• Tags are poorly documented online for JetPackCRM.

    So I have developer questions.

    • Does a WooCommerce purchase update a contact tag from “Lead” to “Customer”?
    • Does the JetpackCRM API allow for actions on the website and from other plugins to dynamically add/remove/update Tags (without forcing sale of automation extension)?
    • Why does your API Documentation omit information on Tags (is this obfuscation designed to push extension sales?)
Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Support Stef (a11n)

    (@erania-pinnera)

    Hello @xizor,

    I’m going to answer your questions one by one as follows ??

    Does a WooCommerce purchase update a contact tag from “Lead” to “Customer”?

    Yes, it does. You can set that to make sure that upon making a purchase, a contact status can change to “Customer”: https://kb.jetpackcrm.com/knowledge-base/woosync-imported-all-customers-as-lead-status/

    ****


    Does the JetpackCRM API allow for actions on the website and from other plugins to dynamically add/remove/update Tags (without forcing sale of automation extension)?

    It’s only meant to create new ones for the time being.

    ****

    Why does your API Documentation omit information on Tags (is this obfuscation designed to push extension sales?)

    There are no subtle driving sales purposes behind that ??
    We don’t have thorough documentation for tags and API because our current API feature is in Beta. Since its development is not yet completed, we don’t have much documentation about it either.

    We appreciate your feedback on that, and we’ll add a note explaining this in our pages. Thanks for sharing your concerns ??

    Hope that answers your questions!

    Thread Starter MindCreatesMeaning

    (@xizor)

    Thank you @erania-pinnera for clarifying the current ‘in-progress’, beta status of the JetpackCRM API. I can be patient if I know that something is still being worked on, so I appreciate this insight.

    I do hope that the JetpackCRM API will provide more thorough interactivity with JetpackCRM Tags. It’s pretty foundational in importance; Tags drive the core of any CRM.


    Does the JetpackCRM API allow for actions on the website and from other plugins to dynamically add/remove/update Tags (without forcing sale of automation extension)?

    It’s only meant to create new [tags] for the time being.?

    ****

    I have visited and read through https://automattic.github.io/jetpack-crm-api-docs/ .

    I acknowledge the incomplete status of the JetpackCRM API documentation. In the meantime, can you point me to the JSON endpoint for ‘creating a tag’ (as there is no documented mention of Tags currently).

    I greatly appreciate your forthright, clear and concise insights into developing status of the JetpackCRM API. Thank you.

    Plugin Support Stef (a11n)

    (@erania-pinnera)

    Hey @xizor,

    can you point me to the JSON endpoint for ‘creating a tag’ (as there is no documented mention of Tags currently).

    You should be able to use the following:

    {
      "tags": ["this-tag"],
      "email": "[email protected]"
    }

    Note that the email address acts as a reference ID to update the contact info.

    We tested it on an existing contact and it works, can you give it a try and see if that helps? Thanks ??

    Jay

    (@bluejay77)

    Hi there,

    It has been more than one week since we have heard from you, so I’m marking this topic as resolved.

    But if you have any further questions or need some more help, you’re welcome to reply here or open another thread.

Viewing 4 replies - 1 through 4 (of 4 total)
  • The topic ‘Tags, Manually Updating’ is closed to new replies.