Posted: November 3, 2019 at 1:57 am
I just discovered this which is also very cool but I still cannot find this attendee ID in my active ee4 installation.
I just discovered a number of contacts transferred to Infusionsoft without a tag (see also my post on tagging wailist people https://eventespresso.com/topic/infusionsoft-tag-for-waitlist/)
Usefully I discovered that in the ‘Person Notes’ tab of the Infusionsoft contact record the following appears:
This is AWESOME… except two things 1) I am guessing the account creation date is when the client was created in EE4. When I search ee4 by client name, I get cannot see that the client has the attendee ID above.
2) Why was there no tag applied (this however my be my fault as the above participants DID participate in an event last year and I may not have set up tagging correctly then)
How can I search by Attendee ID? Are there multiple places to tell EE4 to tag for Infusionsoft or only on registration.
I’ll follow up with each of your questions below:
You go to EE > Registrations > Contact List. The ID column on the left has the Attendee ID.
You’ll want to be sure you’re looking at the Contact ID, and not the registration ID. They’re different IDs because one contact could have many registrations.
If you know the Attendee ID you can go directly to their Contact record on your site by adding the following to the URL after your site domain:
so for example, the above will go directly to attendee ID 48520
I’m not sure. Are you using the newer user interface for tagging found in Event Espresso > Infusionsoft > Conditional Tagging Setup?
Currently there isn’t a way to search by Attendee ID, but that’s something we can add in a future version.
The tagging happens on registration. If you want to also update tags at check in that’s possible too. Here’s an example of how that can be done: