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Infusionsoft RC Settings: Order Automation

Order Automation Settings - When a new Order is initiated in your Shopping cart, you can set up these various automation triggers to start Infusionsoft automation.

  • Order Tag - Applies an Infusionsoft tag you specify when a new Order is initiated in your Shopping Cart. Insert the ID Number of the particular tag you want to use. Navigating to the Infusionsoft Tag editor where you can Find the ID Numbers is located in this article
  • Order API Call - This is used to trigger Goals in Infusionsoft campaigns. It sends an Infusionsoft API call phrase you specify when a new Order is initiated in your Shopping Cart. Here's Infusionsoft's article with a section that discusses API Call goal methods in campaigns.
  • Invoice Paid API Call - Use this to trigger Goals in Infusionsoft campaigns when an order is successfully marked as paid. This API call (rfmcalc) is fixed and cannot be changed, and we discuss it in this Revenue Conduit article.
  • Order Follow-Up Sequence - (LEGACY Infusionsoft feature) Initiates Legacy Infusionsoft functionality, if you use an older Infusionsoft Follow-Up Sequence (FUS) in your marketing. You'd put the ID Number of the FUS in this field and save the settings in order to trigger that FUS whenever a new Order is initiated. Infusionsoft's Help Center doesn't have accessible articles on this feature, so contact Infusionsoft support for finding your FUS ID Number if you need help.

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