Randy King

Frank,

Got it. So inside of the short-code conditionals I showed in the first response, you could insert the code needed to do your tracking. If you are telling me that you need to do a “thank you” on another website all together, then modify your short-code conditionals as follows:

[s2If current_user_is(s2member_level4)]
	<script type="text/javascript">
		window.location = 'http://www.YourWebsite.com/level4/';
	</script>
[/s2If]

[s2If current_user_is(s2member_level3)]
	<script type="text/javascript">
		window.location = 'http://www.YourWebsite.com/level3/';
	</script>
[/s2If]

[s2If current_user_is(s2member_level2)]
	<script type="text/javascript">
		window.location = 'http://www.YourWebsite.com/level2/';
	</script>
[/s2If]

[s2If current_user_is(s2member_level1)]
	<script type="text/javascript">
		window.location = 'http://www.YourWebsite.com/level1/';
	</script>
[/s2If]

[s2If current_user_is(s2member_level0)]
	<script type="text/javascript">
		window.location = 'http://www.YourWebsite.com/level0/';
	</script>
[/s2If]

Robert,

You can use the API Notifications from s2Member — an HTTP Post — to notify Affinity Live of events like New Subscriptions, New Members, Payments, Modifications, Cancellations, End Of Term (subscriptions), Refunds, etc.

Check out this article on building an API notification handler: http://www.s2member.com/kb/building-an-api-notification-handler/

Wow, Jason – thank you, that’s really great. And I enjoy pitching in when I have knowledge to share that’s pertinent.

Todd, you’re very welcome. Infusionsoft is a powerful, fully-featured automation system and it can be very very complex. They are making great strides toward simplification, but it will surely help if you have a decent understanding of basic coding and database practices. It’s not for the faint of heart nor the thin of wallet. :)

Hey, Michael –

I have done this and it works quite well. This integration is one-way; it creates (does NOT update) a user that is already in InfusionSoft into your WordPress site. Here is the code that I used with a very detailed explanation below…

<?php
	$op["op"] = "create_user";                                   /* Required.  This is the only op code available in S2 currently. */
	$op["api_key"] = "your_infusionsoft_api_key_here";           /* Required.  This is the S2Member Remote Operations API Key */

	$op["data"] = array (/**/
		"user_login" => $_REQUEST["FirstName"].$_REQUEST["LastName"],  /* Required. A unique Username. Lowercase alphanumerics/underscores. */
		"user_email" => $_REQUEST["Email"],                  /* Required. A valid/unique Email Address for the new User. */
                                                                     /* Optional password omitted so that a default one is generated. */
		"first_name" => $_REQUEST["FirstName"],              /* Optional. First Name for the new User. */
		"last_name" => $_REQUEST["LastName"],                /* Optional. Last Name for the new User. */
		"s2member_level" => "0",                             /* Optional. Defaults to Level #0 ( a Free Subscriber ). */
        "s2member_ccaps" => "ima_tools,ima_videos,sxsm",             /* Optional. Custom Capabilities that create a special user.  */
		"s2member_notes" => "Infusionsoft Create IMA User",  /* Optional. Administrative notations. */
        "opt_in" => "1",                                             /* Optional. A non-zero value tells s2Member to attempt to process List Servers. */
		"notification" => "1",                               /* Optional. A non-zero value tells s2Member to email the new Member their */
                                                                     /*           username/password and notify the site admininstrator. */
	);

	$result = trim (file_get_contents ("http://www.YourDomain.com/?s2member_pro_remote_op=1", false, stream_context_create (array ("http" => array ("method" => "POST", "header" => "Content-type: application/x-www-form-urlencoded", "content" => "s2member_pro_remote_op=" . urlencode (serialize ($op)))))));

	if (!empty ($result) && !preg_match ("/^Error\:/i", $result) && is_array ($user = @unserialize ($result)))
        {
		echo "Success.  New User created with ID: " . $user["ID"];
        }
	else
	{
		echo "S2 Says " . $result;
	}
?>

1. Edit the above code on your computer in a text editor (or tool like PSPad) using the following guidelines…

A. Replace “your_infusionsoft_api_key_here” with the api key that you find in your InfusionSoft app under the menu Admin->Settings->[Application]->”API”. Enter clear text in the “API Passphrase” box and click [Save] at the bottom. Your Encrypted Key will be displayed. Copy that. NOTE – Do this only ONCE because if you change your API Key, any of the scripts you created before that will break.

