Integrating with Infusionsoft Web forms

When creating Infusionsoft Campaigns, you can define goals for your Infusionsoft Contacts. In Infusionsoft, a goal can be achieved when an Infusionsoft Contact submits a Web form. Learn more about Infusionsoft web form

After submission of the form, Infusionsoft can automatically pass the Contact ID to a redirect page. Recognizing the Customer by the Infusionsoft Contact ID provides two key benefits:


Redirecting options

Contacts can be automatically redirected to a Booking page, an Infusionsoft thank you page, or a custom landing page. In all cases, the Customer will be able to pick a time to schedule the booking without having to provide any additional information. The Appointment is then scheduled and added to the Infusionsoft Contact.
 

Redirect to a Booking page

Booking page links are available from the Home page, Booking pages, and Master booking pages.

  1. From the Configuration > Booking page > Sharing and publishing options section, select the General link. Take the following example:

    http://meetme.so/Dana
  2. If you wanted to skip the booking form step, you should add the ScheduleOnce parameter soSkip=1:

    http:// meetme.so/Dana?soskip=1
  3. In the Thank you page tab, select Web address from the Thank you page to display drop-down list (See figure 1).
  4. Copy and paste the Booking page link into the URL field (See figure 1).
  5. Check the Pass contact's information to the thank-you page check box to automatically pass the Contact ID to the Booking page.

Figure 1: Using the Booking page link in Infusionsoft Campaign - Web form goal


Redirect to an Infusionsoft Thank you page

The Infusionsoft Contact ID is passed automatically to the Website embedwidget, or button placed on your landing page.

  1. In the Thank you page tab, select Web address from the Thank you page to display drop-down list (See figure 3).
  2. In the Infusionsoft thank you page, customize the hosted page by inserting any Infusionsoft merge fields. Learn more about Infusionsoft thank you pages
  3. From the Snippet tab, add an HTML snippet (See figure 2)


Figure 2: HTML snippets in the Infusionsoft Thank you page

  1. Now let’s add the Website embed code to the snippet. Note that the Infusionsoft HTML snippet reformats the Embed code. As a result, you must use the code below to display the embed correctly. In the code below, simply replace the following information:
    • Replace BOOKING PAGE NAME with your Booking page name or Master booking page name.
    • To skip the Booking form, add the ScheduleOnce parameter soSkip=1
    • To pass the Infusionsoft contact ID, add the ScheduleOnce parameter soisContactID=~Contact.Id~
 
<div align="center" style="height:100%;margin:auto;">
<iframe src=/"/secure.scheduleonce.com/SchedulerWizard.aspx?link=BOOKING_PAGE_NAME&soSkip=1&soisContactID=~Contact.Id~&em=1" name="ScheduleOnceIframe" scrolling="no" frameborder="0" hspace="0" marginheight="0" marginwidth="0" height="800px" width="100% !important" vspace="0" style="max-width: 796px; border-radius: 7px; width: 100% !important; height: 800px;"></iframe>
</div>
<script type="text/javascript" src="//static.scheduleonce.com/mergedjs/ScheduleOnceEmbed.js" />
 

Redirect to a custom landing page

The Infusionsoft Contact ID is passed automatically to the Website embed, widget, or button placed on your landing page.

  1. Take the following example landing page link:

    http://www.example.com
  2. If you wanted to pass the ScheduleOnce parameter soSkip, you can add the following to the landing page link:

    http://www.example.com?soSkip=1

    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. Log into your ScheduleOnce account, go to Integration -> Website integration, select Web form integration using CRM record ID from the Select your Integration type step. Then copy and paste the embed or button code in your landing page.

  3. In the Thank you page tab, select Web address from the Thank you page to display drop-down list (See figure 2).
  4. Copy and paste the Booking page link into the URL field (See figure 2).
  5. Check the Pass contact's information to the thank-you page check box to automatically pass the Contact ID to the Booking page.

    Figure 3: Using a custom landing page link in Infusionsoft Campaign - Web form goal


Learn more about our integration with Infusionsoft:

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