Creating an Order Placed goal
You can create an “order placed” goal in Infusionsoft using the API goal. You can find the API goal near the bottom of the “Goals” section: Once the API goal is added, double-click on the goal to update the settings. Use “CMS” as the “Integration” value and “PurchaseMade” as the “Call Name” value as shown […]
Creating Product Purchase Goals
There are two ways to create product purchase goals: Tag-Applied Product Purchase Goals A tag-applied product purchase goal is based on a Connect My Sales product tag being applied. Connect My Sales automatically creates tags for each product purchased (based on the product name), and applies that to the contact. You can use these tags […]
Consumable Product Campaign Example
Below you’ll find a demo for creating a consumable product campaign. This campaign is useful for automating followup when a customer purchases a consumable product. The campaign assumes a 30-day consumption time period, however the delay timers can be adjusted to correspond to each specific product’s serving quantities. https://youtu.be/OetxRpV0L9c
Abandoned Cart
Note that the Abandoned Cart feature requires the Connect My Sales Pro Plan or higher. Setting up the Abandoned Cart feature requires following a few steps. We’ll walk you through each step below: 1) First, you’ll need to ensure you have the necessary custom field created in your Keap account: Abandoned Cart Data — […]
Marketing Enabled Customers
If a customer has opted in for Marketing, you can use the Marketing Enabled goal to trigger appropriate actions in Infusionsoft. To do so, create an API called in Campaign Builder with the “Integration” value of “CMS” and the “Call Name” value of “MARKETABLE” as shown in the screenshot below: Once the goal is triggered, […]
Collection Goal
Below you’ll find a demo for creating a goal in Infusionsoft that is triggered each time a customer purchases a product from a specific collection. When using Automated Collection Types in Shopify, this gives you the ability to trigger goals when products are purchased that have specific attributes, such as brand, product type, price, product […]
Setting up RFM feature
To set up the RFM (Recency, Frequency, Monetary) feature in Connect My Sales, you’ll first need to ensure you have the necessary custom fields created in your Keap account: RFM Frequency Field — this field requires a custom field with the type “Whole Number”. RFM Monetary Field — this field requires a custom field with […]
Why didn’t an order didn’t transfer to Infusionsoft?
There are a few reasons why an order may not have synced to Infusionsoft: Historic Orders Only orders placed after you subscribe to Connect My Sales are able to be synced to Infusionsoft. Any past orders will not be synced. If you wish to sync historic orders, you may wish to consider our historic import […]
Will Connect My Sales automatically create my store’s products in Infusionsoft?
Yes, Connect My Sales will handle creating products in Infusionsoft. When a new order is received, Connect My Sales first ensures all of the products on that order exist in Infusionsoft (using your store’s SKUs). If a product does not yet exist in Infusionsoft, Connect My Sales will automatically create it. Because SKUs are used […]
Can Connect My Sales sync all of my products to Infusionsoft for me?
Yes, Connect My Sales can automatically sync your products from your store to Infusionsoft. To accomplish this, you should create a test order in your store and add all of the products to the order, then mark that order as “Paid”. When Connect My Sales syncs the order, it will automatically create any products not […]