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Can we use Form Assembly with EE4?

Posted: March 13, 2019 at 10:56 am


Matrixparents

March 13, 2019 at 10:56 am

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


Tony

  • Support Staff

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.


Matrixparents

March 14, 2019 at 7:48 pm

Thank you Tony.


Matrixparents

March 15, 2019 at 11:22 am

Hi again,

I was looking on the EE website for a form tool and then saw that you have an InfusionSoft plugin (but it looks like it’s not developed by EE). I read briefly about it and it sounds like a competitor of Salesforce. I really know nothing about any of this. I am looking for the right event manager/calendar for Matrix. You said we would have to use a form tool within EE and that for integration with SF we would need significant customization. Can you share a little more about what forms tool we could use within EE. Does this involve a separate addon or another plugin maker who is not a part of EE? Thanks…Angela


Josh

  • Support Staff

March 15, 2019 at 11:44 am

Hi Angela,

The Infusionsoft add-on is developed by Event Espresso. What it does is integrate with the Infusionsoft CRM so when a registrant completes an Event Espresso registration form, information is automatically synced to Infusionsoft via their API.

Another approach that you might consider is use WP Fusion (developed by a third party). WP Fusion integrates with Event Espresso to allow you to add contacts to SalesForce when they register for an event. You’ll find more information here:
https://wpfusion.com/documentation/other/event-espresso/


Matrixparents

March 19, 2019 at 11:13 am

Thanks Josh…this is really helpful.
best
Angela


Matrixparents

March 19, 2019 at 1:39 pm

Hi again,

I read the WP Fusion info and it looks great, but we would have to use the lite version because the others are not affordable for our organization. I was reading up on it but got confused because it sounded to me like the Lite version interacts with information added to the WP site but not to Expresso. Did I read something incorrectly…or does Lite interact with events entered in Espresso?
thanks
Angela


Josh

  • Support Staff

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.


Matrixparents

March 19, 2019 at 8:04 pm

Thanks for hanging in there with me on this Josh. It’s time consuming for coworkers to transfer the data into Salesforce, so we are continuing to look for a solution.

Do you know if anyone has ever tried this:
– Create an event
– Uncheck the box so no registration is available for the event
– Cut and paste a link, to a Form Assembly form, into the Espresso event description so people can register using Form Assembly.

I don’t know if this will work but have been asked to test it. I know that when one clicks on a calendar event it goes directly to the registration page. It won’t do that if the show registration box is left unchecked…right? I’m looking for answers and thought that asking Espresso experts would save me time. Have you run into this problem before? I wish we could move forward with a WP Fusion Personal license but that is hundreds of $$ and out of reach for us. Thanks…Angela


Tony

  • Support Staff

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.


Matrixparents

March 21, 2019 at 2:54 pm

Thanks Tony…that’s what I thought. We would not have the same SEO support or visibility if registrations are going through a form software tool instead of an event management tool. Please tell your development department to put this on a wish list. Being able to transfer registration and attendee data directly into Salesforce would save a lot of time and be more accurate. Thanks again
Angela


Tony

  • Support Staff

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.


Matrixparents

April 4, 2019 at 11:08 am

Hi Tony,

Thank you. We found a way to make EE4 work with Form Assembly. There is a place on the event creation sidebar that lets you put in an alternative registration link. Doing that will allow us to have people registering within Form Assembly yet we will still have many benefits from EE4. Because EE4 has this option we are able to take advantage of more features. If we pasted the link into the event content area we would not be able to use any of the registration links.

We realize the need to find a work around for limiting class size, and that events will not look as good. However, we are hoping this will work.
I was surprised to learn that others are not requesting integration with SalesForce. I’m not the one who enters everything into SalesForce but I can appreciate how tedious it is and also the greater possibilities for error.

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…

thanks again for your extremely helpful forum responses.
Angela


Tony

  • Support Staff

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.


Matrixparents

April 6, 2019 at 8:17 pm

Thanks Tony. As usual your response is very helpful. We do have a data person who works with SalesForce and I will share your thoughts and resource link with him. I know nothing about SalesForce except that it is a place where personal data is stored.

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.
best
Angela


Tony

  • Support Staff

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.

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Updated by  Tony 5 months, 1 week ago ago

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