How to personalize your website for Infusionsoft contact segments

By connecting Infusionsoft to ConvertFlow, you can now personalize your website for your Infusionsoft contact segments.

Using ConvertFlow's visual builder, you can design landing pages, forms, popups, surveys, quizzes, sticky bars, embedded content and more, all of which can be dynamically displayed on your website to returning Infusionsoft contact segments based on conditions.

Dynamically displaying website content for Infusionsoft contact segments

Once you've connected your Infusionsoft account, you'll now find these Infusionsoft targeting condition options: 

  • If person has tag in Infusionsoft
  • If person doesn't have tag in Infusionsoft

When building a call-to-action in ConvertFlow, to display it only for a certain Infusionsoft contact segment, head to the Launch page and you'll be able to add Infusionsoft targeting conditions by clicking "Add Condition".

Click the dropdown field to select a condition type, and you'll now see there are Infusionsoft targeting conditions to select from.

Select a condition type, enter any additional info needed for the automation and then click "Create Condition"

Once you've clicked to create the condition, it will then display above in the targeting conditions list for that CTA. If you want to delete it, click the "X" icon to the right of the condition.

Personalizing website content with Infusionsoft contact fields

Using ConvertFlow's personalization merge tags, you display dynamic text content using Infusionsoft contact fields.
Some ideas for merge tag personalization on your website include:
  • Greeting returning contacts by their first name to welcome them back to your website
  • Localizing your messaging by mentioning the current contact's city, state and country.
  • Displaying the Infusionsoft contact's custom field interest selections in your website copy

For example: Welcome back ({person.firstname}), are you shopping for your ({person.infusionsoft.PET_TYPE}) today? Check out our latest ({person.infusionsoft.PET_TYPE}) toys...

When ConvertFlow syncs a contact record with a Infusionsoft contact, it pulls in their Infusionsoft contact fields to populate these personalization merge tags.
In ConvertFlow's CTA builder, when editing text elements, click on the "Personalize" option and you can add preset contact field merge tags, as well as merge tags for your Infusionsoft custom fields. 

Personalizing funnel outcomes for Infusionsoft segments

In ConvertFlow, you can build multi-step funnel pages, forms and surveys that conditionally display personalized outcomes to people based on their progress, as well as based on their contact segmentation in Infusionsoft.

For example, by using conditional actions, when a returning Infusionsoft contact on your website engages with a survey, you can display a personalized outcome of that survey based on their current Infusionsoft tag segmentation, as well as apply a specific Infusionsoft tag.

You can also use skip logic to tailor your funnels for returning contacts based on their current Infusionsoft segmentation. An example of this would be skipping contacts of a certain Infusionsoft segment past the email collection step of your funnel, so they don't have to re-enter their email address.

How to identify your existing Infusionsoft contacts

ConvertFlow syncs a visitor's tracking with their Infusionsoft contact record when either...
  1. The visitor submits any email form on your site
  2. The visitor visits your website with their email address in the URL.

For a list of URL parameters you can use to identify your Infusionsoft contacts, head here →

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