Infusionsoft

Articles

 The ScheduleOnce connector for Infusionsoft
The ScheduleOnce connector for Infusionsoft makes ScheduleOnce an integral part of your Infusionsoft solution, integrating your bookings with your Infusionsoft account.  Connecting the ScheduleOnce Connector for Infusionsoft Before you ...
Prepopulating or skipping the Booking form step in Infusionsoft integration
When scheduling with existing Infusionsoft Contacts, you can decide to pre-populate the Booking form step with Infusionsoft record data or completely skip the Booking form step. Recognizing the Customer by the Infusionsoft Contact ID provides two k...
Using Infusionsoft Contact IDs to identify Customers during the booking process
When scheduling with existing Infusionsoft contacts, you can use the Infusionsoft Contact ID to identify Customers during the booking process. Recognizing the Customer by the record ID provides two key benefits: On the User side, it...
Using Personalized links (Infusionsoft ID)
When scheduling with your existing Infusionsoft Contact base, you can use our special Personalized links (Infusionsoft ID)  in your Infusionsoft email and broadcasts to automatically recognize the Contact based on their Infusionsoft record I...
Using InfusionSoft Contact IDs to personalize scheduling in landing pages
You can use the Infusionsoft Contact ID to personalize the booking process in your landing pages. Recognizing the Customer by the record ID provides two key benefits: On the User side, it allows you to update the correct record, eliminating any ch...
How to maximize booking rates using Infusionsoft campaigns
When booking appointments is part of your email marketing campaigns, optimizing your booking rates becomes critical. In this article, you will learn how to configure Infusionsoft Campaign sequence , so that you track both bookings made, and more ...
Infusionsoft Scheduling buttons
Infusionsoft Scheduling buttons provide quick access to a record-specific booking page link. Bookings made via this link are automatically added to the Contact and the customer making the booking does not have to provide any information that already...
Connecting to Infusionsoft
In this article, you will learn how to connect to your Infusionsoft account. Each ScheduleOnce User should connect to his/her own Infusionsoft account.  Connect to Infusionsoft Open ScheduleOnce. Go to Setup -> Open left sidebar -> ...
Infusionsoft record creation, update, and assignment rules
The Infusionsoft connector setup wizard includes 5 steps:  Creation, Classification , Tagging , Mapping , and Tracking . Only Administrators can setup the Infusionsoft connector. Important You must be connected to your Infusionsoft accou...
Infusionsoft record classification
The Infusionsoft connector setup wizard includes 5 steps: Creation , Classification, Tagging , Mapping , and Tracking . Only ScheduleOnce Administrators can setup the Infusionsoft connector. You can access the Infusionsoft connector setup wizard...
Tagging Infusionsoft Contact records with Lifecycle tags
The Infusionsoft setup wizard includes 5 steps: Creation , Classification , Tagging, Mapping , and Tracking . Only ScheduleOnce Administrators can configure the Infusionsoft connector. You can access the Infusionsoft wizard by going to Setup , ...
Tagging Infusionsoft Contact records with Infusionsoft tags
The Infusionsoft connector setup wizard includes 5 steps: Creation ,   Classification , Tagging, Mapping , and Tracking . Only ScheduleOnce Administrators can setup their Infusionsoft connector. You can access the Infusionsoft connector setu...
Mapping ScheduleOnce fields to Infusionsoft fields
The Infusionsoft connector setup wizard includes 5 steps:   Creation , Classification , Tagging , Mapping, and Tracking . Only ScheduleOnce Administrators can setup their Infusionsoft connector. You can access the Infusionsoft connector setu...
Embedding Infusionsoft tracking code to your Booking forms
The Infusionsoft connector setup wizard includes 5 steps:   Creation , Classification , Tagging , Mapping , and Tracking. Only administrators can setup their Infusionsoft connector. Important You must be connected to your Infusionsoft acc...
Supported and non-supported Infusionsoft field types
In the Mapping step of the Infusionsoft setup wizard , you can map ScheduleOnce fields to Infusionsoft fields. For each ScheduleOnce field, the system will only show Infusionsoft fields that correspond to the selected ScheduleOnce field type. The ...