Getting Started with Eventscribe

Whether your organization is new to Cadmium or you're joining an existing team as a new administrator, this article will help you get oriented, complete key setup tasks, and set yourself up for a smooth and successful experience with Eventscribe products.

Who This Article Is For

This article is intended for two audiences:

• ✓New Clients – organizations using Cadmium products for the first time. Start with the Onboarding Checklist, then follow the full article in order.
• ✓New Admins at Existing Clients – administrators joining a team that is already working with Cadmium. Start with the Onboarding Checklist, then skip to Joining Mid-Implementation for guidance specific to your situation.

Understanding the Primary Point of Contact

Each Cadmium product requires a designated primary point of contact – the team member responsible for managing that product's implementation and serving as the main liaison with your Cadmium Project Manager. This is one of the most important steps in getting started, and it needs to happen before implementation can begin.

• ✓Each product should have its own primary point of contact, although the same individual may serve as the contact for multiple products.
• ✓The primary point of contact is responsible for completing the product's Get Started mission, which officially kicks off implementation and notifies your Project Manager that you are ready to begin.
• ✓If the primary point of contact changes at any point during or after implementation, notify your Project Manager as soon as possible so they can update their records and ensure continuity.

Onboarding Checklist

We recommend all team members who will be working with Eventscribe products complete the items below before beginning any project.

• ✓Complete the myCadmium Onboarding Training – this course covers how to log in and navigate myCadmium, how to submit a Boomerang (our ticketing system), and how to complete the Get Started mission.
• ✓Review the Eventscribe Product Overviews for a quick orientation to each product.
• ✓Complete any relevant in-depth product training courses for the products you'll be working in directly.
• ✓Add operations@gocadmium.com to your safe senders list so you can receive automated notifications and reminders from the Cadmium team.

Helpful Resources

Bookmark these links for ongoing reference throughout your work with Eventscribe:

• ✓Support Documentation – Informational and instructional articles for our products and features. eventscribe.support.gocadmium.com
• ✓Service Listings – An overview of how our team will support you. Service Listings
• ✓Support and Service Options – Guidance on who to contact for assistance and how to monitor our system status in real time. Support Options
• ✓Eventscribe Release Notes – Stay up to date on the latest improvements and updates. Release Notes

Organization-Level Setup

The following items only need to be completed once per organization. If you are joining an existing team, confirm with your colleagues whether these have already been done before proceeding.

• ✓Submit a Boomerang to request domain authentication after reviewing this Help Tip.
• ✓If your organization will be processing payments through Eventscribe, complete the Cadmium Payments Setup Checklist before going live.

Get Started Missions

Get Started missions are the initial setup tasks that must be completed to begin working with Eventscribe products. Completing these self-guided missions marks the official beginning of each product's implementation and notifies your Project Manager that you are ready to begin. Get Started missions can be completed in less than 15 minutes and are found in the Missions section of each product's dashboard.

The primary point of contact(s) should complete each product's Get Started mission at least three months before the product's launch date.

When to Get Started (New Clients)

Use the attached chart to record the primary point of contact for each product and to establish configuration timelines. Begin by identifying your target launch date, then ensure the Get Started mission is completed at least three months beforehand.

Order graphics from your marketing department early – graphic requirements can be found in the corresponding self-guided mission within each product.

Joining Mid-Implementation (New Admins)

If you are joining a team where a project is already underway, take the following steps to get up to speed and ensure a smooth handoff.

• ✓Confirm with your team where you are in the implementation process. Key questions to ask: Has the Get Started mission been completed? Has a Project Manager been assigned? What is the product's target launch date?
• ✓If you are taking over as the primary point of contact for a product, send a meeting request to your Project Manager to introduce yourself and align on current status, outstanding tasks, and upcoming milestones.
• ✓If the Get Started mission has not yet been completed, complete it as soon as possible. If it has already been completed, review the mission to familiarize yourself with the setup that was done and any outstanding items.

Take Advantage of Your Support Team

Your Cadmium team is here to help at every stage. Here's how to make the most of them:

• ✓Use the Boomerang ticketing system to ask questions, request setup tasks, and track open items with your Project Manager.
• ✓Take advantage of kick-off calls with your Project Managers to align on goals, timelines, and expectations early.
• ✓You have a whole team to support you – don't hesitate to reach out early and often.