You can also track event attendance by syncing check-in data for attendees to a custom field on their contact record in your CRM.
When adding or editing any event ticket, you’ll see several WP Fusion settings:
- Apply tags: These tags will be applied in your CRM when someone RSVPs or purchases this ticket.
- Apply tags – Deleted: These tags will be applied in your CRM when an attendee is deleted from an event.
- Apply tags – Check-in: These tags will be applied when someone checks in to an event (with Event Tickets Plus)
- Add attendees: When this box is checked, each attendee will be synced to a separate contact record in your CRM (and tagged). This requires Individual Attendee Collection to be enabled in the Event Tickets settings.
With Event Tickets, attendees can be moved from one event to another. If this happens, the tags from the original event will be removed, and the tags for the new event will be applied. Any enabled event or venue fields will also be synced to the CRM with the values for the new ticket.
#Syncing event details
WP Fusion also lets you sync the event date, time, and location to the contact record, so this data can be merged into emails. See below for an example.
If you’re using The Events Calendar Pro, you have the option to create custom fields for your events. Any custom fields you’ve created for events will also show up on the Contact Fields list in the WP Fusion settings, and they will be synced when an attendee RSVPs for an event or purchases a ticket.
#Event Tickets Plus
Event Tickets Plus allows for even more flexibility with creating events. You can sell tickets to events using Easy Digital Downloads or WooCommerce, and collect additional information about attendees during the registration process by adding custom fields to the ticket settings.
Any custom fields added to an event will show up under the Contact Fields section in the WP Fusion settings page. You can then map these to fields in your CRM and record relevant attendee information.
Event Tickets Plus allows you to check-in attendees to an event, either via the WordPress admin or using the Event Tickets Plus QR scanning app.
To track event attendance you can enable the
event_checkin_event fields for sync.
Both fields will be synced when someone is checked in to an event. The
event_checkin field will contain a boolean
true value and works best when updating a checkbox field in your CRM.
event_checkin_event field will contain the name of the event the attendee was checked in to.
Watch this video from WPLaunchify about connecting Ontraport to Event Tickets / WooCommerce with WP Fusion.
WP Fusion includes a batch export tool for Event Tickets that can retroactively sync event attendees to your CRM from before you installed WP Fusion.
This can be found at Settings » WP Fusion » Advanced » Batch Operations.
Select the Event Ticket attendees option and click the Create Background Task button to start the export.
Any event attendees that have not yet been processed by WP Fusion will be synced to your CRM, including any enabled fields. Any tags configured on the corresponding events will also be applied.