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skillstat
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October 30, 2014 at 4:27 pm
Hi,
I’ve reviewed the help file for installation and configuration on the Infusionsoft Add-On for EE4, and I’m unclear about how to configure tags. Can you tell me how I get to the ‘Event Meta’ setting, how that key gets entered, and why you set a value of ‘1’?
Thanks,
Brent
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Seth Shoultes
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November 4, 2014 at 5:35 pm
The tags need to be set up in the Infusionsoft admin then you add the tag id’s from Infusionsoft in the EE4 event meta key/value field’s as shown in the example. The ‘1’ is the id of my Infusionsoft tag id.
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Lorenzo Orlando Caum
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November 4, 2014 at 5:37 pm
Hi,
Event Meta is for Event Espresso 3. Please use the custom field for Event Espresso 4:
https://eventespresso.com/wiki/infusionsoft-integration/#troubleshooting
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Lorenzo
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skillstat
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November 9, 2014 at 2:58 pm
Should the tagging work when we complete a manual registration from the admin panel? I haven’t tested a front end registration yet but so far I have run two test registrations with the tag configured two different ways (wasn’t 100% on how to use the custom frields):
Tag 1: Name=ACLS-P_Van_2014_Nov_14 Value=1
Tag 2: Name=infusionsoft_tag_ID Value=ACLS-P_Van_2014_Nov_14
Can you tell me which of these two configurations is correct?
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skillstat
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November 10, 2014 at 8:46 am
Ok, sorry, I just re-read Seth’s post. Let me try this again.
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Lorenzo Orlando Caum
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November 10, 2014 at 9:29 am
Hi Brent,
Please let us know once you have try setting this up again via Infusionsoft.
Thanks
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Lorenzo
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skillstat
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November 10, 2014 at 10:00 am
Hi Lorenzo,
I just did another test with the custom field properly configured, and confirmed that the Infusionsoft tag did not transmit to Infusionsoft on a manual registration from the backend. This is an event in ‘draft’, so it is also inactive. However the contact did transmit.
Brent
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skillstat
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November 10, 2014 at 11:44 am
Clarification – when I say, ‘manual registration from the backend’, I mean from the EE admin panel in WordPress.
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Dean
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November 11, 2014 at 4:34 am
Are the tags transmitting when you create a registration from the Front end?
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skillstat
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November 11, 2014 at 4:58 pm
We’re haven’t tested registration from the front end because we’ve got some issues to work out with that as well, but I those issues are not related to EE. I just wanted to know if the tags are supposed to work with manual registrations on the back end?
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Seth Shoultes
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November 12, 2014 at 1:07 pm
Hi Tracy,
I just tested this. The tags I added to the event were then added to the Infusionsoft contact that was created by the EE4 manual registration from the back end.
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skillstat
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November 12, 2014 at 2:26 pm
Seth,
Just to confirm I’m doing this right:
1) I define the tag in IS.
2) I add that tag ID to EE with the custom field name infusionsoft_tag_id
3) regsiter the participant should work, right?
NOTE: we also have installed elsewhere –
Infusionsoft SDK for WordPress
Gravity Forms Infusionsoft Add-on
Not sure if these could be interfering somehow. Is that possible? Could temporarily deactivate, and see if it changes the result.
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skillstat
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November 13, 2014 at 1:27 pm
This is working now that we deleted the plugin and re-installed.
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