Setting up Infusionsoft

The content below is latest guide for setting Infusionsoft with the Squeeze Page Toolkit using the Form Builder and tags. Last updated 20th Nov 2017.
Important Note: Infusionsoft is releasing changes to Web Forms as of 30th November 2017, which, essentially breaks how Action Sets work with the Toolkit and Infusionsoft (more details here). Therefore in order to ensure that your campaigns work, please use the following instructions to get your forms working correctly.

How does the Squeeze Page Toolkit work with Infusionsoft?

Once the toolkit has access to your Infusionsoft account, it will allow you to add new contacts directly to Infusionsoft, and allow you to add tags to that contact record too. You then use the tags to trigger campaigns in the campaign builder.


How do I set up Infusionsoft with the toolkit?

  1. Connect to Infusionsoft using the latest Integration
  2. Create a form in your landing page or in your popup using the Form Builder (full Form Builder instructions are here…)
  3. Create a campaign in Infusionsoft that’s triggered by a tag.
  4. Use the form builder to select that tag, which it will apply when the contact is added to Infusionsoft.

Then you can create your landing page in the usual way.


1) Getting the toolkit talking to Infusionsoft

 
a) On the Integrations page in the toolkit, locate the latest Infusionsoft integration. Click ‘Edit Settings‘.

 

b) Click on the ‘Connect to Infusionsoft‘ button

 
c) Follow the instructions with Infusionsoft, and you’ll end up with a ‘Infusionsoft is connected to the Squeeze Page Toolkit‘ message like the one below.


2) Create a form with the Form Builder

 
a) Create a form with the Form Builder, adding basic fields such as Email address and Name.

 

b) Having selected the ‘Infusionsoft Integration‘, match the fields on your form to the equivalent fields or custom fields in Infusionsoft (i.e. where you want the data to go within Infusionsoft).


 

3) Create a campaign in Infusionsoft that’s triggered by a campaign.

 
a) If you have a campaign already, then it might look a little like the following with the old webform method. If you don’t have a webform, then it’s not required, this is just here for reference.

 

b) Add a ‘Tag Applied‘ goal to your campaign, and choose a name for your trigger tag that’s named just for triggering this campaign (it’s not used elsewhere). Then create a very short campaign directly afterwards that removes that trigger tag immediately. This allows prospects to sign up to your lead magnet again in the future if they wish.

 

c) If you’d like to get more advanced, then this is an optional step where you place the same trigger tag at the end of the campaign. Thanks to undocumented Infusionsoft rules, this will allow you to test your campaign multiple times with the same email address.

Having the goal at the end of the sequence will stop the campaign from processing, and then allow them to go back through the start of the campaign again, without having to wait for the campaign to finish first.


4) Use the form builder to select the trigger tag

a) Now that you’ve added the new tag in Infusionsoft, you can select it within the form builder. If you don’t see it in the list of tags to choose from, click on the green ‘Refresh Options‘ button.

 

b) That’s it, just click on ‘Close & Update‘, save the changes to your page or popup, and you’re done.