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EE3 vs. EE4 – Upgrade path, add-on roadmap, ticketing vs. registration

Posted: May 23, 2014 at 11:29 pm


Brent Ross

May 23, 2014 at 11:29 pm

Hello,
We’re liking the looks of some of the functionality coming online in EE4, but there are core features and add-ons in EE3 that we absolutely need and can’t do without (e.g., waitlists). A few questions:

1. Is there going to be an upgrade path from EE3 to EE4? Specifically, even if certain functionality changes, we want to know that there will be a way to upgrade and maintain our event database, event data feeds to web pages etc. Since we haven’t implemented anything yet, I can’t know what else we’d need to see in the ability upgrade, but perhaps you can help us understand what this will look like.

2. Where is the Infusionsoft Add-on on the roadmap for add-ons that are being adapted for EE4. Are you able to say how far out this is?

3. Is there a reason the Infusionsoft Add-on doesn’t show up in the Infusionsoft Marketplace? Is this because it was developed by EE, or is it just awaiting approval?

4. We’re a training company, and one of the features we we need is the ability to register someone for an event without them actually selecting a ticket or quantity of tickets. Is this possible in EE3?

5. Is waitlisting coming up on the roadmap for EE4?

Thanks!
Brent


Brent Ross

May 23, 2014 at 11:36 pm

Just to clarify on #4 – we want someone to be able to simply select ‘Register’ on an event detail page, and have them automatically get one spot in the course. There is never a use case for someone registering for more than one seat.


Lorenzo Orlando Caum

  • Support Staff

May 24, 2014 at 3:01 pm

1. Is there going to be an upgrade path from EE3 to EE4? Specifically, even if certain functionality changes, we want to know that there will be a way to upgrade and maintain our event database, event data feeds to web pages etc. Since we haven’t implemented anything yet, I can’t know what else we’d need to see in the ability upgrade, but perhaps you can help us understand what this will look like.

You can update from EE3 to EE4. You would need to deactivate EE3 and then upload and activate EE4. On activation, you’ll be prompted to migrate your EE3 information to EE4 or start fresh with EE4.

2. Where is the Infusionsoft Add-on on the roadmap for add-ons that are being adapted for EE4. Are you able to say how far out this is?

We do not have an estimate on when this will be available.

3. Is there a reason the Infusionsoft Add-on doesn’t show up in the Infusionsoft Marketplace? Is this because it was developed by EE, or is it just awaiting approval?

Thanks for letting us know about the marketplace. I’ll check into this.

4. We’re a training company, and one of the features we we need is the ability to register someone for an event without them actually selecting a ticket or quantity of tickets. Is this possible in EE3?

Yes, you can do this if there is a single pricing option available. If there are multiple pricing options, then a drop down menu will appear.

5. Is waitlisting coming up on the roadmap for EE4?

We do not have an estimate on when this will be available in EE4.


Lorenzo


Brent Ross

May 26, 2014 at 4:40 pm

Thanks for all this. I’ll have a few follow up questions so if we can leave this thread open, that’d be great.


Brent Ross

May 26, 2014 at 4:47 pm

4. Is the single pricing option that you’ve referred to available in EE3?


Brent Ross

May 26, 2014 at 4:59 pm

Also, my understanding is that there is a price modifier add-on in Beta for EE3 that would allow us to present ‘add-on’ options for course registrants through a series of questions, but I don’t see that listed in the EE3 add-ons.

Does ‘ticket option’ feature work just in EE4, or is this also a feature of EE3?


Lorenzo Orlando Caum

  • Support Staff

May 26, 2014 at 5:13 pm

Single pricing without selecting a ticket is for EE3. It will work with EE4 but requires a line of jQuery code to hide the 0 option. This makes the 1 value the default option.

The price modifier is also for EE3 and does not work with EE4.

You can demo EE3 by completing this form:

https://eventespresso.com/pricing/test-drive-event-espresso/


Lorenzo


Brent Ross

May 26, 2014 at 5:48 pm

With the Infusionsoft Add-on, the description says it will create a tag for newly created contacts as a result of event registration. I’d like to make sure it will do this for an existing contact as well.


Brent Ross

May 26, 2014 at 6:23 pm

When single pricing does that, can the user change that default number? Are they still issues an actual ‘ticket’? We just don’t want the user interacting with a ticket. This is the key thing for us. We’re fine with them getting a registration confirmation or something like that.


Dean

May 27, 2014 at 2:33 am

Hi Brent,

Infusionsoft: No I do not believe it tags existing contacts, but it will update the orders etc on an existing contact.

