Club Prophet Tee Sheet Integration
The section describes how to integrate CampaignPilot with your Club Prophet point-of-sale and tee sheet software.
Integrations with CampaignPilot & Club Prophet
There are a number of ways that CampaignPilot can integrate with your Club Prophet tee sheet and point-of-sale software. After you configure a few settings, you can:
Automatically create customers in Club Prophet from CampaignPilot form submissions.
Post order information from CampaignPilot product and ticket sales to Club Prophet.
Promote and sell Virtual Gift Cards that are automatically issued in your Club Prophet software.
Configuring CampaignPilot
To enable any of the integrations mentioned you will first need to configure CampaignPilot with some details about your Club Prophet software.
You can access these settings by visiting Settings -> Other -> Club Prophet in CampaignPilot,
Next set the Club Prophet Software Integration toggle to Enabled,
3. Next find the section labeled Club Prophet API Settings and enter the details for your tee sheet software.
4. Finally, click the Save Changes button at the bottom of the screen. CampaignPilot and your Club Prophet tee sheet software should now be connected, allowing for the integration features mentioned prior.
Obtaining Club Prophet IDs
You will need to provide a few IDs found in Club Prophet in order for CampaignPilot to properly post sales and create customers. These IDs will also allow you to customize how exactly sales and customers are associated or categorized in Club Prophet. The following section will help you find these specific IDs in Club Prophet and explain exactly how they're used.
Club Prophet Store ID
The Club Prophet software allows you to group your sales items and sales by Stores. This is useful for accounting and reporting, organizing your sales items, and implementing different pricing structures.
When configuring CampaignPilot with Club Prophet, you will need to enter a Store ID. The Store ID should match the store inside Club Prophet that you want to use with CampaignPilot. This will typically be the same store you use for the proshop, or you could set up a new store specifically for CampaignPilot or online sales.
1. In your Club Prophet software, select Tools, then Options.
2. On the left side, select Reference Tables, then Store Information.
3. You will see a list of all the Stores configured in your Club Prophet system. Find the store you want to use with CampaignPilot and note the number in the StoreId column. You can also add a new store from this section.
Club Prophet Payment ID
The Club Prophet software posts every sale that occurs in the system against a specific payment method. This is useful for accounting and reporting purposes and is a critical part of organizing your sales within your point-of-sale.
When configuring CampaignPilot with Club Prophet, you will need to enter a Payment ID. When online sales are made with CampaignPilot that have an attached Club Prophet sales item, the sale will be posted with the payment method matching the ID provided in CampaignPilot.
It is important to note that the Club Prophet Payment ID does not affect which payment processor is used for online CampaignPilot sales. Instead this ID is used only to associate the sale with the appropriate payment method inside your Club Prophet software.
1. In your Club Prophet software, select Tools, then Options.
2. On the left side, select Sales Options, then Payment Methods.
3. You will see a list of all the Payment Methods configured in your Club Prophet system. Find the payment method you want to post CampaignPilot sales against and note the number in the ID column. You can also add a new payment method from this section.
Integation One - Create Customers in Club Prophet from CampaignPilot Forms
When one of your customers fills out a form on a CampaignPilot landing page, you can automatically create a customer in your Club Prophet customer database. This is especially useful if you find yourself manually exporting form submissions from CampaignPilot and importing them into Club Prophet.
To enable any of the integrations mentioned, you will first need to configure CampaignPilot with some details about your Club Prophet software.
Configuring CampaignPilot
You can access these settings by visiting Settings -> Other -> Club Prophet in CampaignPilot,
Next, make sure that the Club Prophet Software Integration toggle is set to Enabled, and that you have completed the settings in the Configuring CampaignPilot setction,
Next you will need to set the Customer & Order Integration toggle to Enabled,
4. Finally, click the Save Changes button at the bottom of the screen. Now when a customer fills out form on any of your campaigns, their customer information will be added automatically to your Club Prophet customer database.
Here is an example form made with CampaignPilot that might be similar to yours. When a customer completes this form...
... any customer information that is detected will autmatically be added to Club Prophet.
CampaignPilot will only pass through the customer name and email address to Club Prophet. No other information obtained with the form will be passed through to the customer created. Any additional custom fields captured with your form can be viewed and exported from within CampaignPilot.
Integration Two - Posting CampaignPilot Sales to Club Prophet
When one of your customers makes an online purchase with CampaignPilot, you can automatically have the sale posted to your Club Prophet software. This is useful for reporting, reconciliation, and inventory purposes.
Once CampaignPilot is configured with Club Prophet, you can set up any Sale or Event campaign to post the purchases in your point-of-sale software.
Configuring CampaignPilot
You can access these settings by visiting Settings -> Other -> Club Prophet in CampaignPilot,
Next, make sure that the Club Prophet Software Integration toggle is set to Enabled, and that you have completed the settings in the Configuring CampaignPilot setction,
Next you will need to set the Customer & Order Integration toggle to Enabled,
4. Finally, click the Save Changes button at the bottom of the screen. Next you will need to set up a campaign with Sales Items from Club Prophet. Follow the next section on how to do that.
Campaign Set Up in CampaignPilot
1. When you are creating a paid Sale or Event campaign in CampaignPilot, you will notice a field Club Prophet Sales Item. Find your specific Sales Item by first searching through your Club Prophet Sales Item Categories associated with the Store configured with CampaignPilot.
2. Once you have selected a Sales Item Category you can select a specific Sales Item.
3. Finish the Campaign Wizard. Now when a customer makes an online purchase from this campaign, the sale will be posted in your Club Prophet software.
CampaignPilot Sales in Club Prophet
When a Sale or Event campaign is configured with a Club Prophet sales item, any purchases will for that campaign will be automatically posted to your Club Prophet software.
The customer will be charged online using the Payment Processor set up in CampaignPilot. They will receive an email receipt from CampaignPilot.
The billing customer will be added to your Club Prophet database if they are not already in there. This logic is based on the customer's email address.
The sale will automatically be posted to Club Prophet. Any inventory counts and reports will reflect the online sale.
The sale is posted against the Store configured in CampaignPilot settings (Store ID).
The sale posted to Club Prophet will contain the sales items configured when the campaign was set up (Sales Item).
The sale is posted to Club Prophet against the payment method configured in CampaignPilot settings (Payment ID).
Any sales made by CampaignPilot will display a note indicating as such.
Integration Three - Selling Club Prophet Virtual Gift Cards
CampaignPilot can be used to sell Virtual Gift Cards that can be managed and redeemed using your Club Prophet software.
Campaign Set Up in CampaignPilot
1. Start building a campaign using a Gift Card template. You can select any Gift Card type template in the Campaign Library.
2. When you get to the Gift Card Details step, you will notice a setting for Virtual Gift Card. Toggle this setting to enable it.
3. Finish the Campaign Wizard. Now when a customer makes an online purchase from this campaign, they will be issued and sent a virtual gift card from your Club Prophet software.
Virtual Gift Card Checkout
When a customer is making a purchase for a virtual gift card, they will see a notice that the card will be delivered via email to the address provided during checkout.
When your customer uses CampaignPilot to purchase a virtual gift card, the card will immediately be issued without any involvement from you or your staff.
The customer will be charged online using the Payment Processor set up in CampaignPilot. They will receive an email receipt from CampaignPilot.
The billing customer will be added to your Club Prophet database if they are not already in there. This logic is based on the customer's email address.
A virtual gift card will be issued in Club Prophet and attached to the purchasing customer.
Your Club Prophet software will send an email to the customer containing their virtual gift card.
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