Tutorial

What settings need to be updated to integrate MemberGate with Infusionsoft?

A. Set Your Site to Connect to Infusionsoft 

1. In the control panel under 'Master Settings' choose 'Custom Settings'.

In the control panel under 'Master Settings' choose 'Custom Settings'.

 

Custom Settings
2. In the 'Integrate Infusionsoft' box, choose 'Yes' from the drop down.

In the 'Integrate Infusionsoft' box, choose 'Yes' from the drop down.

 

3. Press the 'Apply Changes to Settings' button

Press the 'Apply Changes to Settings' button

 

 



B. Enter the InfusionSoft API Settings

Click on each section to expand for more information.

1. Under 'Commerce' choose 'Infusionsoft'

Under 'Commerce' choose 'Infusionsoft' 

 

Infusionsoft
2. In the 'API URL' box enter the URL that you use to login to InfusionSoft

In the 'API URL' box enter the URL that you use to login to InfusionSoft

this will be something along the lines of yourdomainname.infusionsoft.com

 

3. In the 'API Key' box, enter the API Key that is associated with your Infusionsoft account

 In the 'API Key' box, enter the API Key that is associated with your Infusionsoft account This will be somewhere in your Infusionsoft settings, but you may need to contact Infusionsoft in order to retrieve that.

 

4. In the last three boxes, you will need to enter codes that MemberGate can use in order to create the products in InfusionSoft that correspond to your products in MemberGate

In the last three boxes, you will need to enter codes that MemberGate can use in order to create the products in InfusionSoft that correspond to your products in MemberGate. It is entirely up to you what codes you use, but as a guideline it may make sense to use the initials of your domain name along with the box type name.

For example if your site was called mydomainname.com the codes could be something similar to:

Member Plan Code - mdnplan
Product Code - mdnprod
Affiliate Code - mdnaff

 

5. Press the 'Submit' button

Once you have entered these values press the 'Submit' button.

The resulting message will let you know if there has been a successful connection to Infusionsoft.

If you receive another message, please send your API URL and API Key to support@membergatesupport.com and we can assist you.

 

 

 


C. Setup the List Server Sign Codes

'Set up the List Server Sign Codes' and add in the ID numbers of any tags or actions sets that you want to apply to members/customers when they purchase that particular product.

Click on each section to expand for more information.

1. Under 'Master Settings' choose 'Edit Member Plans'

Under 'Master Settings' choose 'Edit Member Plans'

 

Edit Member Plans
2. Select the member plan that you would like to add the list server code to

Select the member plan that you would like to add the list server code to

3. In the 'List Server Sign Up Code' box choose 'Infusionsoft'. Then select the relevant IDs in the Tags and Action Sets boxes

 In the 'List Server Sign Up Code' box choose 'Infusionsoft'. Then select the relevant IDs in the Tags and Action Sets boxes.

*NOTE:  You do not have to enter any tags or action sets, and the user/customer will still be synced into InfusionSoft.