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Description: |
We are a travel company with our own custom-built registration system. It's a MySQL database with a Laravel/PHP front-end, where customer bookings are made, kept, and updated by customers and/or company staff.
The customer-facing side of the registration system is at bookings.chooseachallenge.com
Project Aim
To integrate the Reg System database with the CRM platform Brevo (formerly sendinblue) so that user records in the Reg system are reflected in real-time in Brevo.
Project Objectives
To ensure that the attributes in the reg system customer (pax) booking records have corresponding attributes in Brevo.
To set up the integration so that any verified user (one who has verified their email address after receiving the confirmation email) appears in Brevo with the correct status e.g. ‘Incomplete’ if they have not yet registered. Their status in Brevo must be updated as soon as it updates in the registration system.
The code is stable and continues to operate correctly for the long term
The code should be hosted on our Google Cloud account
Some attributes such as CONTACT_TYPE will not have a contact-specific field but will instead need to be pulled from the information for the event with which the pax is associated
Project Tasks
Produce a definitive list of attributes (i.e. fields) required in Brevo for that platform to effectively mirror the participant records in the reg system database (Reg Brevo Integration Attributes.xlsx). Note: The list must cover all fields that could be used as part of marketing, sales, cx and ops activities.
Define attributes in Brevo to match the definitive list. Remove all attributes not used.
Create Brevo list ‘Current Active Pax’ in the Operations folder. This list should contain records of all pax with a future trip date. Note: Need to work out which statuses should be included on here
Add field to event set-up with Event status close schedule.
Create ‘Past Pax’ list on Brevo. Code should move pax from ‘Current Active Pax’ to ‘Past Pax’ once event status is changed to closed.This List should contain records of all pax with a past trip date.
Create custom code to sync reg system users (except admin users) to correct Brevo Lists when user record is created (starts with incomplete registration) and updates immediately if any defined attribute changes.
Create log to help enable future debugging |