“When single pricing does that, can the user change that default number?”

Basically, (in EE3) if you have a single ticket and group booking turned off, they will be given no option to choose from, they will just be registered.

If you use Multiple Event Registration, they will have to select from a dropdown as it starts at 0 rather than 1.

In EE4, in the same situation, they will just see a radio button (pre selected)

EE3 normal registration – http://take.ms/NLWE9
EE3 Multiple Event Registration – http://take.ms/uOgHJ
EE4 – http://take.ms/nXAOg

“Are they still issues an actual ‘ticket’? “

No. They will by default in EE3 and EE4 get an email confirmation of their registration. Right now the only time they will get a ticket, is if you have the Ticketing addon installed for EE3. Then they will get a link that sends them to the ticket location.

Regarding the Price Modifier, it is a Beta add on, so it is currently free for any licence holder that signs up to the (free) Pre Release channel in their account. If and when the addon becomes a release version, a pricing structure may occur.


Brent Ross

May 27, 2014 at 2:12 pm

Thanks Dean. I appreciate you answering all of these questions. We’re really trying to get ahead of a few things before we implement this, and we’re in the middle of our web build right now.

If someone joins a waitlist for a course. Do they fill out a form to do that? I’m wondering how we can get that information into Infusionsoft if it’s their first time as a customer. Will the add-on do this? Or create something else on an existing customer record?

Do you have any professional services offering with your team? i.e., if we want something done that isn’t in your tool, and it’s a high priority for us, can we pay you to do it? (e.g., modify the Infusionsoft Add-on)?

Also, just wondering if EE is moving in the direction of an open API to support integrations through tools like Zapier, and/or allowing other people to develop integrations to your tool? Do you author all of the add-ons, or is a developer community doing this currently?


Brent Ross

May 27, 2014 at 2:17 pm

One clarifying question about EE3 from above, I had asked about ‘Ticket Options’ before, and you had said we could use this to add things on to an event purchase (for example, extra coaching time in an additional subject related to the training). I’m just not clear if this works in EE3, or only in EE4.


Brent Ross

May 27, 2014 at 3:18 pm

By the way, it seems like it’s extremely difficult for me to learn about your product. I can’t see certain documentation unless I’ve purchased, and I can’t see responses in the Forum unless I’ve purchased. Am I seeing this right? If I setup a trial version of the product, do I get access to these things? How long does a trial last?


Dean

May 28, 2014 at 3:14 am

Hi Brent,

If someone joins a waitlist for a course. Do they fill out a form to do that?

In EE3 (EE4 doesn’t have waitlists right now) users would sing up to the waitlist just liek they would to an event. Customers would need to be manually transfered across to the main event, whihc we have a (beta) add on available to make it easier to swap people around.

Do you have any professional services offering with your team?

We have a few services like that, depending on the specific need.

A Priority Support token which is used to jump ahead of any other support requests and can be used to deal with (minor) tweaks that are related to Event Espresso.

We also have a full customisation service that is used to make more radical changes to existing plugins https://eventespresso.com/contact/customization-request-form/.

And then there is sponsored development, which basically covers the costs to create new features or plugins https://eventespresso.com/rich-features/sponsor-new-features/#form

If you are looking to make modifications to an existing plugin then you would want the Customisation service https://eventespresso.com/contact/customization-request-form/

Please note these are dependant on our current time/staff resources.

Also, just wondering if EE is moving in the direction of an open API to support integrations through tools like Zapier, and/or allowing other people to develop integrations to your tool? Do you author all of the add-ons, or is a developer community doing this currently?

We have a basic API already that integrates with EE4 and select addons in EE3.

While we author most of the plugins available, there are some that have been authored by third-parties, such as the Learndash addon https://eventespresso.com/2014/05/learndash-now-integrated-event-espresso-4/.

We will be actively trying to get more developers involved with general EE pull requests and various integration style plugins.

We do have Zapier on our radar, but there is no definite plans to move ahead with it right now, so it is on our list for sponsored development.

One clarifying question about EE3 from above, I had asked about ‘Ticket Options’ before, and you had said we could use this to add things on to an event purchase (for example, extra coaching time in an additional subject related to the training). I’m just not clear if this works in EE3, or only in EE4.

No, I don’t think that would work in EE3, unless you used the (beta) Price Modifier addon, which uses questions to modify the price. This is often used to add on t-shirts, etc to tickets. You could also simply have one ticket for the base ticket and one ticket for the base ticket + extra coaching time.

EE4 can’t use that add on of course, so right now the only option would be to have separate tickets one with the extra item and one without.

