Maropost Marketing Cloud offers a number of different integration points with Infusionsoft.  Each are explained in detail below.

Integration is done using the Application Programming Interface (API) of both the Infusionsoft and the Maropost platforms.  You should be aware that Infusionsoft’s platform has built-in API throttling that restricts the flow of data into and out of Infusionsoft.  Read more about the limits here.

On the Connections page, click the “Infusionsoft” tab to view the integration options.

Import New Contacts into Maropost
Import Tagged Contacts into Maropost
Import Custom Fields into Maropost
Import E-Commerce Data into Marpost
Import Unsubscribes into Maropost
Import Do Not Mail into Infusionsoft

Import New Contacts from Infusionsoft to Maropost

This integration lets you import newly created contacts in Infusionsoft over into Maropost Marketing Cloud.

  1. Click the “Add settings” link and click the “Contacts import” option from the Integration Types menu.The Contacts Imports Settings modal will now appearcontacts_import
    • Enter a name for your import settings.
    • Enter the URL of your Infusionsoft account  (ex: https://pd208.infusionsoft.com)
    • Enter your Infusionsoft API key. You’ll find this key after logging in your Infusionsoft account and selecting Admin >> Settings >> Application, then scrolling down to the API section of that screen.
    • Select the name of the list that you want the new contacts to be subscribed to.
    • Select the option if you want Auto-Import to be enabled.
    • Select the option if you also want to include the Infusionsoft tags during the import process.  If selected, then the Infusionsoft tag(s) will be created in Maropost and the contact record showing the corresponding tag(s).
    • Click [Save] to save your configuration.
  2. After you’ve saved your edits, you’ll see the integration displayed in the list of integrations.integration_post_urlCopy the full POST URL and proceed to the next step.
  3. Log in to your Infusionsoft account and click on Contacts >> Select All , or simply select the contacts which you want to import into the Maropost list.
  4. Click on “Actions” then click on “Apply Action Set”.  Select “send an HTTP post to another server” from the drop-down list.  Paste the URL which you copied from Maropost.  Click [Save] then click [Process Action].post_url

The Auto-Import Option

The auto-import process runs every day at 08:00 AM Eastern Time Zone. It will pull contacts that were newly added to your Infusionsoft database from the previous 24 hour period.

Import Tagged Contacts from Infusionsoft into Maropost

This integration differs from the Contact Import integration.  This one enables you to pass over existing contacts in your Infusionsoft email list when they are tagged.  The Contact Import integration only brings over contacts that are newly created.

There are only three simple steps to establishing the link to transfer tagged contacts from Infusionsoft over to Maropost Marketing Cloud.

Step one: Create the integration in Maropost Marketing Cloud.
Step two: Create a Legacy Action Set in Infusionsoft.
Step three: Create an Infusionsoft campaign using an “Add Tag” goal as the campaign trigger.

  1. Click the “Add Settings” link and click the “Contact Tag Import” option from the Integration Types menu. The Get Contact Tags Settings modal will now appear.contact_tag_settings
  2.  Enter the name of the integration, your Infusionsoft application URL, and API key as mentioned above.
  3. Select the name of the list that you’d like to add the tagged contacts to, and click [Save].
  4. You’ll now see the POST URL for this specific integration displayed on screen. Copy this URL for the next step.contact_tag_post_url
  5. Log in to your Infusionsoft account.  Under the CRM menu, select Settings >> Action Sets. Then click the [Add and Action Set] button.
  6. When the popup modal appears, enter a name for your Legacy Action Set and select “send an http post to another server” for the action.
  7. Paste the POST URL from your Maropost integration into the Post URL field and click [Save].legacy_action_set
  8. Next, under the Marketing menu in Infusionsoft, select “Campaign Builder” and click the [Create a Campaign] button.  Enter a name for the campaign and click the [Save] button.
  9. From the Campaign Tools menu, click and drag “Tag Applied” to the palette and enter a name for the Goal. Click the [Save] button.
  10. Double click the Goal again to open the configure Tag popup modal.
  11. Select as many tags as you want in the “This goal is achieved when any of these tags are applied”, and click the [Save] button.configure_tag
  12. From the Campaign Tools menu, click and drag “Sequence” to the palette.  Double click the Sequence widget to open the editor.
  13. From the Sequence menu, click and drag “Action Set (Legacy)” to the palette.
  14. Double click the Legacy Action widget to open the configuration popup modal.
  15. Click the Action St list and select the name of the Legacy Action Set that you created above.  Then click the [Save] button.configure_action_set
  16. Change your Sequence from “Draft” to “Ready” and click the Campaign name to go back, the click the [Publish] button.

