Own Your Infusionsoft Data

Own Your Infusionsoft Data

What does it mean to own something? I can say that I own my car or that I own my house. I have paid for them, and they are mine. What about my business? I created my business through a lot of hard work and I’m proud to say that I’m a business owner. Each of these things I can lay claim to and I have them in my possession. What about your business data? All of those contacts, opportunities, payment information, segmented lists, all of those things that are incredibly important to your business. These things belong to you, but you can’t lock these things away in your home or office, they live within Infusionsoft. This is a good thing – with Infusionsoft you can do awesome things with all of this data. Your campaigns drive your business and your business thrives with Infusionsoft. But every business owner has to ask himself the question – if something happens to Infusionsoft, what impact would that have on my business? If you don’t have a backup plan, then you could lose your customers. Don’t get me wrong – I have no doubts about the reliability of Infusionsoft to keep your data safe and secure, and they aren’t going anywhere. I’m just talking about being responsible for your data and having a backup plan. Taking Ownership is Taking Responsibility Remember that time that your computer randomly died and you could never get your family pictures back? We’ve all experienced something like this before, and it’s a terrible feeling. Imagine losing all of your customer data – email addresses, purchase history, everything....

3 Infusionsoft Data Corruption Events That Could Cripple Your Business

Your business depends on Infusionsoft – and that’s a good thing. Infusionsoft provides rock solid marketing automation and your business would barely be treading water without it. But how safe is your Infusionsoft data?  I mean – what are the chances that your data might just disappear, or that half of your contacts inexplicably lose all of their tags? The Good and The Bad… First – let’s give you some peace of mind.  Infusionsoft uses strong industry practices to safeguard your data. They do run regular backups and data corruption is rare. Now – the bad news. While rare, data corruption happens sometimes every once in a while. We’ve all been using computers since we were kids, right? We’ve all had a Word document decide to die on us and we lost our homework back in high school.  We’ve all hit the backspace key while filling out a survey online and our computer decided to go back a page and killed all that information we had already typed in (How many of you actually went back and filled it in right away as opposed to slapping the keyboard in frustration and going to eat an ice cream bar?) 3 Infusionsoft Data Loss Events We’ve Seen First-Hand In the world of Infusionsoft, there are a number of things that can cause data loss, nearly all of it related to human error, but either way you’re left struggling to get your business running again after taking a couple of days to rip your hair out in frustration.  Here are 3 examples of data loss events that Novak Solutions has been witness...

Tuesday’s Tip: Playing the Long Game

Recently I picked up an old game my friends used to play.  Sid Meyer’s Civilization.  It is a fascinating game.  Combining politics, war, social dynamics, intrigue, supply, diplomacy, science, etc…  A unique difference about it vs most video games is that you have to be playing about 10 turns ahead (this equates to about 30 min of play time, and 50 years in game time).  If you want to attack someone, unless you have boat loads of money to purchase units, you have to start building an army ahead of time.  Armies cost money to maintain and so you can’t keep a large standing army and once you’ve defeated your enemy you have to cut back your army size or else you’ll use all your money just keeping them alive.  Do you need to make friends with someone so you can cross their territory with your army and not start a war with them. In the world of small business (and life) things are similar.  Everyday we have a long list of tasks that seems never ending many of those tasks likely have little to no long term significance.  I read a great article here: http://blog.crew.co/playing-the-long-game/ that talked about how you should allow yourself to procrastinate to work on significant things.  As I was playing the game, I realized that in my own life, I’m not playing the 10 turns ahead, I’m playing it about a week ahead.  I realized this, and when I got to work this morning I shared my thoughts with Jordan and we identified where we are lacking in Novak Solutions and what we need to do...

Tuesday’s Tip: Add an SSL Lock And Text To Infusionsoft Order Forms or Shopping Cart

Ever seen those “Secured by SSL” locks / images?  That means a lot to some people.  So we created an easy way to add it to your order forms and shopping cart. First, download this image (right click and select “Save image as…”): Next, you need to upload it someplace.  Doesn’t matter where, as long as it is on an ssl site (Amazon S3 is a quick and easy place to put it). Finaly, just paste the HTML below into the “Footer” area of your Shopping Cart or Order Form.  Change the “image-url-here” to the url of the image.  This will give you a nice looking compact image and text that re-assures people who are concerned about the security of their information. <div> <p> This site is secured by SSL (Using AES256 and RSA) <img src="image-url-here" align="top" width="16"> </p>...

Tuesday’s Tip: Identifying Your Most Interested Leads

It’s the end of the month, you need to close one more deal, and you KNOW there is somebody in your database who wants to buy, you just aren’t sure who…  What if you had a count of how many interactions you had with each customer.  How many links they’ve clicked, forms filled out, and you know the last time they interacted with you.  Do you think you could find that person you can close today? While Infusionsoft has Lead Scoring, it doesn’t give you a running total you can use in this case.  However, an easy way to track this is to use a custom field, and our free “Field Math” tool that is included in our Free Campaign Tools.  Use the Field Math tool to increment that custom field value every time a contact does something that indicates interest.  This could be filling out a webform, clicking a link, or other actions. Checkout how to use our Field Math...