LITE 2016 – Guest Workshop, Full API Integration [John Macfarlane]
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The document discusses using an API to integrate a training administration system called Administrate with other applications and websites. The API allows data from Administrate like courses, events, and resources to be accessed and displayed on external systems. This enables features like online bookings and payments from websites directly in Administrate. Case studies demonstrate how the API was used to build customized interfaces for training providers to book courses and enroll students with flexible payment options in a single integrated system.
LITE 2016 – Guest Workshop, Full API Integration [John Macfarlane]
- 2. AgendaAgendaOVERVIEW| What are my options? WordPress • Display upcoming events • Receive online bookings • Receive payment
- 3. AgendaAgendaOVERVIEW| What are my options? WebLink • Display upcoming events • Receive online bookings • Receive payment
- 4. AgendaAgendaOVERVIEW| What are my options? FULL API
- 5. AgendaAgendaAPI| What does it mean? Application Programming Interface. Allowing one application (i.e. administrate) to talk to another application (e.g. your website) • They expose some of an application’s internal functions and data to the outside world (in a controlled fashion!) • There are many metaphors that help explain this such as: • a bridge between IT systems • a window into your data stored in the cloud • This workshop is about the potential to use your business data (stored in Administrate) to enhance the customer experience on your website • The principle can be applied to websites, extranets or intranets
- 6. AgendaAgendaTHE API| When should I use it? Some common challenges – sound familiar? • I need to make sure that our website and Administrate course & event data are automatically in sync without compromising how things look • I need to allow our customers to browse & book lots of different courses with different delegates and checkout securely in a single action • I need to allow customers to browse my courses via a highly intuitive calendar interface with custom filters for our course categories • I need to allow my customers to pay for our courses by instalment • I need to allow my employees to view an overall resource schedule for trainers, rooms and equipment to make our operations simpler
- 7. AgendaAgendaTHE API| When should I use it? Some common challenges – sound familiar? • My customers often want to book places on courses before they have all their delegate details confirmed • I want to capture contact details directly into the CRM in return for value add content • I need to have web orders created in a specific step of my sales workflow • New customer / Existing account • I don’t want customers to be able to book places on an event when it is full
- 8. AgendaAgendaCASE STUDY| Impact Factory Communication skills training provider in Central London • Challenge: Replace separate CRM & eCommerce systems with a fully integrated API solution Main requirements: • A single point of truth for all customer and course data • Ability for large corporate customers to browse and buy multiple courses for their workforce via a single ‘basket’ with a custom checkout flow • Ability to book places and provide delegate details later • A highly creative / bespoke user interface • A single view of all resource information for operational efficiency
- 9. AgendaAgendaCASE STUDY| Impact Factory
- 10. AgendaAgendaCASE STUDY| Impact Factory
- 11. AgendaAgendaCASE STUDY| Impact Factory
- 12. AgendaAgendaCASE STUDY| Impact Factory
- 13. AgendaAgendaCASE STUDY| PR Academy PR training provider in South East England • Challenge: Deliver a bespoke user interface with a unique enrolment / checkout process for customers Main requirements: • Create a visually compelling website that uses Administrate as the single source of data for all course / event data • Create a checkout flow that works with the enrolment requirements of their awarding bodies • Allow customers to checkout while paying by instalments
- 14. AgendaAgendaCASE STUDY| PR Academy
- 15. AgendaAgendaCASE STUDY| PR Academy
- 16. AgendaAgendaCASE STUDY| PR Academy
- 17. AgendaAgendaSUMMARY| Administrate API The Administrate API gives you direct access to your data It can help create a single point of truth for data across systems such as: • CRM (e.g. MailChimp / Campaign Monitor) • CMS (e.g. WordPress / Umbraco / SitePoint) • TMS / LMS (e.g. Administrate) • Accounting packages It allows you deliver a fully bespoke user interface for a truly customer centred approach to your website / intranet / extranet The API is part of Administrate’s development roadmap for the years ahead