How Can I Sync Old Orders and Customers?
All orders placed in your e-commerce store after you subscribe to Connect My Sales will be synced automatically. If you wish to sync past orders (those received prior to subscribing to Connect My Sales), you may be interested in our past order transfer service. Pricing for this service is based on the number of past […]
Getting Started With Connect My Sales
BigCommerce stands as a beacon in the e-commerce sector, empowering online stores with robust and scalable solutions. Keap (formerly known as Infusionsoft), on the other hand, is a maestro in customer relationship management (CRM) and marketing automation. The integration of these two platforms through Connect My Sales unlocks a realm of e-commerce efficiency and enhanced […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 — […]
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