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Calculate Customer Value Support Resources

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Overview

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Allows you to calculate your customers’ total purchases, average spend, and total spend. This gives the ability to search contacts in Infusionsoft based on number of purchases, average spend, and total spend. This will allow you to find your best customers and create more specific communication.

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How to set up

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  1. Select or create a field to store the total spend in. If you do not have a field already created in Infusionsoft, you can create one through PlusThis in your Infusionsoft, just select “Add New field” and inside of the pop up create a new field.
  2. Select or create a field to store the total number of purchases in. If you do not have a field already created in Infusionsoft, you can create one through PlusThis in your Infusionsoft, just select “Add New field” and inside of the pop up create a new field.
  3. Select from the drop down the time period that you would like the calculated or enter a custom date.
  4. Under Additional options – check to ensure you want both of the options counted
  5. Include paid invoices/amounts only will only count invoices that have been paid in full. If you uncheck it, refunds and invoices that remain unpaid will be taken into account as well
  6. If you have a monthly subscription for a product – the same product or service every month- this will only count that as one purchase. If you uncheck this box, it will count each individual invoice rather than the subscription.
  7. Name and Save
  8. PlusThis will provide you a URL for an HTTP post Place this in your campaign into an HTTP post at the point when you would like the calculation to take place
  9. Select or create a field to store the average spend in. If you do not have a field already created in Infusionsoft, you can create one through PlusThis in your Infusionsoft, just select “Add New field” and inside of the pop up create a new field.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494369330392-99837ae0-ee73″][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373114861-9b497703-c379″][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520550771763-1493cf1d-5dc4″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521052408825-b59afe69-165e”][vc_column_text]This feature is not available for ActiveCampaign.[/vc_column_text][/vc_tta_section][/vc_tta_tabs][vc_empty_space][vc_column_text]

Implementation Guide

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To implement, paste the Tool URL in a HTTP Post inside of your campaign. Ensure that you place the HTTP Post at the point where you want the tool to fire.

[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494373644097-08662d24-48d2″][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373644311-9b758658-4f69″][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520550863480-543c3ff8-71e5″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521052429680-e61f907f-2566″][vc_column_text]

This feature is not available for ActiveCampaign.

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Tips

[/vc_column_text][vc_empty_space][vc_tta_tabs active_section=”1″][vc_tta_section title=”Infusionsoft” tab_id=”1494373334182-d02a5e1c-33aa”][vc_column_text]If you would like to exclude refunds, check the box to exclude refunds located under the “Additional Options”.[/vc_column_text][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1494373334363-f83a634e-fbee”][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1494373334559-7f4ac2af-b68d”][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520550822410-4d93419d-8dda”][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521052507526-edcabcc7-faeb”][vc_column_text]

This feature is not available for ActiveCampaign.

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Blueprint

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FAQ

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PlusThis does not require any changes to be made to the default Name / Value Pairs.  Leave the entry as is already populated when you add the HTTP post. The default values are as such:  contactId   =   ~Contact.Id~

[/vc_toggle][/vc_tta_section][vc_tta_section title=”Ontraport” tab_id=”1520550946538-bd9bc84f-f32f”][vc_column_text]This feature is not available for Ontraport[/vc_column_text][/vc_tta_section][vc_tta_section title=”Drip” tab_id=”1520550946617-cced4072-f9be”][vc_column_text]This feature is not available for Drip.[/vc_column_text][/vc_tta_section][vc_tta_section title=”HubSpot” tab_id=”1520550946692-049ba739-8ea2″][vc_column_text]This feature is not available for HubSpot.[/vc_column_text][/vc_tta_section][vc_tta_section title=”ActiveCampaign” tab_id=”1521052536554-d228ec8f-eebf”][vc_column_text]

This feature is not available for ActiveCampaign.

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Helpful Downloads

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