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MINDBODY Segmentation By Classes, Appointments, Products and Services for Infusionsoft by Keap

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Hey, there!

Are you wondering how Infusionsoft by Keap will know that a certain purchase, an appointment was made in MINDBODY so your customer marketing automation can take over?

Well, good news as this is a cool Add-On feature inside the integration!  

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The Segmentation By Product & Service Add-On will allow every product sale in MINDBODY to auto-create a tag in Infusionsoft of the same name.

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What this means is that every time your MINDBODY Clients purchase a product, class or make an appointment a Tag is created in Infusionsoft for your automation to take over.

USE CASES:

  1. When a client buys a specific class (yoga 101), apply the Tag of the same class name in Infusionsoft
  2. When a client buys a specific product, apply product name Tag in Infusionsoft.
  3. When a client books an appointment, apply the Tag of the appointment name in Infusionsoft

Need to just select specific MINDBODY products or services which will auto-create Infusionsoft tags? Here's what you can do:

Field Mapping Details:  Exact names of the fields we are mapping within MINDBODY:

  • Product Name
  • Original Product Id
  • Product Id
  • Payment Amount
  • Discount
  • Tax
  • Revenue Category Id
  • Revenue Category Name
  • Customer External ID
  • Payment Methods
  • First Payment MethodId
  • Location
  • Location ID
  • First Appointment Date
  • Last Visit Date
  • First Visit Date
  • Last Purchase Date
  • Last Purchase Product Name
  • Home Location
  • Last Teacher
  • Referred By
  • Last Class Pass Name
  • Last Class Pass Expired
  • Last Class Pass Remaining
  • Last Status Change

For syncing Tags, on every time the integration runs to check the Scheduling tab.

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Try it out in your MINDBODY for Infusionsoft by Keap Sync Profile today to get your Marketing Automation rolling again!

Available in all trials and as an Add-On in paid plans.

 

 

 

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