by Jacob Allred | Jun 2, 2015 | Tips
There are so many ways to keep up with your favorite news sources: email subscriptions, Facebook, Twitter, blogs, and more. You can even view the latest news and articles inside of Infusionsoft. To follow your favorite news sources within Infusionsoft itself, you can add an RSS widget to your dashboard. First, click the Add Widgets button on your dashboard. Next, click Add to Dashboard for the RSS Feed item. The RSS widget will be added to your dashboard. By default it will show the latest news from Infusionsoft’s blog. You can click the Edit button to change which feed you are following. For example, you can use https://novaksolutions.com/feed/ to follow the Novak Solutions blog and to get our weekly tips in your dashboard. You can also drag the widget around to get it where you want it. Is your dashboard feeling cramped? If you have a reasonable sized monitor, you can also click the Change Layout button to change to wider columns or more...
by Jacob Allred | May 19, 2015 | Tips
In some situations you may want to hide the PayPal button for a specific order form or shopping cart. Perhaps you are running an A/B test to find out if the PayPal button affects conversions, or maybe your PayPal account has limitations do to your geographic location. Whatever reason you have, hiding the PayPal button is incredibly easy and can be accomplished with just a few lines of JavaScript. If you want to hide the button on an order form, add the below code to the Custom Header section on the HTML Areas tab of the order form settings page. Shopping carts are a little different. You’ll need to create a theme to use for orders that shouldn’t have the PayPal button. Add the below code to the Custom Header section on the HTML Areas tab of the theme’s settings page. <script type="text/javascript">// <![CDATA[ jQuery(document).ready(function() { jQuery("#checkoutWithPayPalLink").hide(); jQuery("#payPalType").parent().hide(); }); // ]]></script> That is it! The PayPal button will be hidden as soon as the page loads. Keep in mind that Infusionsoft frequently updates the shopping cart and order form code. If this isn’t working for you, it may be time to...
by Jacob Allred | May 12, 2015 | Tips
An easy way to keep your business in the front of a contact’s mind is to send them an occasional friendly note. A birthday is an excellent opportunity for this type of communication. Infusionsoft makes it easy to both collect a contact’s birth date, and to automatically send an email on the proper date. Collect the birth date Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner. Search for birthday. Hover over the Birthday Collection campaign, then click the Install button. This will copy the campaign into your app. Open the campaign and follow the instructions provided in the campaign. You’ll need to take a few minutes to customize the emails provided in the campaign sequences. You can manually add people to the campaign, or use another campaign to add a tag to your contacts that will cause them to enter the campaign. Once you publish your campaign, you are good to go! Any contacts that enter the campaign will get a friendly email asking them to provide their email address. This is all handled automatically so you don’t have to manually type anything into Infusionsoft. Send a birthday message Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner. Search for birthday. Hover over the Birthday Reminders campaign, then click the Install button. This will copy the campaign into your app. Open the campaign and follow the instructions provided in the campaign. Customize the birthday email to be relevant to your business. You could even include a special offer for your contact. Once...
by Jacob Allred | May 5, 2015 | Tips
It is often helpful to get a notification when a web form is filled out by a contact. However, the default notifications in Infusionsoft can be less than useful. In fact, the only part you can customize is the subject line! This trick gives you the ability to create a completely custom notification email that includes all of the contact information you want. Disable web form notification The first step is to disable the built-in web form notification. Edit your web form, go to the settings tab, and make sure the Send an Email To: field is blank. Create a follow-up sequence Next, create a sequence after your web form in your campaign and add an email to it. This sequence will send your notification email. Change the To: field to your email address. You can use merge fields to put contact info into the subject line and the body of the message. Mark your email and sequences as ready, and publish your campaign. What happens next? When your contact fills out the web form they’ll move through your campaign to the notification sequence. Infusionsoft will fill in your merge fields with their details, then send the email to you. And that is it! You now have a completely customized web form notification...
by Jacob Allred | Apr 28, 2015 | Tips
The Infusionsoft API gives you the power to extend your marketing efforts outside of Infusionsoft and to tie all of your business tools together. Want to use SurveyMonkey responses to trigger campaigns? Want to sync your customers between your front office software and Infusionsoft? Want to let your customers schedule their own appointments? The API makes all of this possible. There are many integration solutions available for Infusionsoft that use the API. We offer several (including a SurveyMonkey integration), and there are a pile more in the Infusionsoft Marketplace. These solutions make it possible to quickly and affordably use the API to improve your business processes. But what if you need something unique? You have two options: hire a developer or write the code yourself. Hire a developer If you choose to hire a developer, we recommend choosing one that already has experience with the Infusionsoft API and that focuses on Infusionsoft development. You can find several in the Infusionsoft Marketplace. Do it yourself If you have some programming knowledge or need something very simple, you may be able to work with the API on your own. Everyone at some point runs into a problem or needs to reference the documentation, so I’ve put together a list of the most useful API developer resources. DIY resources API documentation – Tells you what API features are available and how to use them. Table reference – To get data into or out of Infusionsoft, you need to know how the data is stored. The table reference gives you this information. It can be a bit confusing because some table names don’t match the current vernacular (for example, groups are actually...
