Contact is Tagged: An Ontraport + WordPress Shortcode Plugin

If you use Ontraport, you may have a WordPress membership website using Ontraport’s WordPress membership plugin called Pilotpress. When members are logged into your Pilotpress membership website, you have access to various information about them (contained in their Ontraport contact record) that you can retrieve using special shortcodes that Pilotpress enables–e.g., the user’s first name, their email address, and other information about them.

There are also shortcodes that allow you to show or hide content on your WordPress pages based on whether a user (called a “contact” in Ontraport) belongs to a certain membership level or has been added to a particular “tag” (an Ontraport means for describing the contact and categorizing them based on actions they have taken on your pages–like purchasing a certain product, filling out a certain opt-in form, and so on).

Well, being an Ontraport user myself, I wanted to find a way to display different content at our WordPress website based on these tags and without the contact having to be logged into the website…because not all of our customers have memberships and/or logins to our websites.

So what I wanted was a shortcode that copies the behavior of the Ontraport [show_if has_tag=”Tag”] content [/show_if] shortcode (also a shortcode for showing content if they *don’t* have a tag), but does it for cookied Ontraport contacts *without them needing to be logged in*. They just need to have filled out an Ontraport form at the WordPress website where you’re using the shortcode/s.

Well, I went ahead and wrote a WordPress plugin to do just that!

I can think of many possible applications of this functionality.

One application that someone in the Ontraport User Community Facebook group mentioned is having an Ontraport form and a thank you page at the same website and having the thank you page display different content based on the tags in the form filler’s contact record.

Other applications are showing different products to each visitor to your website based on what they’ve already purchased from you in the past. This could consist of hiding stuff they’ve previously bought, or showing other products you have available that are related to their past purchases.

Using the Plugin at your WordPress website

  1. You need to have an Ontraport account
  2. It’s a good idea to install a Ontraport tracking script at your WordPress website–or alternatively, install the Pilotpress plugin
  3. You need at least one Ontraport opt-in form at your website (which creates the Ontraport cookie)
  4. In Ontraport, generate a new API Key for the website where you will be using the plugin (if you haven’t already)
  5. Purchase and download the Contact is Tagged plugin (the order form is also at the bottom of this post)
  6. Install and activate* the Contact is Tagged plugin
  7. Go to Settings > “Contact is Tagged” in the WordPress dashboard at the website where you’ll be using the plugin and put in the API key codes from #4 above and save them.

Some Code Examples

Content you want to show to a visitor with the “Has Purchased Product A” tag:

[contact_is_tagged with=”Has Purchased Product A”]My HTML content here[/contact_is_tagged]

Content you want to show to a visitor who doesn’t have the “Has Purchased Product A” tag:

[contact_is_not_tagged with=”Has Purchased Product A”]My HTML content here[/contact_is_not_tagged]

Operational Notes

  • If no browser cookie exists for your website visitor (i.e., they haven’t filled out a form at your website; or they have, but now they’re using a different computer or browser), then the content between your “Contact is Tagged” shortcodes will simply not appear (i.e., nothing is shown).
  • The plugin includes error messages if you forget to specify a tag in your shortcode, or you specify one that doesn’t exist in your Ontraport account.
  • If you are creating and destroying browser cookies in the process of testing the shortcodes and they don’t seem to be working, make sure you clear the cache at your WordPress website if you are using one of those WordPress website caching plug-ins.
  • You only pay for the plugin once and will receive all/any future updates to the plugin.

Customer Case Studies

I’m really interested to hear how people end up using the plugin. Please come back to this post and share your stories (as comments on this post) about how you’re the plugin to do interesting and creative things!

*Installing a downloaded zipped WordPress plugin file:

From the WordPress plugin menu click on Add New:

Instead of searching for a plugin you can directly upload your
plugin zip file by clicking on Upload:

Use the browse button to select the plugin zip file that was downloaded, then click on Install Now. The plugin will be uploaded to your blog and installed. It can then be activated (find it on the Installed Plugins page and click the “activate” link under the plugin called “Contact is Tagged: Show Content if Contact has or doesn’t have a Specified Tag”).

The Order Form

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