Infusionsoft

Overview

The Infusionsoft Integration allows for a quick way to automatically register attendees to a Zoom Webinar, track attendance, create customized branded reminders, and automate follow-up messages.

With Zoom-Infusionsoft Integration, you can register your prospects and customers for Zoom Webinars without requiring them to register on the Zoom Webinar Registration page. This will allow them to “register” for Zoom Webinars through Infusionsoft using links, web-forms, product purchases, etc. Once their information is passed over to Zoom via the integration, Zoom will assign their unique webinar join link as a custom object that can be included in an email sent as confirmation through Infusionsoft. With this custom object, you will be able to completely customize any follow up or reminder emails and provide the registrant’s unique link to join. You will also be able to tag your prospects/customers as attended so that you can send appropriate follow-up information to those who did or did not attend.

This article covers:

Note: The following instructions are specific to a paid Infusionsoft account. If you are using a trial account for Infusionsoft, some examples and instructions may differ.

Prerequisites

  • Zoom Webinar Plan
  • Host user type must be Pro, and assigned the Webinar license
  • Admin access in both Infusionsoft and Zoom
  • Pre-approval of the Infusionsoft Connector in the Zoom Marketplace
    Note: If the app is not pre-approved, please contact your Zoom admin.

Installation and Configuration

Configuring the Domain and Encrypted Key on Zoom

  1. Log into InfusionSoft
  2. Under the Infusionsoft navigation, click Settings under the Admin section
    0
  3. On the left navigation, click Application under Application settings
  4. In the API section, enter your API Passphrase (keep this private and secure) if you have not enabled the InfusionSoft API.
  5. Click Save.
  6. Copy the Encrypted Key value and save for later

  7. Copy your Infusionsoft domain and save for a later step. (Your Infusionsoft domain should be in the format of domain.infusionsoft.com)

  8. Login to your Zoom account and navigate to the Zoom Marketplace.
  9. Search for Infusionsoft and click the app.
  10. If the app is not pre-approved contact your Zoom admin to approve this app for your account.
  11. Click Install, confirm the permissions the app requires and choose Allow.
  12. You will then see the configuration page for Infusionsoft. Paste the API key and Infusionsoft Domain from steps 2 and 3, and click Save Changes.

Add Custom Field in Infusionsoft

  1. Log into Infusionsoft and navigate to Admin. Then go to Setting, select General and locate the Custom Fields section. 0
  2. Select the dropdown for “Set up custom fields for:” and choose Contact and click Go.

  3. Choose Field in the dropdown and click Add.
  4. In the Name field enter: _WebinarJoinLink
  5. In the Type field choose: Text
  6. Select Save this Field

    Optional: If you will be using Infusionsoft with multiple webinars, create a custom field for each with a unique name. For example, use _WebinarJoinLink1, _WebinarJoinLink2, etc.

Webinar and Campaign Setup

The following steps will need to be completed for each Webinar/Campaign that you need to use the Zoom and Infusionsoft integration.

Schedule a Webinar

  1. Login to your Zoom account and schedule a webinar with registration. Read more on scheduling a webinar with registration.
  2. Once the Webinar is scheduled, scroll down to the Invite Attendees section and click edit on the right. Make sure Automatically Approve is selected. Once this is confirmed, click Save All.

  3. Scroll down to Email Settings and click Edit next to Confirmation Email to Registrants: Send upon registration.
  4. Uncheck the option to Send Confirmation Email to Registrants and click Save (unless you do not want to automate emails from Infusionsoft and would prefer to have Zoom send the emails).

Configuring the Campaign

  1. Login to Infusionsoft and go to the Campaign Builder page.
  2. Click Create my own Campaign in order to create a new campaign. (You can also add the registration sequence to an existing campaign).
  3. In the Campaign Tools section drag a snippet from the Goals section onto the campaign area. In this setup, we will configure a Web Form.

