by Jacob Allred | Jul 8, 2014 | Tips
Infusionsoft provides a very limited selection of fonts to use with your web forms. These are safe, boring fonts that probably don’t match the rest of your site or your marketing message. To draw attention to your web forms or to make them blend with your existing content, you can use custom fonts that Infusionsoft doesn’t provide. The first step is to go to Google Fonts and pick out which font you’d like to use. There are literally hundreds of fonts to choose from. Once you find the font you’d like to use, click the Add to Collection button. You can select multiple fonts. For example, you could use one font for the web form title, and another for the field labels. Once you have selected all the fonts you’d like to use, click the Use button in the lower right corner of the page. After you click Use, you’ll be given instructions on how to use the web fonts. You’ll need to copy the code from step 3 to an HTML snippet on your web form. If you are using the hosted version of the web form or you are putting your web form on a page that uses HTTPS, then change the URL in the snippet from http to https. The last step is to add a style tag to your web form to apply the font. This should be added in the same HTML snippet as the link snippet from step 3. Adjust the code below to match the code from step 4. Make sure you add in important! to make your font override the font provided by Infusionsoft. Title: <style> .title { font-family: 'Gloria Hallelujah', cursive...
by Jacob Allred | Jul 1, 2014 | Tips
In our last tip we explored when to use tags, custom fields, and notes. This week we are going to show how to create mutually exclusive tags. This can be very handy when a customer should only be allowed to have one of a group of tags. For example, you may gather demographic information such as gender, marital status, or age group. If you don’t need to merge these fields into an email then you can save a custom field by using tags. For gender, your options might be Male and Female. If a customer is tagged with Male, you want to make sure they aren’t also tagged with Female. If they are tagged with Female, you want to make sure they aren’t tagged with Male. To accomplish this, you can configure a campaign to keep the tags mutually exclusive. Create a new campaign. For each tag in your group of mutually exclusive tags, create an Other goal. Configure the goal to be achieved when the tag is applied. Next, add a Sequence for each goal, and connect the goals to the sequence. Edit the sequences. Add a Process→Apply/Remove Tag item. Configure it to remove all the tags except the tag that was applied in the goal. For example, the sequence for the Tag applied: Male goal should remove the Female tag. The only thing left to do is to publish your campaign. Once it is published, Infusionsoft will automatically keep your tags mutually exclusive as they are added to...
by Jacob Allred | Jun 24, 2014 | Tips
Infusionsoft comes with several ways to store data about your customers. In addition to the fields that come standard with Infusionsoft, you can store data in custom fields, as tags, or as notes on the contact record. But which is the best to use? Each use case is unique, but we have a few guidelines that will help you decide. Note: Infusionsoft only allows you to create 100 custom fields per record type. If you’ve already used up your 100 custom fields, you may want to run through these guidelines and see if any of them can be converted to tags or notes, or dropped altogether if the information is no longer relevant. Custom fields Infusionsoft lets you create up to 100 custom fields per record type. This may sound like a lot of fields but it is easy to quickly use them up storing trivial information that doesn’t improve your marketing efforts. These guidelines will help you decide if you should use a custom field: Do you need to merge this field into an email? For example, we use custom fields to keep track of which newsletters our customers are subscribed to. This information can then be merged into an email: “Because you are subscribed to Tuesday’s Tips, you may be interested in our Product Announcement newsletter.” Is the value unique to this customer? For example, we collect our customer’s Infusionsoft app name. This value is unique to each customer, and so it is stored in a custom field. If you answered yes to either of those questions, you may want to use a custom field. Tags A...
by Jacob Allred | Jun 23, 2014 | Automate It!
All Infusionsoft users know that sometimes it is hard to find the data that you really need. Data Warehouse solves this problem. With a direct SQL connection to your Infusionsoft data, your team will have powerful access to your Infusionsoft data. Use tools like Crystal Reports to generate the data you need, or have your database engineer handle it for you. For pricing and to learn more, click...
by Jacob Allred | Jun 17, 2014 | Tips
We’ve had a lot of requests for the ability to upsell subscriptions using our popular Infusionsoft One-click Upsell plugin. We are happy to announce that the latest version of Infusionsoft One-click Upsell now supports subscriptions! This free plugin for WordPress makes it incredibly easy to sell additional products to your customers after they’ve already completed a purchase. Simply include a shortcode on your order “thank you” page, and the plugin will add a one-click upsell button to the page. Installing this plugin is very easy: Log in to your WordPress account and go to the Plugins page Click Add New at the top of the page Search for Infusionsoft One-click Upsell Click Install Now for the Infusionsoft One-click Upsell plugin Once installed, click Activate Plugin This plugin requires some configuration. Go to the plugin’s settings page for instructions on how to configure the plugin and how to use it. Have a suggestion for an improvement to this plugin? Please let us know in the comments to this...
