How To Kick Off A Campaign In Another Infusionsoft Account

Let’s say you are using Infusionsoft, and for some reason you’d like to automatically trigger a campaign in another Infusionsoft account.

This may be because you own two different accounts, and you’d like the contact data from one account to flow to the other account.

Or it could be that you are working with a fulfillment vendor who is also using Infusionsoft.

The solution is actually pretty easy.

For this example, we’ll be talking about the “Sending Account” and the “Receiving Account”.  The Sending Account will be the account where the contact originates.  The Receiving Account will be the account where the contact is transferred to and a new campaign is triggered.

Step 1:

The first step is to create a campaign with a web form goal in the Receiving Account.  Be sure to include any and all fields that you’ll be passing from the Sending Account.  Don’t mark any of them required except for the email address.

Infusionsoft Web Form

Step 2:

Next, publish the form and copy the Unstyled Form Code.  Don’t worry about the “Thank You Page”.  There’s no need for a thank you page here.

Once you copy the form code, you’ll need to paste it into a text editor of some sort or a Word document.

Infusionsoft Web Form Code

Step 3:

Next you’ll need to isolate all the key/value pairs.  That means you need to get all the “names” and “values” of the fields in the form.  Here’s an example:

Form code:

<form accept-charset="UTF-8" action="https://chunk.infusionsoft.com/app/form/process/e60280242a54b1f3499ab19cfd9e059b" class="infusion-form" id="inf_form_e60280242a54b1f3499ab19cfd9e059b" method="POST">
<input name="inf_form_xid" type="hidden" value="e60280242a54b1f3499ab19cfd9e059b" />
<input name="inf_form_name" type="hidden" value="Web Form submitted" />
<input name="infusionsoft_version" type="hidden" value="1.68.0.150" />
<div class="infusion-field">
<label for="inf_field_FirstName">First Name *</label>
<input class="infusion-field-input-container" id="inf_field_FirstName" name="inf_field_FirstName" placeholder="First Name *" type="text" />
</div>
<div class="infusion-field">
<label for="inf_field_Email">Email *</label>
<input class="infusion-field-input-container" id="inf_field_Email" name="inf_field_Email" placeholder="Email *" type="text" />
</div>
<div>
<div>&nbsp;</div>
</div>
<div class="infusion-submit">
<button class="infusion-recaptcha" id="recaptcha_e60280242a54b1f3499ab19cfd9e059b" type="submit">Submit</button>
</div>
</form>
<script type="text/javascript" src="https://chunk.infusionsoft.com/app/webTracking/getTrackingCode"></script>
<script type="text/javascript" src="https://chunk.infusionsoft.com/resources/external/recaptcha/production/recaptcha.js"></script>
<script src="https://www.google.com/recaptcha/api.js?onload=onloadInfusionRecaptchaCallback&render=explicit" async="async" defer="defer"></script>
<script type="text/javascript" src="https://chunk.infusionsoft.com/app/timezone/timezoneInputJs?xid=e60280242a54b1f3499ab19cfd9e059b"></script>

Isolated name/value pairs:

inf_form_xid = e60280242a54b1f3499ab19cfd9e059b
inf_form_name = Web Form submitted
infusionsoft_version = 1.68.0.150
inf_field_FirstName =
inf_field_Email =

Step 4:

In the Sending Account, set up an HTTP post in a sequence where you want the contact information being passed.

In that HTTP post, use the URL from the form code above where it says action=”https://chunk.infusionsoft.com/app/form/process/e60280242a54b1f3499ab19cfd9e059b” as the Post URL.

Then enter all the name/value pairs.  Be sure to use merge fields for the contact information.

Infusionsoft http post details

Test!

Lastly, test that everything works correctly.  At this point a contact that reaches the HTTP post step in the Sending Account should be sent to the Receiving app via the web form and get started in the sequence that follows the web form.