Import Leads From WordPress to Insightly with Caldera Forms & Insight.ly API v2.2

Recently I had a client ask to take submissions from a formsite.com form into their Insight.ly account as soon as submitted from their WordPress site.  This was no easy task as formsite uses javascript embedded code to generate an iframe and load the form.  I pulled it off by interfacing both the formsite api and the insightly api on a thank you page redirect from formsite but it was gross code and had a moderate failure rate at importing correctly.

Remove The Middle Man

Don’t let its modern, sexy homepage fool you, Formsite is pretty archaic in methods and form generation.  It’s a sad case a site and tool so large can be so crappy.  I needed to just build a form that shot the info over to insightly while also looking nice and sending an email to the site owner.

I’ve done some work for Caldera and I can honestly say they have the best, easiest to use and easiest to extend form building system for WordPress… bar none.  They also look gorgeous.  The drag and drop interface is beautiful and works flawlessly.  The options and extensions vary from simple needs to extremely complex ones.  What we are going to build here is somewhere in between.

Extending Caldera Forms

First build a form.  The Insightly API has some requirements but they are not documented well.  From trial and error I believe first name, last name and email are the main requirements… maybe phone.  So create a simple form in Caldera with these and whatever else you need then let’s move on.

Add the official Caldera plugin Caldera Forms Run Action to your WordPress installation.  This plugin allows you to to hook into the form data being processed before, during and after the processing.  Before we start writing code, let’s set that up on our form.

Go to the “Processing” tab on the form editing page, add a processor of type “Run Action” and fill in details like this.  You can use a different name for your filter/hook but just remember it when we start coding.

Run Action Processor Settings

We are saying we want to do some stuff with the form data after the user submits but BEFORE it gets processed.  This way if we have any trouble with the insightly api we can let the user know so they can fix their input.

Hooking Into Caldera

To do this, you need to put some code into WordPress.  You can do this in your theme’s functions.php file but I recommend you create a very small plugin.  To create this plugin you will add a folder to your wp-content/plugins directory called caldera-insightly.  Inside that folder you will create a php file named caldera-insightly.php.  That file will look like the below code.  Don’t forget to go to “Plugins” in your admin and activate it.

This code is BARE BONES.  I did not build this out like a big proper plugin but it’s simple in its functions and will work for the basics of interfacing the insightly API v2.2.  I explain the code below.

The add_filter line is where we put in the hook that we registered on the Run Action processor on our caldera form.  The second parameter ‘process_insightly_data’ tells it what function to perform on the data from the form.  Remember this is all happening before Caldera processes the data so if we return anything at all from this function the processing fails and the user gets an error message.

$form_data[‘first_name’] is referencing the “slug” of the form field.  You can see this when building your form in caldera.  Each field input has a slug that is sent as the form data.

Insightly requires the data to be formatted in JSON with very specific keys.  You can see a list of options here.  The FIRST_NAME, LAST_NAME and so on are very straight forward.  The complicated shit happens when you hit the LEAD_SOURCE or want to do CUSTOM_FIELDS.  I’ve had a time and a half working with custom fields and got it to work once, so I just avoid it now if I can.  The lead source requires you to already have lead sources setup in insightly.  You need to get the ID’s of those sources and use them to create your lead source array.

Lead source is not required so you can delete that whole section if you want.

After building our array of data we json_encode it and send it on its merry way.  Don’t forget to grab your API key and replace it in this code.  To get that code once logged into insightly click your profile picture in the top right corner then hit User Settings.  Scroll down on that page and you will see API KEY at the bottom.

I detect for “LEAD_ID” in the return string as this means a new lead was created and assigned an ID.  If it’s not there then we return that an error has occurred.  This could be handled better but I was in a hurry as the client wasn’t paying for a lot of hours.

Yoast Primary Category Endpoint for the WP REST API

I had a special case today where I needed to pull in posts specifically from a Yoast SEO Plugin‘s primary category.  Yoast SEO allows you to set a single, primary category for a post in WordPress.  This is an awesome feature and very useful.

A site I’m building right now uses the API to pull in the latest articles of a category in a big drop down hero navigation system.  The thing is, just pulling from a category gets a lot of the same articles when clicking around the different category options.  We wanted to pull by primary category so each click gives a unique set of posts that are very relevant to the category option.

The Struggle

There may be a super simple way to do this already but I was seriously struggling googling for the answer.  I’ve done some extending of the WP REST API but I’m still a novice so I was hoping to avoid it.  But glad I didn’t because I learned a lot and I made a cool thing!

