ScheduleOnce works in tandem with Infusionsoft to help generate leads, increase sales, and save time. ScheduleOnce offers unrivaled automation and flexibility in its easy and organized interface. You'll never need to juggle between calendars, time zones, appointments, and marketing sequences again.
ScheduleOnce supports your business in the following key scenarios:
Lead generation and qualification: Invite prospects to schedule consultations and product demos directly from your website or via your marketing campaigns. Each booking creates an Infusionsoft Appointment, updates or creates a new Infusionsoft Contact record, and assigns it to the relevant Infusionsoft User. This ensures that all leads can be acted upon in the quickest possible timeframe.
Contact activities: Schedule any type of appointments such as onboarding, training, setup sessions and more. Any booking with a customer is automatically recorded and tracked in Infusionsoft, increasing productivity and keeping customer data up-to-date.
Marketing automation: The Infusionsoft contact is automatically created with a lead source, tracking code, and all relevant classifications and tags. This enables automatic triggering of follow-up sequences and automated campaigns, making ScheduleOnce a seamless extension of Infusionsoft’s powerful marketing automation features.
ScheduleOnce connector for Infusionsoft offers the following features:
Scheduling with your Infusionsoft contact base: When you ask your existing Infusionsoft Contacts to make bookings, ScheduleOnce identifies a contact by their record ID, eliminating the need to ask for information you already have. This enables a better customer experience and improved conversion rates.
Scheduling with prospects: When you ask any customer or prospect to make a booking, ScheduleOnce uses their email address to check if the contact exists in Infusionsoft. The contact is then automatically created or updated based on your record creation rules.
Infusionsoft record creation: When a booking is made and the customer doesn’t exist in Infusionsoft, a contact record is automatically created with all information provided by the customer.
Automatic record updating: When a booking is made and the customer already exists in Infusionsoft, the contact record is updated based on your record update rules.
Automatic appointment creation: Every ScheduleOnce booking creates an appointment in Infusionsoft and adds it to the Infusionsoft Calendar. The appointment is automatically related to the relevant Contact record.
Automatic appointment updates: The appointment is automatically updated with any changes taking place throughout the booking lifecycle, including when the booking is canceled, rescheduled, completed, or set to no-show.
Infusionsoft tags: Automatically add Infusionsoft tags to different phases of the booking lifecycle. For example, you can apply a follow-up tag to every booking that is canceled by the customer, or a thank you tag to every booking in completed status.
Booking lifecycle tags: ScheduleOnce lifecycle tags are automatically created and continuously updated throughout the booking lifecycle. Lifecycle tags allow you to satisfy campaign goals, run manual campaigns, and create targeted email broadcasts using historical data.
Field mapping: When a booking is made, ScheduleOnce system and custom fields can be automatically mapped to any Infusionsoft system or custom field.
Record assignment: When a booking is made, contact records can be automatically assigned to the booking page owner or maintain their existing ownership.
Automatic classification: When a booking is made, the contact and appointment are automatically classified and prioritized in Infusionsoft.
Lead sources: When a booking is made via ScheduleOnce, web lead sources are automatically assigned to every booking contact.
Integrated links: The link to the Infusionsoft Contact record is available in all ScheduleOnce activities and notifications, enabling a seamless connection between the two systems.
Web tracking: The Infusionsoft tracking code helps you optimize your booking forms by capturing visitor activity and making it available for analysis in Infusionsoft.