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MINDBODY and Infusionsoft Integration: Number of Separate Sync Profiles needed?

Did you know that the number of separate Sync Profiles is equivalent to the number of unique MINDBODY (MBO) Studio IDs you have in terms of integration?

Let's take a look at the way it works.

MINDBODY is the leading online platform for services such as in health & wellness, while Infusionsoft is one of those CRMs that is often being patronized by small businesses wanting to grow into monster sales machines. With SyncApps, you can get to this monster sales machine by seamlessly integrating these two software applications that can enable you to streamline the data flow processes to keep your business running fast.

Start building your monster sales machine today!

And if your business happens to have multiple locations utilizing separate Studio IDs from MINDBODY that you would want to sync to Infusionsoft, then you will just need to create separate Sync Profiles for each Studio ID.

So for instance, since you will be on our real-time Enterprise plan integration with, let’s say 40 MINDBODY locations, you will need to setup 40 Sync Profiles for them set up in the exact same way. Should take 5 minutes to setup each integration for each separate MINDBODY Studio ID.

Let's talk money for value.

The fee for MBO is $10/MBO ID/Location + our $99/month Enterprise fee which should save your business 2 hours per month per location.

Here is a video on how many days per year that saves any size business.

Feel free to drop our product team support a note here... support@cazoomi.com if you hit any snags during the set up process.

Sync Specific NetSuite Transaction Saved Searches To Mailchimp Groups, Constant Contact Lists and others.

Want to use NetSuite Transactional Saved Searches to Mailchimp Groups or Constant Contact Lists so that you can target customers who have purchased before, based on price point, varietal of product, region etc?

It's easy to do in SyncApps.

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Own your Marketing Automation integration to NetSuite today.

Get started here...

*Small print 

Only 1 NetSuite Saved Search will be synced in any Free Trial.

Using NetSuite Saved Searches for Customer, Contact or Transaction from NetSuite will expose fields in Field Mapping step for each. More than one Saved Search can be specified. Supported NetSuite Saved Search record types are Contact, Customer, Transaction.

Each NetSuite Saved Search will be synced to a Mailchimp Group within the specified Master List.

Each NetSuite Saved Search will be synced to a Constant Contact List.

 

NetSuite Saved Search best practices & options for integration

Hi there!

Do you have any questions regarding the integration options?

Are you encountering challenges with your integration and sync procedures?

Well, we are super delighted to inform you that we provide our NetSuite platform for inquiries and guarantee solutions.

In case you are encountering any challenges, please feel free to send us your question(s) and our team will help out.

In the meantime, this inquiry sample with one of our subscribers can help you shed some light on your own questions:

Subscriber:

I have noticed over the past few weeks that our syncs seem to be taking a lot of time for a small amount of data. For instance, it takes 15-20 minutes for the syncs when only one or two records have changed. What might be the problem? Is it beyond regular NetSuite slowness and can it be rectified?

Cazoomi:

It seems the NetSuite Saved Search last modified criteria addition does not work. Alternatively, another reason could be that the customers are constantly being updated, thus explaining the 229 records retrieved from NetSuite.

 

Could you please send us a screenshot of your last Saved Search criteria?

Subscriber:

Here is the requested screenshot below. What are your thoughts?

 

Cazoomi:

We noticed that the last modified date criteria addition does not work for "Use Expressions" with OR logic. It will produce an incorrect Saved Search result.

Please put one more outermost parenthesis:

(Inactive = false AND .. AND ..) OR Name/ID = ... OR Name/ID = ...

TO

(( Inactive = false AND .. AND .. ) OR Name/ID = ... OR Name/ID = ...)

We have updated SyncApps tooltip and docs with the following rule to rectify the error:

If Saved Search criteria "Use Expressions" is checked then criteria MUST be wrapped with parenthesis "(" and  ")"

SyncApps will need to add one more last modified criteria.

If wrapper parenthesis is not added then saved search could produce incorrect result especially if criteria contains OR logic.

