Client: Lifetime Arts
Year: 2023
Website: creativeagingportal.org/course-registration
Lifetime Arts wanted to integrate a WordPress user store in their learning management system with Bonterra (formerly named EveryAction), a CRM platform. They have two intake streams:
- Users who sign up for a free course on the portal.
- Users who sign up for one of their trainings via a Jotform form.
When users sign up in both scenarios, an account is created in WordPress and the registration information is automatically synchronized to EveryAction. The project makes extensive use of the EveryAction API, the WordPress REST API, and a Jotform webhook.
About the Client (Lifetime Arts)
Founded in 2008, Lifetime Arts is a nonprofit arts service organization that offers a positive, modern, artistic and social lens through which to serve, inspire and engage America’s growing population of older adults.
Assets
Course registration form.
This is a view of the EveryAction person record. Form data is migrated into the CRM, including fields mapped to activist codes. Attendance is also recorded for Lifetime Arts-led trainings, which are encoded as events in the system.
This screen, in the WordPress dashboard, displays a list of users who registered for a free course on the portal. The users can be exported to CSV for additional processing.
A Jotform form uses multiple integrations: a webhook to send the form data to a WordPress REST API endpoint, and an Airtable integration to send it to a spreadsheet. Custom data, such as a LearnDash registration code, is also transmitted via hidden fields.