Tags can be added to Questions and Answers in order to trigger Campaigns in Infusionsoft. Create a tag in Infusionsoft Hover over the Infusionsoft logo, located at the top left corner of the screen and click on Settings under the CRM options. Click ...
Before getting started: It is essential to have a Funnel or Survey tested and finished: make sure wording, images, colors, font style, and all design aspects have been checked and tested. Integration with Infusionsoft must be already set up. If not, ...
Infusionsoft is an Email Service Provider or ESP, that can be integrated directly within Bucket.io. Step 1: Setup Infusionsoft as an ESP Integration Once you are logged into Bucket.io, navigate to Settings. Select Integrations on the left side of ...
Integrating with Zapier is a powerful way to have the data acquired from your surveys passed over to your email service provider. Step 1: Add Zapier Tags A Zapier tag tells Zapier what someone filled in on your Segmentation Funnel or Discovery ...
Before you begin The first step to preparing your integration is planning. Begin by deciding what information you'd like to collect from your customers and how you intend to use that information once it's collected. Build your Segmentation Funnel ...