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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

Subscriber:

I've noticed over the past few weeks that our syncs seem to be taking a really long time for a small amount of data.

Like 15-20 minutes for each sync when only one or two records have changed.  Is there something going on here beyond regular NetSuite slowness?  

Cazoomi:

It seems the NetSuite Saved Search last modified criteria addition does not work or the customers are constantly updated so always 229 records retrieved from NetSuite.
 
 

Could you please send us the screenshot of the criteria used in saved search?

Subscriber:

The saved search criteria are below.  Thoughts? 

Cazoomi:

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:
If Saved Search criteria "Use Expressions" is checked then criteria MUST be wrapped with parenthesis "(" and  ")" because SyncApps will need to add 1 more last modified criteria. If wrapper parenthesis is not added then saved search could produce incorrect result especially if criteria contains OR logic.

*Please note Summary Saved Searches are not supported in NetSuite API so please do not use these types.

Please note that there are 3 options to choose from to determine which records from NetSuite sync to Handshake:

  • Sync All Customers

    All Customers will be synced to Handshake.

  • Sync Specific NetSuite Subscriptions

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

  • Sync Specific NetSuite Saved Searches

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

    If Saved Search criteria "Use Expressions" is checked then the criteria MUST be wrapped with an outermost parenthesis "(" and ")" because 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:

    http://support.cazoomi.com/hc/en-us/articles/204089345

 

MailChimp - sync NetSuite's robust eCommerce today!

Tie MailChimp to NetSuite's robust eCommerce today!

How it works in detail here

 

MINDBODY Segmentation By Product & Service for Infusionsoft is here!

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 out this week!

*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.

 

 

 

How SyncApps Integration Works in Real Life

Select your SyncApps - integrate your business Apps!

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

Signing up for an account is as easy as putting in your Email, Name, Company Name and choosing your password.

After you create an account, you and your company will get instant access to all Sync Profiles for 2 weeks and we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

Subscribe today and save tons of time with SyncApps!

How can I get a copy of my Invoice?

SyncApps just keeps getting better. Invoice download is finally here! This year we launched a few key updates to SyncApps! Here's the new invoice area : 

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Newly rolled out "Invoices Resend" on My Account in your SyncApps.

Until this year, the only way to get all your invoices was to check your email.  This was pretty helpful for getting invoices but if you missed one then what?

We have rolled out "Invoices Resend" on My Account so please head to your SyncApps dashboard, press "My Account" to get your last 10 invoices anytime you need them.

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!

NetSuite Shopping Cart Saved Search syncing to MailChimp

The feature "Sync Shopping Cart Saved Search" under our Saved Search types is currently not supported by SyncApps, however, this enhancement is on our product roadmap this year.

As an alternative workaround to this limitation for Saved Search Types, we do support is using a Customer Saved Search.

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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 place 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.

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 automations in MailChimp only fire on Lists, not Groups.

Here's an example:

As for the Saved Search:

From NetSuite use a Customer Saved Search:

Customer Search 

and then create a filter in the Saved Search:

Shopping Cart: Date last item added (I have it set to 2 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 Segment "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.

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 so 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...

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.

How to sync Abandoned Shopping Cart in MailChimp for NetSuite

Abandoned Shopping Cart feature is one of the most requested features by thousands of our loyal subscribers.

Due to popular demand, the SyncApps Development team is building out enhancements for NetSuite integrations for SuiteCommerce, to be released during the early part of 2018.

 

 

Here’s the workflow on how to setup the Abandoned Cart sync today.

For the MailChimp side, you can certainly link the customer to a List/Group/Segment in MailChimp to also tag them if you like as abandoning the cart using some field in our Mapping setup (Step 4 of your Sync Profile), which is triggered when the customer does this action. A simple workflow in NetSuite to update the "Abandoned" field should work for it.

 

Questions:

1) The follow-up message (abandoned cart) is sent right away? Or is it a scheduling process a few times a day?

2) Can we send a coupon with that message, so that we can improve the chance of conversion?

Yes, that is standard SuiteCommerce feature/functionality for real-time and coupons sending if you like from NetSuite.

If you want to use MailChimp instead to send the email then just map a field to sync in real time to the MailChimp list.

An example would be to map the coupon field thus triggering a MailChimp Automation you have set up prior.

Campaigns___MailChimp.png

See our MailChimp for NetSuite Marketing Automation video here.

Automatically create MailChimp Static Segments

MailChimp Static Segments is a type of saved segment that includes only the subscribed contacts who shared specific common qualities when you created it.

See the full definition here

SyncApps rolled out this enhancement this 2018 to help our clients to target their specific customers without manually putting them into segments. Just set it then let SyncApps do the magic! This enhancement is very useful to CRM, Financial, and especially for eCommerce integrations.

To see how to do a Static Segment in MailChimp manually let's try:

  • Head to your Lists in MailChimp and select a specific List.
  • Once you have selected a specific List, tap "Manage Contacts" and "Segments" then "Create Segment".
  • Set the criteria, let's say on the list you want to target a Campaign to customers with the those ending with "@gmail.com". Email Address > Ends with > @gmail.com.
  • Tap Preview Segment then this will show a segment with specific contacts under that list, tap " Save as Segment. Then there you have it!

Now let's see how it works automatically to create MailChimp Static Segments with SyncApps

It is easy to now automatically create Static Segment(s) based on your CRM Marketing List(s), Tag, Saved Search(s), Tearsheet(s), Campaign(s), or even eCommerce Product(s) and Variation(s) you have set up in Step 1 of the Sync Profile.  (What is a Sync Profile?)

All_subscribers_of_SyncApps_Worldwide_Subscriber_List___MailChimp.png

Please note that if MailChimp user exposes Groups on the Update Profile form then SyncApps will sync to the Marketing List or Campaign if these Campaign/List to Groups have been synced prior via SyncApps.

In Step 2 of the Sync Profile, you will need to select "Use Static Segment" under the Segmentation Method option. Save and Reset Sync Process then Sync Now.

https___syncapps_cazoomi_com_sync_profile_edit_profileId_956579175_wizardId_d0132495_a20f_4c9a_aa09_31317fe304e61524185034157_step_config_mailchimp__1_.png

This feature is used by subscribers to overcome MailChimp's 60 Group limitation per list if using many products or categories in your system of record to sync to MailChimp.

NOTE: records in Static Segments cannot be removed automagically via SyncApps yet you can just delete them all on a regular basis in MailChimp and let Salesforce or your CRM being used to repopulate each Static Segment on your scheduled sync to have a trued up Segment for your Marketing Automation campaigns running on MailChimp.

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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