I can’t see certain documentation unless I’ve purchased, and I can’t see responses in the Forum unless I’ve purchased. Am I seeing this right? If I setup a trial version of the product, do I get access to these things? How long does a trial last?

That’s correct. Our licence is for support and updates so we tend to keep the documentation for licence holders only. If you are setting up an EE3 trial please query that with your request as I’m not sure if it allows access or not. EE4 is tested on a different site (http://demoee.org) so documentation would not be opened up.

I hope that helps clarify things, but as always if you have any questions or need further clarification, please just let me know.


Brent Ross

June 2, 2014 at 9:15 am

So we’re actually starting to debate a little bit between versions 3 and 4. Despite the fact that v4 doesn’t have a lot of the development options we want, the site we are about to deploy relies on Custom Post Types, Taxonomies, and Custom fields for it’s basic structure. We’re going to be pulling event information in from EE to an accordion fold on informational pages related to each of the respective event types (courses) that we hold. Any thoughts on the impact in using v4 vs v3 given this is how the site has been developed?

Also, if we did go EE4, that would certainly prevent us from using the Infusionsoft Add-on. Would it be possible for us to grab snippets of PHP from the Infusionsoft team to create and tag those contacts off the reg from based on the event type they’re registering for? Just wondering how hard it would be for us to create a workaround there. Or, is there a relatively easy, temporary fix we could pay you to implement?

Brent


Brent Ross

June 2, 2014 at 12:29 pm

I’m also thinking that an individual registration record export/import might be a work around for not having the Infusionsoft add-on, if this is possible.


Brent Ross

June 9, 2014 at 12:47 pm

EE Team, we’re now in the test drive for EE4. Would appreciate your response to the questions above about how our site has been built. An additional question is, if we do go with EE4, would there be a way to automate the flow of orders directly into Freshbooks (our accounting system) from your cart/e-commerce system?

Is there any kind of an open API we can use to build our own automation using cloud to cloud services like ItDuzzIt or Zapier. Or even just for programmers to write to to get the data we need into these other systems?


Brent Ross

June 9, 2014 at 1:28 pm

Also, what kind of exports can we get from EE4? For example, could we get transactions (event registrations) coupled with customer info all in one .csv somehow? My understanding is that there is some reporting built in that results in spreadsheet output…


Lorenzo Orlando Caum

  • Support Staff

June 12, 2014 at 11:21 am

Hi Brent,

We are considering a Zapier integration as it connects with a vast amount of web services. However, this has not been confirmed as there are other addons ahead of it such as MailChimp and the Promotions system. Infusionsoft will be available for EE4 but we do not have a time estimate on as there are other addons under development.

Currently in EE4, you can export the registrations as a CSV file and it will include information about the attendee/registrant along with payment information and event information.


Lorenzo


Brent Ross

June 19, 2014 at 1:20 pm

Thanks Lorenzo. Here’s question that got lost at the end of the previous page:

The site we are about to deploy relies on Custom Post Types, Taxonomies, and Custom fields for it’s basic structure. We’re going to be pulling event information in from EE to an accordion fold on informational pages related to each of the respective event types (courses) that we hold. Any thoughts on the impact in using v4 vs v3 given this is how the site has been developed? Is it going to be easier to work with EE4 given the approach we’ve used?


Tony

  • Support Staff

June 20, 2014 at 3:27 am

Is it going to be easier to work with EE4 given the approach we’ve used?

It’s a tough question to answer as it depends on many variables, but if EE4 covers the functionality your require, personally I would recommend using that. However if not, use EE3 and then Migrate your events over once EE4 does suit your needs. (You can migrate from EE3 -> EE4 but not from EE4 -> EE3) The only problem with doing that, is that if you make customisations to EE3 (sounds like you will be) they will not be compatible with EE4.

EE3 used a custom table within the database, which basically means you had to include your own query to pull the events in and then loop through and display how you see fit from outside of ‘the loop’.

EE4 uses CTP’s for the events (actually a bit of a hybrid), so you pull the events in a very similar way to any other post type within WP. The event objects can then be used within the loop just as any normal post.

Also EE3 has its own version of an accordion using the Custom Template Add-on although I’m not sure if that is anything like what you have planned.


Brent Ross

June 24, 2014 at 8:56 pm

Thanks Tony. That’s helpful.


Seth Shoultes

  • Support Staff

October 21, 2014 at 9:33 pm

Good news! Infusionsoft is now available for EE4 and can be purchased here:

https://eventespresso.com/product/eea-infusionsoft/

If you have already purchased the EE3 version, it should be available in your account.

Thanks!

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