B. I chose to create WordPress Usernames as the concatenation of the first and last name of the Infusionsoft user.

C. I use the s2Member Custom Capabilities “ccaps” inside my WordPress code to grant specific access.

D. Change “YourDomain.com” to the name of your domain.

2. Save the above code on your computer as “InfusionCreateUser.php”.

3. Use FTP to copy it onto “YourDomain.Com” into the top-level directory.

4. Inside of Infusionsoft, you create an “Action Set”. Go to the menu CRM->Settings->[Action Sets] and click the [Add An Action Set] button.

5. Name your action set something like “S2 – Create WordPress User on MyDomain”.

6. Under Actions, enter the following…

A. Select “Send an HTTP post to another server”

B. In the box, enter the following: http://www.YourDomain.com/InfusionCreateUser.php

C. Click the [Save] button – the action set is created

D. Add whatever other actions you want; i.e., creating tags, etc.

E. Close the action set dialog box

7. Now the fun begins! Here is how you would create a new user in your WordPress site from inside Infusionsoft…

A. Find the user that you want to use with Contacts->View Contacts and whatever search criteria you need.

B. From the user’s contact page, click on “Select an Action” in the lower right and choose “Apply Actions”.

C. In the Apply Actions dialog, choose “Run Another Action Set” from the dropdown

D. Find and select the action set you created; e.g., “S2 – Create WordPress User on MyDomain” and click the [Save] button

E. Now click the [Apply Actions to ..name..] button

8. Your user is created and the Member ID is returned.

Step 7 is what you repeat over and over again for each user, which is a totally MANUAL process. Of course, you can include that action set inside of any other action set, web form, followup sequence, etc.; anywhere an action set can be used.

If your user is not created, s2Member will return the reason and you will see it displayed on your screen in the same way that you saw the success message. Usually, the problem is that the user already exists inside MyDomain.com WordPress.

Keith,

If you’re looking to do this all the time; i.e., there is no content on the sub-domain page that you ever want to display, then use a re-director plugin attached to that page to do the work for you.

I use a plugin called “Quick Page/Post Redirect Plugin” by Don Fischer to do this.

Once you activate that plugin in the sub-domain site, go to the page that you want to have re-directed and near the bottom tick the “Make Redirect Active” checkbox, enter the “Redirect URL” in the box provided, then set the redirection type to its default, which is 302 (Temporary).

Don’t be confused by the latter setting – a “302 redirect” is what you want, even though your re-direct is permanent. This is because you don’t want search engines permanently storing the new re-directed URL. You want them coming through your sub-domain so that any future changes to your re-direct will continue to work.

HOWEVER, if the sub-domain has legitimate stuff on it that you do want accessed by members, you won’t want to use a re-director plugin. Instead, you can use S2Member shortcodes with a script to accomplish this:

[s2If is_user_logged_in() ]
	<<..stuff that you want to do for logged-in members..>>
[/s2If]

[s2If !is_user_logged_in() ]
	<script type="text/javascript">
		window.location = 'http://www.MyMainDomain.com/';
	</script>
[/s2If]

Consequently, if someone reaching that page IS logged in, they will be presented with the stuff that’s inside the “is_user_logged_in” block, otherwise they will be re-directed to the main domain page.

Note – you should be working in the HTML editor, NOT the visual editor. I frequently just disable the visual editor inside of my WordPress user profile.

• This reply was modified 3 years, 11 months ago by  Randy King.

