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Webinars

Euclid hosts webinars to showcase new features and enhancements to ClearVantage. These sessions provide users with insights into the latest updates, tips, and best practices for getting the most out of the product.

You can find the latest webinars below. To view past sessions, visit the Webinars page, on our support site.

2025

July 31, 2025

Journeys Demo

  • Overview (1:15): An intro to the new feature "Journeys", what it can do and how it can be used.
  • Add Journey (05:30): Create a new journey.
  • Kickoff Events (11:00): Select which system actions will trigger the journey.
  • Create a Custom Kickoff Event (14:00): Set-up a kickoff event that involves a specific record in the system.
  • Configure Moments (16:46): Configure what will happen when a kickoff event happens.
  • Email Set-up (18:22): Configure an email to get sent when a kickoff event triggers.
  • Action Item Set-up (20:10): Configure an action item to get created when a kickoff event triggers.
  • Activate a Journey (25:20): Activate a journey so that when a kickoff event triggers, the moments activate.
  • Reviewing a Journey's Activity (27:42): Review the emails and action items that a journey has created.
  • View Emails (29:00): View the emails that an individual has received for different transactions.
  • Journey Activity Dashboard (31:00): View gadgets to help with overall journey tracking.
  • Cancellations (32:42): What happens when a triggering record gets cancelled.

April 10, 2025

Latest Updates in ClearVantage

  • Duplicate an Event (02:45): Create a duplicate of an existing event, selecting specific areas to copy over to the new event.
  • Duplicate Prices (10:54): Streamline price creation by duplicating an existing price within the event.
  • Web Profiles (14:37): Customize the event's web page by adding tailored information through information tabs.
  • Add Speakers (24:07): Add individual speakers or upload multiple speakers at once.
  • Email Blast Updates (30:00): Utilize the "Test Email" feature to send out a single email and see how the email will look. Attach more than one file to an email blast.
  • Manage Data for Individuals (45:46): Handle duplicate individual records effectively using predefined filters to identify duplicates based on specific criteria.