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

copy_of_zoom_meeting_scheduler

Modern Forms

Hey Infusionsoft users! We recently launched a tool that will allow you to upgrade your web forms and make them mobile friendly. Modern Forms helps you take an existing Infusionsoft form and customize it by selecting from dozens of styles.

After choosing a new look for your web form, you can also change the form size, button placement and decide whether or not to display placeholders.

Use our Modern Forms tool to find your perfect style and impress your customers with its customization.

Check out a couple popular styles below:

Litera

 

 

 

 

 

 

 

 

Sketchy

 

 

 

 

 

 

 

 

Superhero

 

 

 

 

 

 

 

 

Let us know what you think in the comment section below!

Developer Update

PlusThis Developer Update- August 31, 2018

Hey PlusThis users! We’re excited to share some developer updates and a new tool that are now live inside the PlusThis library.

If you haven’t already heard about our Calendly Connection, it’s a convenient new tool that allows you to import information from Calendly through PlusThis to save directly into your marketing automation software. Our developers have also made some updates that fix background issues with a few of our popular tools including Email Engagement Triggers and Segment Lists. These updates help our more resource-intensive tools run more effectively.

Make sure to watch this developer update with Christiaan and Rick to learn more about these updates and their applications:

 

What’s New:

  • *New Feature* Calendly Connection : Import registration/cancellation information from Calendly which can save to a new or existing contact
    • Ex: A new contact signs up for a consultation, but cancels. PlusThis will get the contact information saved into a new contact record, which you can then trigger specific follow up for.
    • Read more about the tool here
  • Updates to Email Engagement Triggers and Segment Lists: Fix background issues with these tools to help them run more smoothly with less errors
    • Ex: Run large lists through our tools with a much more reliable process
    • Our developers are currently working on making this same update to our GoToWebinar connection, Zoom Webinar connection, and our Google Sheets Exporter tool.

In the future…

Our developers want to finish off this scheduling series, so they’re currently working on:

  • A GoToMeeting integration
  • Zoom Meeting integration

That’s all for this developer update. Thanks for stopping by! If you have any questions, feel free to reach out.