Support

March 13, 2019 at 11:22 am

Hi Angela,

Can we use Form Assembly with the latest EE4 plus Calendar addon on a WP5 website to capture the personal information of the attendees of our events?

No, EE has its own form system which you can not replace with another… at least not without significant custom development by a developer. You can edit all of the questions add your own etc to the system within EE but to integrate with SalesForce you’ll need some custom development.

We would like to import the information into SalesForce but are not sure about the possibilities.

We don’t have an integration with SalesForce but a developer could write up a custom integration to the send the registration details over. You’d use EE’s form system, hook into various points within Event Espresso and then send the details to them using their API.

March 19, 2019 at 1:46 pm

The Lite version does not include Plugin Integrations. Plugin Integrations are available with the WP Fusion Personal licenses and higher.

March 20, 2019 at 3:41 am

Hi Angela,

Whilst you could use EE in that way, you’re basically removing all of the functionality it has as an event management platform as the registrations won’t be going through EE anymore, so tickets, registration limits, venues, pretty much everything will not be used.

March 21, 2019 at 5:17 pm

I don’t want my reply to seem like I’m simply dismissing your request as I’m not but we believe in being as transparent as we can with our development/features process.

As much as we would love to be able to integrate with every service our user’s use directly through EE, it simply isn’t a viable option, especially when there’s an integration available through a 3rd party.

I have read and understood your comments above but we tracked the requests for a SalesForce integration and we had less than 10 requests over a period of 3 years.

To put that in perspective of other requested features:

Recurring Events Add-on – 110 votes (more with our internal tracking)
Conditional logic within Registration forms – 93
Deposits & Partial Payments – 78
Woo shopping cart integration – 76

+ many more which would all be considered a higher priority as they have a higher number of votes.

(Note the above is not an indication of add-ons that we WILL be creating, its a list of add-ons we’ve had requests for and the number of requests we’ve tracked)

So even if we re-added a SalesForce integration request (to do so directly within EE) it would effectively be at the back of the queue without a significant number of users requesting it.

Now let’s say we did jump straight onto building an add-on that could directly integrate with SalesForce, there’s planning and development time, testing, support costs etc, all of which need to factored into the pricing of the add-on and if we had to spend a significant amount of time creating such an add-on for what appears to be a low number of users it’s likely such an add-on would be priced higher (Note I’m making an educated guess here as I don’t control the pricing of our add-ons)

Also consider WPFusion is essentially a framework for doing exactly what it is doing, intergrating 2 services through a common api… we wouldn’t have that framework to build upon so it would take more time than the WPFusion add-on to build, more time == more costs and again thats something we have to consider (otherwise there would be no Event Espresso at all).

So truth be told, if we did drop everything now and build a SalesForce integration, it would likely be priced higher than WPFusion, not because we’d want it to be, but in short, it would need to be so it was sustainable.

April 5, 2019 at 9:17 am

Hi Angela,

I don’t use SaleForce and truth b told I’m not very familiar with it at all, but I did a quick search for importing using a CSV and found:

https://help.salesforce.com/articleView?id=importing.htm&type=5

Could you not use the registration CSV to import the details into sales force?

You could change the details that Event Espresso exports on that report (add/remove data) if you need additional data or don’t want the details using a snippet of code on the site, then export the registrations and import them into SaleForce.

Now I don’t know if that will work, but I’ve seen other users do something similar with MailChimp and it may reduce the amount work involved whilst allows you to keep all of EE’s features. You may need some development work to create a report that is useable by SaleForce, but again, that would take your developer much less time than a full integration and may be a workable option.

I can’t say for sure if it will work at all, but it sounds like it may be worth checking into it a little more to see if it will work better for you.

This process will no doubt need monitoring and fine-tuning. If you see any reason our idea will not work please let me know ASAP. I’m hopeful…

It means your handling registrations outside of Event Espresso, no registrations within EE means no messages from EE, no tickets/ticket scanning etc etc.

If you are comfortable using it that way, I can’t think of any other downside, its just that you’re missing a large portion of EE’s features to do it.

April 8, 2019 at 6:35 am

At this time we are not using tickets and the leadership team is looking at workarounds for messages and limiting class size. I’m doing my best to make the process easier without losing the connectivity that EE offers.

If the import feature works how it appears to then you can use all of EE functions and just import the registration report, likely at the end of each working day.

It still going to take a little work each day but is much less than manually pulling them over and gives you all of the EE features without finding more workarounds.

As mentioned, I don’t use SalesForce so I can’t be of more help here unfortunately, whatever you chose/find, please to let me know as I’m interested to see what you find for this.