Implementation of Ubercart Online Store and Integrating with CiviCRM Database
Submitted by meberly on October 21, 2013 - 08:28
The Trinity Forum (TTF) is a nonprofit organization that engages leaders with the great ideas of civilization in the context of faith for personal and societal renewal.
Previously TTF used a stand-alone ecommerce store to manage the sales of their products. This solution was not integrated with CiviCRM. This meant a lot of time and effort was spent inputing duplicate data, plus a lot of time and effort spent "managing" the store. For example, Margaret Eberly, Events Coordinator was responsible for manually emailing customers that had purchased downloadable products. In addition, she also had to send all the orders to the mail order house.
Backoffice Thinking worked with TTF to implement Ubercart with CiviCRM integration. The first step was for our Project Manager to identify TTF's needs and understand the areas they wanted to improve. Then we came back with the recommendation to install Ubercart with the following add-ons: CiviCRM integration, Discounts/Coupons, Customization to update the bulk order status so that the customer profile is not overwritten with the shipping information.
Now all store purchases are fed directly into CiviCRM allowing TTF to get a 360 degree view of their constituents' activities. Before implementing Ubercart, TTF had to email to the customer the downloadable products purchased via the site. With the new Ubercart store, the customer is given instant access to the file when they complete the purchase They can access prior downloadable products purchased directly from their profile.
The Ubercart store has only been live for a short time, yet, Eberly noticed the following benefits right away:
- Not only does the store data now integrate with our database, but the format and design look just like the rest of our site, where as on the third party store it was completely different,
- We no longer have "Failed Payment Transactions," which were very frequent on our other stand-alone store
- Digital products are available for download off of the website - I no longer have to e-mail them manually!
- Orders are automatically sent to our mail house instead of me e-mailing all of the orders.