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Lead: Retrieving data

Kartra API: Inbound > Leads. This article is for developers.

You can retrieve the profile info of one specific lead from your contacts database. To do so, we will search the lead’s email with the function get_lead.

Type

Parameters

Data type

POST

get_lead*

string

* Required: the lead’s email is required to identify the lead.

Example

'get_lead' => [
   'email' => '[email protected]',
]

Request results

Parameters

Data type

Values

lead_details

string

JSON-encoded object containing the lead details

JSON parameters

Data type

Values

id

string

Lead's unique identifier id

first_name

string

Lead's first name

middle_name

string

Lead's middle name

last_name

string

Lead's last name

email

string

Lead's email address

date_joined

string

Date the lead was registered, in EST timezone with the format: 'YYYY-MM-DD HH:MM:SS'

phone_country_code

string

Lead's phone country code

phone

string

Lead's phone

ip

string

Lead's IP address

address

string

Lead's mailing address

zip

string

Lead's zip / postal code

city

string

Lead's city

state

string

Lead's state

country

string

Lead's country

lead_picture

string

URL to Lead’s thumbnail image

score

integer

Lead score in points

source

string

The source of the Lead. Possible values are:

  • 'single-optin' - if the Lead was created by completing a single opti-n form.

  • 'double-optin' - if the Lead was created by completing a double opt-in form.

  • 'helpdesk' - if the Lead was created by submitting a helpdesk ticket or starting a live chat.

  • 'affiliate-signup' - if the Lead was created by signing up to promote a product as an affiliate.

  • 'checkout' - if the Lead was created after buying a product.

  • 'import' - if the Lead was created by the lead import system.

  • 'api' - if the Lead was created by the API.

  • 'manual' - if the Lead was created manually from the Kartra account interface.

source_id

string

For internal purposes (you can ignore)

ip_country

string

The country where the lead ip is located

website

string

URL to Lead’s website

facebook

string

URL to Lead’s Facebook page

twitter

string

URL to Lead’s Twitter page

linkedin

string

URL to Lead’s LinkedIn page

lead_preferred_time_zone

string

Lead's preferred time zone

notes

string

Notes in the lead profile

blacklisted

integer

Lead's email delivery status. Possible values are:

  • 0 - Lead is not blacklisted

  • 1 - Lead is blacklisted

custom_fields **

array

Data contained in each custom field, in the following format:

{
    "field_id": integer,
    "field_identifier": string,
    "field_type": string,
    "field_value": [
        {
            "option_id": integer,
            "option_value": string,
        },
        {
            "option_id": integer,
            "option_value": string,
        }
    ]
  }

field_id: Unique field ID reference

field_identifier: Unique text identifier chosen when the field was created

field_type: Field type (Possible values: input_field, text_area, drop_down, radio_button, checkbox)

field_value: The contents of the field saved for the particular lead. In the case of input_field and text_area this will be text (string). For all other fields, the value will be an array that includes the ID and description of the lead's selection.

  • option_id: Unique option ID reference

  • option_value: Option value

When the field type is a checkbox, the values can be multiple.

gdpr_lead_status

integer

GDPR status for the lead. Possible values are:

  • 0 - GDPR status off - Your account has GDPR deactivated

  • 1 - GDPR status not subject - The lead's IP is from a country not subject to GDPR

  • 2 - GDPR status accepted - The lead has accepted the GDPR terms

  • 3 - GDPR status not accepted - The lead hasn't accepted the GDPR terms

  • 4 - GDPR status unknown - The lead's location could not be determined

  • 5 - GDPR status pending

gdpr_lead_status_date

string

The date when the GDPR status was captured, in EST timezone, with the format: 'YYYY-MM-DD HH:MM:SS'.

gdpr_lead_status_ip

string

The IP where the Lead GDPR Status was captured.

gdpr_lead_communications

integer

Status of the lead's communication consent. Possible values are:

  • 0 - Lead hasn't agreed to be contacted

  • 1 - Lead has agreed to be contacted

** All custom fields will be returned, even if they are empty for a specific lead.

Tags and lists. All the lead's assigned tags and list subscriptions are retrieved.

tag_name

string

Tag name

list_name

string

List name

active

integer

Lead's list subscription status. Possible values are:

  • 0 - Lead is not subscribed to list.

  • 1 - Lead is subscribed to list.