For example: Name = "A" OR Name = "B" must be changed to (Name = "A" OR Name = "B")

If you get any permissions Error on Sync Profile or NetSuite Saved Search with the internal ID x does not exist, please go to the following URL to review NetSuite User/Role permissions solution.

 

Note:

  • Do not use the Summary Saved Searches because they are not supported in NetSuite API.

Options available to determine which records to sync from NetSuite to Handshake:

They include:

  1. Sync All Customers

All Customers will be synced to Handshake.

  1. Sync Specific NetSuite Subscriptions

All Customers subscribed to the selected subscriptions will be synced to Handshake.

  1. Sync Specific NetSuite Saved Searches

Only records returned by the specified Saved Searches will be synced.

Please do not forget to give us feedback if our support was helpful. We strive to provide the best user experience from your feedback.

 

MINDBODY Segmentation By Product & Service for Infusionsoft is here!

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Need to know how Infusionsoft will know that a certain purchase was made in MINDBODY so your customer marketing automation can take over?

Well, good news as our team decided to roll this Addon!

 

 

*Segmentation By Product & Service Addon will allow every product sale in MINDBODY to autocreate a tag in Infusionsoft of the same name.  

Need to just select specific MINDBODY products or services which will autocreate Infusionsoft tags?  Easy to do.

 

Field Mapping Details:  Exact names of the fields we are mapping within MINDBODY:

  • Product Name
  • Original Product Id
  • Product Id
  • Payment Amount
  • Discount
  • Tax
  • Revenue Category Id
  • Revenue Category Name
  • Customer External ID
  • Payment Methods
  • First Payment MethodId
  • Location
  • Location ID
  • First Appointment Date
  • Last Visit Date
  • First Visit Date
  • Last Purchase Date
  • Last Purchase Product Name
  • Home Location
  • Last Teacher
  • Referred By
  • Last Class Pass Name
  • Last Class Pass Expired
  • Last Class Pass Remaining
  • Last Status Change

Try it out in your MINDBODY for Infusionsoft Sync Profile today to get your Marketing Automation rolling again!

Available in all trials and as an Addon on paid plans.

 

 

 

Bring over MINDBODY non-marketable Contacts in your integration 

Sync MINDBODY Clients with subscribe promotional email unchecked as non-marketable Contacts to Infusionsoft.

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Does your Studio need to ignore "subscribe promotional email" (MINDBODY opt-out) so all your customers will be synced although subscribe promotional email is unchecked?

Capture NetSuite Abandoned Cart data to your Marketing Automation solution

Let's set it up!

To capture your NetSuite abandoned cart data try using a Customer Saved Search in your integration.

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There are a few ways to accomplish this setup.

Scenario 1:

Check out this great flow for your shopping cart abandonment workaround using Mailchimp (works also for Constant Contact, Act-On, Drip and other solutions which use list marketing automation series).

  1. Create an automated series inside of Mailchimp.
  2. Create a NetSuite Customer Saved Search who have left items in their cart (with a sub-total greater than zero) inside of NetSuite.
  3. Place Saved Search into Step 1 of your integration
  4. Sync those customer's email addresses to a list inside of Mailchimp which will be triggering the first newsletter (by using a "when a subscriber joins this list" automation. 


The best practice here for the above scenario is to also use a field (Customer Ordered) on the Customer Record to capture the fact that they have an order.  You can source this from the Order Object.

When this field changes from "False" to "True" then it can change the ending Automation Trigger in Mailchimp you've set up to stop the series.

As a best practice, be sure the Sync Profile is syncing to the List in Mailchimp where the automation is set as Saved Searches sync to Groups then also places the member into a List which is the Master List named in Step 2 of the Sync Profile.

For Abandoned Cart syncing best practice is to create a separate Sync Profile just for this flow.

Scenario 2:

The List in Mailchimp could be called Abandoned Cart and then the new record which lands in the List can have an automation on it as automation in Mailchimp only fire on Lists, not Groups.

