Steven –
I’m delighted to see your detailed answer on this question, however I’m unclear exactly where to place these code snippets. Right now, I’m editing manage.php (in plugins/connections-link/submenus) as you instructed earlier, starting on line 25.
Where exactly do these code snippets get added?
Also, when will Link 2.0 and Form 2.0 be released? I’d love to beta test them, it would simplify things a lot.
Here is my current process that I’ve set up:
1) Visitor comes to standard WordPress page on the site with a signup form created by Digital Access Pass [DAP] (a robust membership plugin), and enters their first and last name and email address, then hits the Submit button.
2) DAP then does a bunch of work:
a) it adds them as a WP user, creating a secure password for them
b) it adds them to its own member list (which is maintained using other tables inside the WP database)
c) it logs them in to the site (both WP and DAP) with their new account
d) it redirects them to a Member Home Page which can display information on their account
e) it sends them an email with their login name and password, so they can log back into the site later
f) it connects to my Infusionsoft CRM account through its API and adds them as a contact into Infusionsoft and tags them as a member of this website directory list. If they are already in my system, then it simply tags their record. Infusionsoft can then start a campaign or a series of actions or add them to an autoresponder email sequence.
3) The Member Home Page has a link offering people the opportunity to Add a Directory Entry. This is programmed to take them to
http://www.archicaduser.com/wp-admin/users.php?page=connections_link
4) In the manage.php script, I am able to pull the email from DAP for the currently logged in user, then query Infusionsoft for other data such as their first and last name, which I will use to prepopulate the directory form fields.
5) Once I’ve got the prepopulation working, I intend to email my list from Infusionsoft, encouraging them to sign up for the User Directory. I’ll provide a customized link in the email that will send them to a signup page on the website with a coded URL containing their contact info as arguments. These arguments will be used to prepopulate the DAP signup form.
After they submit the form, DAP will do all the work listed in step 2 above. They’ll go to the Member Home Page, then to the Add My Directory entry page. The PHP code will pull their contact info from DAP and Infusionsoft to prepopulate the Directory form with their address as well as email and name.
6) This process may be scripted to automatically flow through and do the DAP signup submit action for them, since they are coming to the page after clicking a link saying “Click here to add yourself to the ArchiCAD User Directory”.
I want to make this as easy as possible – simply click the link, and get added to the site member list and have the form partially filled out, ready for a quick review and for people to add more info as they wish.
I hope this is clear enough so that you understand what I’m trying to do. I’ve got most of the mechanics working, except for the pre-population of the Directory form. Once you explain where these code snippets go, I’ll be able to finish this up.
By the way, I love the idea that you would provide a hook for customizing the Directory form so that developers can add Instructions for their site members to refer to while filling in the form. It would be awesome if this could go beyond simple text, and allow HTML code, because then one could even insert a video to greet the visitor and give them motivation and instructions.
Eric
