Setting up RFM feature
To set up the RFM (Recency, Frequency, Monetary) feature in Connect My Sales, you’ll first need to ensure you have the necessary custom fields created in your Keap account: RFM Frequency Field — this field requires a custom field with the type “Whole Number”. RFM Monetary Field — this field requires a custom field with […]
Collection Goal
Below you’ll find a demo for creating a goal in Infusionsoft that is triggered each time a customer purchases a product from a specific collection. When using Automated Collection Types in Shopify, this gives you the ability to trigger goals when products are purchased that have specific attributes, such as brand, product type, price, product […]