標籤： events

Tickera

#Overview
WP Fusion integrates with the Tickera event ticketing system to allow you to sync event attendees to your CRM of choice when they purchase a ticket.
You can also optionally apply CRM tags based on the ticket that was purchased, and apply tags when an attendee is checked in to an event.
#Adding contacts
By default WP Fusion will sync any event registrations to your CRM as contact records, with the name and email address provided at registration.
If a contact already exists with the same email address they will be updated.
#Syncing custom fields
WP Fusion makes a few Tickera custom fields available for sync with your CRM. These can be found on the Contact Fields tab in the WP Fusion settings.

When someone purchases a ticket, any enabled fields will be synced to the corresponding custom fields on their contact record in your CRM.
The available fields are:

Event Name: The name of the event the person registered for
Event Location: The name of the event location
Event Start Date and Time: The start date and time of the event
Event End Date and Time: The end date and time of the event
Ticket Name: The name of the ticket that was purchased
Event Time: The start time of the event
Ticket Checkin Availability From Date: The start date and time of the ticket checkin window
Ticket Checkin Availability To Date: The end date and time of the ticket checkin window

#Tagging contacts
WP Fusion adds a meta box to the bottom of any Ticket post type. Here you can specify tags to be applied in your CRM when someone registers for that event.

There are two settings:

The tags specified for Apply Tags will be applied in your CRM when someone purchases the ticket.
The tags specified for Apply Tags – Checked In will be applied to the ticket buyer when they are checked in to the event.

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WooCommerce Appointments (BookingWP)

#Overview
WP Fusion integrates with the WooCommerce Appointments extension by BookingWP to apply tags in your CRM based on changes to a customer』s appointment status.
This functionality is in addition to the WooCommerce integration.
#Product Setup
When editing any Appointable product in WooCommerce, additional tagging options will appear on the WP Fusion settings panel.

The settings in the top section come from WP Fusion』s WooCommerce integration, and relate to the purchase of the product. The settings in the lower section relate to the status of the appointment.
#How it works
When a customer』s appointment status is changed, the tags specified for the appointment status will be applied to the customer』s contact record your CRM.
If no contact record exists yet (for example because the order is still Pending Payment), WP Fusion will automatically create a contact record before trying to apply any tags.
#Syncing appointment fields
WP Fusion supports syncing the date and time of a customer』s appointment to a custom field on their contact record in your CRM.

To enable this head to Settings » WP Fusion » Contact Fields, and enable the Appointment Date field under the WooCommerce Appointments header by selecting a corresponding custom field in your CRM.
When an appointment is made, the appointment date and time will be synced, and you can then use this data in your campaigns and automations (for example to send a reminder email or followup email).

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Event Espresso

#Overview
WP Fusion integrates with Event Espresso to allow you to add contacts to your CRM of choice when they register for an event. You can also optionally apply tags based on the ticket used at registration.
#Syncing contact records
To sync new event registrations to your CRM, head to Settings » WP Fusion and scroll down to the Event Espresso section on the Contact Fields tab.

For each Event Espresso field you can select a corresponding field in your CRM in which to store the data.
WP Fusion will detect any custom questions on your registration forms, and these can be synced to custom fields in your CRM as well.
If there are multiple attendees entered on the same registration form, these will be added as separate contacts.
#Event Fields
In addition to the attendee fields, WP Fusion can sync several 「pseudo」 fields related to the event and venue to the attendee』s contact record in your CRM.
This data can then be used in your CRM to create segments of your event attendees, trigger automations, or be merged into followup emails.
Those fields are:

Event Name
Event Start Date
Event Start Time
Venue Name
Venue Address
Venue City
Venue State
Venue Country
Venue Postal Code

#Other fields
WP Fusion can sync the purchased ticket name to a custom field in your CRM, by enabling the Ticket Name field. This can be used to create segments of attendees based on the name of the purchased ticket.
By enabling the Registration Status field, WP Fusion will sync the attendee』s registration status to your CRM when the registration is created, and each time the registration status is updated. This can be used to trigger automations based on the status of someone』s registration, for example Wait List or Approved.
#Ticket Settings
WP Fusion includes a few options for applying CRM tags to your Event Espresso registrants and attendees. These can be accessed by clicking the Advanced Settings button (the gear icon) on any Event Espresso ticket.
#Multiple Attendees
By default WP Fusion will sync just the customer who purchased the ticket to your CRM. To sync each event attendee as a separate contact, enable the checkbox for Add Attendees.

Each event attendee will be synced to your CRM with the details provided for that attendee at checkout, and any tags specified on the ticket settings will be applied to the event attendees as well as the person who purchased the tickets.
#Registration tagging
The ticket settings panel also includes options for applying tags in your CRM based on the status of an event registration.

