure alignment.
Click "Save" after configuring your standardized settings.
Troubleshooting
If your company settings aren't appearing consistently across events:
Verify that each event has the Companies feature enabled in Menu settings
Check if event-specific overrides have been applied to company settings
Ensure all team members are following the standardized configuration process