Checkout Fields Configuration

The HubSpot Sync - Milli plugin supports two different checkout field implementations:

Full Checkout Fields (Default)

  • Multiple step conditional form with acquisition source dropdown
  • Healthcare provider conversation questions
  • Conditional provider referral questions
  • Provider detail collection (name, clinic, state)

Simplified Checkout Fields

  • Single radio button question: “Were you referred by a healthcare provider?”
  • Yes/No options only
  • Maps to the same HubSpot property: did_your_provider_refer_you_to_milli_

How to Switch

To Enable Simple Checkout Fields:

  1. Open hubspot-sync-milli.php
  2. Find the line: define( 'HUBSPOT_SYNC_MILLI_USE_SIMPLE_CHECKOUT', false );
  3. Change false to true
  4. Save the file

To Return to Full Checkout Fields:

  1. Open hubspot-sync-milli.php
  2. Find the line: define( 'HUBSPOT_SYNC_MILLI_USE_SIMPLE_CHECKOUT', true );
  3. Change true to false
  4. Save the file

Technical Details

Both implementations:

  • Use the same field mappings in settings
  • Are compatible with existing HubSpot custom properties
  • Support the same sync functionality
  • Save data using the same format

Field Mapping

  • Simple version uses only: provider_referred → did_your_provider_refer_you_to_milli_
  • Full version uses all fields: acquisition_source, talked_to_provider, provider_referred, clinician_name, clinic_state, clinic_name

Files

  • Full implementation: includes/class-checkout-fields.php
  • Simple implementation: includes/class-checkout-fields-simple.php
  • Switch logic: hubspot-sync-milli.php and includes/class-hubspot-sync-milli.php