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EE to Infusionsoft Tagging when registration marked "Complete"

Posted: February 19, 2018 at 9:21 pm

Viewing 6 reply threads


Mike Doughty

February 19, 2018 at 9:21 pm

Hi,

I am using the Infusionsoft integration with Event espresso. When a customer registers for an event I am applying a tag which pushes them into a campaign. I use the custom fields in event espresso to apply the infusionsoft_tag_id.

However, the problem is that even if they do not complete registration (payment fails) the tag is still being applied and they are being pushed into the campaign. I only want confirmed registrants in this campaign as we are sending them course materials. Is there any options to apply this tag only once registration has been marked as “completed” and not to apply the tag if the registration is still “pending”?

Thanks


Michael Nelson

  • Support Staff

February 20, 2018 at 11:48 am

Hi again Mike!

This code snippet makes it so your tags only get applied when the registration is approved: https://github.com/eventespresso/ee-code-snippet-library/blob/master/addons/eea-infusionsoft/mn_only_tag_approved_registrations.php

Hope that helps!


Mike Doughty

February 20, 2018 at 12:28 pm

Hi Micheal,

Thanks for the reply, which file would I add this code to?


Seth Shoultes

  • Support Staff

February 20, 2018 at 1:07 pm

Hi Mike,

You can add the code to a “Site Specific” plugin, then activate the plugin on your site. Here’s some documentation on how to do that:
https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/

Does that help?


Mike Doughty

February 20, 2018 at 1:20 pm

Great thanks, I will try this and let you know if I have any issues


Mike Doughty

February 22, 2018 at 4:48 pm

Tested and this is working. Thanks for the help.

You may close this ticket.


Michael Nelson

  • Support Staff

February 23, 2018 at 10:36 am

Thanks for confirming it did the trick.

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