Wishlist Member InfusionSoft Integration Step by Step

Wishlist Member InfusionSoft Integration Step by Step

Thanks to a very powerful integration service Wishlist Member has developed for InfusionSoft, InfusionSoft has become one of the most popular and powerful integrations among Wishlist Member users.

In this post we go over the basic integration process, however, if you want to get the best out of the integration we strongly advise you to pay for the extra features that Wishlist Member for InfusionSoft service provides.

You will find the complete comparison of the regular integration vs. the paid service in our detailed post in this link.

Also, if you are thinking of purchasing InfusionSoft, make sure you check our special gift to you (a free license to one of our top Wishlist Member dedicated plugins. You can get all the information in this post: Thinking of Integrating Wishlist Member with InfusionSoft? Don’t Miss Our Gift!

Wishlist Member InfusionSoft Integration

Here is the complete integration process of Wishlist Member and InfusionSoft in 3 simple steps:

Step #1 – Configure InfusionSoft API Connection:

Go to Integration » Shopping Cart » InfusionSoft and fill in the App Name and Encrypted Key from within your InfusionSoft account.

  • The App Name can be found inside your InfusionSoft URL, i.e. https://wlmp.infusionsoft.com
  • The Encrypted Key is located in the InfusionSoft account in the following section: Admin » Settings » Application

Once you save those settings Wishlist Member and InfusionSoft are connected and can communicate with one another.

Wishlist Member InfusionSoft Integration - API Connection

Step #2 – Creating Products for Your Membership Levels:

Every membership level you have created inside Wishlist Member » Levels has a unique SKU number to identify the levels.

Copy the SKU of the relevant membership level you would like to integrate with InfusionSoft as seen below:

Wishlist Member InfusionSoft Integration - SKUs

Go to your InfusionSoft account » eCommerce » Products as seen below:

Wishlist Member InfusionSoft Integration Settings - Step #2

Then choose “Add a Product” or edit an existing one:

Wishlist Member InfusionSoft Integration Settings - Add Products

Inside the product details paste the SKU you copied from your Wishlist Member account in the appropriate field as seen below and save.

Once saved this specific product will be able to communicate with Wishlist Member.

Wishlist Member InfusionSoft Integration Settings - Paste SKU

Note that for subscription memberships you will need to choose the second tab “Subscription Plans” and fill in the details of the recurring payments:

Wishlist Member InfusionSoft Integration Settings - Paste SKU

Step #3 – Integrate Wishlist Member with InfusionSoft Forms

You can either use the legacy forms or the shopping cart forms.

Legacy Forms Integration:

For legacy forms go to Legacy menu (top menu) within InfusionSoft » Legacy Order Forms » Add a Legacy Form

  1. Enter all the details of the form and under Product Options choose Product/ Subscription Plan according to the type of product you created (not both):Wishlist Member InfusionSoft Integration Settings - Legacy Order Form
  2. Copy the Thank You URL from Wishlist Member » Integration Tab » Shopping Cart » InfusionSoftWishlist Member InfusionSoft Integration Settings - Thank You URL
  3. Go to InfusionSoft » Other Options » Thank You Page Settings » Select the Web address radio button, paste the Thank You URL in the Web Page URL field and check the line “Pass Person’s info to Thank You page url”:Wishlist Member InfusionSoft Integration Settings - Thank You URL

After you save the order form members who purchase the product using this form will be added to the correct membership level inside Wishlist Member.

Shopping Cart Order Form:

For Shopping Cart Forms go to InfusionSoft logo » E-Commerce section » E-Commerce Setup » Checkout » Order Forms » Create New button and follow these steps:

  1. Add the product relevant for the order form, leave the quantity “1” and also make sure you check the “Don’t allow my customer to change the quantity” button as Wishlist Member cannot recognize that multiple subscriptions were purchased.Wishlist Member InfusionSoft Integration Settings - Shopping Cart Order Form
  2. Go to the Thank You Page tab » Thank You Page to Display » Select “Web Address” » Copy the Thank You URL from Wishlist Member » Integration » Shopping Cart » InfusionSoft in the URL field and check the “Pass contact’s information to the Thank You Page” checkbox:Wishlist Member InfusionSoft Integration Settings - Shopping Cart Order Form
  3. Go to the Settings Tab and choose the relevant merchant account from the drop-down:Wishlist Member InfusionSoft Integration Settings - Shopping Cart Order Form
  4. Go to the Links tab and use the links to allow members to purchase the product and register to the relevant membership level inside Wishlist Member:Wishlist Member InfusionSoft Integration Settings - Shopping Cart Order Form

That is how you integrate Wishlist Member with InfusionSoft.

Relevant Links:

About Jen Morgan

I am an online marketing expert and a true Wordpress expert who worked at a large digital media company. I won many online marketing contests including "The most Unconventional Marketing Tactic". Besides my love the to the online world I also love dogs and cats and own one of each kind. Jen is the marketing department manager at HappyPlugins.com | Plugins & Guides for eCommerce Websites

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