Infusionsoft Integration with WiserNotify

This guide will walk you through:

• Displaying Notifications: Add the WiserNotify pixel code to your Infusionsoft (Keap) pages.
• Capturing Sales & Lead Activities: Connect Infusionsoft with WiserNotify using a webhook to fetch real-time sales & lead data.

Install WiserNotify Pixel Code to Infusionsoft pages#

Step 1: Get your wisernotify pixel code

• Log in to your WiserNotify account.
• Navigate to the Install Pixel page.
• Copy your Pixel Code.

Step 2: Add the Pixel Code to Infusionsoft

Login with Infusionsoft,

1. Click on the Campaign Builder inside MARKETING.

2. Edit your Landing page.

3. Double-click on the Landing Page.

4. Click on Launch at the bottom.

5. Paste the copied WiserNotify pixel code here.

6. Click on the REPUBLISHING button.

B) Webforms

Follow Landing Pages Step 1 and 2.1

3. Edit your Webforms.

4. Double Click on the Web Form submitted.

5. Navigate to Design > Snippets.

6. Drag and drop HTML Snippets.

7. Paste the WiserNotify pixel code here.

8. Click on the Save button.

C) Shopping Cart

1. Shopping Cart.
2. Order Form.

a. Shopping Cart.

Follow Landing Page Step 1

Login with Infusionsoft.

1. Click on the E-COMMERCE.

2. Click on Shopping Cart Themes inside the Design section.

3. Click on the Edit button.

4. Click on the HTML Areas tab.

5. Paste the WiserNotify pixel code here.

6. Click on the Save button.

 

b) Order Forms Themes.

Follow Shopping Cart Step 1,

2. Click on Order Forms Themes.

Follow Shopping Cart Steps 3,4,5 and 6.

Step 3: Verify Installation

• Go back to your Wisernotify pixel page.
• Click on verify pixel installation to check if the pixel is active.
• If installed correctly, you will see a “Pixel Active” successfully message.

Note: This pixel script tag is required on every page wherever you want to track visitor activities, capture form submit events & display notifications.

Add Webhook Integration to Connect Infusionsoft to pull the events sales data#

1. Get the Webhook URL from WiserNotify#

– Go to WiserNotify > Infusionsoft Integration.

– Click on the Integrate button inside the Integration box.

1. Enter Connection Name

2. Click on the Create button.

3. Click on the copy button.

2. Configure Webhook in Infusionsoft (Keap)#

Login with Infusionsoft.

1. Click on the Campaign Builder inside MARKETING.

2. Edit Your Campaign.

1. Drag and Drop Sequence.

2. Pull this arrow to connect Sequence.

3. Double-click on the Sequence.

4. Drag and Drop Send HTTP Post.

5. Double-click on the Send HTTP Post.

– Paste cthe opied webhook URL here.

– Full Name / Key-Value

fn    = ~Contact.FirstName~

ln    = ~Contact.LastName~

e     = ~Contact.Email~

phn = ~Contact.Phone1~

ct    = ~Contact.City~

st     =~Contact.State~

cn   = ~Contact.Country~

2. Then follow this video.

3. Click on the Test button.

4. Click on your Infusionsoft account name.

5. Active Draft toggle.

6. Click on the back button.

7. Active Draft toggle.

8. Click on the back button.

9. Click on the Publish button.

Please test by adding new data & visit the WiserNotify- Dashboard Data page. Here, You can see all the captured/ received data with its source name.