Tag Customers

Introduction

InfusionSoft offers a workflow automation tool. This tool can follow up with customers by email and perform additional tasks if a customer has a special tag. Connex can apply tags to customers, based on them being in QuickBooks or based on what they have ordered.

How do I update existing contacts with tags?

Out of the box, Connex will add tags to new customers. To update existing customers, please follow these steps:

  1. On the Connex All Settings page, scroll to the bottom of the settings drop downs.
  2. Click to expand the Sync Customers from QuickBooks Manually setting.
  3. Click the box to enable the Updates tags on existing customers only, instead of contact information setting.  
  4. Finally, click Sync Now to save.

SyncCustomersFromQBManually.PNG

How do I tag all contacts with QuickBooks?

If you want to tag any contact where the order came from QuickBooks, go to the Rules Engine (Settings > Rules Engine). Next, click Action to turn on the Advanced Rules Engine. Enter these values for the map to and these values for the map from.

How do I tag customers, based on what they have ordered?

First, please download the spreadsheet at the bottom of these instructions. Add a new row for each SKU and tag combination that you want to apply. Upload the rules to the Rules Engine of your Connex account:

  1. Login to your Connex account.
  2. Click Settings on the upper-right, then Rules Engine.
  3. Above the grid, click bulk upload.
  4. Upload the spreadsheet.
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