Sequences. Details of all the lead's sequence subscriptions are retrieved.

sequence_name

string

Sequence name

step

string

Sequence step number

status

string

Status of the lead in the sequence. Possible values are:

  • 'active'

  • 'unsubscribed'

name

string

Membership name

level_name

string

Membership access level name

active

integer

Status of the Lead's access to a membership level. Possible values are:

  • 0 - Lead has access to the membership level.

  • 1 - Lead does not have access to the membership level.

Transactions. Details for all transaction events for the lead are retrieved.

id

integer

Transaction unique identifier.

product_name

string

Purchased product internal name.

price_point

string

Price point number.

transaction_type

string

Type of transaction event. Possible values are:

  • 'Sale'

  • 'Refund'

  • 'Cancellation'

  • 'Rebill'

  • 'Chargeback'

  • 'Failed'

  • 'Partial_refund'

transaction_amount

float

Amount charged, attempted, or returned for the transaction.

transaction_date

string

Date the transaction was processed in the format: 'YYYY-MM-DD HH:MM:SS'.

Calendars. Details for all the lead's calendar appointments are retrieved.

calendar_id

integer

The calendar id.

calendar_name

string

The calendar name.

class_id

integer

The calendar class id.

class_name

string

The calendar class name.

subscription_id

integer

The id of the Lead subscription to the calendar.

calendar_subscription_status

string

The status of the Lead subscription to class. Possible values are:

  • 'Active'

  • 'Pending'

  • 'Completed'

  • 'Declined'

  • 'Cancelled'

vendor_id

integer

Account id of the calendar owner.

vendor_timezone

string

Vendor timezone.

hosts

array

Host details for a calendar appointment, in the following format:

{
    "host_first_name": "host",
    "host_last_name": "host",
    "host_email_address": "[email protected]"
}


events

array

Date (in EST timezone) and duration of a calendar appointment, in the following format:

{
    "event_date": "YYYY-MM-DD HH:MM",
    "event_duration": "MM"
}

ics_calendar_link

string

URL of the calendar ICS file

Surveys. Details for all the lead's completed surveys are retrieved.

survey_id

integer

Survey identifier

survey_name

string

Survey name

survey_type

integer

Survey type. Possible values are:

  • '1 - Survey'

  • '2 - Quiz'

survey_score

string

Survey score

survey_completion_time

integer

Time the lead completed the survey

survey_completion_date

string

Date each survey was completed, in EST timezone, with the format: ‘YYYY-MM-DD HH:MM:SS’.

questions

array

The details of each survey question, in the following format:

{
    "question_id": integer,
    "question_title": string,
    "question_correct": integer,
    "answers": array,
    {
        "option_id": integer,
        "option_value": string,
    }
}

question_id: Question ID

question_title: Question title

question_correct: (0 - Not subject to score, 1 - correct, 2 - incorrect)

answers: The lead's answers

  • option_id: Option ID

  • option_value: Option value (lead response)


