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: Infusionsoft custom fields vs. tags vs. notes
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...Tuesday’s Tip: Upsell subscriptions with Infusionsoft One-click Upsell
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...Tuesday’s Tip: Pre-select a payment plan in your Infusionsoft shopping cart or order form
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...Tuesday’s Tip: Create webhooks in Infusionsoft using campaigns and HTTP post
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...Tuesday’s Tip: One-click webinar opt-in with Infusionsoft
Did you know you can do one-click webinar opt-ins with Infusionsoft and GoToWebinar? This easy method makes it so your existing contacts can click a link in an email to instantly register for a webinar without having to re-enter their information. You can also use it in a campaign. To create a one-click webinar opt-in, you’ll need to use WebinarCore. This is a free tool that provides a URL you can use with an HTTP Post inside of Infusionsoft. Sign up for a free account. Next, take your GoToWebinar registration URL and paste it into WebinarCore (see screenshot). Enter your webinar title, set the timezone, and click Create. A box will appear with a WebinarSync URL. This is the URL you’ll use inside of Infusionsoft. The last step is to put that WebinarSync URL to work! You can use it in an email broadcast or a campaign. If you are using an Email Broadcast: Create a link in your email. Set the URL to your opt-in “thank you” page (either in Infusionsoft or on your own website). For the action, select More… and then select Send an http post to another server. Last, put the WebinarSync URL in the Post URL box and click Save. When your contact gets the email and clicks the link, they’ll be sent to your “thank you” page. Infusionsoft will also send their contact details to WebinarCore, which will then register the contact for your webinar. The contact will get the standard registration confirmation email from GoToWebinar. If you are using a campaign: The Campaign Builder’s email functionality doesn’t let you run an HTTP Post when a link is...Tuesday’s Tip
