In order to use tags and custom fields created in Infusionsoft in your Segments and Referral Sources, you’ll need to connect your Infusionsoft account to your RightMessage account.
Follow the steps below to connect your Infusionsoft account to your RightMessage account.
Connect Your Infusionsoft Account to your RightMessage Account
Log into your RightMessage account.
If you have not integrated your website in RightMessage with any email marketing services, the main dashboard in your RightMessage account will prompt you to integrate with an email marketing service.
Click the yellow ‘Go To Integrations’ button
Alternatively, click on the ‘gear’ icon in the top right of the screen and select ‘Integrations’.
Click on the ‘Infusionsoft’ tab in the left area of the screen.
Click the ‘Connect With Infusionsoft’ button.
Allow Access to Your Infusionsoft Account
Log into your Infusionsoft account.
You will be taken back to your RightMessage account once the access has been successfully authorized.
To delete the Infusionsoft integration, click on the ‘Delete Infusionsoft’ button. The settings will automatically be cleared for you.
Identifying the Infusionsoft Subscriber ID.
In order for RightMessage to identify your Infusionsoft subscriber and evaluate the tags assigned to their profile, a connection needs to be established between your Subscriber and RightMessage.
Currently Infusionsoft does not provide an option to automatically send the subscriber ID as a ‘parameter’ when the subscriber clicks through a link added to your email. This step will need to be added manually.
In order for RightMessage to recognize an Infusionsoft email subscriber, a ‘query parameter’ must be added to any outbound links in your outbound emails.
Adding a custom parameter to email links
For the links added to Infusionsoft outbound emails, append the following ‘query parameter’ to the end of the link:
Adding ‘~Contact.Id~’ to the end of a link will populate the subscriber’s Infusionsoft subscriber ID when an email is sent.
When a subscriber clicks on the link, the subscriber ID is automatically picked up and remembered by RightMessage for pageviews specified in your segment conditions.