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 this in the near future. Please contact us with any questions.

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 ID.

Recognizing the Customer by the Infusionsoft Contact ID provides two key benefits:

Personalized links (Infusionsoft ID) are available for Booking pages and Master pages:

  • When working with Booking pages, Personalized links (Infusionsoft ID) will be available only for Booking pages owned by Users connected to Infusionsoft.
  • When working with Master pages, Personalized links (Infusionsoft ID) will always be available to you. However, Booking pages owned by Users not connected to Infusionsoft will work as General links.

Note 

For security and privacy reasons, using CRM record IDs to skip or prepopulate the Booking form is not compatible with collecting data from an embedded Booking page or redirecting booking confirmation data.

 Where do I find the integrated Personalized links (Infusionsoft ID)?


Personalized links (Infusionsoft ID) are available in the Share & Publish section.

NoteTo use data from a database in a prepopulated Booking form, you first have to connect to Infusionsoft.

  1. Log into OnceHub and go to Setup -> ScheduleOnce setup.
  2.  From the lefthand sidebar, select Share & Publish, where you can access the Mail merge tab.
  3. Select the relevant Booking page or Master page.
  4. Under Merging customer data, select the Personalized links (Infusionsoft ID) (Figure 1).
    Figure 1: Selecting the Infusionsoft ID personalized link optionFigure 1: Selecting the Infusionsoft ID personalized link option
  5. In the Booking form step, you can select one of the two options below:
    • Skip the Booking form: Skipping the ScheduleOnce Booking form helps you maximize your booking conversions and provides your Customers with a seamless and quick booking process.
    • Prepopulate the Booking form: The Booking form works in private mode, in which the prepopulated data used in the Booking is indicated as a checklist and the Customer can provide additional information if required. Learn more about prepopulated Booking forms
  6. Copy and paste the link into your Infusionsoft emails (see Figure 1).
     
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