groundwired
commented
12 years ago That is great feedback, Katie - thank you so much for giving this a try.
I have made some notes below, and have questions, too. I am sorry to say that some of your issues are related to apparent weaknesses in the Eventbrite API, so we may not be able to do anything about them in the short term. We will certainly try to get Eventbrite to consider improvements, however, and we will update the importer if and when they do.
-Evan
On 1/10/12 12:18 PM, "katiepelly" <reply+i-2796190-95d27216a9b47ebd9ffe075b09b23ff11bce0280-806318@reply.gith ub.com> wrote:
First, Congrats to all of you. The new Eventbrite for Salesforce was an easy install and has some great new features. Thanks for all your hard work. Here is some feedback, sorry to be long winded.
My experience using the same event in Eventbrite imported three different ways into three different campaigns.
When I import Contacts and Opportunities, I am not getting all the attendees to come across.
If you look at our report of attendees, which pulls from campaign member, are they all there?
I am getting the correct number of opportunities but they are not always assigned to the correct "purchaser" (see previous issue). The money looks correct in the campaign but the total number of contacts does not.
There is a field on campaign that you need to add to the layout - I think it is called Total Eventbrite Tickets. Is that number correct? It can be different than campaign members in the case that the same person or email orders tickets in more than one order.
It looks like you solved the issue of an opportunity being created for each ticket, which causes some confusion, because now only one opportunity is being created. But somehow, the other attendees on that same order are not transfereing across. In a perfect world, each order would have an opporunity created for the order purchaser with a primary contact role. Then all other folks on that same order would be assigned contact roles on that opportunity (not as primary of course) of 'event attendee" or something they indicates they are "guests". This would allow us to know who paid for who in salesforce.
This is the real bummer - the Eventbrite API does not seem to let us find out who is the purchaser, and in fact seems to give back the attendees in random order so that we don't even get the first one.
If we are able to fix this in the future, I will consider your idea of creating a (non-primary) contact role for every attendee - I think it is a good idea.
When I import as Leads, I get all the attendees but none of the payments. This would be my preference, to always import them as leads and be able to add the opportunity at that point. Evan, you had originally set something like that up for us where we were able to add or not add an opportunity during the lead import step after they were brought into Salesforce. Not sure if this is still possible with the new version, and as I said above, the opp glitches have been somewhat worked out. We have so many events where the same folks register time and time again. The old connector had trouble creating new leads for these same folks over and over...but this new version seems to handle it much better.
That is right, we can't create opportunities for leads. We did build in the ability for people with the latest version of Groundwire's template to use the Lead Converter to create opps after bringing in Eventbrite people
- unfortunately, that does not help you because your code base is an earlier version. If there is a compelling reason why leads would be better for you, please let me know.
When I import as contacts only, I don't always get everyone on the list. I unchecked the "check for duplicate" box so that even if they had the same email they would be added, but they weren't. Great for free events of new people but again, the opps are really important to have come across so not sure if we would use this "contacts" only function much. Hope this helps. I am happy to explain in person if some of this doesn't make sense. Again, It looks really good!!
I do want to see what happened in this case - if you uncheck the box, you should get a new contact for each attendee in every case. Let me know when we could do a screen share to investigate. Thanks!
Reply to this email directly or view it on GitHub: https://github.com/Groundwire/EventbriteForSalesforce/issues/17
Evan Callahan CRM Consultant evan@groundwire.org 206.286.1235x14
Engagement technology for social and environmental change.
First, Congrats to all of you. The new Eventbrite for Salesforce was an easy install and has some great new features. Thanks for all your hard work. Here is some feedback, sorry to be long winded.
My experience using the same event in Eventbrite imported three different ways into three different campaigns.
When I import Contacts and Opportunities, I am not getting all the attendees to come across. I am getting the correct number of opportunities but they are not always assigned to the correct "purchaser" (see previous issue). The money looks correct in the campaign but the total number of contacts does not. It looks like you solved the issue of an opportunity being created for each ticket, which causes some confusion, because now only one opportunity is being created. But somehow, the other attendees on that same order are not transfereing across. In a perfect world, each order would have an opporunity created for the order purchaser with a primary contact role. Then all other folks on that same order would be assigned contact roles on that opportunity (not as primary of course) of 'event attendee" or something they indicates they are "guests". This would allow us to know who paid for who in salesforce.
When I import as Leads, I get all the attendees but none of the payments. This would be my preference, to always import them as leads and be able to add the opportunity at that point. Evan, you had originally set something like that up for us where we were able to add or not add an opportunity during the lead import step after they were brought into Salesforce. Not sure if this is still possible with the new version, and as I said above, the opp glitches have been somewhat worked out. We have so many events where the same folks register time and time again. The old connector had trouble creating new leads for these same folks over and over...but this new version seems to handle it much better.
When I import as contacts only, I don't always get everyone on the list. I unchecked the "check for duplicate" box so that even if they had the same email they would be added, but they weren't. Great for free events of new people but again, the opps are really important to have come across so not sure if we would use this "contacts" only function much. Hope this helps. I am happy to explain in person if some of this doesn't make sense. Again, It looks really good!!