Infusionsoft is a comprehensive marketing automation platform that combines CRM, email marketing, and e-commerce tools, ideal for small businesses. It streamlines marketing campaigns, sales processes, and customer management through automation, helping businesses grow and scale effectively.
InfusionSoft by Keap is a cloud-based sales and marketing solution that offers marketing automation, CRM, and ecommerce functionality to small businesses.
Before your automation program can be “set it and forget it”, you first need to track user/subscriber behavior and analyze the data to know where the opportunities are. With Databox, you can track your InfusionSoft metrics alongside metrics from other tools your team is using to create more comprehensive dashboards and reports that tell the whole story.
Get started in minutes. Connect your InfusionSoft by Keap account and choose from any of the metrics below to create a new dashboard or add to an existing one. Looking for the easiest way to get set up? We recommend downloading any of the free dashboard templates below that are pre-built with popular metrics and visualizations––no design or coding needed.
Help Scout Docs
The Visits metric measures how many times users have viewed your HelpDocs documentation and includes unique and returning visitors.
Help Scout Docs
Articles Viewed per Visit is a metric that measures the average number of HelpDocs articles a user views during a single visit to your website or help center.
Help Scout Docs
Found an Answer % is the percentage of users who found a helpful solution in your knowledge base, indicating the effectiveness of your self-service support.
Help Scout Docs
The Article Views by Name metric tracks the number of times a specific article has been viewed, allowing you to see which articles are most popular and prioritize updates or improvements accordingly.
Help Scout Docs
Failed % metric is the percentage of unsuccessful attempts in a process or operation, indicating the rate of failure or errors encountered.
Help Scout Docs
The Failed Searches Count by Search Term metric tracks the number of times a search term entered by a user resulted in zero search results or an error message. This metric can help identify gaps in content and improve the search experience for users.
Help Scout Docs
The search % metric indicates the percentage of users who use the search feature on a website, app, or HelpDocs knowledge base to find information instead of navigating manually.
Help Scout Docs
The Browse % metric measures the percentage of visitors who viewed more than one page on your website or HelpDocs knowledge base during a single session.
Help Scout Docs
Top Category Views by Name metric shows which HelpDocs category is viewed the most by users.
Help Scout Docs
The Popular Searches Results by Search Term metric provides insights into the most frequently searched terms on your website and the number of results each term generated, helping you understand what content is most sought after by users.
Help Scout Docs
The Top Category Articles by Name metric lists the most viewed articles in each category of your HelpDocs knowledge base, helping you understand which topics are most popular among your users.
Help Scout Docs
The Popular Searches Count by Search Term metric indicates the number of times a specific search term has been used by users on a HelpDocs knowledge base, helping identify popular topics and potential areas for content improvement.
Help Scout dashboard template which will give you insights about article views, failed searches, top categories, top articles and more.
The availability of certain Infusionsoft metrics may vary depending on whether you are using Keap Max Classic or Keap. This is because some features are either not yet available in Keap or are not backwards-compatible with Max Classic.
If you notice missing values for certain metrics in Databox, it likely means that those metrics are not available in the user interface that you are using. You can use this guideline to check differences between Keap and the old InfusionSoft, including data compatibility.
Inverted metrics (metrics where a low value indicates positive development and a high value indicates negative development):
Unpaid Orders
Unpaid Orders by Product
Unpaid Orders by Type
Unpaid Orders Amount
Unpaid Orders Amount by Product
Unpaid Orders Amount by Type
‘No reset’ metrics (metrics that are not reset to value 0 with every new day):
Total Contacts
Total Companies
Total Orders
Total Campaigns
Total Opportunities
Non-Aggregatable metrics (due to the nature of these metrics, summing daily/weekly/monthly values will not give correct results for longer time periods):
Total Orders
Total Opportunities
Total Contacts
Total Campaigns
Total Companies
In order for data to be synced for a metric in Databox, that metric needs to be used somewhere in the Databox account – like on a Databoard or on the My Metrics page. When an Infusionsoft metric is first used in Databox, the maximum amount of historical data available is 36 months.
Certain metrics may have more or less historical data available. Metrics that represent the total metric value have no historical data available when first used. For these metrics, Databox pulls in the total current value, but Databox does accumulate historical data for these metrics over time. The metric value will be shown cumulatively.
The following Infusionsoft metrics have no historical data:
Total Campaigns
Total Contacts
Total Companies
Total Orders
Total Opportunities
None of the Infusionsoft metrics support future data.
The following granularities are available in Databox for Infusionsoft by Keap metrics: Daily, Weekly, Monthly, Yearly.
Hourly and Quarterly granularities are not supported. This may affect visualization options for Charts in Databox (e.g. viewing Today’s data by hour or viewing This Year’s data by quarter will not show data on the chart).
The API rate limits are set to a total of 150,000 API calls per day (1,500 calls per minute) across all Infusionsoft applications you are sending data to (including Databox). This daily quota resets at 12:00 AM UTC each day.
If the API rate limit is hit, the syncing of data cannot be performed until the limits resets.
Infusionsoft by Keap Data Source may get disconnected in Databox with the error message ‘Invalid Refresh Token. Your Infusionsoft refresh token is invalid. Please reconnect your Infusionsoft source to get a new refresh token.’
The Data Source will disconnect when Infusionsoft invalidates the refresh token. When this occurs, the Data Source connection cannot work properly and Databox cannot fetch new data with an outdated access token. To resolve this, the Data Source must be reauthorized (reconnected) in Databox to obtain a new access token and a valid refresh token.
