Add a contact to a Campaign in Keap/Infusionsoft when a member registers
When a member registers
Add a contact to a Campaign in Keap/Infusionsoft
Simple Membership → Keap/InfusionsoftEvents and actions
Use Simple Membership events to automate Keap/Infusionsoft
Choose an event from Simple Membership to start an automation, then choose from the Keap/Infusionsoft actions listed below. The action settings show what information you need to provide.
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a Tag in Keap/Infusionsoft when a member's membership level changes
- When a member's membership level changes
- Add a contact to a Tag in Keap/Infusionsoft
Create or update a contact in Keap/Infusionsoft when a member registers
- When a member registers
- Create or update a contact in Keap/Infusionsoft
Available in Noptin
Keap/Infusionsoft actions
Contacts
2 actions
View actions
- Create or update a contact in Keap/Infusionsoft
- Remove a contact from Keap/Infusionsoft
Tags
2 actions
View actions
- Add a contact to a Tag in Keap/Infusionsoft
- Remove a contact from a Tag in Keap/Infusionsoft
Campaigns
2 actions
View actions
- Add a contact to a Campaign in Keap/Infusionsoft
- Remove a contact from a Campaign in Keap/Infusionsoft
Available in Noptin
Simple Membership events and actions
Memberships
3 events · 2 actions
View events and actions
Events
- When a member registers
- When a member's membership level changes
- When a member's membership status changes
Actions
- Change a member's membership level
- Change a member's membership status
About this connection
How the two tools fit together
Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.
Keap/Infusionsoft: Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed to help small businesses manage contacts, automate marketing tasks, and streamline sales processes to enhance customer relationships and drive growth.
What information can you send?
Connect Keap/Infusionsoft, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Simple Membership event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.
Start here
Set up Simple Membership and Keap/Infusionsoft with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Simple Membership and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Simple Membership on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Simple Membership to start the automation.
- Choose an action from Keap/Infusionsoft in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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