Indeed customers are just WP users with various metadata set by our plugin. Yes, it would be possible to create users programmatically (with Import plugins, or via REST API, or any other method that can create users).
Or for example if you're looking to create a customer that is assigned to a sales agent (for our SalesKing plugin), you would need to set the meta key "salesking_assigned_agent" to the user ID of the agent user.
Let me know if I can help with anything, or if you have any questions,
Whenever I create the user using this form, it creates the WP user perfectly fine, but when I go into edit that new user, it shows that it's not an agent.
Thank you for the access details and for the patience on this,
-> Regarding registering users as agents: your setup seems correct.
I registered a new user now using the link you shared. The user I registered is at https://leadcrease.com/wp-admin/user-edit.php?user_id=53 - I see that the user is indeed correctly set as an agent, so this seems to be working well:
I am not sure why we would be getting different results. I took a quick video of what I am seeing just in case it helps: https://www.loom.com/share/53fa3a5dd9bb4e2d8cb18356c1c7bae6?sid=6eb8f3bd-1007-4a83-a30a-acbf70566ccb
The only thing that seems it may be incorrect is the user role. Please note that 'shop manager' gives access to the site backend / usually allows managing WooCommerce settings, so you may prefer to give users a simpler role such as 'customer':
For SalesKing, it does not matter, as our plugin does not use WP roles.
-> Regarding sales agent ID, please note that the correct user meta key to use is:
salesking_agentid
You can indeed set any value you'd like here, it's only important that it is unique. This is the same as the "affid" the plugin uses.
Please note this does not refer to the user ID (so the wp user ID 16 which you mentioned is not related to this in any way). This salesking_agentid is a randomly generated string our plugin sets for each agent, which serves as a unique identifier. During registration under "sales representative ID", a customer would need to enter a value such as "E8SWR6H1YG" and would then be assigned to that agent.
Generally agents can create coupons via their agent dashboard, on the Coupons panel: https://prnt.sc/gg0Yh4Kd1pL0
If I set the Gravity Forms Entry ID as the salesking_agentid, it won't be the same as the Affiliate ID on the Affiliate link, right?
You can set any number / code as salesking_agentid , the only requirement is that it should be unique for each agent. For example if the gravity forms entry ID is 1234, this will then become the unique affiliate ID for the customer. Indeed the link will be the same and will have a structure such as http://site.com/?affid=1234
Are these "customers" just based on WP users? So if I have a CRM record, I can use Zapier or other to automatically create an account for them?
Hi Simon,
Thank you for getting in touch with us,
Indeed customers are just WP users with various metadata set by our plugin. Yes, it would be possible to create users programmatically (with Import plugins, or via REST API, or any other method that can create users).
It depends a bit on what exactly you need to achieve. If you're looking to create a "B2B" user (for our B2BKing plugin), you would need to set 2 user meta keys, which are described here: https://woocommerce-b2b-plugin.com/docs/how-to-set-user-group-programmatically-during-import-in-bulk-with-scripts/#2-toc-title
Or for example if you're looking to create a customer that is assigned to a sales agent (for our SalesKing plugin), you would need to set the meta key "salesking_assigned_agent" to the user ID of the agent user.
Let me know if I can help with anything, or if you have any questions,
Kind regards,
Stefan
But im not using B2B king, im using sales king, are the steps the same? using "b2bking_customergroup" to set the group on Sales King?
Are you looking to create a 'sales agent' account? or what type of user are you trying to create?
To create a sales agent account, you would need to set these keys:
key: salesking_group value: group ID (e.g. 1234, this is the post id of the group, you can find it in the URL when editing the group)
key: salesking_user_choice value: agent
I am trying to assign a customer to an agent programmatically
To assign a customer to an agent programmatically, it is needed to set the following user meta key and value for the customer:
key: salesking_assigned_agent value: the agent's user ID, e.g. 1234
The user ID of the agent is the regular wp user id, it can be found as described here: https://rudrastyh.com/wordpress/get-user-id.html
Thank you! This is not included in your documentation, is it? I couldn't find it.
Nevermind, I got it :)
had to do:
https://leadcrease.com/wp-json/wc/v3/customers/Customer_ID
Attached files: Screenshot at Oct 16 16-07-19.png
URGENT:
Hi, I have a new issue.
I have a gravity forms and I'm trying to create a user. I am using the user-registration add-on.
I'm going based off of your article, How to Setup a Sales Agents Registration Form.
Whenever I create the user using this form, it creates the WP user perfectly fine, but when I go into edit that new user, it shows that it's not an agent.
Please advise how I can make this work?
Thank you so much
Attached files: registration-keys-values.png
registration-keys-values.png
group-ID.png
hidden-fields-default-value.png
By the way, am I able to use different values for the salesking_agent_id?
It would be set on form-submit.
Such as:
... or does it have to be the same as the WP User ID?
I'd pass this using user meta and merge fields from the form.
It would be helpful if possible
Please let me know. Thank you
Hello Simon,
Thank you for the access details and for the patience on this,
-> Regarding registering users as agents: your setup seems correct.
I registered a new user now using the link you shared. The user I registered is at https://leadcrease.com/wp-admin/user-edit.php?user_id=53 - I see that the user is indeed correctly set as an agent, so this seems to be working well:
I am not sure why we would be getting different results. I took a quick video of what I am seeing just in case it helps: https://www.loom.com/share/53fa3a5dd9bb4e2d8cb18356c1c7bae6?sid=6eb8f3bd-1007-4a83-a30a-acbf70566ccb
The only thing that seems it may be incorrect is the user role. Please note that 'shop manager' gives access to the site backend / usually allows managing WooCommerce settings, so you may prefer to give users a simpler role such as 'customer':
For SalesKing, it does not matter, as our plugin does not use WP roles.
-> Regarding sales agent ID, please note that the correct user meta key to use is:
salesking_agentid
You can indeed set any value you'd like here, it's only important that it is unique. This is the same as the "affid" the plugin uses.
Please note this does not refer to the user ID (so the wp user ID 16 which you mentioned is not related to this in any way). This salesking_agentid is a randomly generated string our plugin sets for each agent, which serves as a unique identifier. During registration under "sales representative ID", a customer would need to enter a value such as "E8SWR6H1YG" and would then be assigned to that agent.
If you'd like to easily view it in the backend, you can add this PHP code snippet: https://pastecode.io/s/qxbvjwm0 It will add a custom column to the backend Users page where that ID is visible: https://prnt.sc/VL8bocK5mXF1
If you'd like to set it during registration, or access it programmatically, you just need to set or modify the user meta key salesking_agentid
Kind regards,
Stefan
Ok got it! thank you
So what would be the smartest way to do this. I want my agents to be able to offer coupon code discounts.
If I set the Gravity Forms Entry ID as the salesking_agentid, it won't be the same as the Affiliate ID on the Affiliate link, right?
What is the best way to do this?
Hi again,
Generally agents can create coupons via their agent dashboard, on the Coupons panel: https://prnt.sc/gg0Yh4Kd1pL0
If I set the Gravity Forms Entry ID as the salesking_agentid, it won't be the same as the Affiliate ID on the Affiliate link, right?
You can set any number / code as salesking_agentid , the only requirement is that it should be unique for each agent. For example if the gravity forms entry ID is 1234, this will then become the unique affiliate ID for the customer. Indeed the link will be the same and will have a structure such as http://site.com/?affid=1234