If you’re in the market for a CRM solution, you’re probably wondering how Keap stacks up against other popular options like Salesforce or HubSpot. While each solution has its own strengths and weaknesses, in my opinion, Keap offers a unique combination of features, ease of use, and affordability that sets it apart from the competition.

For example, let’s say you run a small business selling handmade soap products online. You’ve been using spreadsheets and email to manage your customer data and sales, but as your business grows, you’re finding it increasingly difficult to keep track of everything. You’ve heard about CRM solutions like Salesforce and HubSpot, but you’re not sure if they’re the right fit for your needs.

In my opinion, here’s how Keap compares to these other solutions:

Features: While all three solutions offer a range of features for managing customer data, marketing campaigns, and sales processes, Keap stands out for its all-in-one approach. With Keap, you get access to tools for managing contacts, creating email campaigns, automating workflows, and even accepting payments. This can save you time and money compared to using multiple tools or solutions.

Ease of Use: In my experience, Keap is one of the easiest CRM solutions to use, especially for small businesses with limited resources. The platform is designed with small business owners in mind, so you don’t need to be a tech expert to get started. The interface is intuitive and easy to navigate, and you can easily customize the platform to fit your specific needs.

Affordability: One of the biggest advantages of Keap over other solutions is its affordability. While Salesforce and HubSpot can be expensive, especially for small businesses, Keap offers a range of pricing plans to fit different budgets. This means you can get started with Keap for as little as $79 per month, making it a more accessible option for small businesses.

Of course, every business is different, and what works for one may not work for another. In my opinion, it’s important to evaluate your specific needs and compare the features, ease of use, and pricing of each solution before making a decision.

For our handmade soap business, we ultimately chose Keap because it offered the features we needed to manage our customer data and sales, without breaking the bank. The platform was easy to use, even for someone with limited tech skills like myself, and we were able to get up and running quickly.

While Keap may not be the right fit for every business, in my opinion, it offers a unique combination of features, ease of use, and affordability that makes it worth considering alongside other popular CRM solutions like Salesforce or HubSpot.

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:

Shortcode Examples

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:

[memb_contact fields=_CustomField]

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.

Additional Information

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.

Conclusion

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.

You might be looking for a dependable connector to integrate the two platforms if you run an online store with WooCommerce and want to manage your customer relationships with Keap (previously known as Infusionsoft). If this is the case, you can read more about how the two platforms can be integrated here. There are many plugins that can assist you in accomplishing this goal; however, picking the one that is most suitable for your needs might be difficult. In this article, we will discuss some of the most viable choices and offer advice on how to arrive at an intelligent conclusion.

InfusedWoo
InfusedWoo is a well-known plugin that provides assistance in establishing a connection between WooCommerce and Keap. It provides functionality such as synchronisation of client data, order data, and product data in both directions. Additionally, InfusedWoo allows you to automate email marketing campaigns and generate tags and notes in Keap based on the activities of customers while they are visiting your website. Customers have mentioned that it is simple to set up and that it functions in a dependable manner.

WooConnection
Another plugin that might assist you in integrating WooCommerce and Keap is referred to as WooConnection. It provides functionality such as the syncing of customer and order data in real time, the capability of creating new contacts and opportunities in Keap, and the choice to tag contacts based on the products they have purchased. Because WooConnection is a relatively new plugin, there are less user reviews currently available; however, it does look to be a viable alternative.

WPFusion
You can integrate WooCommerce and Keap, in addition to other systems like LearnDash and MemberPress, with the help of the popular plugin WPFusion. It provides capabilities such as the ability to create contacts and opportunities in Keap, real-time syncing of customer and order data, the capability to add and remove tags based on the behaviour of customers, and the ability to add tags to customers. On the other hand, a number of customers have reported problems caused by WPFusion not being updated regularly enough.

