F216
Challenges
Cboe, manages a high volume of employee and office events every year, from internal conferences and leadership gatherings to team networking sessions and workplace celebrations. With dozens of events running across multiple locations, the team struggled to keep planning, communications, and attendee data aligned across different systems.
They needed a single, enterprise-grade platform that could centralize event creation, automate communication, and sync seamlessly with Salesforce and Workday. The goal was to reduce manual coordination, tighten operational control, and ensure secure, real-time data flow across every office event.
Key challenges included
- Fragmented coordination across dozens of employee events created visibility gaps across departments and office locations.
- Manual segmentation of employee communications increased the risk of inconsistent messaging and missed updates.
- Employee registration data captured outside HR-aligned systems created reconciliation effort and potential data inconsistencies.
- Disconnected event workflows required manual synchronization with Salesforce and Workday, increasing operational overhead.
- Event pages hosted outside corporate domains risked inconsistent branding and reduced trusted access for employees.
Solutions
Eventcombo enabled Cboe to streamline every aspect of event planning and execution while ensuring automation, data accuracy, and brand consistency across all office gatherings.
Key features included
- Designed Customized Events: Cboe used the event designer to create branded, event pages for each office and department, providing flexibility for different event types while maintaining a unified look and feel.
- Automated Personalized Communications: Leveraged the customized email module and email marketing engine to send confirmations and reminder emails, saving manual effort and improving attendee engagement.
- Configured Smart Registration Forms: Built personalized registration forms aligned with HR data fields, allowing accurate attendee capture and seamless coordination for employee-specific events.
- Integrated Salesforce and Workday Data: Connected event registration data with Salesforce and Workday through Eventcombo plugins, removing manual data entry and keeping employee records synchronized in real time.
- Coordinated Event Tasks with Task Manager: Used Eventcombo's task manager to assign planning responsibilities, track deadlines, and monitor progress across teams. This centralized coordination reduced dependency on external tools and ensured every event milestone stayed visible and on schedule.
- Secured Brand Consistency: Easily enabled domain masking for all event URLs, reinforcing Cboe's corporate branding and ensuring attendees accessed official, trusted event pages.
Results
Here's what they achieved
Managed in-person employee and networking events across multiple office locations using a single integrated system.
Achieved 100% brand consistency through domain masking and custom event designs.
Sharp reduction in manual data entry and improved coordination with Salesforce and Workday sync.
Events enabled with employee communication and engagement through targeted emails and timely reminders.
Event Flow
Summary
