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: One-click Upsell for WordPress just got better
We’ve been hard at work improving the One-click Upsell plugin for WordPress and have a few new features we’d love to share with you. As a reminder, this plugin is completely free and fully supported. It works on both order form and shopping cart “Thank You” pages. The plugin now lets you optionally use an image for your upsell button. Simply specify the image URL, width, and height, and it’ll be used instead of a standard form submit button. We’ve also made it easier to add upsell buttons to your pages. Just click the blue up arrow in your editor, fill out the short form, and click Add shortcode. This saves you from having to look up or remember shortcode options. 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: Allowing an Infusionsoft campaign goal to be achieved by any contact
If you create a campaign goal in Infusionsoft and associate it with a sequence, you can choose whether that goal can be achieved only by contacts in the campaign or by any contact. Infusionsoft provides step-by-step instructions for accomplishing this. For this tip I’m going to discuss why you would want to pick one option over the other. Why would you want to open the goal up to all contacts? Opening a campaign goal to all contacts makes it possible to use the goal as an entry point into a campaign. For example, if you run a webinar you may want contacts to enter a campaign from your newsletter and from your website, but also simply by attending the webinar. Why would you want to limit the goal to contacts in the campaign? On the other hand, you may not want a goal to be an entry point into a campaign. For example, opening a “Purchase online” goal to all contacts would force all contacts to enter the campaign as soon as they make a purchase. If your follow-up sequence references content sent in the nurture sequences, or if your follow-up sequence expects the contact to be a newsletter subscriber or have a specific tag, then this could be a...Tuesday’s Tip: Achieve an Infusionsoft campaign goal with an API call
One of the lesser known goals available in Infusionsoft is an API call. By making a specific API call you can achieve this goal to move a contact through a campaign. The goal has two parameters: Integration and Call Name. These can be anything you want but if you have multiple goals with the same integration and call name, then they will all be achieved by the same API call. To achieve the goal, you make a FunnelService.achieveGoal API call with the integration and call name you configured in the goal, and the contact ID you’d like to achieve the goal for. If you are using the free Novak Solutions Infusionsoft PHP SDK, then you could do something like this: <?php // Include the SDK require_once('Infusionsoft/infusionsoft.php'); // Set the contact ID $contactID = 123; // Call the achieveGoal method Infusionsoft_FunnelService::achieveGoal('someIntegration', 'myAPIcall', $contactID); I hope this helps you in building your own...Tuesday’s Tip: Get a free stats dashboard for Infusionsoft
Keeping track of trends within your business makes it easier to find and fix problems, and to see where your company is heading. Infusionsoft provides some basic dashboard reporting tools within your app, but we wanted something a little more powerful so we created Health Check. We’ve been using Health Check internally for awhile now, and decided to share it with the Infusionsoft community. Our free Health Check tool provides daily stats and gives you a quick overview of those stats compared to previous reporting periods. In other words, it helps you know what you accomplished today, yesterday, and last month, while giving you the ability to see how that compares to your accomplishments last week, last month, and the month before. Clicking on the question mark icon next to a stat brings up a window with more information. For example, clicking the question mark icon next to the “today so far” number for Payments Received will give you a list of payments received today. We’ll be expanding this in the near future to include graphs and pre-built reports. Health Check is completely free (we don’t even collect your credit card number) and fully supported. It doesn’t have all the features we want yet but it is being actively developed and will continue to gain new features in the coming weeks. So please, sign up, give it a try, and let me know what you think! What is it missing that you’d find useful? What do you love about it? Please share your thoughts so we can continue to improve this free...Tuesday’s Tip: Remove Infusionsoft branding on web forms
By default, an Infusionsoft hosted web form has “Powered by Infusionsoft” added to the end of the title. Eek! Do your customers really care what company powers your web forms, or would you rather have them see your company name in the title and in their browser bookmarks? I’ve talked before about custom titles for order forms and shopping carts, and hiding Infusionsoft branding. With a little effort, we can do the same thing for Infusionsoft hosted web forms. The trick, as usual, requires a bit of JavaScript. Simply add the following code to an HTML snippet on your web form, replacing “YOUR COMPANY” with your company name: <script> document.title = document.title.replace("Powered by Infusionsoft", "COMPANY NAME"); </script> This will use the title you selected when you created the web form, but it will replace “Powered by Infusionsoft” with your company name. Alternatively, you can set the full title to whatever you want using this snippet, replacing “YOUR TITLE” with the title you want: <script> document.title = "YOUR TITLE"; </script> Do you have an idea for a Tuesday’s Tip? Let us...Tuesday’s Tip