While looking for a plugin that can connect WooCommerce and Keap, there are a few things that you should keep in mind. To begin, you will want to make certain that the plugin has all of the capabilities that are necessary for you to reach your objectives. You’ll want to check with other people who use the plugin to make sure it’s dependable and has a solid name in the community. You can improve the quality of your decision-making by consulting the reviews and ratings provided by other users on websites such as WordPress.org or Trustpilot.

In addition, it is essential to take into consideration a variety of criteria, including pricing, support, and compatibility with the many plugins and themes already installed on your website. You can evaluate the functionality of certain plugins without spending any money thanks to the availability of free trials or demos offered by those plugins. Before installing any new plugin on your website, you should always save a backup copy in case there are any complications.

To summarise, there are a number of plugins available to assist you in establishing a connection between WooCommerce and Keap. There are other choices available, but InfusedWoo, WooConnection, and WPFusion are three of the more common ones. Nevertheless, there may be others that are a better fit for your requirements. You will be able to make an educated decision and combine your two platforms without any problems if you perform adequate research and take into account relevant elements such as pricing, features, and support.

If you have a memberium wordpress site and suddenly get a white screen when you add or edit a post or blog it’s because you have to reach out to Memberium support and get them to send you an updated file that you need to put into your memberium2/js folder. The latest version of WordPress has caused this Memberium issue. Once you add this file, the issue will be resolved.

I am half writing this for myself for the future in case I forget the exact syntax. If you want to update a custom field for a contact inside Keap but don’t want to create your own API, there is an easy way to do it. For this scenario below I am using make.com which is a zapier alternative.

In the URL you are going to want /v1/contacts/contact ID. The contact you can dynamically map in make.com. For this example, I am testing on my own contact record, so I have hard coded the KEAP contact ID.

Make sure the method = patch as we are updating a contact record and not creating from new.

I am updating custom field ID 784956. I am inputting the number 7 into this field as it is a numeric field only,

That is the syntax needed to update a custom field via REST API in Keap. Works for max, max classic and pro.

The Data Hydration Failure – some fields may be missing message error looks something like this screenshot below.

This can occur from time to time if you’re unlucky when you have recently deleted custom fields inside your Keap/Infusionsoft CRM. The strange part about this is that it can still occur even though you don’t use any of these custom fields with your Zapier automations.

It is a well known bug that people within the Keap community are aware of. I have spoken to many people that say they are too afraid to delete any custom fields in fear that it might break all their Zapier automations.

Solution #1

Add the fields back that you deleted. Many have claimed that adding the recently deleted fields using the same field name in KEAP miraculously made their Zapier data hydration failure message go away.

Solution #2

Reach out to Zapier support and report your error. I recently had the Zapier data hydration failure message and this was Zapier’s response to me. Pasted below.

 
While I can’t provide a timeline for when this bug will be resolved, we’ll be sure to be in touch with you as soon as we have any updates.
 
From the report I can see that in some cases Infusionsoft will return the contact details as hydration as opposed to the expected JSON format which causes the trigger to fail: 

Update – Solution #3

I have some extra information since I wrote this blog. I have spoken to a few people at Zapier and have since experienced this a few times first hand. Solution option #3 is to simply wait. The reason you’re getting the data hydration failure message in Zapier is because Zapier’s cache hasn’t updated yet. Say for example you went from 150 custom fields to 149. That is enough for Zapier to get confused and bail out. Sounds crazy right? You have to wait until Zapier automatically updates its cache. This can range from 2 to 24 hours depending where you are in the cycle. Once Zapier recognizes how many custom fields you have, all will be good again and your Zaps will be up and running.

My advice to ensure this doesn’t happen again is to max out all your custom fields. Even if you have no need to, create fields like empty1, empty2, empty3 and when you get the need to use a new field, just replace empty1 with the new field name. That way the amount of custom fields you have doesn’t ever deviate and won’t expose you to the risk of getting the dreaded hydration error message. If you are really desperate and can’t wait hours or days for this error to correct itself I would advise you to contact Zapier and ask that they give you priority and have your account cache refresh.

Hope this helps and gives a bit of transparency into the issue.