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Customer Group Syncing

With Revenue Conduit, you can sync your customer groups to a custom field in Infusionsoft. 

First, create a custom field in Infusionsoft:

  1. Sign in to Infusionsoft
  2. Hover over the Infusionsoft logo
  3. Under Admin, click on Settings
  4. Click "Go" next to Set up Custom Fields for: Contacts
  5. Click "Add" to set up a custom field
  6. Name your custom field Customer Group
  7. For Magento, BigCommerce, Woocommerce and Volusion, change the Type to Dropdown
  8. For Shopify, make the field either the text field or the long-text field depending on how many tags you think a customer may have. Skip step 9 below and go to step 10.
  9. In the Options field, input your customer groups. Please see the instructions below for how to do this for each shopping cart Revenue Conduit integrates.
  10. Click "Show advanced options"
  11. In the Tab dropdown, choose Revenue Conduit
  12. To the right of the Header dropdown, click "Add new header for selected tab..."
  13. Type Customer Group and click Save 
  14. Once you have created the custom field, click on the "View the field database names (for the API) link on the Contact custom fields page in Infusionsoft. Find the custom field you just created and copy the Database Name.
  15. Login into http://admin.revenueconduit.com 
  16. Click on your Infusionsoft application from the left navigation
  17. Click on Settings
  18. Find the Customer Group field and paste in the Database Name from Infusionsoft
  19. Click "Save"

Magento

Customer Group Values: The values in the Infusionsoft dropdown fields must match the names of your customer groups in Magento. You may find your customer groups by hovering over Customers in Admin and then clicking on Customer Groups. 

Shopify

Customer Group Values: Shopify Customer Group Syncing works a bit different than the other carts. Because Customer Groups are handled through customer tags in Shopify, Revenue Conduit will auto-create a tag and associate it to the contact record in Infusionsoft ias long as the tag exists in Shopify. When Revenue Conduit receives a customer update notification, Revenue Conduit will add the tag to the "Tag Category" called "Store Customer Group". Secondly, we will also populate a custom text field on the contact record with a comma-separated list of all the customer's tags. Revenue Conduit will also auto-create the custom text field.

BigCommerce

Customer Group Values: The values in the Infusionsoft dropdown fields must match the names of your customer groups in BigCommerce. You may find your customer groups by clicking on Customers in Admin and then clicking on Customer Groups. 

Woocommerce

Customer Group Values: The values in the Infusionsoft dropdown fields must match the names of your customer groups in Woocommerce. You may find your customer groups by clicking on Customers in Admin and then clicking on Customer Groups.  According to the Woocommerce Documentation on Customer Groups it appears that by deafult they only have 3 user roles: Admin, ShopManager, Customer https://docs.woocommerce.com/document/roles-capabilities/. but we have confirmed that you can create custom groups as well.

Volusion

Customer Group Values: The values in the Infusionsoft dropdown fields must match the IDs of your customer groups in Volusion. 

When do Customer Groups sync? 

A customer's Customer Group will sync when Revenue Conduit detects a Customer Update in your shopping cart's database.

How do I use this data in Infusionsoft?

Good question. You can use the custom field to route your customers in a campaign. When someone buys, you can have one sequence for one customer group, and another sequence for the other customer group. 

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