I couldn’t find a function in Yoast that pulled post IDs or anything based on a primary category.  I needed to figure out how they assigned this.  I dug through the database and found a post meta with the key ‘_yoast_wpseo_primary_category.’  This is it, this is what I’ll use to build my end point.

The Code

First we need to register our endpoint/route.  I prefer building things in classes so I created a class:

<?php
class Rest_Api_Posts_By_Primary_Category {}

I register the endpoint in the __construct() as so:

SITE_PREFIX is something I set in my theme’s functions.php file.  You need a namespace here so make it unique based on your plugin or theme or site in general.

The callback function is where the magic happens.  In get_posts_by_primary_cat( $data ) we do a simple WP_Query that makes use of the meta_query ability.  The thing is, I need the children of categories too.  Here’s an example similar to what I’m dealing with.

Let’s say we have three categories and these categories are what we see in our navigation menu: Math, Reading, History

Then those categories each have two children: ###-Lessons, ###-Research

So our final category structure looks like

Math
 – Math-Lessons
 – Math-Research
Reading
 – Reading-Lessons
 – Reading-Research
History
 – History-Lessons
 – History-Research

If someone clicks Reading I want to load all posts that have a primary category of Reading, Reading-Lessons or Reading-Research… so I need the children.

In the function below you can see I run get_categories on the selected category withe parent argument assigned.  This gets me all the children.  I just need their ids and I need them in string format so I run a quick foreach loop.   I make sure to add the original parent id back to the new array too.  Then I run the WP_Query.

At this point you could just return $posts->posts but I needed the featured image and only a few of the pieces like title, time and a link.  So I built out what I need and return that.

Conclusion

Now to use this we simply visit http://yoursite.com/wp-json/SITE_PREFIX/v1/yoastprimary/##-catid-## and replace ##-catid-## with the actual category number.  I could’ve just made this a static class now that I think about it but whatever, you must remember to initiate it to work.  So in your functions.php of the theme or somewhere in your plugin call $rest_api_primary_cat = new Rest_Api_Posts_By_Primary_Category();

This was easy to parse in my javascript and is running great.  Hope it helps someone! Here’s the full code:

Remove the +Add New Category / Custom Taxonomy Link in WordPress

This post is more about custom taxonomies than it is adjusting category capabilities, but it’s  probably resolved the same way.   So i mention how I’d go about it after I explain what I’ve been doing.

I have a theme that has a custom post type called Members.  These members need to be attached to posts at the authors choice.  For instance, an admin is adding a new blog post.  There are three posts in the custom post type Members: John, Jack & Jill.  This post should be attached a Jill taxonomy/category.

I could solve this with a custom taxonomy, but I want the term options to be only what posts are made in Members.  Problem is, I don’t want the admin to be able to add new terms here.  So that big +Add New Category/Member link has to go.

I could do it with CSS but then someone smart could get around that.  I need it done server side.

Removing the Functionality

As far as I can tell there’s no filter to hook into and remove that feature.  It’s not an argument when registering a taxonomy so you can’t just re-register category or set it when creating a custom tax.

What you can set is what users are allowed to edit/add terms.  The long route would be creating a custom user role and assigning only them.  But I thought to myself, what would WordPress do if I just used a user role that doesn’t exists?  So I did this:

I set edit_terms and manage_terms to ‘god’ and voila! The option is gone!

Add Variation To Cart in WooCommerce: Don’t Forget The Attributes!

The point of this post is to help others that are having a problem dynamically adding a variation of a product (or subscription product in my case) to cart.  I get to that at the bottom of this post if you want to skip the story.

The Problem

I have a pretty high up there client in the box subscription world.  I’ve been brought in to do some WooCommerce functionality with WooSubscriptions and everything else involved.

The checkout process is pretty customized.  We have a page that displays all the attributes available for the subscription variable product.  There’s a bunch of fancy selection boxes and lists and gift inputs and so on.  It’s front end heavy but communicates with a custom endpoint through the REST API that I wrote to add the item to cart.  Problem is, the sub form doesn’t give me a variation id, only the variable subscription product id and all the selected attribute values.

Finding the Variation

The first step is to find which variation they’ve selected.  Someone long before me went through the rigorous process of creating some 50-60 variations of this variable subscription product to match all the different options a user could select.