Rachel –

I am doing something similar, only for groups of people. I am doing this at the Free Membership (Level 0), but it is applicable to all levels. Here’s one way that you would implement the content access part. And I realize you posted this in the “pre-sales” area, and my answer is very hands-on how-to technical. In case you start playing with it, you can use this… :)

1. Determine the full set of capabilities that you want to extend to people. For example, one or more people get access to a calendar, one or more people get access to “training video 1”, certain others get access to “instructional PDF file 5”. You get the idea, now you have a list of these capabilities.

2. Assign a short mnemonic to each of these capabilities; e.g. from the examples above, you might end up with the mnemonics “pcal”, “trvid1”, “instp5”.

3. Now go to your users table through S2 or WordPress (e.g., Users->All Users), find the person you want to have access to, say, a calendar and instructional PDF 5 and click on their user name or the “Edit” link.

4. Scroll down to the bottom of that page under “s2Member Configuration & Profile Fields”, and find the field named “Custom Capabilities” and in there, type the following: pcal,instp5 and then click “Update User” at the bottom. You just added a comma-separated list of your mnemonics describing the custom capabilities that you want that person to have.

5. Now go to the members-only page, whatever that is for you – perhaps defined under the S2Member control panel heading “s2Member->General Options->Login Welcome Page”, and add code like this…

Hello [s2Get constant="S2MEMBER_CURRENT_USER_FIRST_NAME" /], and welcome to your membership area.  You have been here [s2Get constant="S2MEMBER_CURRENT_USER_LOGIN_COUNTER" /] times before.

<?php if (current_user_can("access_s2member_ccap_pcal")){ ?>
	<a href="http://link-to-calendar-page">Click Here</a> to access your calendar.		
<?php } ?>

<?php if (current_user_can("access_s2member_ccap_trvid1")){ ?>
	<a href="http://link-to-training-video-1">Click Here</a> to access training video 1.		
<?php } ?>

<?php if (current_user_can("access_s2member_ccap_instp5")){ ?>
	<a href="http://link-to-instructional page pdf file">Click Here</a> to download instructional document 5.		
<?php } ?>

Do you see your mnemonic at the end of the “access_s2member_ccap_” constant? It’s just your word tacked onto the end of the constant.

Of course, you need to create the actions necessary for your website when a “custom capability” is set for a person; the above code example just takes them to a specific page (which you should have protected at level 0) or downloads the PDF. It’s worth noting that in the code above, if the person does not have a particular capability that nothing will be displayed for them on the page. They won’t even see the link, say, to training video 1.

It’s certainly not all-inclusive, and only one approach. s2member has tremendous flexibility that becomes more and more apparent as you use it. I hope that gets you thinking about how you might approach the problem.

Randy

• This reply was modified 4 years, 5 months ago by  Randy King.

Timothy,

Great! It can be a little confusing – I did the same thing you did the first time out and spent a long time looking for all the “pro” features.

As far as Wishlist Member vs. S2 – you will always encounter “religious” issues and statements about which package is better, etc. I believe that it comes down to which package you’re most familiar with using, as long as the features support what you’re trying to do.

I settled on S2 after doing some research based on my feature requirements, and I’m really pleased with the robust functionality and the support. Just last week, I integrated InfusionSoft with S2Member – it’s a loose integration of sorts, but it works great and it will allow me to work with a customer that uses InfusionSoft exclusively for his autoresponders and his list management.

Good luck with your project!

Yes; actually, it’s the only way to do it – to use an FTP program such as FileZilla and load the un-zipped folder to the plugins folder. AGAIN, be very certain that you are uploading the correct folder; when you un-zip the file you will get an “s2member-pro” folder from the unzip program, then UNDER that folder will be ANOTHER “s2member-pro” folder. It is this second folder that gets uploaded to your site.

When you do it, your dashboard will show the “pro” version installed. Going forward, updates will be handled from your dashboard semi-automatically, no more FTP required.

Sorry for the delay in response; for some reason, I didn’t get an email notification from this thread. Will be out of town for a couple of days now.