Strategy -> Execution -> Success You’ve probably seen that before. It’s a common statement seen on business and entrepreneurial blogs all across the Internet. Yet, strategy is often missing when it comes to what most small businesses are actually executing on. And execution of good strategy is often much harder than it appeared when the strategy …
We recently ran into a situation where a client wanted to offer a payment plan with a different finance charge when a promo code is applied versus when there wasn’t a payment plan. At first thought, my response was “Promo codes can’t discount the finance charge in a payment plan”. Which is true. But then …
Magically Adapting Payment Plans In Infusionsoft Read More »
A common question we hear is “How to can I get contacts from one Infusionsoft account into another account”? What most people don’t realize is that there is a built-in feature for this. WARNING: Using this feature to get contacts from one business to another business (where they have not opted in) is not a …
How To Distribute Contacts From One Infusionsoft Account To Another Read More »
Most of what you do in marketing and in business doesn’t do you much good unless you can get reports on whether or not its working. Infusionsoft is amazing because it stores all the data you need. But it can be frustrating because the reporting capabilities are weak. But one redeeming factor of Infusionsoft is …
How To Set Up Your Infusionsoft Dashboard Reports Read More »
One of the most underutilized benefits of Infusionsoft is the ability to segment and find groups of people hot and ready to buy your stuff. Here are 3 segmentation strategies that will help you identify people who are most likely to buy now. Once they’re identified, you can automatically trigger a campaign or manually start …
3 Ways To Make Money With Infusionsoft Database Segmentation Read More »
Back in December of 2015 I ran a live webinar where we first shared our simple and powerful tagging system for Infusionsoft. It was called: The Ultimate Tagging System For Infusionsoft. That webinar was the start of a revolution. You see, Infusionsoft is the “wild west”. There are no rules. That’s what makes it amazing …
There are times when it’s appropriate to allow prospects or customers to request to stop receiving emails about a specific campaign without them actually opting out of email marketing completely. Actually, this is probably one of the more considerate techniques you can use to show your customers that you care and you don’t want to …
Allow Contacts To Opt Out Of A Specific Infusionsoft Campaign Read More »
Recently Zapier released an epic post on their blog showcasing a ton of ways Zapier can help you connect Infusionsoft to other softwares. In fact, Zapier can connect to over 500 other software systems. I’m not even going to attempt to review everything they posted. You should just check it out here. But here are …
It’s no secret that Infusionsoft (the software) has been stalled for a while. And, I’ll even admit that last year I lost hope for a time. I wondered if it was ever going to get better. I love Infusionsoft. I love the product. I love the company. I love the people. I love what it …
Why I’m Bullish On Infusionsoft (More Now Than Ever) Read More »
It happens to the best of us. We’re moving fast. We write an email. We queue it up to be sent (either as a broadcast or in a campaign). It goes out. We fell the relief of getting it done. And then that sick drop in the pit of your stomach. You FORGOT to apply …
How To Tag People Who Clicked An Infusionsoft Email After It Was Sent Read More »