by Jacob Allred | Mar 17, 2015 | Tips
An easy way to increase your productivity is to get your thoughts out of your head and written down. According to Lifehack, it can even change your life. There are lots of options, including tools like Evernote and low-tech options like pads of paper. My personal favorite is a giant whiteboard. This is especially helpful when thinking through the flow of a new Infusionsoft campaign or prepping for a sales call. Unfortunately, big whiteboards are expensive. A large board ranges from about $150 to over $500 on Amazon. But with a trip to your local home improvement store you can get a functional whiteboard for less than $15. Nearly all home improvement stores (such as Lowe’s and Home Depot) sell large 8 foot by 4 foot panel boards. These boards are coated with white acrylic that works well with dry erase markers. You’ll have to clean your board a bit more often than if you bought a real whiteboard, but you’ll also save hundreds of dollars. If you have the space, you may even want to buy two or...
by Jacob Allred | Mar 10, 2015 | Tips
One of the powerful marketing tools available in Infusionsoft is the ability to customize email templates and broadcasts based on the contact’s details, the contact’s owner, or the currently logged in user. For example, you may want the signature of an email to show the contact information for an employee that most frequently interacts with a particular contact (e.g., the contact owner). Or you may want to customize an email with the contact’s first name. This works great except in the occasional situation where the information you are trying to use is missing. For example, if a contact’s name isn’t set or the contact doesn’t have an owner. Fortunately, Infusionsoft provides a way of setting defaults for merge fields. If a field you want to merge is empty, Infusionsoft will use your merge default. Set your default user In Infusionsoft, go to Marketing→Settings. Select Template Defaults. Under Merge Defaults, select the default user you’d like to use. Don’t forget to click the save button! Set default contact fields Under Merge Defaults, click the Contact link. This will allow you to define default values for all your contact fields, even your custom fields. For example, if you sell designer neckties, you may want the default first name to be...
by Jacob Allred | Feb 24, 2015 | Tips
Infusionsoft frequently updates the code that runs your order forms, shopping carts, and other Infusionsoft pages. Some of these updates are applied automatically, but some of them require a bit of action on your part. There are a few steps required in order to use the latest order form code. Do you need to update? Unfortunately Infusionsoft doesn’t provide an obvious way of knowing which version of the order form code you are running. There aren’t any version numbers in the source code, and no version number is displayed within Infusionsoft. You can keep your eye on the release notes to see when something important changes, or you can make updating your theme part of your regular maintenance routine (perhaps every quarter or six months). Create a new theme In Infusionsoft, go to E-Commerce then select Order Form Themes. Click Create a New Theme. From here you can select whichever theme you want. Again, the themes don’t have version numbers so there isn’t really a way of knowing if a theme has been updated or not. Give your theme a name. I like to include the original theme name and the date, for example something like Basic Grey, 2014-02-24. This makes it easy to remember which theme you used as a base and when you last updated. Customize your theme Transfer your theme customizations from the old theme to the new theme: select images, copy HTML areas, copy labels, and copy custom CSS. I highly recommend keeping your CSS customizations separate from the default CSS code. Intermingling your CSS with Infusionsoft’s CSS will make updating much more difficult. Make your new...
by Jacob Allred | Feb 17, 2015 | Tips
Promo codes in Infusionsoft are case-sensitive. If you have a promo code named SummerSpecial but your customer types in summerspecial, it won’t apply the promo. To make things easier for your customers, create additional promo codes in all lowercase and all caps. Infusionsoft doesn’t let you have multiple promo codes per promotion, so you’ll also need to create an additional promotion for each additional promo...
