05008 – Build a List of Buyers with Infusionsoft

If you use Infusionsoft as your Emailing System, follow the steps below to build your Buyers List.

You have two options, either setup an Infusionsoft Order Page, or a Standard Order Page, depending on which Merchant system you use.

Setup an Infusionsoft Order page
  • Go to Campaigns then select the relevant campaign you would like to work on.
  • Click on +Add New Page.
  • In the next screen, give your page a name
  • Under Select Page Template drop-down, select Order Pages.
  • Once opened, select Infusionsoft Order Page
    Immediately the page editor will open.
  • In the left-sidebar menu, select Payment Settings.
  • Complete the relevant fields to setup your order page.
    For more details, go to + Working with Infusionsoft Order or Upsell pages
  • Scroll down to the (Optional) Infusionsoft Tag section and select the tag you would like Buyers linked to.
  • Once done, click on SAVE CHANGES.

Infusionsoft Contacts are automatically created for brand new customers when the Infusionsoft Order page is submitted. By adding a tag to your customers, you can easily track who all your Buyers are and build your list.

Setup a standard Order Page
  • Go to Campaigns then select the relevant campaign you would like to work on.
  • Click on +Add New Page
  • In the next screen, give your page a name
  • Under Select Page Template drop-down, select Order Pages.
  • Once opened, select Order Page
    Immediately the page editor will open.
  • In the left-sidebar menu, select Payment Settings.
  • Complete the relevant fields to setup your order page.
  • Scroll down to More Options and click on the toggle and select Add to Infusionsoft.
    Once open, under Infusionsoft Tag section, select the tag you would like Buyers linked to.
  • Once done, click on SAVE CHANGES.

Once setup, if a user submits the order form and the contact does not exist in Infusionsoft, this user will be added to Infusionsoft and the Buyer tag will be applied. If the contact does exist, then only the tag will be applied.

TIP! If you don’t see any of your Infusionsoft tags visible, make sure that your Infusionsoft integration is setup correctly. For steps to do this, go to
+ Integrating Infusionsoft with your website