Questions and Issues
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I have a GDPR Checkbox on my Gravity Form. How do I send that info through the API to Infusionsoft, so it can TAG that person in Infusionsoft as GDPR – Lawful consent?
When I’ve used Infusionsoft HTML forms, I can have the system check for duplicate contact’s through email address, so the person doesn’t create a new contact record every time they fill out a form. How do I enable these features using this plugin?
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I have a GDPR Checkbox on my Gravity Form. How do I send that info through the API to Infusionsoft, so it can TAG that person in Infusionsoft as GDPR – Lawful consent?
One way is to map the checkbox to a contact field, and then use an unconditional api goal to start a sequence that applies the tag when the contact’s field has a “yes” value.
When I’ve used Infusionsoft HTML forms, I can have the system check for duplicate contact’s through email address, so the person doesn’t create a new contact record every time they fill out a form. How do I enable these features using this plugin?
Yes. Use the following configuration setting:
Avoid Duplicate Contacts
Systasis strongly recommends you enable this setting.
When YES, the addon will attempt to update an existing contact after searching for that contact. If not found, the contact will be added to Infusionsoft.
You can search for a contact using one of the following lists. Remember to map any Standard Fields you select.- Email, Name
- Email, Name, Company
My original advice was to use an unconditional goal for this purpose.
For your use case, if you’re going to use a conditional goal, use only the conditional goal.
For your use case, do not use the unconditional goal. The feed add-on supports only one unconditional goal. It also supports only one conditional goal, but that’s another issue…
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