InfusionSoft and SegMetrics
SegMetrics gives you the ability to analyze your InfusionSoft campaign performance and connect it to other data sources.
With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!
In This Article
- Integration Overview
- How to connect InfusionSoft by Keap to SegMetrics
- How to connect payment information to InfusionSoft contacts
- How much historical data is synced when you first connect InfusionSoft to SegMetrics?
- How to build a Report with InfusionSoft
- Frequently asked questions
SegMetrics takes the spend from your ad platforms and purchases from your payment processor then connects them to the email addresses in InfusionSoft.
You don't need to import the orders or tag people in a special way: they just need to be in your InfusionSoft account!
How to connect InfusionSoft to SegMetrics
1) Click on the gear icon in the top right corner and then click "Integrations"
2) Once you're on the Integrations page, select the CRM list and click on Connect next to InfusionSoft
3) This will open the Activation window, which will allow you to connect securely to your Infusionsoft account through OAuth..
How much historical data is synced when you first connect InfusionSoft to SegMetrics?
When you connect a new InfusionSoft data source, all historical data from your InfusionSoft account is synced.
Pro Tip: Once InfusionSoft is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical InfusionSoft data in your SegMetrics reports.
How to connect payment information to InfusionSoft contacts
If you're using InfusionSoft’s payment integrations, there is nothing left to do: the payment data is integrated automatically.
But, if you do not have a payment integration with your InfusionSoft account, you can integrate your payment processor with SegMetrics. We recommend using whichever payment processor can act as your single source of truth.
How to build a Report using InfusionSoft data
Once your data is imported from InfusionSoft, you can create reports with the data to see how each touchpoint influences your sales.
1) Click Contacts > New Report, then save it to name it
2) Select your desired filters based on dates, tags and touchpoints
3) Save it for later use or to use the data in a custom dashboard
Frequently Asked Questions
What time zone is InfusionSoft data synced in?
InfusionSoft data is synced in EST. SegMetrics reports on your data based in the timezone that you set in your Account Settings.
How can I set up my email links to get click rates from my InfusionSoft emails?
To do this, add the ContactId to your link with "cid=~Contact.Id~".
Here is what the finished link should look like: http://example.com/?cid=~Contact.Id~
That will tell SegMetrics who is visiting the page, even if they're on a different device.
You can find more information on configuring your email links in our Improving Tracking Fidelity Page
Do I need the tracking snippet to get the data found in my InfusionSoft account?
You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.
To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.
How do I create a report on my client invoices paid and cart sales found in InfusionSoft?
We use the E-Commerce that comes through InfusionSoft's integrations.
If you're looking to use it for more invoice paid clients then using a funnel report might be preferable, as you can set out each step that a client should take through the process (sales call, signup, invoice, payments, etc).
To learn how to quickly create a funnel report, click here to see our funnel reporting walkthrough.