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Fortapay/Infusionsoft Automation Workflow

LEGACY ALERT: This article is based on legacy features in Infusionsoft. We suggest that you integrate Fortapay with the Campaign Builder instead of these methods.

There are several different approaches to integrating your Fortapay billing center with Infusionsoft. You can use any combination of methods suggested below.

[1st Method] – Send user login credentials via email

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You can create an Infusionsoft template that will send your customer their login information:

The email should include a link to your billing center (e.g. https://company.fortapay.com) and the username and password. If your customer doesn’t have a password assigned in Infusionsoft, you’ll need to create a password for each user or you can have your customers create their own password by sending them to this special link: https://company.fortapay.com/user/createPassword.

[2nd Method] – Automation Link

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Creating an automation link allows you to easily add a Fortapay auto login link to any email template. When using auto login links the customer will not have to enter in their username or password. They can be automatically logged in to the billing center.

  1. Go to Marketing > Settings in the master nav.
  2. Click on Automation Links in the settings menu.
  3. Click Create Link

Choose a Fortapay Auto-Login Link

Your auto-login link can send your customer directly to the overview page, directly their list of invoices, or directly to update their credit card(s).

Sample links: (You’ll need to change company to your Fortapay app name.)

Option 1: Link to the overview page:
https://company.fortapay.com/user/overview

Option 2: Link to the list of invoices:
https://company.fortapay.com/invoice/list

Option 3: Link to update credit cards:
https://company.fortapay.com/user/account/show/billing

Create Your Fortapay Auto-login Link

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  1. Copy your auto-login link
  2. Add html and plain text instructions for your customer

Place person details at the end of URL

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  1. Click More Options link in the bottom right corner
  2. Check place person details at the end of the URL (for techies)
  3. Select ID, Email, and any “Hash” security field you setup

For more information on Infusionsoft automation links see this article:
http://help.infusionsoft.com/userguides/campaigns-and-broadcasts/email-broadcast-automation-links/pass-contact-information-to-a-url-from-an-automation-link

Create New Email Template

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Create an Email Template and Click Merge > Links

Insert Automation Link into Template

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Insert your automation link into an Email Template.

Tip: Copy the email body including the automation link; we’ll use it in one more spot.
Example: <#75_Link-Fortapay – View Invoice Link#>

Set up Invoice Defaults

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Go To E-Commerce > Settings in the master nav and click on Orders in the settings menu.

Create Default Invoice Content

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Set your default invoice from address, email subject and email body.

For the email body make sure to include your Fortapay auto-login link. This will allow your users to click a link in the email and immediately view their invoices.

Example:
<#75_Link-Fortapay – View Invoice Link#>

[Method 3] – Campaign Builder Links

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Creating links in the Infusionsoft campaign builder works a bit differently than automation links. You’ll need to create the link and include the merge codes (e.g. ?Id=~Contact.Id~&Email=~Contact.Email~ )

Sample links: (You’ll need to change company to your Fortapay app name.)

Option 1: Link to the overview page:
https://company.fortapay.com/user/overview?Id=~Contact.Id~&Email=~Contact.Email~

Option 2: Link to the list of invoices:
https://company.fortapay.com/invoice/list?Id=~Contact.Id~&Email=~Contact.Email~

Option 3: Link to update credit cards:
https://company.fortapay.com/user/account/show/billing?Id=~Contact.Id~&Email=~Contact.Email~

 

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