Home Forums Marketing Automation [Marketing Automation] Automation process works but does not populate the lead info in the email

This topic contains 17 replies, has 2 voices, and was last updated by  Hudson Atwell 4 days, 9 hours ago.

Viewing 15 posts - 1 through 15 (of 18 total)
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  • #131349

    Raf
    Participant

    I have setup an Email with various lead information in the Body
    e.g
    [lead-field id=”wpleads_first_name”]|[lead-field id=”wpleads_last_name”]|[lead-field id=”wpleads_email_address”]|[lead-field id=”wpleads_country_code”]|[lead-field id=”ip_address”]

    The Automation has been set to watch new/updated leads for a specified form id.

    The basic process appears to go through the motions correctly

    Log Date Task ID Log Type Expand
    29 Job Completed 2017-10-01 22:49:19 6 processing_event +/-
    28 Send Email 2017-10-01 22:49:19 6 action_event +/-
    27 Starting Job 2017-10-01 22:49:18 6 processing_event +/-
    26 Scheduling Job 2017-10-01 22:47:51 – schedule_event +/-
    25 Trigger Fired 2017-10-01 22:47:51 – trigger_event +/-

    On Analysis of the logs they reflect success in sending

    Array
    (
    [results] => Array
    (
    [total_rejected_recipients] => 0
    [total_accepted_recipients] => 1
    [id] => 84696126344781214
    )

    )

    Also the logs reflect they are picking up the correct lead as per example metadata

    [wpleads_first_name] => super
    [wpleads_last_name] => jumpers
    [wpleads_company_name] => boing
    [wpleads_email_address] => jacob@mydomain.com
    [wpleads_work_phone] => 98454353

    I have checked Sparkpost and it reflects no issues and I receive the email

    HOWEVER, On receipt of the email it reflects that no data was populated in the lead just prior to sending

    ||||

    #131354

    Raf
    Participant

    As an addendum to this, I tested using the same email template as above connected directly to the Inbound form. In this case the lead info is populated and sent back to the users email.

    Silly|Billy|q594022@mvrht.net||

    This is a bit pointless as a workaround but it proves the automation on Submit works to populate the lead info whilst the Marketing Automation does not!

    ||||

    (this is a separate issue and I probably should have put it in its own thread)
    It appears other fields in the memory lead_data array such as ip_address are not populating either way.

    Email body:
    [lead-field id=”wpleads_first_name”]|[lead-field id=”wpleads_last_name”]|[lead-field id=”wpleads_email_address”]|[lead-field id=”wpleads_country_code”]|[lead-field id=”ip_address”]

    e.g.
    Array
    (
    [lead_data] => Array
    (
    [user_ID] => 0
    [wordpress_date_time] => 2017-10-01 22:47:51 UTC
    [wpleads_email_address] => q594022@mvrht.net
    [wpleads_first_name] => Silly
    [wpleads_last_name] => Billy
    [page_id] => 190
    [page_views] =>
    [raw_params] => Array
    (

    [form_id] => 204
    [variation] => 0
    [source] => http://www.boing.com/
    [ip_address] => 157.55.39.129
    [lead_lists] => Array
    (
    [0] => 95
    )

    #131356

    Hudson Atwell
    Keymaster
    This reply has been marked as private.
    #131367

    Raf
    Participant

    Hi Hudson, I provided our login details yesterday and have not heard from you as yet. Please can you provide an update asap

    #131370

    Hudson Atwell
    Keymaster

    Hi Raf,

    Just got to it today. I setup a automated rule and a automated email, tested the automated send, and the email I received did have the shortcode populated: https://www.screencast.com/t/1IjLQbsHQs

    Will you proof my work and help me know what I might have missed if I missed something.

    Kind regards,
    Hudson Atwell

    #131375

    Raf
    Participant

    I tested it by cloning your email and then added the lead fields I need and I get nothing

    [lead-field id=”wpleads_first_name”]|[lead-field id=”wpleads_last_name”]|[lead-field id=”wpleads_email_address”]|[lead-field id=”wpleads_country_code”]|[lead-field id=”ip_address”]

    https://www.screencast.com/t/wKqjRc7an9Mi

    #131385

    Raf
    Participant

    Hudson

    An update. I tested with the email you setup and I noticed that the email I was receiving in fact did not have the lead detail but had the default “Subscriber” as the wpleads_first_name which is pointless as I need the lead details not some default value. I decided to remove the default and rerun to retest.

    https://www.screencast.com/t/dgmw6EkQMW

    As you can see from the test results there must be a bug in your code.

    https://www.screencast.com/t/jeZlD9vgTR

    In looking at the logs the data is definitely in the array (see screencast below) but you don’t appear to be using that data in the initial email. I guess a useful test would be to do an update of a lead and see if that information appears which would then point to your SQL statement likely being performed out of order for the automation process.