So I use a WP_Query search the for any post id that has all the meta_key/meta_value matches and select it.  It was a bit of a pain to figure out the best process here but this works.

Adding the Variation to Cart

Took me a few to find the right parameters for adding a variation to cart.  Now that I had the post id of that variation it looked pretty simple from what I found online:

$added = WC()->cart->add_to_cart( $query->post->post_parent, 1, $data['variation_id'] );

This did the trick.  Since I used a WP_Query to get the post I could select the parent (which is the main subscription variable product) needed for first parameter.  Then the quantity, then the variation id.  Which was $query->post->ID but I assigned it to some data my API was returning.

The user checked out and the variation was in the order.  A day after pushing this code the site owner asked where the order details went.  Turns out it original showed the selected attributes in the admin order panel.  I spent a couple hours figuring this out, which I feel dumb now, but going in blind what can you expect.

You have a fourth parameter you can for $variation_data.  This gives it the attribute love it wants and adds it to the order.  Why woo doesn’t just do this automatically if a variation is added? Beats me.  But here’s how you do it using a nice woo provided function for variations.

$added = WC()->cart->add_to_cart( $query->post->post_parent, 1, $data['variation_id'], wc_get_product_variation_attributes( $data['variation_id'] ) );

New Job, New Kid

Woke up this morning and saw a tweet @ me while heading out to work.

I accepted a position at FlowPress a couple weeks ago.  I start on November 7th and I’m crazy excited.  My dream the past couple of years has been to work for a WordPress agency remote.  My reasons:

  1. I love coding WordPress.  But in every job I’ve had I’ve been in charge or tasked in some way with digital marketing, banners and graphics, fixing co-worker computers and in the smaller companies helping move desks and furniture around.  I’m sick of this, I want to do what I’m good at and what I’m dedicated to.
  2. Why do all these jobs require me to come to an office? And why do I have to dress in a certain way? I sit in meetings that have nothing to do with me then I sit in my office and almost no one talks to me.  The times people do they could easily just call, email, text or smoke signal.  There is NO reason for me to drive some where every day.  Over the past three years I’ve been driving anywhere from 30 to 45 minutes each way to go sit in an office for no reason.

I work best when there’s no frivolous B.S. I have to deal with like a commute or dumb meetings about new rules surrounding the use of the office kitchen or what items should be in gift bags at a fund raising event… yes, these are actual meetings I’ve had at previous jobs as the WEBMASTER.

FlowPress

I’ll be a developer/engineer at FlowPress working strictly with WordPress systems.  This is my passion.  I cannot wait to start and look forward to being part of that team and growing with the company.

I’ve been chatting it up on Slack and made it to a couple of stand up meetings already.  I feel like I’m meshing well and will be a good fit.  We may actually be flying up to Toronto to hang with the team in person mid December!

August Knight

My start date was kind of floating.  My wife was due November 14th to bring our son into the world.  August Knight Flannagan decided to come three and a half weeks early and was born on October 21st at 8:51am.

While it was scary having a premature baby, he is completely healthy and so is momma.  I’m overjoyed to have him in our home and it’s cool he and I have birthdays only three days apart.

My wife had to go back into the hospital for 24 hours the day after we got home due to high blood pressure.  So I got to take care of him alone, overnight.  I was a nervous wreck but stayed strong and capable and we had an uneventful day/night together.

Perfect Timing

Honestly, his timing was perfect.  Now I’m able to start sooner with FlowPress.  We got our regiment down at home and I’ll be able to focus 100% when I start on Monday.

I was worried.  No one likes to start a new job with a bunch of unknowns being worked through at home.  If he came right as I was beginning my work with FlowPress I’d have been pulled away every day or two for a doctor appointment or to spend 24 hours alone with him while my wife was in the hospital or while figuring out sleeping patterns and so on.  The burden of dealing with that while starting this new venture is now gone!

So What’s Up

I’ll be dedicating myself to the new gig but keeping myself out there in the WordPress world as a contributor as well.  You will still find me blogging here and at The WP Crowd and I’m gonna try to up my Twitter game a bit.  I mean, I’ve been on there a year now, I should really start using it regularly.

WooCommerce Buy One Get One Half Off (50% Off) Hook/Plugin – IN PROGRESS

We have a deal coming up for all of November at my work.  Buy one, get one half off.  There’s no way to do this in vanilla WooCommerce.  I looked at Dynamic Pricing and it didn’t seem to offer this ability and if it did it was crazy complicated.  I looked at some other plugins out there and found one that may work but it was pro version only and I didn’t want to pay to find out.

