Tag Infusionsoft Customers

Follow

Introduction

Infusionsoft has a workflow automation tool. It can follow up with customers by email and perform other tasks, if a customer has a special tag. Cloud Cart Connector can apply tags to customers, based on them being in QuickBooks or based on what they have ordered.

How do I update existing contacts with tags?

Out of the box, Cloud Cart will add tags to new customers. To update existing customers, follow these steps:

  1. On the Cloud Cart configure page, click the QuickBooks export tab.
  2. Under customer settings, check update customer tags only: 
  3. Click save and sync.

How do I tag All contacts with QuickBooks?

If you want to tag any contact where the order came from QuickBooks, go to our rules engine. Click the link to turn on the advanced rules engine. Enter these values for the map to and these values for the map from.

How do I tag customers, based on what they have ordered?

Download the spreadsheet at the bottom of these instructions. Add a new row for each SKU and tag combination that you want to apply. Upload the rules:

  1. Login to Cloud Cart Connector.
  2. Hover over the gear and click rules engine.
  3. Above the grid, click bulk upload.
  4. Upload the sheet.

 

Have more questions? Submit a request
Powered by Zendesk