How to Stop an Infusionsoft Campaign Once a Non-Billed Client Invitation is Accepted

Here’s how to stop an Infusionsoft campaign once a non-billed client invitation is accepted. (Only applicable to White Labeled Platforms.)

*Note – You may want to change the quality of the video below to 1080p by clicking the gear icon and selecting the “1080p HD” option.

 

Step-by-Step Guide:

Step 1: Choose Exercise.com.

 

Step 2: Click the radio button for “New Client” then click “Continue.”

 

Step 3: Either choose an existing Exercise.com account or connect a new one then click “Save + Continue.” 

 

Step 4: Zapier will confirm you have at least one new client created then click “Continue.” 

 

Step 5: Once you confirm test is successful, then click “Continue.”

 

Step 6: Now choose Infusionsoft. 

 

Step 7: Choose the radio button for “Tag Existing Contacts” then click “Save + Continue.”

 

Step 8: Choose an existing account or connect a new one then click “Continue.”

 

Step 9: Fill in the required information then click “Continue.”

 

Step 10: Verify the information then click “Send Test to Infusionsoft.” 

 

Step 11: Click “Finish” to finalize this trigger.

 

Step 12: Now you can name your Zap, choose the folder, and most importantly toggle it “On.”

 

Now that you can stop an Infusionsoft campaign once a non-billed client invitation is accepted, you can skillfully and easily manage your clients.

Updated on October 30, 2020

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