OrdertoContact Blog Cover

New Tool: Order to Contact

Ready for a new tool?

Our new Order to Contact tool for Infusionsoft users allows you to copy order/invoice information from your Infusionsoft campaigns and input it into your contact record.

It’s pretty easy, and keeps all your desired information stored simply, and conveniently.

Here’s How It Works

Choose if you’d like to copy Order or Invoice details

With this tool, you have the ability to choose between copying order information, which has a specific collection of fields to choose from, and copying invoice information with a different set of fields to select.

You can chose one or both, and can require several fields to be copied to the same or different contact record fields.

Select the field you’d like to copy from Infusionsoft

If copying order information, this is where you select which Order fields you want to save onto the Contact record. There are several fields available such as Contact Id, Date Created, Order Status, etc.

If copying invoice information, you will select the appropriate Invoice fields you want to save onto the contact record. This has a different set of fields to choose from including Invoice Total, Product Name, Quantity, etc.

Copy Order Information
Copy Invoice Information

Choose where you’d like the info saved in your Contact Record

Once you’ve chosen the field you’d like copied, select where within your Contact Record you’d like the information saved.

The options will be fields that you have already created and saved within your records.

You can also add any fields using the + icon on the right.

Copy Order to Contact Record
Copy Invoice to Contact Record

Input the URL to copy order/invoice details into your Contact Record

When you received the URL, paste it in your campaign using a typical HTTP post.

By doing this, you are taking the contact record from the campaign and copying any order or invoice information that you wish to connect.

A simple way to combine fields and link your contact records with Infusionsoft orders/invoices.

Important Notes

While there can be multiple orders for a single contact, PlusThis will only grab the most recent order or invoice associated with that contact. This means that copying recurring payments, such as subscriptions, is not compatible with this tool.

In addition, if there are several items within a single order, we will only access the first item listed.

Lastly, this tool is only compatible with Infusionsoft Orders/Invoices currently. But we’ll keep you updated with any other integration advancements.

See the tool in action, check out the demo below:

Zoom Update Blog Cover (1)

Tool Update: Zoom Group Meeting

Everyone knows how influential Zoom was last year, and likely will be this year.

Knowing that, we’ve been hard at work making sure our Zoom tools match up to your needs and are capable of what you want to do.

We’re excited to announce some major updates to our Zoom tools to improve tool run stability and enabling you to use one tool for all occurrences of recurring webinars or meetings.

Here’s What’s New

1. Dynamic Field Mapping

Before, if you required more field requirements when registering people for webinars or meetings you were unable to add them to our Zoom tools.

Now, we fully generate the field map. So if you ask for a phone number, in addition to a first/last name, you can add this into the tool to combine fields.

2. Registration Web-hook

When this is enabled, if someone registers for a meeting/webinar through Zoom instead of your HTTP Post, Zoom will send us a web-hook that we’ll catch and run the tool that way.

While it will skip registering them for the meeting since they’re already registered, it will create/update a contact in your CRM with all the registration related information. This way, you can still use your follow up with people who register for meetings or webinars outside of PlusThis and your CRM.

To support this we’ve added “Dynamic Tagging”. Which is a toggle setting that is on default, that if enabled allows you to apply customized tags. Now, you’re able to still have different attendance tags for each occurrence, both in and outside of PlusThis.

3. Attendee Pull Web-hooks

No more forcing users to start and end their meetings/webinars on a schedule. Now, Zoom tells us when a meeting/webinar ends and we will pull attendees when appropriate. 

4. Recurring Meetings/Webinars

Now that attendee pulls are triggered based off web-hooks, instead of setting up a tool for each meeting/webinar, we’ve enabled you to set up one tool per recurring meeting/webinar.

Dynamic tagging comes into play again here. If enabled, this allows you to apply customized tags. Now, you’re able to still have different attendance tags for each occurrence while only having to deal with configuring one tool.

So, when this is enabled for a recurring meeting, you provide a prefix for the tag, such as the name of your meeting. Then, PlusThis will create a new tag as part of the new attendee pull using that prefix and the start time of the meeting.

I know, a lot of updates! I go more in depth about these changes in the demo video below. Check it out.

See the updates in action

Acuity Update Blog Cover (2)

Tool Update: Acuity Connection

We’re so excited to announce some updates we’ve been working on with our Acuity Connection tool.

The current tool allows you to connect your Acuity account with your current marketing CRM (Infusionsoft/Keap, ActiveCampaign, Drip, HubSpot, and Ontraport) and automate follow up based on a number of requirements.

The updates that have been made are Infusionsoft specific, and will make the scheduling/follow up process even easier by implementing new appointment types, and even more connections between Acuity and Infusionsoft.

Here’s What’s New

1. Mapping fields from Acuity into Infusionsoft now supports dynamic fields from Acuity Intake Forms

Simplify the process of mapping fields between Acuity and Infusionsoft with the dynamic fields supplied from Acuity Intake Forms

2. New appointment type called “Fallback” which is used if there isn’t a tool configured for a specific appointment type

If you have 2 appointment types, and you create a tool in PlusThis using the Fallback appointment, and another tool with a specific appointment type, any appointment that is made that is not the specific appointment type, the Fallback tool will get to work

3. You can now sync the appointments from Acuity into Appointments in Infusionsoft

You’re able to map Acuity Calendars to Infusionsoft users. So when an appointment is scheduled, rescheduled, or canceled in Acuity, PlusThis will automatically run the tool as directed, and then use the integration settings (instructions below) to also create an appointment for the appropriate user within Infusionsoft.

Now, when you enter “My Day” in Infusionsoft,
your current appointments will appear in one place

4. You now have the ability to sync Acuity Orders with Infusionsoft orders

When an order is completed in Acuity – PlusThis will automatically add that order’s information as an order in Infusionsoft for the appropriate contact and it will be marked correctly

Here’s How To Set It Up

Start by managing your account and selecting your “Account Integrations” from the left menu.

From there, if you haven’t already added your Acuity account, you can add it here. Then, click on “Manage” next to your Acuity integration.

In the “Map Acuity Calendars to your CRM Users” section, you can map each Acuity calendar to an Infusionsoft user. We recommend leaving the user field empty to prevent PlusThis from synchronizing an Acuity calendar.

If you’d prefer to sync your calendar, select yourself as the user to connect your Infusionsoft and Acuity accounts.

Then, use the “Synchronize orders from Acuity to Infusionsoft” option to toggle order synchronization.

Lastly, save the changes.

See the updates in action in the demo below.

Watch a demo using Infusionsoft/Keap