[2.0] Setting up the Infusionsoft Integration

[2.0] Setting up the Infusionsoft Integration

Before we begin 

According to Infusionsoft, Tags are marketing labels that are applied to contact records. They segment your contacts into very specific lists so that you can send more targeted marketing messages to those contacts.

STEP # 1: Set up the integration

After completing all steps from the article “Integrating Infusionsoft with bucket.io”, from your bucket.io account click Funnels at the top navigation menu to go back to your list of funnels. From there, locate the Funnel that will be integrated and click Edit (the Edit button is located at the right-hand side of each funnel), represented by a green button with a pen symbol.

  • Click Settings, which will consequently display the settings menu of the Funnel 
  • Click Integrations, which will display all of the available apps to integrate with
  • Click the Infusionsoft icon 
  • Click the Integrate to Funnel gree button at the right-hand side, and this will automatically open the Integration form, which is a very user friendly drop-down menu
  • Important! Toggle on the integration at the top-right corner

NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click to the “Save Changes” button to make sure the set up is saved.

STEP # 2: Let’s set up the integration now section-by-section!!

Tag Your Bucket(s)

Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:

Bucket 1: Professional > Tag: Prof

Bucket 2: Beginner > Tag: Beg

  1. Click the plus (+) sign next to each bucket, which will automatically deploy a drop-down menu next to the bucket.
  2. Choose one of the available tags or type a keyword to locate the desired tag.

Tag Your Questions

We can assign as many tags as we need to. This will help to better organize contacts in Infusionsoft. 

  1. Click the plus (+) sign next to each answer which will automatically create a drop-down menu.
  2. Choose one of the available tags or type a keyword to locate the desired tag.

UTM Parameters

If/when tracking information is generated outside of bucket.io, such as source, campaign, affiliate, etc. Assign the Custom Fields that will receive the attributes carried by the UTM variable in your funnel’s URL.

Lead Capture Custom Field Mapping

The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with the ones previously created in Infusionsoft, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they all match the respective fields.

Questions Merge Field Mapping

Participant’s answers can also be transferred to Infusionsoft rather than tags - for instance, their answer to an open-ended question. Here is where custom fields become handy for questions and answers. 

  1. Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer.
  2. Choose one of the available fields or type a keyword to locate the desired custom field.

Don’t forget to click the Save button.

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