Your integration is now properly configured.  Each time you tag a contact with those that you’ve selected in the Goal, Infusionsoft will automatically send the contact data over to Maropost Marketing Cloud.

Confirming Data Transfer

Infusionsoft transfers data in a scheduled batch process that has a built-in limit to the number of external calls is makes for a given time period.

To make sure that Infusionsoft has triggered the data via HTTP POST to Maropost Marketing Cloud, first check to see if the campaign has executed.

  1. From the CRM menu, select the name of the tagged contact and then click the “Campaign” tab.
  2. Look in the “Recent Campaign History” section to see that the Legacy Action Set has executed.active_sequences
  3. Tagged contacts successfully transfered to Maropost will appear in the Contact record under the “Tags” section on the left hand side of the screen.tagged_contact

Import Custom Field Data from Infusionsoft into Maropost

The Infusionsoft trigger for passing tagged contacts to Maropost doesn’t include custom field data.  Furthermore, the trigger for passing custom field data doesn’t include tags. You’ll need to create a separate integration for passing custom field values from Infusionsoft to Maropost Marketing Cloud.

There are only two simple steps to establishing the link to transfer custom field data from Infusionsoft over to Maropost Marketing Cloud in real-time.

Step one: Create the integration in Maropost
Step two: Create an Infusionsoft campaign.

  1. Click the “Add Settings” link and click the “Contact Custom Fields” option from the Integration Types menu.  The “Contact Custom Field Settings modal will now appear.custom_fields_settings
    • Enter the name of the integration, your Infusionsoft application URL, and API key as mentioned above.
    • Select the name of the list that you want to subscribe the added the contacts to.
    • Under the Field Mappings section, enter the name of the fields that you will be passing over from Infusionsoft.  For each field, select the name of the custom field in your Maropost Contacts database.
    • Click the [Save] button.
  2. The integration will now appear on the screen.  Copy the POST URL for the next step.
  3. Log in to your Infusionsoft account.  Under the Marketing menu, select “Campaign Builder” and click the [Create a Campaign] button.
  4. Enter a name for the campaign and click the [Save] button.
  5. From the Campaign Tools menu, click and drag a “Goal” to the palette that will trigger this campaign — such as “Submits a Web Form.”
  6. Enter a name for the Goal, and click the [Save] button.
  7. From the Campaign Tools menu, click and drag “Sequence” to the palette.  Double click the Sequence widget to open the editor.
  8. From the Sequence menu,  click and drag “Send HTTP POST” to the palette.
  9. Double click the widget to open up the configuration screen.send_http_post
  10. Paste the POST URL from the Maropost integration into the “POST URL” field.
  11. Click the [Merge] button to view a list of fields to add to your HTTP POST payload.
  12. In the “Name” field, enter the name of the custom fields exactly as you did in the Maropost integration.NOTE:  You MUST add the name/value pair for email address, first name, and last name as shown.  You also MUST always include the email address name/value pair because email address is a required field in Maropost to identify contact records to be updated or created.  The name of the field MUST be “Email” and the corresponding InfusionSoft field is ~Contact.Email~.

    If you want to include the contact’s first and last name, then you MUST use the name “FirstName” and “LastName” exactly as show.

  13. Change your Sequence from “Draft” to “Ready” and click the Sequence title to go back.  Then click the [Publish] button.

Any time you update a contact in your email list, Infusionsoft will automatically send the contact and custom fields over to Maropost.

