The integration works to automatically add webinar registrants to your mailing list in Keap (previously Infusionsoft). Do this if you want to continue communicating with registrants via Keap after your webinar or simply collect email addresses for future use.
To set up the integration for the first time:
Step 1: Click Integrations from the left menu.
Go to 3rd Party Apps.
Step 2: Click Connect under Keap.
Log into your Keap account by entering your email address and password.
Allow integration permissions by clicking Allow on the next page.
You will get a message that the connection was successful. Keap will now appear Connected.
Step 3: Select an existing tag that you want to use then click Update. This is applied to all registrants- attendees and non-attendees. Lists are currently not supported.
Once done, the integration will appear Active.
You're all set! Your webinar registrants will now be synced with Keap. All of your upcoming registrants will now be added to your Contacts with the Keap tag you specified.
To change the default setting:
Go back to Integrations > 3rd-Party Apps, then click the gear icon under Keap. You can also disconnect the integration from here by clicking the power icon.
To add registrants from a particular webinar with a different tag:
Step 1: Click My Webinars from the left menu.
Find the webinar for which you want to change settings, click Options to the right of it, then click Email Integrations.
Here you will see all CRMs currently connected to your account. Choose Keap or any one of the CRMs and click the gear icon to the right of it.
Step 2: On this page, you will see the title of your webinar at the top and the status "Active (account settings)" which means that this webinar currently follows your account default settings.
You can now choose another tag for this particular webinar then click Create for Webinar.
For further assistance, contact us through live chat at the bottom right of this page or send us an email at firstname.lastname@example.org.