Support

January 22, 2019 at 4:41 am

Hi Mike,

So if you go to Event Espresso -> Registrations.

Find the registration in question (I’m assuming its actually any/all registration(s)?) and click on the registrant’s name, you don’t see the question at the bottom of the page there?

Like this – https://monosnap.com/file/cUtTQvEMvZcud7oxo7Yy8qBbCg9G8b

January 23, 2019 at 6:52 am

Ok, so the ‘Transaction details’ you are referring to are from the EE Contact created from the EE system questions when a registration is created, you can’t substitute EE’s system questions with custom questions in the way you are trying to.

To populate ‘Phone’ in the EE Contact you need to use the System Question ‘Phone’ (you can change the text to mobile) rather than your own custom question.

First, go to Event Espresso -> Registration form.

You’ll see a list of questions there, look for ‘Phone’ or ‘Phone Number’, its usually ID number 10 and will have an admin label of ‘Phone Number – System Question’, like this – http://take.ms/N69Ea

That’s the question you need, you can edit it so the question text is Mobile to match your other if you prefer.

Now go to Event Espresso -> Registration form -> Question Groups -> Personal Information.

There you need to select that question to be included in the group… one problem you’ll have is if you unselect your current ‘Mobile’ custom question you wont see any previous answers user has put in that field in the registration so you may want to edit that question and make it admin only so it doesn’t display on the front end but you can still access the answers.

These details should be going through into Infusionsoft. Can you let me know why they would not be appearing in Infusionsoft?

Where in infusionsoft? The contact?

January 24, 2019 at 3:50 am

Thanks for your response, however we already seem to have that setup as a custom question, not using the system field you mentioned.

I understand you have it set up as a custom question and that’s why it’s not showing in the ‘transaction details’ which you mentioned in your first video and also not automatically transferred to the Infusionsoft (IS) contact assuming that is where you are looking.

When you first register onto an event in EE it creates an EE contact, that contact is linked to the registration and a single contact can have many registrations linked to it. The next time you register onto an event EE uses the EE System questions (which are the only question we can rely on 100% to be used as they are intended) to search for an exisitng EE Contact and if found assigns that registration to the contact.

When syncing to Infusionsoft the add-on uses the EE Contact and pulls the details we can relay on (aka the System Questions) to send over to Infusionsoft as the contact there.

In EE a custom question is any question you create and it can be anything, you can do whatever you want with custom questions which means EE can’t rely on ANY custom question being used for a specific purpose in EE. So you’re asking for a way to use a custom question as a system question, that’s not something we have available, nor something we have plans to add into the add-on at this time as it is just too fragile. Say in 6 months time you remove Mobile from the group, now you could have mapping for fields (not just mobile) to required fields in IS because you’ve replaced system questions that EE relies on for each call that no longer exist and you start getting fatal errors, we have no way of know that’s what is happening at that point as its due to relationships between your custom questions and IS.

So I recommend you either use the system question ‘Phone’ for this, you can change the text to display ‘Mobile’ should you wish but in the end that question is a system question and will always be used for the phone number of a contact (in this case for both EE and IS).

OR, what you are trying to do is actually possible, but not through our UI. You can use a filter on the contact data we send to IS and hook in, replace the IS contact phone value (which will be empty if you aren’t using the system question ‘Phone’) with the value of your custom question ID 13.

The filter you can use is FHEE__EED_Infusionsoft__save_infusionsoft_attendee__extra_attendee_data and that filter is passed the current contact_data array we use and the EEE_Infusionsoft_Attendee object, however that’s not something we can support as its custom development and for the reasons mentioned above. It is expected that if are filtering the default data you will add all of your own checks within your code to confirm it works as expected regardless of what you do with the question and then you’ll need manage the questions after that.

So still needing to understand why this is not being pushed through into Infusionsoft.

Again, where in InfusionSoft?

It’s a custom question so can be mapped to a custom field within IS through the UI (Event Espresso -> Infusionsoft -> Custom Fields Setup) but that will not let you set is as the contact phone number for the reasons mentioned above.

So is the value being pushed through to a custom field or are you trying to set it as the IS contact number?

There should be a mapping function to map the custom question to the desired Infusionsoft field with EE somewhere.

There is (above) but not all fields can be mapped and not all values from within IS can be mapped to.