Infusionsoft

Articles

 The ScheduleOnce connector for Infusionsoft
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
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)
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
Using InfusionSoft Contact IDs to personalize scheduling in landing pages
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
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
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
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
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
Tagging Infusionsoft Contact records with Lifecycle tags
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
Tagging Infusionsoft Contact records with Infusionsoft tags
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
Mapping ScheduleOnce fields to Infusionsoft fields
This article is updated to our latest release, which is being rolled out to all Users gradually.  If you see a Schedule button  in the top navigation menu, you are viewing the updated version of OnceHub. Otherwise, you can expect to see...
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 ...