I figured this is pretty straight forward need so why not write up a function real fast.  Here’s my train of thought followed by a code example.  This is only a proof of concept and I still need to add – price limits (items must be over a certain price for this to work), category limits and the ability to apply this more than once to an order.  But as of now it will take the second highest priced item and give it a 50% discount.  If you have two of the same item as the highest price it will discount the amount to make it the same as taking 50% off just one of the items.

First we need to hook into woocommerce_before_calculate_totals.  This way we can change the price on the cart and on the checkout.

add_action( 'woocommerce_before_calculate_totals', 'add_custom_price' );
function add_custom_price( $cart_object ) {

Then I set variables for highest price, quantity of that item, a counter so we know if the shopper has more than 1 item in our discount range (for future use with pricing bottoms) and next highest price item.

$highest_price_id = 0;
$highest_price_quantity = 0;
$cnt = 0;
$highest_price = 0;
$next_highest_price_id = 0;
$next_highest_price = 0;

I need to optimize this, there should be no need for looping the cart twice but in a hurry to prove the concept works this morning and get something ready for our promo I did it this way.  I loop through the cart and gather all my data: highest priced item, quantity and so on.  Then we loop the contents again and reduce price where needed.

foreach ( $cart_object->cart_contents as $key => $value ) {
   if( $value['data']->price > $highest_price ) {
      $highest_price = $value['data']->price;
      $highest_price_id = $value['product_id'];
      $highest_price_quantity = $value['quantity'];
      $cnt++;
   }

   if( $value['data']->price < $highest_price && $value['data']->price > $next_highest_price ) {
      $next_highest_price = $value['data']->price;
      $next_highest_price_id = $value['product_id'];
      $cnt++;
   }
}

The final loop we first check if:

  1. Highest priced item is more than 1 quantity and we are on it in the loop
  2. There’s no other item that’s considered the second highest price.  If there is, we want to discount that and not one of the highest priced items.
  3. If any of that fails then we check if this is the next highest priced item and run our discount here
foreach ( $cart_object->cart_contents as $key => $value ) {
   if ( $highest_price_quantity > 1 && $value['product_id'] === $highest_price_id && $next_highest_price === 0 ) {
      $value['data']->price = $value['data']->price - ( $value['data']->price / $value['quantity'] ) * .5;
   } elseif ( $value['product_id'] === $next_highest_price_id && $cnt > 1 ) {
      $value['data']->price = $value['data']->price - ( $value['data']->price / $value['quantity'] ) * .5;
   }
}

The discount is based on quantity.  If someone has two of the same $99 item we don’t want to make them both $48.  We want to discount just the first item but I’m not sure if that’s even doable.  We could generate a coupon or some other more complicated options but I went with the simple approach.  Let’s take the quantity, divide the price by that (so we have two $99 items, 99/2 is $48) then take 50% of that and subtract it from the price.  Each item will have 25% subtracted basically and add up to 50% total discount on 2 items.

I’ve been testing this and it seems to be working.  I JUST put this together though so needs a lot more testing to make sure it’s working correctly.

Tracking Conversions in WooCommerce with Simple Link Codes the Easy Way & More

woocommerce-tracking-code-plugin-simpleI wrote about this as I was building it out.  It’s evolved a bit and is now on the WordPress Plugin Repository.

https://wordpress.org/plugins/quick-tracking-conversions-for-woocommerce/

It’s simple.  You setup codes you want to track for conversions in WooCommerce.  If you have an email blast coming up then just create a code for it and attach that code to the end of all links in the email blast.  This works for affiliates, whatever.

The link looks like this: https://whoischris.com/?qtc_woo_tracking_code=testcode

Of course you can replace “testcode” with anything you want and have as many tracking codes as you’d like.  Then in the admin, you input the code you want to see the results of.  You get a total and # of conversions.  I have every intention of adding more in depth analytics but this is a proof of concept.

Passwords to Conversions Analytics

What I encountered the following week at work presented a new problem.  We are starting a site for retailers and professionals in our industry.  We sell a specialized tool only to licensed professionals and we want them to be able to carry our consumer product on their shelves, so they need to be able to buy at a discounted, bulk price.

