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.
WP Fusion includes a few options for applying CRM tags to your Event Espresso registrants and attendees.
When editing any ticket for an event you can click the Advanced Settings gear to expand the advanced settings. Underneath the Event Datetimes section will be a tag select box for WP Fusion.
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.
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.
WP Fusion includes a batch exporter tool for Event Espresso registrations. This can be found under Settings » WP Fusion » Advanced.
Running this 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.