    Please can you check and fix and release a critical update because with current logic this function is unusable unless there is a workaround to run a series of automation rules to overcome this bug until the fix is released.

    Please indicate how long it will take to patch as otherwise I may need to create an interim workaround and write a small php to “watch” the lead-list and send the email I need.

    https://www.screencast.com/t/YPzBaou4Zjkn

    #131387

    Raf
    Participant

    One more difference I just realized is that in your test you specifically selected a specific name “Hudson” to trigger
    (
    [trigger_filter_id] => lead_data
    [trigger_filter_key] => lead_data:wpleads_first_name
    [trigger_filter_compare] => equals
    [trigger_filter_value] => Hudson
    )

    against whereas in my case I am triggering on any new unknown lead entering details into form 204
    (
    [trigger_filter_id] => lead_data
    [trigger_filter_key] => lead_data:form_id
    [trigger_filter_compare] => equals
    [trigger_filter_value] => 204
    )

    #131392

    Raf
    Participant

    I noticed another key difference between your automation test and my required automation

    In your test you have specified the Action to be performed to send email to “Lead”
    https://www.screencast.com/t/4pZmDW3xO5To

    Whereas my requirement is to send the information to a Custom email
    https://www.screencast.com/t/UIQspF6z

    I just confirmed this with a test that when the Action responds to the lead it works but when I redirect to a Custom email, it does not work

    #131395

    Hudson Atwell
    Keymaster

    Hi Raf,

    Very good. I think you discovered the source of the problem. Unfortunately it seems we’re not equipped to support lead data shortcodes sent to a custom email.

    I may have a solution. Will you fill out the advanced support request again and this time just include the wp-admin url? I’ll log on when I have a moment and add the code in I hope will solve it.

    Kind regards,
    Hudson Atwell

    #131397

    Raf
    Participant

    filled out and resubmitted.

    #131401

    Hudson Atwell
    Keymaster
    This reply has been marked as private.
    #131403

    Hudson Atwell
    Keymaster

    Okay I added the code that I hope will fix it and it looks like the test results for custom email was good. Will you check your tests too and let me know how it goes?

    #131406

    Raf
    Participant

    Hi Hudson, Yes it is working now

    https://www.screencast.com/t/RZgwRBw2t

    I have a few questions. Apologies but its too hard to create a case for each.

    1. There is a button in Automation rule called “Add Filter” but it does not allow clicking in the various browsers I have tested on. I notice in your Automation test that you were able to have more than one Condition. I cannot find any way to enable more than one condition. Please advise how to be able to add another condition?

    https://www.screencast.com/t/8kprtSCRtQKe

    2. Various critical key fields such as Country are not populated.
    \[lead-field id=”wpleads_country_code”\] I have installed GeoIP detection Extension which discovers the country from the IP but the Country info in unavailable. There are a number of reasons we all need this for; Country identification offers a method to enable us to properly prevent certain embargoed countries from receiving an email, Its also important when setting up calls to action that are country related. There are also no conditions available to allow filtering an automation based on country.

    3. I have a custom_field that I have called “your_requirements”. It is a text field that is populated by checkbox selection. When sending using the automation it does not show the contents of the text field it just displays “Array”

    \[lead-field id=”wpleads_email_address”\]|\[lead-field id=”wpleads_first_name”\]|\[lead-field id=”wpleads_last_name”\]|\[lead-field id=”wpleads_ip_address”\]|\[lead-field id=”wpleads_company_name”\]|\[lead-field id=”wpleads_country_code”\]|\[lead-field id=”your_requirements”\]

    USEFUL UNDOCUMENTED FEATURES
    A couple of useful undocumented features I found were
    a. Even though not available in the lead field dropdown list the IP Address could be displayed if you use \[lead-field id=”wpleads_ip_address”\]
    b. the Lead fields can be used in the Subject line. I pasted the bunch of lead fields above into the subject line delimited by “|” so that I can pass them across to a specific application that can only accept emails. The first time i place the lead info into the subject line and save it it can be used but I had to be aware though every time I edited the email I needed to repaste the lead info back into the subject line as it does not redisplay correctly on edit.

    #131428

    Raf
    Participant

    Please respond

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