Here's an example:

As for the NetSuite Customer Saved Search just create a Customer Search and then create a filter in the Saved Search:

Shopping Cart: Date last item added (X days or greater) 
Shopping Cart: Subtotal (greater than 0.00)

So the idea is that all abandoned carts from clients signed in will get added to the "abandoned cart" search after 2 days. When the list syncs again, they will get added to the Mailchimp Tag "Abandoned Cart", which should immediately trigger an email to be sent reminding them to finish the purchase.

If you need any assistance in reviewing your Sync Profile please visit us here today for a review.

 

 

Unprocessed and filtered records

When using our powerful Filtering feature, SyncApps will only sync specific records that do not contain these Group/Role email addresses. Reason for this is that these are not "person" emails because they might cause spam complaints and blacklisting.

These are the following Group/Role email addresses that SyncApps will ignore when Filtering feature is enabled:

  • abuse@
  • admin@
  • all@
  • everyone@
  • ftp@
  • investorrelations@
  • jobs@
  • marketing@
  • media@
  • noc@
  • postmaster@
  • prime@
  • privacy@
  • remove@
  • request@
  • root@
  • sales@
  • security@
  • spam.*@
  • subscribe@
  • usenet@
  • users@
  • uucp@
  • webmaster@
  • www@
  • @yahoogroups.com
  • @googlegroups.com
  • noreply@
  • @example.com

Note:

If you are syncing any @yopmail emails with your email marketing this will cause errors to appear as Mailchimp and others have banned this domain so to avoid any errors just set up a filter in SyncApps with "Email does not contain @yopmail.com" criteria in your Sync Profile.

eCommerce segmentation using Shopify, Volusion and 3dCart

Engage your prospects, clients in real-time with eCommerce integrated to your Marketing Automation solution.

Now, sync and segment customers to your marketing lists based on who purchased a specific version of a product, product titles or variant title or a combination of these criteria.

Volusion:

Shopify:

3dCart:

Try 2 Weeks Free today here... 

 

Volusion Ecommerce now syncs to Constant Contact

Connect Volusion's powerful shopping cart and eCommerce solution with Constant Contact to automatically sync customer data.

When your customers buys, SyncApps takes over and syncs all of their contact information to Constant Contact lists for easy marketing automation.

14-Day Free Trial and No Upfront Costs - Easy Setup is here

Get started today!

Infusionsoft Connected to your favorite CRMs!

SyncApps® by Cazoomi is the easiest way to synchronize your applications without breaking the bank. Once available to only Fortune 1000 companies, Cazoomi introduces a way for your business applications to talk to each other for less than the price of a Netflix subscription.

Get synced up, organized and maintain a complete, accurate history of contact relationships by centralizing company, contact or lead information and email marketing metrics to your apps.

Start today by seamlessly integrating your Cloud, On-Premise or Plug-in applications with Infusionsoft to your Financials, Marketing, eCommerce, Support and other mission-critical applications.

Connecting Infusionsoft to your Highrise CRM or NetSuite is easy to see how it works!

Major Features for Highrise CRM:

Sync Highrise contacts to Infusionsoft.
Each configured Highrise tag is synced to Infusionsoft tag.

Custom field mapping between both systems.
Sync unsubscribed status to Highrise. The unsubscribed contact will be tagged with "Opted-Out" tag.

Major Features for NetSuite CRM:

Sync NetSuite company, contacts or leads to Infusionsoft.

Opt-outs managed automatically in NetSuite from Infusionsoft.

Custom field mapping between both systems.

Sync NetSuite saved searches (Supported search record types: Contact, Customer). Each saved search is synced to an Infusionsoft tag.

Need more of your Apps connected to Infusionsoft let us know & Get started today on their MarketPlace.

Use Highrise or NetSuite get started here...

https://syncapps.cazoomi.com/s/infusi...

Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

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