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David Grandmaison
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May 22, 2015 at 10:50 am
Hello EE!
After reading through the Infusionsoft Add-On documentation, I’m curious if there is a list of call names.
Thanks!
Dave
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Lorenzo Orlando Caum
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May 22, 2015 at 11:26 am
Hi David, are you referring to the documentation for the Infusionsoft API?
If so, you can view that here:
https://developer.infusionsoft.com/docs/xml-rpc/#contact
—
Lorenzo
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David Grandmaison
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May 25, 2015 at 8:09 am
Thanks Lorenzo!
Basically, I’m looking for the Call Name(s) that I can use to apply a tag to the event customer (captured during their event registration).
For example, I have multiple tours available for registration. I want to be able to transfer the following info:
1. what tour they registered for (e.g., Kayak Tour, Brewery Tour, History Tour, etc.)
2. tour date
3. payment status (e.g., complete, incomplete, etc.)
My understanding is that 3rd party Infusionsoft add-ons typically have a list of call names that can be used to send these types of data to Infusionsoft.
Any advice would be much appreciated!
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Lorenzo Orlando Caum
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May 25, 2015 at 9:33 am
Hi David, I think it would help to provide an overview of how the integration currently works.
This information is sent:
First name
Last name
Email
Street Address
Address 2
City
State/Province
Country
Phone
The information above can be found in Infusionsoft –> Contacts –> General.
The address is also copied to Infusionsoft –> Contacts –> Address.
A note is made by Event Espresso to Infusionsoft –> Contacts –> Person Notes.
Custom questions can be sent over by using a function to match the fields:
https://gist.github.com/lorenzocaum/fdaaf3f643004cf26856
You can also tag contacts by using a meta field in the event editor or you can use a global tag:
https://gist.github.com/lorenzocaum/7797559808aa8e939dad
An invoice is also created which includes the event name and amount paid.
—
Lorenzo
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David Grandmaison
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May 25, 2015 at 9:37 am
Lorenzo!
Shouldn’t we be taking the day off today?! 😛
Thanks for the information. I will work thru it and see what I can do. I’ll get back to you if I have any follow up questions.
Thank you again for being so responsive to my questions. Your Team is amazing!
Dave
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David Grandmaison
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May 28, 2015 at 9:17 am
Lorenzo!
First off… thank you so much for the info. I was able to tag our customers by entering the Infusionsoft Tag ID into the Event Meta Box as you instructed. Works great for tracking which event the contact registers for.
I am having a bit of a challenge with the second process of sending the Custom Question over to Infusionsoft using the php code you shared.
If you look at our registration page here: Brewery Tour Registration, you’ll see that there is an opt in checkbox for our mailing list. I would like to pass that along to a custom tag that I created in Infusionsoft “_eeoptin”.
I’m wondering if you can help clarify what the php code should be and where in my Child Theme’s function.php file it should be added.
Thanks again for your help on this.
Dave
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Lorenzo Orlando Caum
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May 28, 2015 at 11:01 am
Hi Dave, what is the ID for the question?
It will be a numeric value such as 1 or 12 or 24.
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Lorenzo
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David Grandmaison
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May 28, 2015 at 11:50 am
The opt in question ID is 36.
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Lorenzo Orlando Caum
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May 29, 2015 at 9:16 am
Hi, could you try this?
function ee_espresso_infusionsoft_save_extra_fields($attendee_data) {
$clean_attendee_data = array(
//Example of standard (pre-existing) contact data field field in Infusionsoft
//'Website' => isset($_REQUEST['TEXT_11']) ? $_REQUEST['TEXT_11'] : '' ,
//Example of a custom contact data field
//NOTE: You must prepend custom field database names with an underscore when accessing them through the API
'_CustomQuestion' => isset($_REQUEST['MULTIPLE_36']) ? $_REQUEST['MULTIPLE_36'] : '' ,
);
return array_merge($attendee_data, $clean_attendee_data);
}
add_filter( 'filter_hook_espresso_infusionsoft_extra_attendee_data', 'ee_espresso_infusionsoft_save_extra_fields', 10, 1 );
—
Lorenzo
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