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Infusionsoft Tagging even when purchase is not completed

Posted: March 22, 2016 at 11:32 pm

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kweencleo

March 22, 2016 at 11:32 pm

Hello wonderful support crew.

The infusionsoft tag I have set up is working great, except it is also tagging people who abandon cart or don’t complete payment. What can I do to stop this as I have campaigns that are triggered and I don’t want them to go out to people who do not pay or complete the purchase.

Thank you.


Josh

  • Support Staff

March 24, 2016 at 12:17 pm

Hi there,

You can change things so contacts in Infusionsoft can only be tagged when their corresponding registration in Event Espresso is approved by adding some code to your site.
This way, Infusionsoft contacts created from Event Espresso registrations who didn’t finish registering won’t ever be tagged in Infusionsoft

Here’s a link to the code snippet:

https://github.com/eventespresso/ee-code-snippet-library/blob/master/addons/eea-infusionsoft/mn_only_tag_approved_registrations.php

You can add the above to a functions plugin or into your WordPress theme’s functions.php file.


kweencleo

March 26, 2016 at 2:14 pm

Thank you so much! Can you break it down for a non-code person please, perhaps tell me more about the plug in option to add it and exactly which bits from the link to put in the plug in and which plug in to get. Thank you.

Will this mean I will have to manually approve… or if payment process’es does that trigger approval automatically.


Josh

  • Support Staff

March 28, 2016 at 10:52 am

I can recommend this guide for adding the code to your site:

https://eventespresso.com/wiki/create-site-specific-plugin-wordpress-site/

You will not have to manually approve the registration because the payment processing triggers the approval automatically.

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