There are two settings:

Apply Tags – Pending: These tags will be applied to the attendee after they』ve submitted their details but before a payment has been made.
Apply Tags – Approved: These tags will be applied when a payment has been received or an attendee is manually approved.

#Event check-ins
WP Fusion can also detect when an attendee is checked in our checked out of an event in Event Espresso, and apply tags in your CRM. This setting is found on with the other WP Fusion settings when editing an event ticket.

When you manually mark an event attendee as checked-in or checked-out of an event, these tags will be applied to that attendee』s contact record in your CRM.
#General Settings
WP Fusion includes some general settings for Event Espresso. These can be found at Settings » WP Fusion » Integrations » Event Espresso.

For each registration status you can select tags to be applied in your CRM.
When a registration is created or a registration status changes, the specified tags will be applied to the registrant』s contact record in your CRM.
#Exporting Registrations
WP Fusion includes a batch exporter tool for Event Espresso registrations. This can be found under Settings » WP Fusion » Advanced.

Running the Event Espresso registrations operation will find any 「Approved」 Event Espresso registrations that have not yet been processed by WP Fusion, and sync them to your CRM as if they just happened. This will create / update contact records based on the provided registration data, and apply any tags you』ve configured for your events.
#(Advanced) Unlocking registrations for re-export
It may occasionally be necessary to export registrations to your CRM a second time, for example if you』ve modified the tags configured on your tickets.
By default WP Fusion will not process the same Event Espresso registration twice, to avoid sending duplicate data to your CRM, but there is a way to unlock those registrations for re-export by visiting a special URL in the admin.
To unlock registrations for re-export, go to the WP Fusion settings page and append &ee_reset_wpf_complete=true to the URL. For example:
https://mysite.com/wp-admin/options-general.php?page=wpf-settings&ee_reset_wpf_complete=true
You』ll see a message indicating that the wpf_complete meta key was removed from your registrations.

Then you can export the registrations again using the Event Espresso registrations option under Batch Tools.

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WooCommerce Bookings

#Overview
WP Fusion includes a basic integration with WooCommerce Bookings that allows you to sync a customer』s booking date to a custom field in your CRM.
You can then use this to send emails and other automated engagements before and after a customer』s booking date.
#Setup
Setup is straightforward, when WooCommerce Bookings is active, a Booking Date field will appear for sync on the Contact Fields tab in the WP Fusion settings.

When this field is enabled for sync, the customer』s booking date will be synced to the selected custom field in your CRM after checkout.
For applying tags based on the purchased product and other settings, see the WooCommerce integration documentation.

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EventON

#Overview
WP Fusion integrates with EventON to allow you to add event attendees as contacts to your CRM of choice when they purchase a ticket using the Event Tickets addon.
You can also sync event details to custom fields in your CRM, and apply CRM tags based on the event ticket purchased (via the WooCommerce integration).
#Syncing custom fields
WP Fusion registers a few EventON custom fields for sync. These can be found on the Contact Fields tab in the WP Fusion settings.

When someone registers for an event, any enabled fields will be synced to the corresponding custom fields on their contact record in your CRM.
The available fields are:

Event Name: The name of the event the person registered for
Event Start Date: The start date of the event
Event Start Time: The start time of the event
Event End Date: The end date of the event
Event End Time: The end time of the event

#Tagging contacts
Because the Event Tickets addon uses WooCommerce to sell tickets, these settings are configured via WP Fusion』s WooCommerce integration.
After creating your EventON ticketed event, head to WooCommerce » Products in the WordPress admin, and click Edit on the corresponding ticket product.

In the WP Fusion tab of the WooCommerce settings metabox you can configure tags to apply in your CRM when a ticket is purchased for that event.
For more information, see the WooCommerce documentation.

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Events Manager

#Overview
WP Fusion integrates with Events Manager to allow you to add event attendees as contacts to your CRM of choice when they register for an event. You can also optionally apply CRM tags based on the event the person registered for.
#Adding contacts
By default WP Fusion will sync any event registrations to your CRM as contacts, with the name and email address provided at registration. If a contact already exists with the same email address they will be updated.
#Syncing custom fields
WP Fusion registers a few Events Manager custom fields for sync. These can be found on the Contact Fields tab in the WP Fusion settings.

When someone registers for an event, any enabled fields will be synced to the corresponding custom fields on their contact record in your CRM.
The available fields are:

Event Name: The name of the event the person registered for
Event Date: The date of the event
Event Time: The start time of the event
Event Location Name: The name of the event location
Event Location Address: The full address of the event location

WP Fusion will also detect any custom fields on your booking forms, and these will show up in the Contact Fields list, where they can be mapped to custom fields in your CRM.
#Tagging contacts
WP Fusion adds a meta box to the bottom of any Event post type. Here you can specify tags to be applied in your CRM when someone registers for that event.

