|
pathwise
|
August 25, 2023 at 9:12 am
Hello,
We set up an additional Question group for Billing Information: https://snipboard.io/5rkSER.jpg
On the ‘Edit Event’ page we have these questions set to only show for the primary registrant. This is how we want it to show for the user on the front end. https://snipboard.io/COqwLN.jpg
However, we do want this data to be linked to Attendee 2, 3, etc. in the backend so we can have this billing info linked to all attendees in that transaction in the CRM we are setting up.
Any suggestions on how we may go about doing that? Is it possible?
Let me know if I need to clarify anything. =)
Thank you.
|
|
Tony
|
August 25, 2023 at 3:42 pm
Hi there,
How are you linking the CRM to Event Espresso?
You can’t force EE to display the primary registrant billing info, but it may be possible to send the primary registrant data with the current registrant data to your CRM depending on what you are doing.
|
|
pathwise
|
August 28, 2023 at 7:45 am
We are using WP Fusion to link Event Espresso to our CRM, Groundhogg. 🙂
|
|
Tony
|
August 28, 2023 at 9:21 am
So wouldn’t you just hook into whenever WP Fusion is sending the details over and pull the Primary registrant details along with the additional registrations?
|
|
pathwise
|
August 28, 2023 at 10:08 am
We do have it set up so multiple registrants will have their details pull as individual contacts in Groundhogg but I don’t think it links primary registrant details to the other registrants. They have their own details.
I will see with WP Fusion, about having primary registrant details pull to the other registrants.
|
|
pathwise
|
August 29, 2023 at 10:39 am
I reached out to WP Fusion. They are going to add this feature to their next plugin update.
Thanks for your help, Tony!
|
|
Tony
|
August 29, 2023 at 11:17 am
Oh, awesome! Nice.
Can’t argue with those kinda of responses 😉
|
