Using Infusionsoft Contact ID to personalize scheduling in landing pages

You can use the Infusionsoft Contact ID to personalize the booking process in your landing pages. Recognizing the Customer by the record ID provides two key benefits:

In this article, you will learn how to pass the Infusionsoft Contact ID to your landing pages. Then, you will learn how to generate the personalized website embed , widget , or button code for your landing pages.

Note: If the Customer is not recognized based on the Infusionsoft Contact ID, ScheduleOnce will use the Customer's email address to check if the record already exists in your CRM. Learn more about integrating with Infusionsoft

Requirements

To use the Infusionsoft Contact ID in your landing pages, you will need:

ScheduleOnce parameters for Infusionsoft

To recognize the Customer by the Infusionsoft Contact Id, you need to pass the ScheduleOnce parameters for Infusionsoft to your landing page:

  • Contact Record ID: soisContactID

You can also add an additional variable to your webpage to skip the Booking form step:

  • Skipping the Booking form step: soSkip=1

Step 1: Constructing the landing page 's URL parameters

There are different operators used in the syntax of your URL:

  • ? - You must add the question mark to separate your URL from the variables.
  • & - You can pass multiple variables by separating the variables with the ampersand.
  • = - The equal sign separates the variable from the value assigned to that variable.

Take the following example landing page link:

http://www.example.com

If you wanted to pass the Infusionsoft Contact ID with the value being E9888900, you can add the following to the landing page link:

http://www.example.com?soisContactID=E9888900

Now if you wanted to pass the variable to skip the Booking form step as well:

http://www.example.com?soisContactID=E9888900&soSkip=1

Step 2: Generate the personalized code for your landing pages

Now that you have passed the Infusionsoft Contact ID to your landing page, you need to ensure that you have placed the personalized website embed, widget, or button code on your landing page.

  1. Log into your ScheduleOnce account and go to Share & Publish.
  2. To use the website embed or button on your landing page, go to the relevant section, Website embed or Website button, and select Customer data is passed using the Infusionsoft Contact ID (web form integration) from the Customer data step. Then copy and paste the embed or button code in your landing page.
  3. To use the website widget on your landing page go to the Website widget section and copy and paste the widget code in your landing page.

Important: If the Website embed, widget, or button code placed on your webpage was added prior to November 7, 2015, you will need to replace it with the updated ScheduleOnce code.

Learn more about our integration with Infusionsoft:

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