Integrate InfusionSoft with BigMarker

Step 1:Insert your Infusionsoft API Key into the appropriate field.To retrieve your key, follow the instructions here:https://help.keap.com/help/api-key.If you want to set this as the default key for future webinars, check the box labelledSet as Default Key?

Step 2:Insert your Infusionsoft URL into the appropriate field.To retrieve your Infusionsoft URL, login to Infusionsoft and select the appropriate account.Copy the URL for this account (in this case: ab123.infusionsoft.com) and paste it into the field on BigMarker.If you want to set this as the default URL, check the box labelledSet as Default URL?

Step 3:If you want to add Infusionsoft contacts with a certain tag to an invite list on BigMarker, select a list underInfusionsoft Tag for Invitations.Then, enter a name underContact List Name for Importfor the list on BigMarker.Click onImport Infusionsoft Contacts for Invitationsto create the invite list.The list will be available to use on theSend Email Invitationspage.

Step 4:To register Infusionsoft contacts with a certain tag to your webinar, select an option underInfusionsoft Tag for Registrants.Once a tag is selected, clickRegister Infusionsoft Contactsto add those contacts as registrants in your webinar.

Step 5:To add new webinar registrants to Infusionsoft and assign them a tag, select a tag underInfusionsoft Tag for Registrants.If you want new registrants to be added to Infusionsoft automatically, check the box labelledAdd New Registrants Automatically?ClickExport Conference Registrantsto export webinar registrants to Infusionsoft and assign them with the tag selected.

Step 6:To include personalized URL data with registrants added to Infusionsoft, a custom field must be created first.Followthis guideto create a new custom field for Contacts with type URL.Then, followthis guideto find the backend database name for the field you created.Insert this name into theCustom Field for Personalized URLfield.