Our leads fill out a long form and should have the ability to login as a user when completed. (no additional registration )
The Leads Manager has all that AWESOME tracking,I don’t want to lose it, so how would converting a lead to an user work( so they can login to the site)?
Example: if my custom Lead Status is “Customer”, how will I make the lead/customer a user/level that can login?
I say “Best Practice” because I bet there are several solutions, but what was the “intent” of the flow you designed?
I don’t want to re-invent the wheel or add more plugins if IBN’ was designed to handle this its own way.
Hi I do have a setup for this through our Automation component.
1. Create a new rule
2. Set the trigger to ‘Add/Update Leads’
3. Set your conditions to make sure it only runs on the form id that you’ll be submitting through
4. Set the action to ‘Create role’… This should say create user but it doesn’t. It’s a bug. I’ve updated the language screen in my development files.
This will send them an email to complete their account by logging in/setting password using the default WordPress user creation method.