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When creating leads or contacts, we are not setting the lead source. Not setting it at all.

I want to create a campaign with all the people I am inviting to an event then send the names and email addresses to a specific event in Eventbrite.

When the event date and time from EB is blank, need to put in the date and time to the campaign member in the same way we do for opps.

Definitely well into the future Enhancement category - we'd love to be able to pick a different stage for Opportunities created from Eventbrite Attendees whose Order Type is "Pay by Check - Payment Not Received" or "Pay Cash/At the Door - Payment Not Received".

We could add an option to create opps for free events as well as paid, esp when there are some paid tix.

This was a request from PASA, who will be one of the initial implementors.

Apparently, Visualforce Javascript Remoting completely bypasses security, even when "with sharing" applies to the class. So our importAttendees function can create and update contacts, leads, and opps even if the person is not allowed to do so.

One solution is to provide properties for whether these objects are createable and updateable, and then disable options that they should not have. If they have no permission, the page should not allow even logging in. There may also be an apex solution that would cause the JS to get back errors - although it still would be better to alert folks before they try.

It is worth noting that Admins can disallow access to the page entirely for some or all profiles when installing - this would close the security hole. But they won't necessarily realize that.

The link should go directly to the signup page and not the homepage.

https://www.eventbrite.com/signup?ref=gw

While we can certainly work with the new options of importing all as Leads, all as Contacts, or all as Contacts with Opps, I'm curious if there was a specific reasoning behind not implementing the way the current/former Connector offers, with existing Contacts on email address match being added to the campaign, and non-matches added as Leads. While Leads aren't an object we use a lot, we had adapted our import workflow to this, and it made it easy to see who the new people were. We can easily build views of newly imported Contacts, but the Lead conversion process made it easy to match to existing Contacts where the email didn't match for whatever reason (personal vs. professional email, or optional host names, eg [email protected] vs. [email protected] being the most common).

In the events list, events with no capacity limit (ie limit is 0) now show like this:

30 / 0 Attendees

It should be just 30 when capacity is null or 0. If there is a capacity,

30 / 50 Attendees

is just fine the way it is.

For lead source, I am using a "dummy" record so VF will display the picklist for me. This means that if you don't have create permission on contacts, the control is just missing from the form. If we solve the permission issue, this will no longer apply.

Eric asked me to relay any feedback from my presentation to my local NP Salesforce user group (about the event management landscape, including the forthcoming Eventbrite for Salesforce). People were favorably impressed, though I can relay a +2 or +3 for generating Opps for free as well as paid registrations.

This question was asked but isn't one I could answer - will this work well with the NPSP in 1-to-1? The only hurdle I could think of was #10 - creating opps on the Contact's Acct, but I don't know enough about the NPSP to know for sure - maybe the NPSP code would handle that on its own.

Import results page reports "updated matching contact" even when lead created. Also seems to return that string when a matching lead was found and nothing happened.

It might be a result of browser cache.

Update contact info option is now a checkbox. We'd like it to be radio buttons as follows:

Update Contact Info

• Import address and phone only when blank in Salesforce
• Overwrite address and phone whenever Eventbrite has values

With the first option as the default (same effect as currently leaving unchecked).

I would prefer not to change the setting from a checkbox if we can help it - perhaps the first option can be false and the second true so the existing data structure will be okay. Let me know.

Currently the error message reads:

"No records were found with the given parameters.."

change to something like:

"No attendees found for this event."

If you have never gotten to the Import screen before you will see an empty Configure Contact box:

In Islandwood, sort and search do not work on the campaign page. Chrome says there is an error in the slickgrid.

Maybe I missed something in setup on this, but I would expect to see the same picklist options that I have set up for the Lead Source field on Contacts/Leads when using the Connector to create new Leads/Contacts, but all I see as far as options are --None-- and
Other

thanks!
Calista

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!!

Attendee report might not need address, since it will often be blank (whenever they specified home address rather than work). Also the report could include company name.

The date listed with events in the Event Selection list is incremented by one month over the actual event date.

When importing an event where many or most attendees have the EB Title and Company fields completed, and the "Create organizations for unrecognized company names" check box is checked on the Import tab with either Create Contacts or Create Contacts & Opportunities selected, no Accounts are created.

I turned off all required fields and validation rules on the Account object, and confirmed that I can create a new Account with Account Name only through the SF UI. All of our events collect information on the "Collect information below for each attendee" model - so this may be related to the Buyer/Attendee confusion when accessing data through the EB UI.

This may be more my not understanding how this is supposed to work, but I have a couple of events in EB that have attendees that have checked in. I'm using the connector and it properly updates the campaign member status of contacts/leads but doesn't do anything with the Eventbrite Attendees Checked In field on the Campaign record. How is this supposed to work?

