|Posted: Wednesday Nov 14th, 2012 at 4:37 am #31548|
I’ve been attempting to hook s2member up to our company CRM system so it updates lead information, purchase history, etc. I’ve hit a couple of issues and wondered if you guys could assist;
I need to be able to add/update a ‘subscription expiry’ field on the CRM whenever anybody purchases, upgrades, renews (via PayPal’s automated renewal) or cancels. We’ll use this to email them on/before these events.
Since the EOT isn’t calculated for a user record until they cancel, I’ve been doing this by taking the transaction date, adding a year on (our subscription runs for a year) and then updating the EOT on the CRM accordingly. Problem is, we now have products coming online that are one-off purchases, and this means that my previous logic doesn’t work anymore as the update EOT on CRM logic gets fired with the incorrect value.
Is there a recommended way of getting an accurate EOT for any user record that is on a subscription, including when the automated renewal will take place?
Secondly, in relation to products – I need to send a purchase record through to the CRM when someone purchases any product, and this must include renewals. I’ve been doing this for initial purchases by putting a unique product SKU in the CV1 value of the form shortcode (as our item_names are too long to use, really). This works great for initial purchases – using the notification API I’m picking the SKU and the value and sending a purchase to the CRM.
What I don’t know is if this works for automated renewals – ours occur every year. Will the CV1 value (our product SKU) from the original product purchase form be present when the automated renewal occurs and my notification script gets fired? What shortcode values are present when this happens via PayPal ‘behind the scenes’? It seems to be difficult to test this to see.
Thanks very much in advance for your help – you’ve got a great product here!
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