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

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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. 

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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

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