Overview

Follow the instructions below to connect Infusionsoft to Summit Evergreen. After completing these steps you will use the shoppingcart links from your Infusionsoft account. After your student successfully purchases the course, they will immediately be taken to their course registration page, where they will create a password and have instant access.

To connect Infusionsoft to Summit Evergreen, you will need to do the following:

1. Enter your Infusionsoft App ID and API key to your Summit Evergreen integration settings
2. Create an offer for your Summit Evergreen product
3. Match your Summit Evergreen “Offer SKU” to your product SKU in Infusionsoft
4. Set the thank-you page on your Order Forms or Shopping Cart
5. Set billing triggers inside of Infusionsoft

Step 1: Configuring Summit Evergreen & Infusionsoft

• In Summit Evergreen, in the left navigation menu, select “Settings”, then “Apps”
• In the left pane, select “Infusionsoft”
• This will bring up a page in the right pane that provides Infusionsoft integration details – in this page, in the Authorization” section, enter your Infusionsoft Application Name and API key
• Hit “Save” in the lower right corner
• In the left navigation menu, select “Structure”, then “Tiers”
• In the left pane, select the tier for which you want to integrate with Infusionsoft
• This will bring up a page in the right pane that provides tier details
• In this page, in the “Tier Details” section, in the “Payment Processor” dropdown box, select “Infusionsoft”
• Hit “Save” in the lower right corner

Step 2: Create an Offer For your Summit Evergreen Product Tier

After creating a subscription-based product, you will have to create an offer (a price point), and there are two options to select from. A regular offer is what you will select if you are setting up a subscription plan for the product but also providing a lifetime offer. However, if you are giving your customers the option of paying one lump sum (along with subscription billing), then you will need to create two offers. You can create as many offers as you need to.

To create a subscription offer:

• In the left navigation menu, select “Structure”, then “Tiers”
• In the left pane, select the tier for which you want to set up these offers
• This will bring up a page in the right pane that provides tier details
• In this page, scroll down to the “Offers” section and select “Add new Offer”

• In the box that comes up, enter offer name, payment processor, CRM, mailing list, price to charge, payment frequency, and offer SKU (note: this SKU MUST match the Infusionsoft product SKU…..if creating a subscription plan and a lifetime offer, you will need to set up two separate products in Infusionsoft, each with a unique SKU)
• Note that a URL will be created in the Summit Evergreen tier details “Offers” section after creating an offer…..this is not your checkout link – instead, you will use the link provided in your Infusionsoft order form or checkout settings

To create a lifetime offer (one-time lump sum payment):

• In the tier details “Offers” section, select “Add New Lifetime Access Offer”

• Enter offer name, payment processor, CRM, mailing list, one-time payment price, and offer SKU (note: this SKU MUST match the Infusionsoft product SKU…..jf creating a subscription plan and a lifetime offer you will need to set up two separate products in Infusionsoft, each with a unique SKU)
• Note that a URL will be created in the Summit Evergreen tier details “Offers” section after creating an offer…..this is not your checkout link – instead, you will use the link provided in your Infusionsoft order form or checkout settings

Step 3: Match your Summit Evergreen “Offer SKU” to your Product SKU in Infusionsoft

Each offer needs to be set up as a separate product in Infusionsoft, with the Infusionsoft SKU field set to be the same SKU as the offer SKU in Summit Evergreen. The offer SKU of the product is passed to Summit Evergreen at purchase time, and this provides the glue between the two systems.

You can find/edit your course / tier offer SKU in Summit Evergreen when creating a new offer (described in Step 2) or by selecting “Edit” on the appropriate offer.

Step 4: Set the Thank-you Page on your Order Forms or Shopping Cart

Summit Evergreen integrates with both the Infusionsoft Shopping Cart as well as the Infusionsoft Single Order Forms. This allows you to send purchasing users to your Summit Evergreen course for registration and have them start using the product right away.

1. Create a new Order Form / Checkout Page
2. Go to the Thank You Page Settings
3. Set “Thank You Page to Display” to “Web Address”
4. Set the thank-you page to be the Summit Evergreen thank-you page for your domain: http://EXAMPLE.COM/checkout/thankyou/OFFERSKU
   1. EXAMPLE: If your members login at members.myawesomecourse.com and your offer SKU is set to 123456 – you will use http://members.myawesomecourse.com/checkout/thanky…
5. Check “Pass contact’s information to the Thank You Page”
6. Click “Save”

Step 5: Set Billing Triggers in Infusionsoft

Payment information is sent to Summit Evergreen whenever a credit card is charged. This occurs through the use of the “When an autocharge attempt is made” Billing Action in the E-Commerce section.

1. From the Main Menu, select E-Commerce > Settings
2. Select “Billing Automation” from the left column
3. Select the Trigger Type: “When an autocharge attempt is made”
4. Select the appropriate product (s)
5. Click “Add Trigger”
6. Select “When an auto charge SUCCEEDS”
7. In the Actions Menu, select “Send an HTTP post to another Server”
8. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
9. Click “Save”

Replace WEBHOOK_KEY with your account’s webhook_key. You can find your unique URL in your Summit Evergreen apps details (it will appear when you choose Infusionsoft as your payment processor in the apps settings). This calls a webhook to Summit Evergreen, which sends the contactId and triggers syncing the purchases for the user.

IMPORTANT: If you are using PayPal as an option with Infusionsoft, you will need to add a second billing trigger.

1.  From the Main Menu, select E-Commerce > Settings
2. Select  “Billing Automation” from the left column
3. Select the Trigger Type “After a successful purchase in the shopping cart or on an order form”
4. Select the appropriate product(s)
5. Click “Add Trigger”
6. In the Actions Menu, select “Send an HTTP post to another Server”
7. Enter your webhook URL in the “Post URL” box: http://my.summitevergreen.com/purchases/webhook/WEBHOOK_KEY/payment/
8. Click “Save”

That’s it! Remember to test your process. Read here for more info about testing.

Customer Cancellation Option

As one of your course options, you may wish to have a way for customers to cancel their accounts within Summit Evergreen. When integrating with Infusionsoft, you can do this as follows:

• Create a cancellation form in an Infusionsoft campaign – this will serve as a “cancel button”. In this campaign, set up a notification to customer service to manually cancel the customer’s Infusionsoft purchase. If you wish, you can also send the refund webhook in this campaign to cancel the membership in Summit Evergreen.
• Embed this cancellation form into a page in your Summit Evergreen course site.
• Add language in your Summit Evergreen course site asking customers to submit the form if they want to cancel – when they do, it will then kick off your Infusionsoft campaign.