Infusionsoft integration setup

The Sendoso + Infusionsoft integration give you the ability to automatically trigger direct mail, gifts, handwritten notes, cupcakes, eGift cards, and more- all from with the Campaign Builder.

 

To get started create a new Touch:

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Then select which Touch and item(s):

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Then make sure you select "Triggered sending based on Integration"

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Then choose the Infusionsoft integration option:

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Next, you'll see a custom unique generated URL. Copy this link, you're going to use this later inside of Infusionsoft in the Campaign Builder.

Screen_Shot_2018-10-19_at_12.15.25_PM.png

Lastly, if you're sending a bundle with a printed or handwritten message then you can customize the message and insert custom Infusionsoft variables:

Screen_Shot_2018-10-19_at_12.15.38_PM.pngScreen_Shot_2018-10-19_at_12.16.00_PM.png

 

Now it's time to setup the campaign in Infusionsoft!

Log in to Infusionsoft and click into the Campaign you want to trigger the Sendoso item(s). Click into the Campaign Builder and drag and drop the Sequence. Double click the Sequence and then drag the "Send HTTP Post" from the process section.

 

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Double click on the Send HTTP Post and paste in that URL from Sendoso:

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The last step you need is to add in the above values. Make sure you name them exactly the same as shown above.

contact_id
email
first_name
last_name
address
city
state
postal_code
country

 

That's it! If you have any questions email support@sendoso.com or your CSM.

 

 

 

 

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