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Infusionsoft: All Tags and Fields in Standard Marketing System

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We do not offer support for our Infusionsoft Marketing System outside of this Knowledge Base documentation. All Marketing System functionality is built off of standard Infusionsoft functionality. You can view our full Level of Service Agreement, here. For any data-sync issues, immediately contact: support@revenueconduit.com

All Tags and Fields in Standard Marketing System - Version 3.4.0

Infusionsoft Marketing System Tags - Version 3.4.0

Email Broadcast Lists

  • Cart Checkout Newsletter Subscriber
  • Current Month - All Newsletter Signups
  • General Newsletter List

  

New Customer Welcome & Get 2nd Order Campaign

  • Stat: Attributed Conversion
  • Stat: Campaign - Active Contact
  • Stat: Campaign - Conversion
  • Stat: Campaign - Recipient
  • Stat: Current Month - Conversion

 

New Lead Welcome and Conversion Campaign

  • #Start: Website Popup Lead Signup
  • Lead Source: Embedded Webform
  • Lead Source: Website Popup
  • Stat: 1st Purchase Conversion
  • Stat: Attributed Conversion
  • Stat: Campaign - Active Contact
  • Stat: Campaign - Conversion
  • Stat: Campaign - Recipient
  • Stat: Current Month - Conversion
  • Stat: Current Month - New Lead Opted-In
  • Stat: Existing Customer - Not Eligible for Offer

 

Revenue Conduit

  • #Start: Customer Reengagement Campaign
  • #Start: New Customer Campaign
  • #Start: Settings Test A
  • #Start: Settings Test B
  • Active In Any Campaign
  • Active Payment Authorization Window (auto removal)
  • FAILED Coupon Code Generation
  • REQUESTED Coupon Code Generation

 

Segment Tags

  • Customer
  • New Lead
  • New Customer
  • Lost Lead
  • Long-Term Lead

 

Shopping Cart Abandonment Marketing

  • Stat: Campaign - Active Contact
  • Stat: Campaign - Conversion
  • Stat: Campaign - Recipient
  • Stat: Current Month - Abandoned Cart Followup
  • Stat: Current Month - Conversion

 

Infusionsoft Marketing System Custom Fields - Version 3.4.0

Revenue Conduit needs a total of 21 custom fields available in your Infusionsoft account to build your Marketing System.

RFM Segmentation

  • Order Frequency Rating - Type: Dropdown - The Frequency rating of the customer is stored. (Ex. Customer Frequency Rating is 4)
  • Monetary Rating - Type: Dropdown - The Monetary rating of the customer is stored. (Ex. Customer Monetary Rating is 4)
  • Order Recency Rating - Type: Dropdown - The Recency rating of the customer is stored. (Ex. Customer Recency Rating is 4)

 

RFM Fields

  • Total Order ValueType: Currency - The total value of orders made by the customer is stored. (Ex. Customer no.1 has a total of $1500.00 value of orders).
  • Average Order ValueType:Currency - The average order value made by the customer is stored. (Ex. Customer no.1 has an average order value of $250). 
  • Total Number of OrdersType: Whole Number - The total number of orders made by the customer is stored. (Ex. Customer no.1 has 29 orders).
  • First Order DateType: Date - The first order date of the customer is stored from the time you signed up in RC up to today. (Ex. The date 5/12/2016 where the customer made its first order). 
  • First Order Value - Type:Currency - The first order value of the customer is stored from the time you signed up in RC up to today. (Ex. The first order value of customer no.1 is $150.00). 
  • Last Order DateType: Date - The last order date of the customer is stored from the time you signed up in RC up to today. (Ex. The date 5/12/2016 where the customer made its last order). 
  • Last Order ValueType: Currency - The last order value of the customer is stored from the time you signed up in RC up to today. (Ex. The last order value of customer no.1 is $150.00)
  • Average Days Between OrdersType: Whole Number - The average days between orders made by the customers is stored. (Ex. The average days between the orders is 2 days, so every 2 days there will be orders). 
  • Account Creation DateType: Date - The date of the account creation is stored. (Ex. The account was created on 5/12/2016.

 

ROI Tracking

  • New Lead Campaign - Type: Currency - The order value made by the customer under the New Lead Campaign is stored. (Ex. Customer no.1 has a total of $1500.00 value of orders).
  • New Customer Campaign - Type: Currency - The order value made by the customer under the New Customer Campaign is stored. (Ex. Customer no.1 has a total of $1500.00 value of orders).
  • Abandonment Marketing Campaign - Type: Currency - The order value made by the customer under the Abandonment Marketing Campaign is stored. (Ex. Customer no.1 has a total of $1500.00 value of orders).

 

Customer Group

  • Customer GroupType: Dropdown - The Customer group of the customer is stored. (Ex. The Customer is part of the Wholesale group).

 

Last Product Bought Name

  • Last Total Number of Products Bought - Type: Whole number - The total number of products bought by the customer during hi last order. (Ex. Customer no.1 bought 5 products on his last order so 5 will be stored).
  • Last Product Bought NameType: Text - The product name of the last product that the customer bought. (Ex. Customer no.1 bought product1011 so "product1011" will be stored).

 

Shopping Cart Abandonment Marketing

  • Total Value of Cart ItemsType: Currency - The total value of items that customer abandon on his cart. (Ex. Customer no.1 has an abandon cart worth $300. So $300 will be stored).
  • Total Number of Cart ProductsType: Whole number - The total number of product that was on the customers abandoned cart. (Ex. Customer no. has 5 items under his abandoned cart. So 5 will be stored).
  • Abandoned Cart URL - Type: Text - The url of the customer's abandoned cart. (Ex. Customer abandoned cart url is www.revenueconduit.com/abandonedcart12437596. So www.revenueconduit.com/abandonedcart12437596 will be store).

  

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