Thanks - I'm really excited to see and get this out to my clients. Nice app; easy to setup and use!

Calista

If the company field is filled in, people might want opps to be created for the company rather than the individual. We are currently not setting the Account Id for the opps we create.

Same rationale as for #21

Sam reports that importing a birthdate causes the app to hang. On another note, I wonder why we do not time out if there is an error.

No need to duplicate the answers field on opp - overkill.

There could be more flexible ways to bring in answers from EB

There are 1-2 fields that don't, e.g. Event Date and Time.

it would be great if the campaign member
records could have a link to the opp record that corresponds to the
payment for that contact's attendance at the event.

First run if you do not choose any values for the Configure Opportunity section on Import step then you can still submit. No requirement you choose even a Record Type. Result is opps are not created. No messaging.

It would improve app accessibility for ADD-afflicted users like me who sometimes forget what they did 5 seconds after they did it.

On clicking the Login button, creating a new Campaign and any other spots where there will be a delay of unpredictable length, it would be great to have some kind of UI feedback that the click was registered and things are happening.

We created OCRs without setting primary.

We have a lot of Opportunity Record Types - when I noticed the way the list stretched across the screen I tried to break it. It doesn't break - just makes the screen scrollable horizontally. Very minor issue - but if it handled this by breaking over two "lines," it might be a little cleaner. ETA - Or maybe a drop-down is the better UI element here.

More substantive is the sort order of the Opp Record Types - what is it? Could it be alphabetical?

Would like to sort by Email as well as name fields, Easier to see if multiple contacts are signed up with same email addy that way.

Would prefer that First/Last Name sorts are case insensitive, so that the shift-key-haters, SHOUTERS and Normal People sort together.

If you type the exact name of a campaign in the Parent Campaign field and submit you get "Invalid ID:" message. To it to save you have to click the Lookup icon and select the found campaign. This is non-intuitive.

It would be nice to see before importing again, who has already been imported from a specific event.

List of active campaigns currently caps at 100. We could either provide more out the gate, or put a link in the interface that would allow you to query for more of them.

The Groundwire logo on Import screen is a bad link. Should link to http://groundwire.org/.

Since the app name is Eventbrite for Salesforce the package component name should be EventbriteForSalesforce.

When I create a new Campaign from within the app, it cleverly names my Campaign after the event, and remembers the record type and status settings I used last time. It also defaults the Start Date and End Date to one day before the event date as recorded in Eventbrite.

From Tiffany:
It asks what kind of opportunity I want created. Grant, gift, etc. I don’t know that this needs to be dealt with in event brite but one thing that is important to note about event gifts is that they are generally not 100% tax deductible. Usually there is a “fair market value” associated with the event and you receipt for whatever is over that. So it would be great if there was some way we could track that in the opportunity. For people hosting events where they have thousands of attendees, this would be especially helpful

The box for selecting events is too small for my taste, but we need to see the full event name. We ran a series of events with the same name, distinguished by town name at the end - can't tell them apart except by date/attendee numbers in the event list:

Mouse-over text would be preferable to making the box scroll more horizontally, but breaking name over two lines or widening the box preferred.

The new users guide that Eric sent says that Opps can only be created when "Just the ticket buyer" is selected inEB's Capture Attendee Information screen. I understand that this is due to limitations in the EB API. I'm not clear if this is supposed to be/can be enforced, or will merely produce unexpected or undesirable results if this directive is ignored.

Specifically, I just imported an in-progress event for which there are only two attendees (if anyone wants to come out for the trainwreck that will be our State Budget Address Watching Party, you're welcome to!) - theyv've all registered separately, and so the list of ticket buyers and attendees is the same. I was presented with the Contacts & Opps option, chose it, checked the "create free opps" box, and it did import fine. So if that's how it's supposed to work, great! But that's not the impression the docs give.

First time you get to Import step for contacts there is no default selected radio for Update Contact Info. Should default to import only when blank option.

Original Connector does this.

If the Location and Start & End Time could be concatenated onto the Details when creating the Description, even better.

In some cases an organization could want to import to Leads and update the record if a match on email address is found. Currently the behavior is to do nothing if a match is found and the "Use existing contact where email matches." checkbox is checked.

It would be really nice if the user could specify the fields used
for matching a SF contact to an EB attendee/payer. So for example,
let's say that a user wants to match eventbrite contacts to contacts
in SF based on first, last, and address line 1. Or, let's say they
want to match on any of the NPSP email address fields as opposed to
just the standard SF email field.

An opportunity was created for one of the folks listed on an eventbrite order, but not the actual purchaser who is also on the order. I am sure it is due to a duplicate email address used for both tickets. Somehow we need to pick up only the purchaser with an opportunity and all "guests" as attendees without separate opportunities.