Keap (Infusionsoft) Integration

Link Infusionsoft with Event Espresso, so your attendees are moved to Infusionsoft as their event registrations are completed. Your campaigns in Infusionsoft will then take over and work for you around the clock so you can send event -specific information to attendees or even invite attendees to register for future events.

The basic contact information including a name and email address are sent along with their address. The information is stored in Infusionsoft –> Contacts –> General. The address for the registrant is copied to Contacts –> Address and a note is made in Contacts –> Person Notes. An invoice is also created which includes the event name and amount paid.

View quick links for this integration –> 

Need documentation for Event Espresso 3?

Need to Buy a Support License for the Event Espresso 4 Infusionsoft Integration?
Purchase a support license for the Infusionsoft integration for Event Espresso

Event Espresso 4 Infusionsoft Integration

This add-on is a plugin for WordPress and can be installed through your WP dashboard (WP-admin). Here are the steps on how to install the Infusionsoft add-on for Event Espresso 4.

Download the latest version of the Infusionsoft integration for Event Espresso 4 from your Event Espresso account.

Then login to your  WordPress dashboard (WP-admin) and go to Plugins. Next, click on Add New –> Upload and browse to the plugin on your computer. Then select the zip file and begin the upload process. Wait for the plugin to upload and then click on Activate.

Locate your Credentials for Infusionsoft

Your credentials for Infusionsoft can be found in your Infusionsoft dashboard.

Infusionsoft uses a  specific set of credentials (Application name, Encrypted Key) and here is how to find them.

1) Log in to your  dashboard on Infusionsoft.com

2) Look in the top left area of your screen and hover over the Infusionsoft logo and you’ll see a menu expand

3) In the lower right area of the expanded menu, under  Admin you’ll see a Settings link. Go ahead and click on the Settings link under the Admin area

4) You’ll now see the All Application Settings screen. Look for  Application in the left menu and click on it.

5) Scroll down towards the end of the page for the API section. Look for the  Encrypted Key and copy it.

6) In a new browser tab, go to your WordPress dashboard and look in the left admin menus for  Infusionsoft and click on it.

7) Paste in your  Encrypted Key in the field for it.

8) Switch back to your browser tab that has your Infusionsoft dashboard open and look at the web address or URL in your browser. It will appear something like this: abc123.infusionsoft.com. The information before the “.infusionsoft.com” is your Application Name. In this example, the Application Name is abc123. Copy your  Application Name.

9) Switch to your other browser tab for your WordPress dashboard and add the  Application Name and then save changes by clicking on the Save button.

If you are not accepting payments through Infusionsoft directly, then you are all set. You’ll now see attendee/registrant information flow into Infusionsoft as registrations take place on your WordPress site.

Accept payments through Infusionsoft

Accepting payments through Infusionsoft requires a Merchant ID.

1) Login to your  Infusionsoft.com dashboard

2) Look in the top left area of your screen and  hover over the Infusionsoft logo and you’ll see a menu expand

3) Look for the  E-commerce menus area and then click on Settings.

4) You’ll now see the Product screen. Look for  Payment Processing and then click on Merchant Account.

5) Follow Infusionsoft’s guide to set up payments with Infusionsoft:
https://classic-infusionsoft.knowledgeowl.com/help/infusionsoft-payments-setup-guide

6) Contact Infusionsoft to get your Merchant ID, or if you prefer working through a scavenger hunt to find it, follow Infusionsoft’s guide to How to locate your Merchant Account ID

7) Make a note to remember that number and then go to your WordPress dashboard.

8) Look in the menus on the left side of the screen for Event Espresso and click on  Payment Methods. Now look for Infusionsoft and click on it and then click the button to activate it.

9) Scroll down and look for the  Merchant ID field and then add in your Merchant ID which is the number that you obtained in step 6.

10) Click the boxes for the types of cards that you want to accept (e.g., VISA, American Express, Discover, Mastercard) and then save changes by clicking on the  Update button.

You are now ready to accept payments through Infusionsoft for Event Espresso on your WordPress site.

Setup and Configuration for the EE4 Infusionsoft Integration

From your WP dashboard, go to Event Espresso —> Infusionsoft Settings.

Your credentials for Infusionsoft can be found by following the steps in the previous section.

Usage

Once the Infusionsoft integration is installed, all new registrations are automatically captured, as “Contacts” within your Infusionsoft account. If you accept payments using Event Espresso, then we only send the payment information to Infusionsoft, when the payment is first approved.

Then you can send the contact an Invoice, or payment reminder, from your Event Espresso powered website or your Infusionsoft app. If you update the payment status on your website, for that person, it will also update the payment status of the order that was created for the client.

This image shows a high-level overview of how the Event Espresso Infusionsoft integration works:

Troubleshooting the Event Espresso 4 Infusionsoft Integration

The plugin does not work as expected. Can you help?
Please double-check your credentials that are entered into the Infusionsoft settings pages within your WordPress dashboard. Ensure that no extra spacing appears before or after the credentials. The gateway field requires a numeric value and not a full website address.

I’m seeing this error: InvalidConfig infusionsoft. What does it mean?
Please contact Infusionsoft support to have them review your account. See this page for more information: http://community.infusionsoft.com/showthread.php/17346-API-quot-Invalid-Configuration-quot?highlight=InvalidConfig

Frequently Asked Questions

Are partial or overpayments available?
If a customer makes a partial payment or overpays for their registrations, then the payment will not be recorded in Infusionsoft. This is a limitation of Infusionsoft, and more information is available here:
http://community.infusionsoft.com/showthread.php/20192-Payments-that-would-make-the-order-overpaid-are-ignored?p=51856#post51856

If an overpayment is made in Event Espresso, then manually apply the payment within your Infusionsoft dashboard and take note of the actual payment amount the Order Notes field.

