Release Announcements

This update re-works a couple of behind-the-scenes functions; most notably the non-admin email function and the user export.

Email

The re-work of the wpmem_inc_regemail function doesn’t change much around the end result of the function (if at all), but makes a huge difference in the ability of the email content to be filtered and changed.  The new version of the function shifts around some of the steps into a more logical order in order to give a single filter hook for all emails that passes not only the email body content (as before), but also also the subject, the user ID, and a number of other settings, along with the WP-Members fields array and the user’s raw registration data.  This now gives you anything you need to make adjustments to the email based on what the user registered as, what their ID is, or any other criteria.  The new hook is wpmem_email_filter and it is located in wp-members-email.php.

User Export

The other big change was a new export function.  Previously, there were two separate functions – one for exporting just selected users and the other for exporting all users.  The new function combines these two processes since they were very similar.  There is a new filter hook in the process that will allow filtering certain arguments (settings) for the export process.  I’ll be documenting that later.  The process from start to finish with the new function is intended to provide the same end result as the previous two functions.  The new function is intended to be expandable and with the new filter hook for settings, it will be able to be called directly for specific exports if you want to do something custom.

Other Updates

Some other minor changes and fixes include:

• Fixed the comparison logic for the CSS class for checkbox fields in the wpmem_create_formfield function.
• Updated native registration function for use on localized sites.
• Added redirect_to parameter in the registration form, similar to login.
• Fixed plugin admin page for multisite, if user has theme options edit capabilities.

On a recent commercial project I had to implement Salesforce integration for the WP-Members plugin. The benefit to the community is that I turned that into an extension for the plugin.

While this is presently considered a beta release, I will be packaging it for download and eventually including it in the downloads section.

I will be writing up more complete documentation and adding some screenshots, but for now I wanted to get this out and available for early adopters.

Installation

As with other extensions, you can install this as a plugin in your WP plugin panel.  Either unzip the package and transfer via FTP or upload in the WP plugin panel. Once you activate the extension there will be a Salesforce tab in your WP-Members admin panel.

Using the extension

The extension operates with Salesforce Web-to-Lead. You will need to create a Web-to-Lead form in Salesforce. Once you have done that, you will have the OID you need, as well as the information that you need to map your WP-Members fields to Salesforce fields. You won’t actually use the web form that Salesforce creates, but you will need the information from it so you can map the fields.

Settings

The settings are relatively simple. There are two fixed fields that you will need:

• OID – this will be retrievable from the web form, it is essentially the API key for your Web-to-Lead form.
• Lead Source – this is the lead source that the leads will have in Salesforce.

The rest of the fields will depend on the fields you have created and are using in WP-Members.  All of the WP-Members fields you have, both default and custom, will show in the left column. The right hand column will have fields you can enter the name of the Salesforce field.

For the Salesforce field name, use the name of the field from the Web-to-Lead form HTML. Enter any fields that you want the Web-to-Lead form to collect. Leave any others blank and they will not be used.

That’s it! Once you have mapped the fields and supplied a valid OID, new registrations will automatically be entered into Salesforce as new leads.

Get this plugin

You can purchase this plugin in the RocketGeek.com Store.

It was only two short weeks ago that 2.9.0 was put into production. As some of you know, I do live in fear of releasing updates. Even though I test and evaluate prior to a release, there is always something that comes up after the fact. With the significant rebuild of the form building function in 2.9.0, I was especially concerned about how smooth the process would be.  Continue Reading →

WP-Members 2.9.0 is nearly done and is now available for testing. This version has been in the works for quite some time. I started the build early last fall. It has taken some time to get everything up to the point where the package is really ready because I have incorporated a number of new features that required some major code overhaul in a few places.  Continue Reading →