Infusionsoft is a powerful tool for managing your customer relationships, and the [memb_contact] shortcode can help you display contact details and custom fields on your WordPress site. This shortcode allows you to pull and display any piece of information from the user’s Infusionsoft contact record, making it a valuable tool for personalizing your site’s content. In this blog post, we’ll walk you through the process of using the [memb_contact] shortcode, along with some examples and tips to help you get started.
Using the [memb_contact] Shortcode
To use the [memb_contact] shortcode, you simply need to add it to your WordPress site’s page or post content, along with the appropriate shortcode parameters and attributes. Here’s a breakdown of the different elements you can use with the shortcode:
The [memb_contact] shortcode can be used to display a wide variety of contact record fields, including first name, last name, email, phone number, address, company, job title, and more. You can also pull in multiple fields and add a separator, making it easy to display things like first and last name together. Here are some examples of how to use the shortcode to display different fields:
[memb_contact fields=FirstName] – Displays the user’s first name. [memb_contact fields=LastName] – Displays the user’s last name. [memb_contact fields=Email] – Displays the user’s email address. [memb_contact fields=Phone1] – Displays the user’s phone number. [memb_contact fields=StreetAddress1] – Displays the user’s street address. [memb_contact fields=City] – Displays the user’s city. [memb_contact fields=State] – Displays the user’s state. [memb_contact fields=Country] – Displays the user’s country. [memb_contact fields=Company] – Displays the user’s company name. [memb_contact fields=JobTitle] – Displays the user’s job title. [memb_contact fields=Username] – Displays the user’s Infusionsoft username. [memb_contact fields=Password] – Displays the user’s Infusionsoft password. [memb_contact fields=Website] – Displays the user’s website URL. [memb_contact fields=Id] – Displays the user’s Infusionsoft contact ID.
How to List an Infusionsoft Custom Field in a Shortcode
You can also use the [memb_contact] shortcode to display custom fields from your Infusionsoft account. To do this, you’ll need to use the database name for the field, with an underscore before it. For example, to display a custom field named “CustomField,” you would use the following shortcode:
Note that a field’s database name may be slightly different than what you see on the contact record in Infusionsoft. You can find the database name by following the steps outlined in the “Additional Information” section below.
Examples of Post Processing
Finally, you can use the [memb_contact] shortcode to post-process the displayed fields using text formatting functions. For example, you can make all letters lowercase and then capitalize the first letter of each word, or make all letters lowercase and only capitalize the first letter of the first word. Here are some examples of how to use text formatting functions with the shortcode:
memb_contact fields=firstname txtfmt=strtolower,ucwords] – Makes all letters lowercase and capitalizes the first letter of each word in the user’s first name. [memb_contact fields=firstname,lastname txtfmt
=strtolower,ucfirst] – Makes all letters lowercase and only capitalizes the first letter of the first word in the user’s first and last names.
Shortcode Parameters and Attributes
In addition to the examples above, the [memb_contact] shortcode also accepts several parameters and attributes that allow you to customize its behavior:
capture: Captures the output of the shortcode and routes it to a variable for later use. contact_id: Allows you to specify the contact ID of the user to pull the data from. By default, the shortcode will pull from the currently logged in user’s record. date_format: The formatting to use for your date field. fields: A comma-separated list of fields from the Contact table. separator: The string to use to separate the list of fields when output. The default separator is a single space. txtfmt: A comma-separated list of text processing functions to be used to post-process the contact fields.
If you’re having trouble using the [memb_contact] shortcode, there are a few things you can check:
Make sure you’re using the correct database field name from Infusionsoft > Admin > Settings and click on “Go” button from Custom fields. If you’re trying to display a custom field, make sure it’s not marked in the Sync Optimizations to ignore. If you’re having trouble with the shortcode not working, try using a non-admin user with an Infusionsoft contact. Make sure that you’ve synchronized your Infusionsoft fields with Memberium by clicking on “Synchronize Infusionsoft” in the “Start here” menu.
The [memb_contact] shortcode is a powerful tool for displaying contact details and custom fields from Infusionsoft on your WordPress site. By using this shortcode with the appropriate parameters and attributes, you can customize the output to fit your specific needs. If you’re having trouble using the shortcode, make sure to double-check your settings and follow the tips outlined in this blog post. With a little practice, you’ll be able to use the [memb_contact] shortcode to enhance your site’s personalization and improve your customer relationships.