Usage
A Cvent merchant account lets you collect event fees through the platform. It’s created per user and takes a few days to be set up by Cvent Ecommerce and linked to your Cvent profile by the YPO MTM team. We recommend setting it up in advance, even if you don’t plan to charge for events yet. That way, you’ll be ready whenever you need it.
Platform
Cvent
Note: There are two ways to request the creation of your merchant account:
While creating a new event using the Event Creation Form (MRF)
By emailing the CRCM team directly
Steps to Submit Your Request Through the Event Creation Form
Request information via the Event Creation Form
1. Go to the Chapter Studio, click on Events Portal, and under the Start Here page, begin filling out the Event Creation Form with your event details
Select the Merchant Account Option
2. At the bottom of the form, in the Additional Features section, check the box for Merchant Account. Then, submit your form as usual.
Wait for Your CRCM to Reach Out
3. Your CRCM will contact you via email with details about available payment processors and including a form to complete. Once submitted, Cvent Ecommerce will begin setting up your merchant account.
Note: If the Cvent Ecommerce team needs additional information, they’ll reach out to you directly by email. Keep an eye on your inbox so the setup process isn’t delayed.
Steps to Submit Your Request by Emailing Your CRCM
Connect with Your CRCM
1. Email your CRCM at chaptersandregions@ypo.org to request information on how to create a merchant account.
Wait for your CRCM's Response
2. Your CRCM will reply via email with details about payment processors and a form you’ll need to complete. Once you submit the form, Cvent Ecommerce will start setting up your merchant account.
Note: Keep an eye on your inbox, if the Ecommerce team needs more information, they will contact you directly by email. Responding quickly helps avoid delays.
Final Setup and Testing Your Merchant Account
Account Linking and Testing
1. Once Cvent Ecommerce finishes setting up your merchant account, they’ll notify the YPO MTM team, who will link it to your Cvent user profile.
Testing Your New Merchant Account
2. When the linking is complete, you’ll receive an email from the YPO MTM team introducing you to your CRCM. Your CRCM will be happy to schedule a call to walk you through how to test your merchant account and make sure everything is working correctly.
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