by Jacob Allred | Jun 16, 2014 | Automate It!
Getting your contact data into Infusionsoft can be tedious and time consuming. We’ve simplified the process by creating our Importer tool. This allows you to import contacts in seconds instead of minutes. We’ve included all the features you’d expect a quality import tool to have: apply tags, duplicate merging, save your settings so you can perform additional imports without having to do all the setup work each time, and more. One of our favorite features is the ability to pick which field to use for duplicate merging. For example, you might be importing customers from a shopping cart system. You can import the shopping cart system’s customer ID into Infusionsoft, and tell Importer to use that field when checking for duplicates instead of relying on name or email address. This ensures that you won’t end up with multiple records for the same customer even if they update their email address. Watch the video above to see the Infusionsoft Importer tool in action. Import unlimited contacts for $20 per month. Click here to...
by Jacob Allred | Jun 12, 2014 | News
Our Gmail HUD product will be discontinued on July 31. Rapportive, the platform that makes Gmail HUD possible, will be removing all third-party integrations on this date. We’ve found this product immensely useful within our own company, and are sorry to see it discontinued. Unfortunately, we aren’t aware of a comparable product with good reviews. You can try using Infusionsoft Sync for Gmail but we can’t vouch for its speed or...
by Jacob Allred | Jun 10, 2014 | Tips
Allowing your customers to pay over time for high cost items can dramatically increase your conversion rate. Infusionsoft has this capability built-in, but they require the customer to choose whether to pay in full or pay over time when they reach the shopping cart or order form page. One of our subscribers, Sarit Neundorf, asked if it was possible to allow the customer to select the payment plan from the sales page. In this scenario, the customer would be presented with two links: one to make a single payment, and one to make multiple payments over time. When the customer clicks a link to make their selection, they are taken to the shopping cart or order form and the appropriate payment plan is selected automatically. This code will allow you to select the appropriate payment plan for your customer so it will already be selected when they reach the cart or order form. The code is slightly different depending on whether you are using a shopping cart or an order form. In either case, you’ll need to know your payment plan ID. This can be found by going to E-Commerce → Payment Plans, then clicking Edit for your payment plan. The ID will show up in the URL for that page. For example, the URL might be /PayPlanCartItem/managePayPlanCartItem.jsp?view=edit&ID=5, so the ID is 5. You’ll always use an ID of 0 for the single payment option. To use with a shopping cart: To make it possible to pre-select a payment plan with your Infusionsoft shopping cart, go to E-Commerce → E-Commerce Setup → Shopping Cart Themes → Edit → HTML Areas. Copy and paste...
by Jacob Allred | Jun 6, 2014 | News
The security of our customers and their data is our highest priority. The OpenSSL Project has announced the discovery of several vulnerabilities that puts this security at risk. We have updated all of our servers with the latest version of OpenSSL to protect against these vulnerabilities. We have no reason to believe that any customer data has been...
by Jacob Allred | Jun 3, 2014 | Tips
A webhook allows you to notify an external system of an event, such as a tag being added to a contact, a purchase being made, or a new newsletter subscriber. For example, we use a webhook to quickly and automatically activate a customer’s service after a purchase. Webhooks are incredibly useful and a part of most major software packages. In Infusionsoft, many tasks that would traditionally be handled by a webhook can instead be done with the campaign builder (such as sending follow-up emails or lead magnets), but if you need something more powerful you can create a full featured webhook using the campaign builder, HTTP post, and the Infusionsoft API. The first step is to create your event handler to act on the webhook event. You can write the event handler in whatever programming language you are comfortable with. The event handler will get called whenever your webhook runs. You’ll need some coding skills or the help of a developer to create your event handler. Next you’ll need to create your campaign. Add a goal that will capture the contacts that you want the webhook to run for. Add a sequence after the goal. In the sequence, add a Process → Send HTTP Post item. You’ll configure this item with the POST URL for your event handler, and the name/value pairs you want to send to your handler. Last, create an API call goal following the instructions in this previous tip. Your event handler will need to trigger this goal to move contacts out of the sequence after the event handler finishes. That’s it! Put it all together and you have a powerful webhook...
