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Segment your MINDBODY Studio clients according to the classes they take, events they attend, appointments they make or the products they buy from your business.
Each segment becomes a tag in Infusionsoft on your client's record of the same name as the Class, Event, Appointment or Product name. For Mailchimp, each becomes a Group or Segment under your Master List.
Only applicable for MINDBODY SyncApps.
Sync Campaign Response means that we will bring back unlimited marketing metrics to CRM from your Marketing Automation solution. We can even sync just records with opens or clicks activity to allow lead nurturing in CRM as well as what they clicked on in your drip marketing campaigns. Email Marketing Campaigns are synced back to CRM every time a sync runs or 24 hours based on your sync schedule settings.
Need Email Marketing Campaign history synced in real-time?
Try our Enterprise plan today which meets this need or just press the "Sync Now" button on all plans to sync Campaign Response!
Map unlimited Custom Fields between your software applications connected in Step 4 of the Sync Profile.
Constant Contact subscribers are limited to only the 15 Custom Fields allowed on V2 API of Constant Contact. Once V3 API of Constant Contact is released with all features like Email Campaign functionality we will support their new 25 custom field limit instead of the 15 preset custom field current limitation.
Read more on Custom Field Mapping Feature in our article here.
Try out our Filtering and Segmentation feature which if using a filtering criteria then only records which match any of the filter criteria (AND/OR) within a segment will be synced from your CRM.
Read more on Filtering and Segmentation Feature in our article here.
Filter records from Mailchimp, Constant Contact and more back to CRM.
The Full Sync Add-On is applicable to CRM and eCommerce platforms and can be used in our trials and paid plans. The CRM must have List integration to be able to use Full Sync.
Read more about how the Full Sync Feature can automate your contact management today in our article here.
Once you are trialing the Add-On or purchase it outright on a plan you can set the schedule from the Add-Ons in Step 3 to Manual, Daily or Weekly.
You can set up your Full Sync schedule and Contacts or Leads removal from CRM list(s) or tags will be removed from matched Act-On/Constant Contact/Drip/Infusionsoft/Mailchimp/Klaviyo/VerticalResponse List(s)/Group(s) during a Full Sync.
If needing removal from a Mailchimp Audience and not just a Group please select this option in Step 2 of your integration today.
The Full Sync option is visible in the Add-On Tab in Step 3 only if the subscriber selects a segmentation feature (either NetSuite Saved Search, NetSuite Subscriptions, Dynamic 365 Marketing List, Zoho Campaign or List View, Salesforce Campaign or List View, Bullhorn Tearsheet) or our "Enable Segmentation" feature in Step 5.
Sync unlimited Marketing Lists (NetSuite Saved Searches, NetSuite Subscriptions, Salesforce Campaigns or Marketing Lists, Zoho CRM Campaigns or List Views, Highrise Tags, Dynamics 365 Marketing List, SugarCRM Target List, and even eCommerce segmentation strategy features for Volusion, 3dCart or Shopify) to your Marketing Automation solution.
Get real-time sync anytime you like with Sync On Demand. Need to manually press Sync Now so you can migrate some data from your CRM?
Need to bring back your Marketing metrics now? Sync on Demand brings back Campaign Response each time it is used on your Sync Profile.
Grab this Add-On today to control your integration in real-time!
Let's face it sometimes you need the data now when your boss or colleague ask you to make sure the CRM lists are matching your marketing automation side. If you need a tighter sync time (every 6 or 12 hours) to get data synced during your business day then grab this Add-On for your Free or Basic plan today.
Need to sync all or specific Constant Contact email list(s) back to CRM, Accounting, and Financials aside from your Specified Main List in Step 2? Well, this Add-On is for you. Only applicable for Constant Contact SyncApps.
Sync Zoho CRM Potentials information to your Marketing Automation solution to kick off automations in real-time! If this Add-On is enabled the "Last Potentials" fields in Zoho CRM will be available in custom field mapping tab in your Sync Profile while in Edit mode.
What this means is you will be able to see the last stage and Potentials name directly in Contact or Lead information.
Only applicable for Zoho CRM SyncApps.
If Zoho Potentials exceed 10,000 then API calls will be increased in your account.
Grab 2 more Sync Profiles to manage your real-time business. Let's face it you sometimes just need to set up more landing pages to feed your SyncApps or different Sync Profile configurations before you are ready to move to our Enterprise plans.
Sync any CRM Checkbox Field on the Lead or Contact record to your Marketing Automation Lists/Groups/Segments.
Only applicable for NetSuite, Salesforce, Dynamics 365 and Zoho CRM integrations.
Read more here.
Please note that using Checkbox Fields for Segmentation will override Step 1 Campaign or List selection in your Sync Profile.
List Sync & Custom Field Mapping Add-Ons are required on Free Plans to work with Checkbox Fields.
Need to sync a custom field instead of the standard Email Opt-Out field in your CRM?
Grab this Add-On today to expose the Custom Opt-Out field in your Custom Field mapping area to map over your CRM Custom Opt-Out field to your Marketing Automation's Unsubscribe field.