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.
Tuesday’s Tip: Manage all of a contact’s Infusionsoft campaign activity
Infusionsoft makes it easy to manage all of a contact’s campaign activity from a single spot. The campaigns tab on the contact record will show you the sequence activity for the individual campaign. You can see up to 25 completed campaign items from the past 30 days, and upcoming campaign items that will take place in the near future. To access this section, pull up a contact in Infusionsoft, scroll down, and click the Campaigns tab. If the contact has had campaign activity, it will show up under Recent Campaign History. From here you can see the order that different campaign events took place. You can also resend campaign emails and reapply tags. This is great for testing a new campaign or if a contact says they didn’t receive a specific email. If the contact has upcoming campaign activity, it will show up under Upcoming Campaign Items. From here you can see the different campaign events that are scheduled for this contact. You can preview an upcoming email, send an email or apply tags early, or cancel events that you no longer want to run. Again, this is great for testing a campaign, or canceling campaign events that are no longer relevant to a contact. That’s it! Now you can easily manage your contact’s campaign activity from a single...Tuesday’s Tip: Get your visitor’s city and state without even asking for it
Wouldn’t it be awesome if you knew your visitor’s city, state, and country without even asking for it? You could use this information to reduce the complexity of your web forms while retaining the ability to market to specific regions. Thanks to Google’s free geolocation service and a pinch of JavaScript, this is possible! Edit your web form in Infusionsoft. Add an Address field to your form with City, State, and Country. Make sure these fields are not required. Add the following to an HTML snippet if you are using the Billing address: <script src="https://www.google.com/jsapi"></script> <script> /** * Free script provided by Novak Solutions * https://novaksolutions.com/tips/get-your-visitors-city-and-state-without-even-asking-for-it/ */ jQuery(document).ready(function(){ jQuery('#inf_field_City').parent().parent().hide(); jQuery('#inf_field_State').parent().parent().hide(); jQuery('#inf_field_Country').parent().parent().hide(); jQuery('label[for=inf_field_City]').parent().parent().hide(); jQuery('label[for=inf_field_State]').parent().parent().hide(); jQuery('label[for=inf_field_Country]').parent().parent().hide(); if( google.loader.ClientLocation && !jQuery('#inf_field_City').val() && !jQuery('#inf_field_State').val() ) { jQuery('#inf_field_City').val(google.loader.ClientLocation.address.city); jQuery('#inf_field_State').val(google.loader.ClientLocation.address.region); switch(google.loader.ClientLocation.address.country_code) { case 'AU': jQuery('#inf_field_Country').val('Australia'); break; case 'BR': jQuery('#inf_field_Country').val('Brazil'); break; case 'CA': jQuery('#inf_field_Country').val('Canada'); break; case 'IN': jQuery('#inf_field_Country').val('India'); break; case 'UK': jQuery('#inf_field_Country').val('United Kingdom'); break; case 'US': jQuery('#inf_field_Country').val('United States'); break; } } }); </script> If you want to use the Optional address (recommended if you really want to make sure you don’t overwrite an address the customer entered themselves), use this code in an HTML snippet: <script src="https://www.google.com/jsapi"></script> <script> /** * Free script provided by Novak Solutions * https://novaksolutions.com/tips/get-your-visitors-city-and-state-without-even-asking-for-it/ */ jQuery(document).ready(function(){ jQuery('#inf_field_City3').parent().parent().hide(); jQuery('#inf_field_State3').parent().parent().hide(); jQuery('#inf_field_Country3').parent().parent().hide(); jQuery('label[for=inf_field_City3]').parent().parent().hide(); jQuery('label[for=inf_field_State3]').parent().parent().hide(); jQuery('label[for=inf_field_Country3]').parent().parent().hide(); if( google.loader.ClientLocation && !jQuery('#inf_field_City3').val() && !jQuery('#inf_field_State3').val() ) { jQuery('#inf_field_City3').val(google.loader.ClientLocation.address.city); jQuery('#inf_field_State3').val(google.loader.ClientLocation.address.region); switch(google.loader.ClientLocation.address.country_code) { case 'AU': jQuery('#inf_field_Country3').val('Australia'); break; case 'BR': jQuery('#inf_field_Country3').val('Brazil'); break; case 'CA': jQuery('#inf_field_Country3').val('Canada'); break; case 'IN': jQuery('#inf_field_Country3').val('India'); break; case 'UK': jQuery('#inf_field_Country3').val('United Kingdom'); break; case 'US': jQuery('#inf_field_Country3').val('United States'); break; } } }); </script> Your address fields will automatically be hidden by the code so your visitor won’t see them. This code will populate the address fields only if they aren’t already filled...Tuesday’s Tip: Increase conversions by using a single form column
Update 7/22/14: Turns out Infusionsoft DOES provide a way of making single column web forms, and I just completely missed it when I originally put this article together. I’ve updated this tip to work without requiring JavaScript or HTML changes. Want to give your users a better form filling experience? According to the User Experience Research team at Google, simply switching from a two column form layout to a single column layout will make a dramatic difference. Fortunately, Infusionsoft gives you the option of using a single column or two columns. To do this, edit your web form and go to the Layout section. Change the Label Position to be Above. That’s it! I originally posted some fancy JavaScript to do this, but turns out it isn’t necessary, which is great! In case you are interested in the JavaScript that was originally posted, here it is: <script> jQuery(document).ready(function () { jQuery('.infusion-field-container').find('td').unwrap().wrap(jQuery(decodeURI('%3Ctr/%3E'))); jQuery('.infusion-field-label-container').css('padding-top', '10px'); }); </script> You probably don’t need to use this code. For most people, changing Label Position to Above will give you a nice looking, single column form. If you want to use this JavaScript instead, add an HTML snippet to your web form with the above code. The JavaScript will convert the two column layout to a single column...
Tuesday’s Tip: Use a single field for first and last name with an Infusionsoft web form
It is well known that reducing the number of fields on your forms almost always increases the number of submissions. One way to do this is to combine all the name fields (salutation, first name, middle name, last name, and suffix) into a single field. This works by displaying a single “Full name” field. As your visitor types in their full name, a snippet of JavaScript parses their name into the appropriate parts (first name, last name, etc) and fills in hidden name fields for them. The first step is to create a custom text field for your contact records. This is needed for the web form. It also makes it so you have a copy of the original name entered by the visitor just in case the name parser doesn’t work as expected. If you aren’t sure how to create a custom field, follow these instructions provided by Infusionsoft. For this example, I named this field Full name. Once your field is created, click the View the field database names (for the API) link to find the field’s database name. You’ll need this name in a later step. Next, edit your web form. If you don’t already have an Infusionsoft name field on your form, add it. Edit the name field to show all five fields. If you want Last Name to be required, set Required to On. If you want Last Name to be optional, set Required to Off. Don’t worry, none of these fields will be visible to your visitor. Add your custom full name text field to your web form and mark it as required. You can change the label to anything you’d like. Last, add an...Tuesday’s Tip: Draw attention to your Infusionsoft web forms with custom fonts
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...Tuesday’s Tip
