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Ferol
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February 9, 2015 at 1:49 pm
We are using EE and loving it. We are considering using the infusionsoft plugin and using them as our CRM. However, they don’t let you play around with it before purchasing so I have some a question about the integration.
We need to pass the event date from EE through to Infusionsoft as a date (not a tag or something else).
I found part of what I needed on this thread: https://eventespresso.com/topic/question-about-integrating-infusionsoft/
I need to know if we can get the EE Event date through as a field on the Infusionsoft ‘order’ so I can automate marketing emails from Infusionsoft that are based on that order.
Is this possible without custom development? With custom development?
It’s a hefty setup fee for Infusionsoft so I need a definitive answer before proceeding.
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Lorenzo Orlando Caum
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February 9, 2015 at 6:51 pm
Hi there Ferol, I replied to your email and I’ll also post here.
I’ve asked the developer who created the add-on about this as I’m not sure. I’ll update this support post once I’ve heard back.
Thanks.
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Lorenzo
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Michael Nelson
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February 10, 2015 at 1:53 pm
hi ferol,
you’d probably want to store the event’s date on the product. Infusionsoft allows you to store arbitrary extra data on products using Product Options (eg see https://docs.google.com/file/d/0B2KCao4zFjaxcUFCM19zbDZEUFU/edit?usp=drivesdk).
The product options are just strings of characters.
So you can send the event date to Infusionsoft with a few lines of custom coding from Event Espresso (specifically, you would use the same infusionsoft library our Event Espresso Infusionsoft addon uses, just send data to their Product Option and ProductOptVal tables). I’m not sure though how well they allow you to filter based on Product Options though. So you should ask someone from Infusionsoft how well they allow you to filter based on Product Options, and also if you can treat a product option like a date.
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Ferol
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February 10, 2015 at 2:05 pm
Thanks for the answer. However, I’m fairly certain we’ll want to use Infusionsoft’s ‘Order’ to save the date data. This is because a customer can purchase a product multiple times, and so we can’t save the date on a product or we’ll be overwriting it each time a customer purchases.
Does that change your answer at all? Can we do the same thing you mentioned above with an order?
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Michael Nelson
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February 10, 2015 at 6:04 pm
I don’t see any way to save arbitrary extra data on the IS order itself (their table api documentation gives a good idea of what data you can store in IS).
re “we can’t save the date on a product or we’ll be overwriting it each time a customer purchases”: I don’t think so. You would set the “event time” at the time of creating the IS product (because the event time normally wouldn’t change), not every time a customer purchases that product.
Eg, if let’s say you have 2 events, eventA and eventB, each with different event times, timeA and timeB, respectively. When those are created in Event Espresso, 2 products are automatically created in IS: productA and productB. Your custom code would need to set the Product Option “event time” on each at the time they were created (and possibly update it if you ever change the event’s start times in Event Espresso).
Then when customer1 registers for eventA, an order is automatically created in IS for their registration, but the productA in IS is left untouched (there’s no need to change anything on it. Its “event time” hasn’t changed because someone registered for the event.) Likewise when customer2 also registers for eventA, the IS product is unchanged. When customer3 registers for eventB, IS productB is still untouched. The IS products are never affected by being purchased, their “event time” is only set upon creation (and possibly when you explicitly change the event’s start time in Event Espresso).
Does that make sense? Is there sometring I’m missing?
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