The user interface of the "Lead Generation" element has been upgraded! Please, check out the changes here, before using the element.
The integration is available for Infusionsoft (by Keap), and not for the other available tools that you can get from Keap.
Get the Infusionsoft API keys
To connect with Infusionsoft, you first need to log in to your account and get the client ID and the API key details.
The client ID is represented by the sequence before the infusionsoft.com part in your address bar:
Then, for the API key, you have to go to the "Settings" section of your Infusionsoft Admin panel:
Here in the "Settings" panel, click on "Application":
And now scroll down to the bottom of the page, where you can find your API key details:
Add the keys to your Thrive Dashboard
In order to start using Infusionsoft with one of your forms, you'll first have to make sure you have created a valid connection in your Thrive API Connection Dashboard.
First, access the Thrive Dashboard from your WordPress Admin Dashboard:
Next, look for the API Connections card, and once found, click on "Manage Connections":
Then, click on the "Add New Connection" card in order to start setting up the Infusionsoft connection:
Click on the "Select an app" drop-down field, in order to load the full list of available services. Under the "Email Marketing" section you will be able to find and select Infusionsoft:
You will then be requested to insert the API details which you've copied from your Infusionsoft account. After you add them, click on "Connect":
If the connection was successful, you will get this notification letting you know that you can now start connecting your opt-in forms to your account:
The connection can be edited or removed at any time from the same "API Manager" dashboard:
Connecting Infusionsoft to a "Lead Generation" element
After you have set up your API Connection with Infusionsoft, you are ready to connect it to a "Lead Generation" element.
In order do that, open the page or post on which you want to add the "Lead Generation" element and look for it in the right sidebar:
Drag and drop the element to the page/post as you best see fit and select the desired template for it:
Now you are able to use the left sidebar "Main Options":
You can use the options to customize the element. If you want to learn more about what each option does, make sure to read this article.
1. Add Connection
In order to set up the integration, look for the "Connection" section of your left sidebar options and make sure that "API" is selected:
Click on "Add Connection":
Expand the "Choose connection" drop-down list, look for the Infusionsoft integration, and once found, select it:
The next step is to select a tag which you have previously set up in your Infusionsoft account:
Adding tags allows you to segment your contacts based on various criteria, and send targeted e-mails based on that criteria.
2. Set up the form fields
Now that the connection has been made, you can start setting up the form fields:
You can find out more information about form fields, in the dedicated section of the "Lead Generation" article, that you can find here.
The connection is now ready to be used. Don't forget to save all the changes, by clicking on the green "Save Work" button from the bottom left side of the screen:
Connecting Infusionsoft to Thrive Leads
If you want to connect one of your Thrive Leads opt-in forms with Infusionsoft, you can do that as well.
The first thing you need to do is access your Thrive Leads Dashboard. To do that, hover over the Thrive Dashboard section of your WordPress Admin Dashboard, and click on Thrive Leads:
You can now select the Lead Group which has the opt-in form which will be used for the Infusionsoft connection:
Click on the "Edit" button next to the form you want to access:
And in the newly opened dashboard, click on "Edit Design":
This will open the Thrive Architect editor, from where you can start editing the "Lead Generation" element available within that form:
When you select it, the "Lead Generation" options will appear in the left sidebar:
You are now able to set up the connection, just like in the case of connecting Infusionsoft to a "Lead Generation" element, described above.
These are the steps for setting up a connection between your Infusionsoft account and a "Lead Generation" element, or a Thrive Leads opt-in form.
Don't hesitate to check out our knowledge base if you want to read more about API Connections and how Thrive Leads works.
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