Import E-Commerce Data from Infusionsoft into Maropost

This integration will import contacts including their purchases into Maropost Marketing Cloud’s Product and Revenue database.

NOTE:  This integration only brings over new purchases by contacts.  Send an email to Success@maropost.com to schedule a one-time data pull for your historical purchase data.

  1. Click the “Add Settings” link and then click the “Product Revenue” option from the Integration Types menu.  The “Product Revenue Settings modal will now appear.product_revenue_settings
    • Enter a name for the integration, your Infusionsoft application URL and API key as instructed above.
    • Select the list that you want to subscribe contacts to who make purchases in your Infusionsoft web store.  Note that unlike other integrations, you can add the contact to more than one list by clicking the [add more…] button.
    • Enter the URL of the Thank You page that you want displayed after the contact makes a successful purchase.  If you had an existing Infusionsoft web store, enter the URL of your original Thank You page from your web store.
    • Click the [Save] button.
  2. Your integration will now be displayed on the screen.  Copy the POST URL for the next step.
  3. Log into your Infusionsoft account.  From the E-Commerce menu, select E-Commerce Setup >> Shopping Cart Themes.
  4. Click the “Edit” link for your cart theme and then click the “Themes” tab.my_theme
  5. Paste the URL into the “Thank You URL” field and click [Save].

When a shopper completes a purchase, Infusionsoft will send the shopper’s browser page to Maropost Marketing Cloud where the purchase will be recorded before being redirected to the Thank You page.

Import Infusionsoft Unsubscribes into the Maropost Do Not Mail List

Infusionsoft has only one email list.  A contact is either subscribed or not.  Maropost Marketing Cloud, on the other hand allows a contact to be subscribed to multiple lists, giving the person more control over which email streams to opt in and opt out of.

Unsubscribing a contact from the Infusionsoft email database immediately ceases all emails from Infusionsoft to be sent to the contact.  The counterpart of that action in Maropost Marketing Cloud is to add the contact to the  general Do Not Mail list.

  1. Click the “Add Settings” link and click the “Add to DNM List” option from the Integration Types menu.The DNM List Settings modal will now appear.
  2. Enter the name of the integration, your Infusionsoft application URL and API key similarly as mentioned above.
  3. When you save your edits, copy the full POST URL that will be displayed on the screen.
  4. Log in to your Infusionsoft account and select “Settings” on the Marketing menu and then select “Email Defaults”
  5. Scroll down the page to the “Email” section to where you see “When someone opts out of all email marketing”, and then click the [Actions] button.
  6. In the “Add New Action” list, select “Send an http post to another server.”
  7. Paste the Maropost POST URL that you copied in Step 3 into the field as shown.add_to_dnm
  8. Click [Save]

This integration is real-time.  As soon as a contact is unsubscribed in your Infusionsoft email list, it will be automatically added to the Maropost general Do Not Mail list.

Import Additions to Maropost Do Not Mail List into Infusionsoft

This integration will automatically unsubscribe a contact in your Infusionsoft email list if it has been added to the Maropost general Do Not Mail list.

  1. Click the “Add Settings” link and click the “DNM to Infusionsoft” option from the Integration Types menu. The DNM Infusionsoft Settings modal will now appear.
  2. Enter the name of the integration, your Infusionsoft application URL and API key similarly as mentioned above.
  3. Click [Save].

At this point, any contact that is added to the general Do Not Mail list will immediately be unsubscribed from your Infusionsoft email list.

Additional Notes

  • Your account can have only one Maropost DNM-to-Infusionsoft integration.  That is why once you have created the integration, it will no longer appear in the Integration Types menu.
  • A contact that is added to the Maropost Do Not Mail list will be unsubscribed from all existing contacts in your Infusionsoft email list that have the same email address as the one coming from Maropost.
  • If there are no contacts in your Infusionsoft email list having the same email address as that coming from the Maropost Do Not Mail list, then no action will occur.  Maropost will not be creating an “unsubscribed”  contact in your Infusionsoft email list.