Infusionsoft Tips

Novak Solutions has created these tips as part of our weekly Tuesday’s Tip newsletter. Each week we give a new, absolutely free tip that you can use to get more out of your Infusionsoft app.

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Master Your Infusionsoft Data

Master Your Infusionsoft Data

I have a couple questions to ask you – What is the churn rate for your subscriptions? How many of your customers come back for a second purchase? What are your most effective marketing channels? How much can you spend per lead and still make a profit? How many of your subscriptions are NOT being paid every month? What is your most popular product? What is your most profitable product? If you are like most small to medium businesses then you have a pretty good idea of the answer to each of these questions, BUT you aren’t sure if you are right.  If you are like most Infusionsoft users, then you know that the answer lies within Infusionsoft somewhere, but you don’t know where. Knowing the answers to these questions, and other questions like them, is critical to truly understanding your business, your customers, and your marketing.  Without specific data, then you are spending time and money on marketing efforts that may not even be turning a profit. So – what can you do about it? If you are a solo business owner, or work with only a small team, then Infusionsoft’s reporting does have a lot of tools that can help you. We’ve put a list together of the top 5 most useful Infusionsoft reports that you can check out here. This won’t give you the answer to all of your questions, but it does give you a push in the right direction.  To get the rest of your numbers you may still have to pull out a good ol’ Excel Spreadsheet and dump hours into trying to...
Top 5 Best Infusionsoft Custom Reports For Actual Meaningful Insight Into Your Business

Top 5 Best Infusionsoft Custom Reports For Actual Meaningful Insight Into Your Business

Hey Novak Solutions readers! I’m Paul Sokol and I’ve known these Novak guys for many years. Recently, Jordan has been writing a lot about data and wanted to do a post on the top 5 reports available inside Infusionsoft. He reached out to me about it and well, here we are 🙂 The reason he asked me is because I’m pretty familiar with Infusionsoft and its native reporting functionality (been using the software since ’08). This was actually a really fun guest post because it forced me to take the entire lens of a small business and condense it to what I consider the most critical and insightful reports/data points. Oh! One important thing to note: this intentionally doesn’t have ANY campaign reporting in it. That’s a topic for an entirely different guest post. Alright enough flapping my digital gums, let’s get to these top five reports. Best Infusionsoft Report #1 – eCommerce > Sales Totals (By Product) This is one of the most important reports because it empowers a lot of crucial data points for the Product, Sales and Financial functions of your business. From a Chief Product Officer standpoint, this report gives a high level breakdown of what specific Offers are actually selling which indicates the general health of their Product Line. If a business has 20 things to sell, but only 3 are being sold, that means something different than if 18 of 20 are being sold. Neither circumstance is bad (nor good) without additional context but this report empowers that kind of “troubleshooting” into your Product Line health. From a Chief Sales Officer standpoint, this...
Website Backups – How To Do It Yourself

Website Backups – How To Do It Yourself

You never know when you’re going to have a website disaster.  At Novak Solutions, we’ve been called in to help with all kinds of website deaths.  We’ve seen websites taken down by viruses, websites taken over by viruses, websites lost due to unpaid hosting, websites lost due to an angry ex-employee or ex-contractor, and websites that just broke for no apparent reason.  Most small businesses in the Infusionsoft space have WordPress websites, which is awesome … until it isn’t.  WordPress is notorious for becoming bloated and buggy when a website is modified over and over and over again.  Our own WordPress website became so slow that we decided to completely rebuild it when did our last redesign instead of modifying what we already had. The point is – your website is an incredibly valuable piece of your business, and you’ve probably invested thousands or tens of thousands of dollars in it. No matter where your website is hosted or who manages it for you, you need to keep a backup.  A website backup gives you two crucial abilities. If your website is corrupted or lost for any reason, you can get it back up with just a few button clicks (or paying a tech guy a couple hundred dollars to make the clicks for you) If you need to switch web hosts for any reason, you already have your website packaged up and ready. With a couple clicks (or just getting a tech guy) you have it back up and running exactly as it was before. How do I backup my website?   Most web hosts provide a backup...
Using Calendar Links in Appointment Reminders for Better Stick Rates

Using Calendar Links in Appointment Reminders for Better Stick Rates

Problem: You send appointment reminders to your customers, but you still get dropped appointments and customers saying that they almost forgot about their appointment. Solution: Put super-simple buttons in your emails for your customers to add the appointment directly onto their calendar of choice. Think about the last time that you received an appointment reminder from someone else.  If you use technology anything like we do, then you either took the time to open your Google Calendar, Apple Calendar, or Outlook Calendar and add the appointment manually, or you instantly forgot about it and simply didn’t show up.  But – those awesome people who put buttons right into their emails so that you can simply click a button and the appointment is added right into your calendar – those people get your respect, because they make it easy. Novak Solutions makes it possible for you to be one of those awesome people with your Infusionsoft emails.  All you have to do is make sure the appointment times are being saved into a custom field and tell our Email Appointment Tool the details for the appointment.  Setup your Infusionsoft emails with your button of choice and use the URLs we provide in the Email Appointment tool.  When your customers get their appointment reminder, you’ll be giving them the best experience possible. Don’t have a Novak Solutions account yet but want to try this appointment link tool out yourself? Tap here and sign up today, its free for...

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>...