Success message example

{
    "status": "Success",
    "lead_details": {
        "id": "1234",
        "first_name": "test",
        "middle_name": "test",
        "last_name": "test",
        "last_name2": "test",
        "company": "test",
        "sales_tax_id": "test",
        "email": "[email protected]",
        "username": "test123",
        "date_joined": "2019-03-26 06:35:31",
        "phone_country_code": "+40",
        "phone": "123456789",
        "ip": "1.1.1.1",
        "address": "test",
        "zip": "test",
        "city": "test",
        "state": "CA",
        "country": "US",
        "lead_picture": "https:\/\/s3.amaz[...]nal\/default_user.png",
        "score": "0",
        "source": "checkout",
        "source_id": "1234",
        "ip_country": "United States",
        "website": "https:\/\/google.com",
        "facebook": "test",
        "twitter": "test",
        "linkedin": "test",
        "lead_preferred_time_zone": "America/New_York",
        "referring_id": "1234",
        "blacklisted": "0",
        "gdpr_lead_status": "2",
        "gdpr_lead_status_date": "2019-03-26 06:35:31",
        "gdpr_lead_communications": "1",
        "gdpr_lead_status_ip": "1.1.1.1",
        "tags": [
            {
                "tag_name": "test"
            }
        ],
        "lists": [
            {
                "list_name": "test",
                "active": "1"
            }
        ],
        "sequences":[
            {
                "tree_name": "test",
                "step": "2",
                "status": "active"
            }
        ],
        "transactions": [
            {
                "transaction_id": "1234",
                "product_name": "Your Product Name",
                "product_price_point": "1",
                "transaction_type": "Sale",
                "transaction_amount": "300.00",
                "transaction_date": "2019-03-26 06:35:33"
            }
        ],
        "memberships": [
            {
                "name": "Your Course Name",
                "level_name": "Standard",
                "active": "1"
            }
        ],
  "custom_fields":[
      {
    "field_id": "323",
    "field_identifier": "Color",
    "field_type": "checkbox",
    "field_value": [
             {
      "option_id": "1",
      "option_value": "Red",
       },
       {
      "option_id": "2",
      "option_value": "Blue",
       }
    ]
      },
      {
    "field_id": "324",
    "field_identifier": "Gender",
    "field_type": "drop_down",
    "field_value": [
              {
      "option_id": "1",
      "option_value": "Male",
        }
    ]
     },
     {
    "field_id": "325",
    "field_identifier": "favorite_dish",
    "field_type": "input_field",
    "field_value": "beef lasagna",
     }
  ],
        "calendars": [
           {
                "calendar_name": "Your First Calendar",
                "calendar_id": "123",
                "class_name": "Master Class",
                "class_id": "22",
                "subscription_id": "1885",
                "calendar_subscription_status": "Cancelled",
                "vendor_id": "321",
                "vendor_timezone": "America/New_York",
                "hosts": [
                    {
                         "host_first_name": "John",
                         "host_last_name": "Doe",
                         "host_email_address": "[email protected]"
                    },
                    {
                         "host_first_name": "Janet",
                         "host_last_name": "Smith",
                         "host_email_address":"[email protected]"
                    }
                ],
                "events": [
                    {
                        "event_date": "2020-12-09 09:00",
                        "event_duration": 60
                    },
                    {
                        "event_date": "2020-12-10 09:00",
                        "event_duration": 40
                    }
                ]
           },
           {
                "calendar_name": "Your Second Calendar",
                "calendar_id": "33",
                "class_name": "Beginner's Class",
                "class_id": "11",
                "subscription_id": "245",
                "calendar_subscription_status": "Active",
                "vendor_id": "321",
                "vendor_timezone": "America/Detroit",
                "hosts":[
                    {
                         "host_first_name": "John",
                         "host_last_name": "Doe",
                         "host_email_address":"[email protected]"
                    },
                    {
                         "host_first_name": "Janet",
                         "host_last_name": "Smith",
                         "host_email_address":"[email protected]"
                    }
                ],
                "events": [
                    {
                        "event_date": "2020-12-14 09:00",
                        "event_duration": 60
                    },
                    {
                        "event_date": "2020-12-19 09:00",
                        "event_duration": 40
                    }
                ],
                "ics_calendar_link": "https://app.kartra.com/calendar/ics/"
           }
        ],
        "surveys": [
            {
                "survey_id": "123",
                "survey_name": "Your Survey",
                "survey_type": "1",
                "survey_score": "N/A",
                "survey_completion_time": "65",
                "survey_completion_date": "2021-07-01 06:35:33",
                "questions": [
                    {
                         "question_id": "146",
                         "question_title": "Age",
                         "question_correct": "0",
                         "answers": [
                             {
                                 "option_id": "105",
                                 "option_value": "Between 18 and 30"
                             }
                         ]
                    },
                    {
                         "question_id": "147",
                         "question_title": "What pets do you like",
                         "question_correct": "0",
                         "answers": [
                             {
                                 "option_id": "109",
                                 "option_value": "Cats"
                             },
                             {
                                 "option_id": "110",
                                 "option_value": "Dogs"
                             }
                         ]
                    }
                ]
            },
            {
                "survey_id": "127",
                "survey_name": "Your Quiz",
                "survey_type": "2",
                "survey_score": "50",
                "survey_completion_time": "75",
                "survey_completion_date": "2021-07-02 06:35:33",
                "questions": [
                    {
                         "question_id": "150",
                         "question_title": "5+5",
                         "question_correct": "1",
                         "answers":[
                             {
                                 "option_id": "125",
                                 "option_value": "10"
                             }
                         ]
                    },
                    {
                         "question_id": "151",
                         "question_title": "Question",
                         "question_correct": "2",
                         "answers": [
                             {
                                 "option_id": "131",
                                 "option_value": "Cats"
                             },
                             {
                                 "option_id": "132",
                                 "option_value": "Dogs"
                             }
                         ]
                    }
                ]
            }
        ]
    }
}

Errors

Type Number

Message

Cause

234

No lead found

The lead was not found in our database.

245

Lead is deleted

The lead has been deleted.

Error message example:

{
  "status": "Error",
  "message": "No lead found",
  "type": "234"
}


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