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!
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.
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.
- When a client buys a specific class (yoga 101), apply the Tag of the same class name in Infusionsoft
- When a client buys a specific product, apply the product name Tag in Infusionsoft.
- 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
- Revenue Category Id
- Revenue Category Name
- Customer External ID
- Payment Methods
- First Payment Method Id
- 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, every time the integration runs, check the Scheduling tab.
Try it out in your Mindbody for Infusionsoft by Keap integration Set Up today to get your Marketing Automation rolling again!
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