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InfusionSoft Simple and Deep Integration

This article is for: Legacy EverWebinar Users (Customers who joined prior to Sept 2017)

 
Both WebinarJam and EverWebinar allow either a "simple" or a "Deep" Integration with InfusionSoft.  The simple autoresponder integration exists for the sole purpose of getting your attendee from the WebinarJam interface into your regular autoresponder. With the Deep Integration they are added to your autoresponder and a tag is added based on the registrants actions.  
 
NOTE: You can choose Simple or Deep Integration, not Both.
 
 

 

How To Create A List in InfusionSoft

  • From the top menu, select Marketing > Campaign Builder
 
  • Click the 'Create a Campaign' button
 
  • Enter a name for your campaign & click 'Save'
 
 
 

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Simple Integration

How To Create A Subscription Form

While In the campaign builder, click to expand the Goals menu.

  1. Click and drag the WebForm Submitted goal onto the campaign canvas. (Marked #1 Below)
  2. Double click the goal icon. The form would automatically have a name and email field. (Marked #2 Below)
 

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OPTIONAL: Add the Phone Field

If you wish to add a phone field,

  1. click the Field Snippets tab, (Marked #1 Below) 
  2. Drag and drop the phone icon on the form. (Marked #2 Below)
 
 
  • Now, click on Back to Campaign & then click Publish.
 

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How to Get the InfusionSoft HTML Code

 
  • Double click the goal icon again & click on the Code tab.
 
  1. Click Code  (Marked #1 Below)
  2. Select HTML Form (Unstyled) - this is important. Marked #2 Below)
  3. Copy the form code provided by InfusionSoft(Marked #3 Below)
  4. Click Ready Marked #4 Below)
 
 
  • Now, click on Back to Campaign & then click Publish.
 

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How to Integrate InfusionSoft with Webinar Jam

Follow the steps in How To Create An Opt-in Form in InfusionSoft to Create a Form
 
  • Copy the form code provided by InfusionSoft and paste it into a NotePad
  • You only need the code between (and including) these lines:
<form method="post" action="https://app.icontact.com/icp/signup.php" name="icpsignup" id="icpsignup511" accept-charset="UTF-8" onsubmit="return verifyRequired511();" >
... lots of other code is here...
</form>

Edit Your Webinar

  1. Edit your Webinar,
  2. Go to the Integrations tab.
  3. Select InfusionSoft from the choices
 
 

Add the code to the popup

  1. Paste the form code you copied from GetResponse without the Script (Marked #1 Below)
  2. OPTIONAL. If you're collecting the phone number as well, make sure you enter the name of the phone
    field in the textbox. To find that in your code, look for this line:
     
    <input class="infusion-field-input-container" id="inf_field_Phone1" name="inf_field_Phone1" type="text" />
     
    Notice this part: name="inf_field_Phone1"
     
    Enter 'inf_field_Phone1 ' in the text box. (Marked #2 Below)
  3. Press Select (Marked #3 Below)
 
 
Save & Next through the remaining pages to publish your webinar!
 
 

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How to Use Infusionsoft Deep Integration

IMPORTANT NOTES

NOTE:  Things have changed since the video below was created.  Now you need to use the tag ID number from InfusionSoft, and you will need to add the tag to InfusionSoft beforehand. Also tags are not added immediately. Tags that are based on not attending or time based tags are added 8 hours after a webinar.

 


Why does it take 8 hours 

 

We know 8 hours seems like a really long time to apply the tags. But, this allows for better tag application throughout the day, which means greater accuracy for you. Now let me explain the timing of the specific types of tags.

The registration tag is given top priority, which means it is added almost immediately. Attended Live, and purchase are the next highest priority.

Next Priority is Replay, which means it may take a few hours to apply, and finally the time based tags. Yes, it may take 8 hours for these tags, but this is more r
eliable, and allows for more complete and accurate data across all your webinars! :-)

 


The video below will teach you more about Deep Integration and how it works :)


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Where is my InfusionSoft API key

If you would like to do a Deep Integration you are going to need your InfusionSoft API Key

 

 

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What Tags are available?

Start by reading the InfusionSoft article on How to Create, Add, or Delete InfusionSoft Tags. Then, go to InfusionSoft and create your tags based on the situations displayed below.

Then add the tags you created to the "Deep Integration" form.  After registrants take an action from the list below, the tags will be added to your contact. The tags are not added instantly, but you should see them within a few hours.

 

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Segmenting Your InfusionSoft List

You can segment your list by the tags below or by using InfusionSoft's "Doesn't have ANY of these Tags" if, for example, you wish to segment the people who did not attend your webinar. Please refer to Infusionsoft for instructions on how to segment your list.

NOTE: Be sure any time based tags are at least 5 minutes apart. 

Visit InfusionSoft to see additional articles about tagging and segmenting and contact settings.

 
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