Ecommerce product for sale through TeamRaiser participant

Kyle Booth

Hi all, I am trying to figure out if it's possible to make it so that a teamraiser participant can get soft credit for someone purchasing a specific ecommerce product (maybe through a special link given in on the TR participant's page, etc.)  

We have an annual day called Cape Day where we encourage people to purchase and wear a cape. Previously we've just used an estore for people to purchase it, but this year we'd like to associate a TR with it and have participants both solicit donations and sell capes through the estore and we're hoping that the capes sold through their efforts will show as credit towards their TR goals.

In the BB Help docs (here), I see some instructions that make me believe this could be doable. 

In the TR admin (Select Event Options > Configure eCommerce Options), I've checked #4 and #5  Participants Can Receive Credit for Product Purchases:   Determines if donors can purchase products to support specific participants Yes, allow donors to purchase products to support participants Step 4.

4.

 
 
5.
Teams Can Receive Credit for Product Purchases:
 
 

Determines if donors can purchase products to support specific teams

Yes, allow donors to purchase products to support teams Step 5.

but am still not sure from here how to associate purchases with particular TR participants or teams. 

Any advice would be very much appreciated.

Thanks!


 

Kyle Booth

So, I guess my question boils down to this: How do I make use of this option in a TR:

Select Event Options > Configure eCommerce Options > Participants Can Receive Credit for Product Purchases


Thanks!

Jon Reich

Hi, Kyle. 


The Blackbaud help page you link to is a great resource to get things setup. Once you have the TeamRaiser configured to use eCommerce... the "Begin Shopping" option will simply appear under the Donate button in the Participant search. See this screenshot:

 



However. you can also add some code to the Default Personal Page.. to add a link/button there as well. See this screenshot:




This uses the S413 tag. 

Format

• Standard
  [[S413:fr_id, link_text, proxy_type, proxy_id, store_id, product_id]]

• XML
  <convio:session name="413” param="fr_id, link_text, proxy_type, proxy_id, store_id, product_id " />

Parameters

• fr_id - event_id, use 0 to pull from session

• link_text - Supply text to make a clickable link or leave empty for the plain URL

• proxy_type - Give the type name (participant / event / team) or the ID (20 / 21 / 22)

• proxy_id - The cons_id for particpant, the team_id for team or event_id for event

• store_id - The id of the store or use 0 for the local EDP value

• product_id - The id of the product or use 0 for the local EDP value, leave empty to build a link directly to the store

Sample Code

• Standard

  [[S413:1000, Click me, 20, 1001001, 1002, 1001]] [[S413:1000, , 20, 1001001, 1002, 1001]] returns a plain URL [[S413:1000, Go to the store, 20, 1001001, 1002]] links directly to a store

Hope that helps you take the next step!


- Jon


  --

Jon Reich * Partner * Cathexis Partners * jon@cathexispartners.com * p.605.377.8147

Kyle Booth

Thank you very much, Jon Reich! That is incredibly helpful!

Kyle Booth

Hi again Jon (or anyone). I'm trying this out and running into something strange. I am using this s-tag:

      [[S413:1551, Purchase Your 2020 Cape!, 20, 1092546, 4241, 2801]] ,

expecting to get a link to the product (2801) in the store (4241), but the link being produced is a link to the teamraiser instead of the store/product. You can see the link at the bottom of the page here: https://give.choa.org/site/TR/Events/General?fr_id=1551&pg=entry Any idea why this is not generating the expected link?

Thanks again!

Jon Reich

Hi, Kyle. I tried your exact code (merely updating the id's) in our sandbox and it worked for me. See the very bottom of the Personal Page:
http://cp.convio.net/site/TR/Events/General?px=1031122&pg=personal&fr_id=1670


Is everything (store and products) published... and all in the same or General security category? Also, can you include a screenshot of the back end code? 


Thanks!


- Jon

  --

Jon Reich * Partner * Cathexis Partners * jon@cathexispartners.com * p.605.377.8147

Kyle Booth

Thanks again Jon!

The store, product and teamraiser are all published and in the General security category. Here is a screenshot of my code in the Custom Pages > Greeting > HTML Area (screenshot attached):

Not sure what I'm doing wrong -- thanks for your help!

Jon Reich

Hi, Kyle. Yeah, everything looks good. Maybe triple-check that the TeamRaiser eComm settings are set to ensure you have 4. Participants Can Receive Credit for Product Purchases checked? See below:



 

--

Jon Reich * Partner * Cathexis Partners * jon@cathexispartners.com * p.605.377.8147

Kyle Booth

Thanks again Jon! I just realized that I had somehow unchecked the "Yes, allow donors to purchase products to support participants" option. Duh. I re-checked it and now it's working.


?Thank you so much for taking the time to help me with this!!!

Kyle Booth

Hey Jon, or anyone who can help,

One more -- hopefully quick -- question. How are you getting the actual name of the participant in your screenshot of the personal participant page, where it says "Buy Products in Support of Jon Test"? I can get the name of the logged-in user, but not the one associated with the participant center that's currently being viewed. Is that using an S-Tag or an API call -- maybe associated with a proxy_id? I'm sure it's right in front of me, but I just can't find how to get the name.

Thanks again!

Kyle

Jon Reich

Hi, Kyle... try this:

[[E413:[[S334:fr_id]], Buy Products in Support of [[E48:[[S334:fr_id]]:cons.first_name]], 20, [[S334:px]], 1901, 1382]]  


(Where the 1901 is the Store ID, and the 1382 is the Product ID.)


Placing that in the "Page Footer (Not User Editable)" section of the Default Personal Page will give you what you see in my screenshot. 




- Jon

 

--

Jon Reich * Partner * Cathexis Partners * jon@cathexispartners.com * p.605.377.8147

Kyle Booth

Excellent!!!  I've been looking all over for this. 

Thank you, thank you, thank you!