The tags specified for Apply Tags will be applied in your CRM when someone registers for an event.
The tags specified for Apply Tags – Approved will be applied to the event attendee when an admin approves their event booking.
#Exporting registrations
WP Fusion includes a batch export tool for Events Manager that can retroactively sync event bookings to your CRM from before you installed WP Fusion.
This can be found at Settings » WP Fusion » Advanced » Batch Operations.
Select the Events Manager bookings option and click the Create Background Task button to start the export.
WP Fusion will go through every event booking in Events Manager and create/update contact records in your CRM for each event attendee, as well as sync any enabled custom fields. Any tags configured on the corresponding events will also be applied.

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FooEvents

#Overview
WP Fusion integrates with FooEvents to allow you to add event attendees as contacts to your CRM of choice.
You can also apply tags based on the event ticket purchased, and sync event details to custom fields in your CRM, such as Event Date, Venue, and Booking Time.
#Syncing customer and attendee details
By default WP Fusion will add the person who purchases the tickets to your CRM (via the WooCommerce integration).

To add event attendees as separate contacts, navigate to the WP Fusion tab in the WooCommerce product and check the box for Add attendees.
You can also specify tags to be applied just to event attendees.
If an order is later refunded, any tags applied to the event attendees at checkout will be automatically removed.
#Event time and venue
WP Fusion also lets you sync the event date, time, and venue name from your events to the customer』s contact record in your CRM, so this data can be merged into emails. These fields can be enabled from the Contact Fields list in the WP Fusion settings.

#Custom attendee fields
If you』re using the Custom Attendee Fields addon, any custom fields you』ve added to checkout will appear under the FooEvents section in the Contact Fields tab of the WP Fusion settings.

For each custom field you can specify a corresponding custom field in your CRM in which to store the data.
#Bookings
If the FooEvents Bookings extension is active, you will also see two addition fields under the FooEvents header in the Contact Fields list, Booking Date and Booking Time.
When someone makes a booking via a bookable event, their selected date and time will be synced to the corresponding custom fields in your CRM.
You can then use this data in automations in your CRM to send pre-event and/or followup reminder emails and SMSs to your event attendees.
#Zoom
WP Fusion allows you to sync the Zoom meeting ID and join URL to custom fields in your CRM when an attendee registers for a Zoom event. You can enable the fields Zoom Meeting ID and Zoom Join URL from the FooEvents section of the Contact Fields settings.
When an attendee buys a ticket or registers for an event that includes a Zoom meeting, the corresponding custom fields will be updated in your CRM.

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Modern Events Calendar

#Overview
WP Fusion includes an integration with Modern Events Calendar to sync event attendees to your CRM and apply tags when bookings are created.
#Ticket Setup
When editing any ticket in Modern Events Calendar, you』ll see two options added by WP Fusion. Note that if you』ve just created a new ticket you』ll need to save the event before the settings appear.

The settings are:

Apply Tags: These tags will be applied in your CRM when someone purchases the ticket.
Add Attendees: By default WP Fusion will just sync the first attendee to your CRM at checkout. Check this box to create a contact record and apply the selected tags for every attendee.

#Syncing Event Details
WP Fusion adds a few pseudo-fields related to the event, which can be synced to the contact record of the event attendee in your CRM. These can be enabled at Settings » WP Fusion » Contact Fields.

When someone registers for an event, the enabled fields will be synced to the corresponding custom fields in your CRM.
 

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Simply Schedule Appointments

#Overview
WP Fusion includes an integration with Simply Schedule Appointments to sync appointment bookings to any one of 50+ supported CRMs and marketing automation platforms, and apply tags based on appointment status.
You can use this data to create segments in your marketing lists, or to trigger automations to follow up with customers before and after their appointment time.
#Syncing bookings and custom fields
WP Fusion makes several Simply Schedule fields available for sync from the Contact Fields tab in the WP Fusion settings.

For each, select a corresponding custom field in your connected CRM to enable it for sync.
When an appointment is booked (or an appointment status is changed) any enabled fields will be synced to the customer』s contact record in your CRM.
#Tagging customers
WP Fusion provides a few general settings for Simply Schedule Appointments. These can be found at Settings » WP Fusion » Integrations » Simply Schedule Appointments Integration.

The options are:

Sync Guests: This setting is enabled by default— anyone who makes an appointment booking via Simply Schedule Appointments will have a contact record created (or updated) in your CRM. You can disable Sync Guests if you only want to sync the appointment details for registered users.
Apply Tags – Bookings: These tags will be applied in your CRM when someone books an appointment.
Apply Tags – Rescheduled: These tags will be applied in your CRM when someone reschedules an appointment.
Apply Tags – Cancelled: These tags will be applied in your CRM when someone cancels an appointment.

 

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