We recently attended PartnerCon, Keap’s annual conference for certified partners, where the leaders at Keap share what’s new, what’s coming, and what’s going on in the world of small business CRM & marketing automation. I have to say, I’m very optimistic about what’s going on over there. After a few years of some starts and …
Today Infusionsoft announced that they’ve changed the company name to Keap and the new product is Keap also. Infusionsoft the product is now Infusionsoft by Keap. So, what does all this mean? Here’s a quick video Q&A: https://youtu.be/daY-Li4bNgw Why did Infusionsoft make the change to Keap? Infusionsoft has a mission that is much bigger than …
If you’ve ever driven along a highway with billboards, you most likely have seen the infamous messaging, “Text _____ to 123-3333 to learn more”. Opting in for a product/service or more information through text is convenient, quick, and oftentimes less frustrating for a customer than going through the tedious processes online. For most people, texts …
The question came up today, “How do I set up Infusionsoft so that I pay referral partners (affiliates) for orders processed by NEW contacts only?” The idea here is that the business owner doesn’t want to pay affiliate commission to an affiliate who send a promotion to someone who is already on the list. Totally …
On the 1st of July 2018 a new law went into effect in the state of California (Senate Bill 313) that could affect any business selling subscriptions to customers who live in California. The law was designed to protect California consumers from auto-bill situations they weren’t aware of. Without going into too much of the …
Your Subscription Might Be Illegal in California Read More »
Over the last 4 years we’ve built or worked on over 100 membership sites. In doing so we’ve learned a lot about what works and what doesn’t work. As a membership site owner, your primary responsibility is to your members – to provide proper value in exchange for their membership payment. But, beyond that, there …
There’s a lot of misinformation out there about tracking lead sources with Infusionsoft. During this webinar I go through, in detail, why you absolutely need to be doing this if you are spending any money on advertising, marketing, JV’s, or affiliates. The information available to you in advertising platforms (Google Adwords, Facebook, etc.) is not …
Lead Source Tracking With Infusionsoft – The Why And How Read More »
Infusionsoft is in the process of redesigning the software in a big way. Below is a video of the new user interface as it exists in Trial accounts. Infusionsoft has communicated that this redesigned interface will be complete and rolled out to flagship accounts sometime later this year.https://youtu.be/OuA2LZYTuqk
“Oh no! Not a musical!” Those were my thoughts as the movie started. My wife dragged the kids and I to the theater on New Years Day, intent on seeing The Greatest Showman. In the first few seconds, when I realized it was a musical (I hadn’t seen any trailers), I was not too excited. …
Good new! I posted a few days ago about Infusionsoft’s new Campaign Builder Reporting, and that it was coming soon. It’s now here! Infusionsoft has just released new reporting in the Campaign Builder that provides much more flexibility, more data, and more ability to analyze the data in meaningful ways. Here’s a video to explain what’s …