Fortunately this site is on its own domain and I can make the functionality global.  So here’s what I needed to happen:

  • All shopping functionality should be hidden behind a password/access code that we hand out.
  • Different rep groups selling to professionals need to have their own code that can be tracked
  • We want to see total conversion for each code used

My thoughts lead to why not use the existing conversions plugin I built?  I’ll just hide all of WooCommerce behind a password wall.  Any password the admin creates can be used to access it, I just drop a cookie.

I also drop a cookie for the Quick Tracking Conversions plugin and voila, our shoppers have access and we can see what password/access code they are using to make their purchase.  The new extension can be found here:

https://github.com/ChrisFlannagan/qtc-passwords

 

Quick Campaign Conversion Tracking in WooCommerce

My company hired a marketing firm that is starting our Constant Contact campaigns amongst other things.  We want to track conversions and at this point we don’t need anything too fancy.  Between that, Facebook ads/posts, Google Analytics and our affiliates, there’s a lot of pixels, JavaScript and php functions that need to be added to our system.  It’s a bit overwhelming and each has its own installation instructions/methods.

Right now, we just want to see conversions.  We want to know what source provide how many purchases and at what value.

I searched for some quick methods and plugins that might help but again, too much complicated setup for simple conversion tracking.  So I built a thing.

Quick Tracking Conversions for WooCommerce

I envisioned a super simple system where you can take on a code to the end of a link and all visits to your site with that code would be tracked and recorded when converted.  I wanted to start with simply recorded full, purchase conversions.

I didn’t want to have to setup a campaign with a code and details in an admin before generating links.  I want to just tell our marketing person put something like ?tracking_code=MyEmailCampaign on the end of all links in a Constant Contact.

So I built a plugin.  It’s light weight, secure and solid.  It does it’s job and it does it right.  You add whatever campaign code you want to links for Facebook, Email blasts, affiliates or anything at all that you want to track conversions from a link.  Here’s an example link that could be in an email:

https://example.com/product/t-shirts?qtc_woo_tracking_code=Oct2016-email-blast

After the email goes out and orders come in I can simply go to the admin page of the plugin, type in Oct2016-email-blast and submit the form.  It will show me number of conversions and total money generated so far.

How It Works

The plugin checks for $_GET[‘qtc_woo_tracking_code’] and sets its value in a cookie.  If the user converts it adds a post_meta to the order for that tracking code.

This allows me to pull all details of every order made.  We can get products purchases, shipping methods, totals, taxes and everything.

Here’s the repo if you want to check it out.  It’s simple right now and has Google Analytics Enhanced Ecommerce option you can enable as well.  There’s room to add all sorts of conversions such as product viewing, add to cart and so on.  This plugin will grow.

https://github.com/ChrisFlannagan/woo-flanny-conversion-tracker

WooCommerce Per Product Shipping Price Without Needing Extension or Plugin

Please note the commenter that pointed out a flaw in this if you have products with different shipping methods: 

The problem with this, is if you also have weight based shipping selected, and only want specific pricing for a handful of products, and someone selects one of those products AND a product which is included in weight based shipping, the customer is given two options for shipping, the flat rate (cheaper) and the weight based (more expensive). -Adam Winchester

I’m a big fan of WooCommerce, seriously.  I hate how much they nickel and dime for small features like this though.  It’s easier for me to move past it because I’m able to do a lot of tweaking in the code with hooks to get what I need done thereby saving a few dollars.  But sometimes, like this example, you can do it with no coding at all.

The shipping system in general can be pretty confusing so I’m going to walk you through how you can have custom, flat rate shipping prices for different products.

Shipping Zones & Methods

Under WooCommerce Settings click the Shipping tab.  Here you need to add a new zone.  For my example I call it US Flat Rate with a Flat Rate shipping method.

Now the confusing interface part.  In order to set details for flat rate you need to click on the words “Flat Rate” in your newly saved Shipping Zone row.  Let’s not do that yet though, click over to “Shipping Classes” option on this page.

Shipping Classes

This is where we will create our per item shipping prices.  Let’s say we have three products: T-Shirt, Mug and Hat.  We are going to create three shipping classes.

t-shirt-row

Now repeat for the other two items.

Back to Shipping Zones

Bounce back over to shipping zones, click on the “Flat Rate” link on your new shipping class row and let’s do some pricing.

Set the main cost to $0.00 then for each shipping class add the price for that item.  It’s that simple.  Go to your T-Shirt product and under shipping select the T-Shirt class.  Now it will  have that flat price added to the product for shipping on checkout.