Infusionsoft Password Field Update – Upgrading to a Custom Password Field

Ben Denny — 

The Change

Infusionsoft recently pushed out an update that masks the Password field in Infusionsoft.

For many Memberium customers, this may not be a problem at all. However, if you’re reading this post, you’re probably looking for a way to switch to a custom field so that you can see passwords once again.

Typically, the need to see passwords is to assist your users in logging in, resetting their password, etc.

Using the built-in password field has the following drawbacks:

  • Limited to 20 characters
  • Requires an extra API call during some operations
  • Incompatible with the new Infusionsoft order forms

We recommend that you create a custom field to use for your membership site password. We’ll show you how to do that and how to move your members’ passwords in this post.

Quick Tip: View the Password Using the Inspect Element Tool

This guide will give you show you a permanent fix for moving passwords to a custom field, however, if you need to view a customer’s password right now – use this quick tip to do just that.

First, open up the contact record and go to the “Additional Info” tab like normal. Where you see the Password field, right-click and click “Inspect”

A window should pop up on the right-hand side of the screen (or bottom of the screen if you’re using Firefox). Look for where it says “value=” and you’ll see the password right after that.

In the example above, the password is “bentest817”

This method is great for quickly helping your members, but we’d still strongly recommend you move to a custom password field.

Switching to a Custom Password Field

1. Create New Custom Field

The best way to create a new custom field for your passwords is right in Memberium.

Open the Memberium settings screen (default Login tab) and then you’ll see the field “Create New Password Field”

In that field, type the desired name of your new custom field. In the example above, I’m using “Memberium Password”

Then scroll down to the bottom and select “Update”

The page will reload and you’ll see the new field in the first dropdown. We need to complete an additional step before setting the field as the password field.

2. Add PASSWORD_PLACEHOLDER to the New Field

Memberium has a feature called PASSWORD_PLACEHOLDER, and if you place that value in a field, it’ll let members log in with their existing previous passwords and Memberium will copy the password back to Infusionsoft in the new field if the login is successful.

In order for this to work, we simply need to set the value of our new field to “PASSWORD_PLACEHOLDER” without the quotes.

First, go to contacts and select all of your contacts:

Next, click the Action dropdown and select “Mass Update Contacts”:

On the next page, scroll down to the new custom field (usually toward the bottom), check the box to update that field and type in PASSWORD_PLACEHOLDER :

 

Lastly, scroll down to the very bottom and click “Process Action”

Depending on how many contacts you have, this may take a few minutes. Once it says it’s complete, you can open any contact record, go to the custom field tab, and see if the field is set to PASSWORD_PLACEHOLDER as you just configured:

3. Set the New Field as the Password Field in Memberium

Now that you’ve created the new field and prepped it for use, it’s time to set it in Memberium > Settings > Login

In the “Infusionsoft Password Field” dropdown, select the new custom field we’ve been working on. Scroll down to the bottom and click update to save changes.

4. Wait for Members to Log In

Before a member logs into the site (after following the steps above) their record should look like this – with the placeholder intact:

After they log in to the membership site, using their existing password – the same one they’ve been using all along – the placeholder will be replaced by the password in plaintext

Final Notes

If a member loses their password or forgets it before the placeholder is replaced – they can still use [memb_send_password] to have a new password sent to them.

Additionally, you as the site owner can manually change the value of the custom field to a new password for that member. Just delete PASSWORD_PLACEHOLDER and type in a new password for the member.


Related Posts

  • Was this Helpful?
  • YesNo