Features

Connect My Sales allows you to quickly and easily import your e-commerce products, orders and contacts into Infusionsoft, allowing you to leverage the CRM power of Infusionsoft while having the benefits of your e-commerce platform.

Connect My Sales is a web-based service and requires no software downloads or installations.  After subscribing, you will receive further details on configuring Connect My Sales for your e-commerce store. Connect My Sales requires an active Bigcommerce, Shopify or WooCommerce store and Infusionsoft app (Infusionsoft account must have the E-Commerce feature).

In addition to transferring data, Connect My Sales also applies product tags for each product purchased, allowing you to initiate campaigns to followup with customers regarding their specific purchase.

What Data Is Sent?

DATA TRANSFERRED FROM YOUR ONLINE STORE TO KEAP

Contact Data

  • Email
  • First & Last Name
  • Billing Address and Phone
  • Shipping Address and Phone

Order Data

  • Customer
  • Order Date
  • Order Id
  • Shipping method and cost
  • Handling fees
  • Coupon code used and amount
  • Discounts
  • Store credit used
  • Taxes
  • Product name
  • Product price
  • Product quantity
  • Payment amount and method For each product on the order, the following details are transferred:

Product Data

  • Product Name
  • Product Price
  • SKU
  • Description

Additionally, Connect My Sales creates “product” Tags (Tags named after each product ordered) and assigns those to the Contact. You can use this feature to initiate campaigns for upsells and/or replenishment follow-up emails.

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Create and Apply Product Tags

In addition to creating products in Infusionsoft, Connect My Sales also creates corresponding Infusionsoft Tags for those products. These tags are applied to the Contact in Infusionsoft.

This features makes identifying customers who have purchased products easy, but also enables you to create tag-applied goals in Campaign Builder. By creating tag-applied goals, you can add the Contact to a Campaign as soon as they purchase a specific product or set of products!

Tag-applied goal-driven Campaigns can be used to:

  • Follow up with customers who purchased a specific product to make them aware of an accessory or other similar product they may wish to purchase
  • Follow up with customers who purchased a specific consumable product to remind them to re-order a predefined number of days before their product runs out
  • Follow up and specially thank customers who purchased a high-ticket item

It’s no doubt that this feature can help you to keep the conversation going with your customers to encourage additional purchases!

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