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Lead: Retrieving Data (Surveys)

This will allow you to retrieve the profile info of one specific lead from your contacts database. In order to do so, we will search the lead’s email with the function get_lead.

Type

Parameters

Values

POST

get_lead*

string

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

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

Here are the results returned by the request:

Parameters

Values

lead_details

String (JSON encoded object containing the lead details)

JSON parameters

Values

id

string The Lead's unique identifier id.

first_name

string The Lead's first name.

middle_name

string The Lead's middle name.

last_name

string The Lead's last name.

email

string The Lead's email.

date_joined

string The date when the lead was registered, in EST timezone with the format: 'YYYY-MM-DD HH:MM:SS'

phone_country_code

string The Lead's phone country code.

phone

string The Lead's phone.

ip

string The Lead's ip.

address

string The Lead's address.

zip

string The Lead's zip.

city

string The Lead's city.

state

string The Lead's state.

country

string The Lead's country.

lead_picture

string URL to Lead’s thumbnail image.

score

integer Lead score in points.

source

string The source where the Lead came from, possible values are:

  • 'single-optin' - if the Lead was created by filling a single optin form.

  • 'double-optin' - if the Lead was created by filling a double confirm optin form.

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

  • 'affiliate-signup' - if the Lead was created when by signing up as an affiliate to promote any of your products.

  • 'checkout' - if the Lead was created upon ordering any of your product.

  • 'import' - if the Lead was created via the import system.

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

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

source_id

string only 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 The lead's preferred time zone

blacklisted

integer If the Lead is blacklisted, possible values are:

  • 0 - Lead is not blacklisted

  • 1 - Lead is blacklisted

custom_fields **

array of objects containing the values that the Lead has on each custom field, with the following structure:

{
    "field_id":integer, // the unique id reference
    "field_identifier":string, // the unique identifier chosen when it was created
    "field_type":string, // the field type (values: input_field, text_area, drop_down,
 radio_button, checkbox)
    // the value saved for the particular lead. In the case of input_field and text_area
 this will be string, if not it will be an array with the below structure
    // in the case of checkboxes the values can be multiple
    "field_value":[
        {
            "option_id":integer, // the unique id reference
            "option_value":string, // option value
        },
        {
            "option_id":integer,
            "option_value":string,
        }
    ]
  }

gdpr_lead_status

integer The GDPR status for the Lead, possible values are:

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

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

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

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

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

  • 5 - For GDPR status pending

gdpr_lead_status_date

string The date when the GDPR status was registered, 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 registered.

gdpr_lead_communications

integer The status of the communication approval, possible values are:

  • 0 - Lead hasn't agreed to be contacted

  • 1 - Lead has agreed to be contacted

tags

array of objects containing tag names

{
"tag_name":"test"
"tag_name":"test2"
}

lists

array of objects containing lists and subscription details

{
"list_name":string The list name
"active":integer Possible values are:
0 - Lead is not subscribed to list.
1 - Lead is subscribed to list.
}

sequences

array of objects containing sequence subscription data:

{
"tree_name":"test",
"step":"2",
"status":"active"
}

memberships

array of objects containing membership access data:

{
"name":"test",
"level_name":"standard",
"active":"1"
}

*active is an integer: The status for the Lead subscription to the membership level. Possible values are:

  • 0 - Lead is not subscribed to membership level.

  • 1 - Lead is subscribed to membership level.

transactions

array of objects containing transaction details as listed below

transaction_id

integer The transaction unique identifier.

product_name

string The product internal name.

product_price_point

string The price point number.

transaction_type

string Possible values are:

  • 'Sale'

  • 'Refund'

  • 'Cancellation'

  • 'Rebill'

  • 'Chargeback'

  • 'Failed'

  • 'Partial_refund'

transaction_amount

float The amount charged for the transaction.

transaction_date

string The date when the transaction was registered in the format: 'YYYY-MM-DD HH:MM:SS'.

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 The vendor timezone.

hosts

array of objects containing each host details, with the following structure:

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

events

array of objects containing the date(in EST timezone) and duration, with the following structure:

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

ics_calendar_link

string The url for the calendar ics file.

survey_id

integer The survey id.

survey_name

string The survey name.

survey_type

integer The survey type. Posible values are:

  • '1 - Survey'

  • '2 - Quiz'

survey_score

string The survey score.

survey_completion_time

integer The time the lead took to complete the survey.

survey_completion_date

string The date when the survey was completed, in EST timezone, with the format: ‘YYYY-MM-DD HH:MM:SS’.

questions

array of objects containing each question details, with the following structure:

{
    "question_id":integer The question ID,
    "question_title":string The question title,
    "question_correct":integer (0 - Not subject to score, 1 - correct, 2 - incorrect),
    "answers":array The lead answers to this question, with the following structure:
    {
        "option_id":integer The option ID,
        "option_value":string The option value (lead response),
    }
}

** All custom fields recorded for that particular lead will be returned, even if they are empty. Here's an example of success message when retrieving a lead's data:

{
    "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":"123456",
        "ip":"1.1.1.1",
        "address":"test",
        "zip":"test",
        "city":"test",
        "state":"CA",
        "country":"US",
        "lead_picture":"https:\/\/s3.amazonaws.com\/kartra\/internal\/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":"test product",
                "product_price_point":"1",
                "transaction_type":"Sale",
                "transaction_amount":"300.00",
                "transaction_date":"2019-03-26 06:35:33"
            }
        ],
        "memberships":[
            {
                "name":"test",
                "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":"first calendar",
                "calendar_id":"123",
                "class_name":"first class",
                "class_id":"22",
                "subscription_id":"1885",
                "calendar_subscription_status":"Cancelled",
                "vendor_id":"321",
                "vendor_timezone":"America/New_York",
                "hosts":[
                    {
                         "host_first_name":"host",
                         "host_last_name":"host",
                         "host_email_address":"[email protected]"
                    },
                    {
                         "host_first_name":"co-host",
                         "host_last_name":"co-host",
                         "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":"second calendar",
                "calendar_id":"33",
                "class_name":"second class",
                "class_id":"11",
                "subscription_id":"245",
                "calendar_subscription_status":"Active",
                "vendor_id":"321",
                "vendor_timezone":"America/Detroit",
                "hosts":[
                    {
                         "host_first_name":"host",
                         "host_last_name":"host",
                         "host_email_address":"[email protected]"
                    },
                    {
                         "host_first_name":"co-host",
                         "host_last_name":"co-host",
                         "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":"My 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":"My 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"
                             }
                         ]
                    }
                ]
            }
        ]
    }
}

Error Cases:

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.

An example of an error message:

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