  4. Double-click the Goal and configure the form with First Name, Last Name, and Email (These are required to register a user for a Zoom Webinar). Feel free to configure the design and layout as desired. Once complete, mark the form from Draft to Ready in the top right.

  5. In the Campaign Tools section, drag a Sequence snippet from the Sequences section onto the campaign area.

  6. Double-click the blue icon in the bottom left corner of the sequence and select “Runs until completed”. Link the Goal from step 4 to the sequence.
  7. Double-click the newly created sequence.
  8. In the Sequence Tools section, locate the Process section and drag a Send HTTP Post snippet onto the campaign area.
  9. Double-click the Send HTTP Post snippet in order to configure the snippet.
  10. In the POST URL field, enter your registration URL as displayed on the Zoom webinar registration page but replace the last field with the webinar ID:

    Let’s say the webinar registration URL is as above and the webinar ID is 78623467521. The POST URL field should contain https://us02web.zoom.us/webinar/register/78623467521
  11. In the Name / Value Pairs section configure as follows:
    • first_name = ~Contact.FirstName~
    • last_name = ~Contact.LastName~
    • email = ~Contact.Email~
    • questions =
    • custom_questions =
    • Optional: If you created custom fields for multiple webinars, add an additional field here. This field is joinLinkField= the unique name you set when adding the custom field. For example, joinLinkField=_WebinarJoinLink2
    • (Leave the Questions and Custom_Questions Values blank)

  12. Mark the Send HTTP Post from Draft to Ready and return to the Registration Sequence.
  13. In the Sequence Tools section, drag a Delay Timer to the campaign area. The minimum amount of time to delay should be 1 minute.

    • For the Wait at least section, choose at least 1 Minute.
    • For the Run on section, choose Any Day.
    • In the last section, choose Between and configure between 12:00 AM and 11:45 PM or as desired.
    • Click Save to save changes.

  14. In the Sequence Tools section, drag an Apply/Remove Tag onto the campaign area.
  15. Double-click the Apply Tag and choose a “Registered for Zoom Webinar” tag and click Save.

  16. In the Sequence Tools section, drag an Email snippet onto campaign area.

  17. Double-click the Email snippet and configure any desired information. Be sure to include the unique join link for the user so they will be able to join the webinar. To do this follow the next steps.
  18. Add a link to some text. Highlight the text and click link from the toolbar.
  19. Choose Link to: Web address and in the field below enter: ~Contact._WebinarJoinLink~ and select Insert/Update.

    If you have multiple webinar join links, enter the one that you selected in the HTTP Post section. For example, ~Contact._WebinarJoinLink2~.
  20. Once complete, mark the email from Draft to Ready.
  21. Return to the Registration Sequence and then return to the main campaign area.
  22. In the Campaign Tools section, drag an Email Link clicked snippet to the campaign area.

  23. Double-click the snippet and choose the link created in step 17/18 and then return to the campaign area.
  24. In the Campaign Tools section, drag a Sequence snippet onto the campaign area.

  25. Double-click the snippet and drag an Apply/Remove Tag snippet into the sequence area.

  26. Double-click the Apply Tag and choose an “Attended Zoom Webinar” tag. Once added, click Save.

  27. Return to the main campaign area and ensure that all elements of the campaign are marked as ready. Be sure to check sub elements to make sure all elements are ready and marked in sequence.

  28. Click the Publish button in the top right and publish your campaign. You now have a campaign that will register your prospects/customers for a Zoom Webinar. It will tag them as registered and tag them as attended if they click the link to join.

Note: Attendees must register through the Infusionsoft page to trigger the sequence and register your attendees in Zoom. If your attendees register through Zoom, they will not be added in Infusionsoft.

How Your Data is Used

This app accesses the following information from Zoom:

  • Webinar Join Link: Provided to Infusionsoft to give to webinar registrants.

This app accesses the following information from Infusionsoft:

  • Email - Used to register/join a webinar
  • First/Last Name - Used to register/join a webinar

For additional help or technical support please submit a ticket.