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

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

Posted by Support Team on September 10, 2020 — Updated on June 13, 2024

Here’s how to stop an Infusionsoft campaign once a non-billed client invitationĀ 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.

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Step-by-Step Guide:

Step 1: Choose Exercise.com.

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Step 2: Click the radio button for ā€œNew Clientā€ then click ā€œContinue.ā€

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Step 3: Either choose an existing Exercise.com account or connect a new one then click ā€œSave + Continue.ā€Ā 

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Step 4: Zapier will confirm you have at least one new client created then click ā€œContinue.ā€Ā 

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Step 5: Once you confirm test is successful, then click ā€œContinue.ā€

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Step 6: Now choose Infusionsoft.Ā 

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Step 7: Choose the radio button for ā€œTag Existing Contactsā€ then click ā€œSave + Continue.ā€

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Step 8: Choose an existing account or connect a new one then click ā€œContinue.ā€

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Step 9: Fill in the required information then click ā€œContinue.ā€

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Step 10: Verify the information then click ā€œSend Test to Infusionsoft.ā€Ā 

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Step 11: Click ā€œFinishā€ to finalize this trigger.

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Step 12: Now you can name your Zap, choose the folder, and most importantly toggle it ā€œOn.ā€

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

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