Help Center

Sync Specific NetSuite Transaction Saved Searches To Mailchimp Groups, Constant Contact Lists or even Infusionsoft or Drip Tags

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

It's easy to do in SyncApps.

See how Drip to NetSuite example works in this video...

In Step 1 of your integration choosing a NetSuite Saved Search is easy to do:

Whether you are integrating CUstomers, Contacts, Transactions or Vendors.

save image

In this example is a Transaction Saved Search.

This can be useful to bring over to your Marketing Automation Solution those records to market to which have a higher transaction value, buying patterns and other key indicators for your business.

save image

MailChimp Groups:

Constant Contact Lists:

 Easily upload your current email list to your Constant Contact account

Drip Tags:

save image

Infusionsoft Tags:

infusionsoft tag strategy

 

Own your Marketing Automation integration to NetSuite today.

Get started here...

NOTE:

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. NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction. 

  • Each NetSuite Saved Search will be synced to a Mailchimp Group within the specified List and Group Title.
  • Each NetSuite Saved Search will be synced to an Infusionsoft Tag.
  • Each NetSuite Saved Search will be synced to a Drip Tag.
  • Each NetSuite Saved Search will be synced to an Infusionsoft Tag.
How to set up your integration if using multiple locations utilizing separate Studio IDs from MINDBODY

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? 

Not the number of locations in MINDBODY.

Let's take a look at the way it works with Pure Barre Studios:

If your business happens to have multiple locations utilizing separate Studio IDs from MINDBODY like Pure Barre Studios that you would want to sync to Infusionsoft, then you will just need to create separate Sync Profiles for each Studio ID. If QuickBooks Online then a Separate SyncApps account is needed for Intuit API certification rules.

blobid1.png

So for instance, since you will be on our real-time Enterprise plan integration with, let’s say 40 MINDBODY locations, you have set up 2 in the above example and will need to set up 38 more Sync Profiles for them set up in the exact same way if using Infusionsoft.

Should take 5 minutes to set up each integration for each separate MINDBODY Studio ID.

However, if you're just intending on syncing "Locations" in MINDBODY this is optional so if it is not specified in Step 1 then SyncApps will retrieve data from all of your locations within the MINDBODY site.

blobid0.png

If you have recently added a new location which has it's own location on your MINDBODY account and would like to set up similar syncing between that location on MINDBODY and it's own Infusionsoft account you can set that up using the Location to Sync feature and in Step 2 use the unique Infusionsoft account needed to integrate to.

If multiple QuickBooks Online instances need to be integrated to MINDBODY Studio(s) then separate SyncApps account(s) are needed for Intuit API certification rules. 

Reach out to our team for any help in this setup.

We've found that over time this should save your business 2 hours per month per location.

Feel free to drop our Support a note here if you hit any snags during the setup process.

MINDBODY Segmentation By Classes, Appointments, Products and Services for Infusionsoft

MINDBODY_to_Infusionsoft_Custom_Field_Flow.png

Hey, there!

Are you wondering how Infusionsoft will know that a certain purchase, an appointment was made in MINDBODY so your customer marketing automation can take over?

Well, good news as this is a cool Add-On feature inside the integration!  

save image

The Segmentation By Product & Service Add-On will allow every product sale in MINDBODY to auto-create a tag in Infusionsoft of the same name.

What this means is that every time your MINDBODY Clients purchase a product, class or make an appointment a Tag is created in Infusionsoft for your automation to take over.

USE CASES:

  1. When a client buys a specific class (yoga 101), apply the Tag of the same class name in Infusionsoft
  2. When a client buys a specific product, apply product name Tag in Infusionsoft.
  3. When a client books an appointment, apply the Tag of the appointment name in Infusionsoft

Need to just select specific MINDBODY products or services which will auto-create Infusionsoft tags? Here's what you can 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

For syncing Tags, on every time the integration runs to check the Scheduling tab.

inline371976795.png

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 Add-On in 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.

save image

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?

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.

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!

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... 

 

Infusionsoft Connected to NetSuite

Have some questions about how deep the integration is between Infusionsoft and NetSuite?

Well, you can now get synced up, organized and maintain a complete, accurate history of contact relationships by centralizing company, contact or lead information and email marketing metrics between NetSuite and Infusionsoft.

Connecting Infusionsoft to NetSuite is easy to see how it works!

Major Features for NetSuite to Infusionsoft are:

  • NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction. Sync NetSuite company, contacts or leads to Infusionsoft.
  • Trigger actions in Infusionsoft based on NetSuite synced field changes.
  • Sync NetSuite records without email addresses to Infusionsoft Lists.
  • Filter and Sync only those records who meet specific criteria from CRM.
  • Opt-outs managed automatically in NetSuite from Infusionsoft.
  • Custom field mapping between both systems.
  • NetSuite supported Saved Search record types: Contact, Customer, Partner, Transaction, Employee and Vendor. Each Saved Search is synced to an Infusionsoft tag.
  • Sync specific Infusionsoft tags to CRM.
  • When a NetSuite record is no longer in the NetSuite Saved Search SyncApps will also remove the tag in Infusionsoft from the record.
  • NetSuite always takes higher precedence over Infusionsoft. Any contact changes in NetSuite will always be synced to Infusionsoft.
  • Contact and lead data is synced from Infusionsoft only if the email address doesn't exist in NetSuite at the time of syncing.

 Each Saved Search is synced to an Infusionsoft tag so you can kick off automations. 

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

NetSuite Saved Search best practices & options for integration

Do you have any questions regarding the integration options for NetSuite Saved Searches?  

First, to find the Saved Search internal ID (numeric) ID just look for the ID which is at the end of the NetSuite Saved Search URL in your browser when you run it to see a Saved Search you are dealing with today.

Take a look at this question below from one of our subscribers might 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.

save image

inline-816556840.png

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.

inline-1092025911.png

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.

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!

promag-enviro.png

Feel free to reach out 24/7 to our Support Team if you get stuck.

 

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.

There are a few ways to accomplish this setup so we will explore a few scenarios.

Scenario 1:

Watch a video on setup first which uses Drip for NetSuite.  This same process can also be applied to any Marketing Automation solution like Mailchimp, Constant Contact, Delivra or others using NetSuite to drive the abandoned cart records into their eCommerce email platforms.

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

  1. Create a workflow inside of Drip for those who flow over in the integration.
  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 Tag inside of Drip which will be triggering the first "Come Back" series for the product they left in the Shopping cart.

 

Drip and Magento Integration Screenshot

Drip_to_NetSuite_Flow___Creately.png

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

Saved_Transaction_Flow__2_.png

Scenario 2:

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 an Audience 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 Audience in Mailchimp where the automation is set as Saved Searches sync to Groups then also places the member into an Audience which is the Mailchimp Main Audience 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 3:

The Audience in Mailchimp could be called Abandoned Cart and then the new record which lands in the Audience can have automation on it as automation in Mailchimp only fire on Audience, 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.

Watch a quick video on setup.

Note:

Unfortunately, it is still not possible to retrieve additional search fields using the most current API version of NetSuite.  When they allow it we will support these fields below:

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

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.

Getting Started