When registering for an event, are Event Espresso using products set up in Infusionsoft for each registration?

Event Espresso dynamically creates a product record in Infusionsoft if the product is not already present, then each event registration record in Event Espresso will be assigned to an Infusionsoft product.

Does Event Espresso block the purchaser from entering the same email address for all of their attendees?

In our internal tests, it seems that a new Infusionsoft contact record was created for each different person:

How will I be able to differentiate between several contacts with the same email address?

Event Espresso only considers two attendees/contacts duplicates if they have the same first name, last name, and email address. In both Event Espresso and Infusionsoft, you can differentiate between contacts with the same email by their names and IDs.

Can one person purchase multiple tickets, and supply the names of all the attendees at the time of checkout? If so, will all those names be integrated over into Infusionsoft, and new IS contact records created for any attendees who do not currently have one?

Yes, and yes. You can set this up when creating the event to include specific registration forms. At a minimum, the first name and email address are required for each attendee.

During checkout, do we have the ability to ask two custom questions that could then trigger tags in Infusionsoft?

Yes. However, this will require some custom coding. Here’s the documentation for that:
https://eventespresso.com/wiki/infusionsoft-integration/#ee4customizations

Can I add custom questions during checkout for all attendees and trigger MULTIPLE tags in Infusionsoft for each attendee?

Yes, this code sample shows that you can apply tags to multiple questions:
https://eventespresso.com/wiki/infusionsoft-integration/#conditional-tagging-multiples

Customizations for the Event Espresso 4 Infusionsoft Integration

Tagging Event Attendees

As of version 2.2 of the Infusionsoft add-on, you can easily tag contacts when registering for events, so that registrants that are added to Infusionsoft are tagged when signing up for an event. Since event managers might want to assign event attendees to more than one tag, we’ve added a way to select for each event from within the event editor (hold the “SHIFT” key on your keyboard to select multiple tags):

Each new attendee will be tagged with the selected tags for the event. If the contact already exists within your Infusionsoft account, then new tags will be added automatically.

Before using this feature, please make sure you have created custom tags within your Infusionsoft account. You can learn how to create tags in Infusionsoft by reviewing this guide:
https://classic-infusionsoft.knowledgeowl.com/help/create-a-tag

Conditional Tagging of New Contacts

This is done by tagging new contacts with keywords based on selections chosen in your event registration forms. To get started, please make sure you have added at least one Custom Question, assigned it to a question group that is currently assigned to an event. Once you have added custom questions to Event Espresso, within your WordPress dashboard, visit the Event Espresso > Infusionsoft > Conditional Tagging Setup tab. From this tab, you can assign custom registration questions to Infusionsoft tags:

Once the custom questions are assigned to a tag, then someone registers and answers one of the assigned questions, the contact record within Infusionsoft will be updated with the selected tags. Here’s an example of what you would see in Infusionsoft when this feature is triggered:

Saving Registration Form Answers as Standard or Custom Fields

Sometimes you need to save additional information for a contact in Infusionsoft. With the Event Espresso 4 Infusionsoft integration you can save additional information captured from your event registration form. The information can be saved as a standard or custom contact data field within a contact’s record.

First, you add your custom questions to Event Espresso > Questions. Then add the questions to a question group and assign the question group to the applicable event(s). Now, within your WordPress dashboard, visit the Event Espresso > Infusionsoft > Custom Fields Setup tab. There you can assign custom registration questions to Infusionsoft tags:

Affiliate Tracking

Tracking affiliate sales using the Event Espresso Infusionsoft is relatively simple. See information at Infusionsoft about Creating Referral Partners and Referral Tracking Links.

Simple method
The easiest way to track referrals is by appending the URL to your event registration page, with the “ref” URL parameter and the referral partner code or the “affiliate” parameter and the referral partner id.

Examples:
http://www.example.com?ref= johnDoe

http://www.example.com?affiliate= 1234

Extra Hooks

Sending Custom Parameters Upon Creation of a New Product in Infusionsoft

Since the Infusionsoft API creates a new product each time an event is booked for the first time, you may need the API set up a few defaults when it creates the new product. For example, if you live in Germany, you may need to tell Infusionsoft to charge taxes for each registration and display the tax amount on the invoice that is generated by Infusionsoft.

/**
* Adds custom data to IS products
* @param array $original_info_to_send as documented on http://help.infusionsoft.com/developers/tables/product
* @param EE_Ticket $ticket the EE ticket which is used to create/update the IS product
* @return array
*/
function ee_is_new_product_details($original_info_to_send, $ticket ){
    //always mark all products as country taxable (equivalent to EE3 code snippet)
    //$original_info_to_send['CountryTaxable'] = 1;

    //mark product as country taxable only if its taxable normally, probably more useful
    if( $ticket instanceof EE_Ticket && $ticket->taxable() ){
        $original_info_to_send['CountryTaxable'] = 1;
    }
    return $original_info_to_send;
}
add_filter('FHEE__EEE_Infusionsoft_Ticket__sync_to_infusionsoft__product_data','ee_is_new_product_details',10,2);

See more customizations in the code snippet library for Event Espresso.