Login to Infusionsoft and go to Marketing > Campaign Builder.
Edit the campaign you want to track.
Drag and drop a Sequence into the canvas.
Connect the sequence to your trigger (e.g., Web Form Submitted).
Double-click the Sequence to edit it.
Drag and drop Send HTTP Post from the process menu.
Double-click Send HTTP Post to configure it.
POST URL: Paste the Webhook URL you copied from Tracenudges.
Name/Value Pairs: Add the fields you want to send. Use the merge fields from Infusionsoft.
fn = ~Contact.FirstName~
ln = ~Contact.LastName~
e = ~Contact.Email~
phn = ~Contact.Phone1~
ct = ~Contact.City~
st = ~Contact.State~
cn = ~Contact.Country~
Toggle the step from Draft to Ready.
Go back to the Campaign level and click Publish.
Historical Data: Once the integration is active, Tracenudges will start receiving real-time data from your Infusionsoft campaigns.Done.Please test by submitting a form or triggering the campaign sequence and visiting the Tracenudges – Dashboard Data page. Here, you can see all the captured/received data with its source name.Note: Make sure you select this integration as the data source for the nudges (Customize Nudges > Data-source > Select this integration).Important: After making changes, check your nudges in a private/incognito browser window to avoid cache issues.Need Help? Explore our Troubleshooting Guide or contact our live chat support from your Tracenudges account. We’re here to assist you promptly.