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: 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>...Tuesday’s Tip: Identifying Your Most Interested Leads
It’s the end of the month, you need to close one more deal, and you KNOW there is somebody in your database who wants to buy, you just aren’t sure who… What if you had a count of how many interactions you had with each customer. How many links they’ve clicked, forms filled out, and you know the last time they interacted with you. Do you think you could find that person you can close today? While Infusionsoft has Lead Scoring, it doesn’t give you a running total you can use in this case. However, an easy way to track this is to use a custom field, and our free “Field Math” tool that is included in our Free Campaign Tools. Use the Field Math tool to increment that custom field value every time a contact does something that indicates interest. This could be filling out a webform, clicking a link, or other actions. Checkout how to use our Field Math...Tuesday’s Tip: Get More Opt-Ins with Icegram
A client of ours told me about this gem. It’s called Icegram. It lets you bring attention to Call To Actions on your website with a multi-tude of options from chat boxes, to headers, to popups. And! You can use it with Infusionsoft!! But wait, There’s More! It’s Free! Rather then downloading it, install it just like a normal wordpress plugin. Now, go ahead and create a new “Campaign” by clicking in the wordpress admin bar on “Icegram” (should be under comments). And then “Add New Campaign”. Next, you need to create a new message. Play with the options some, and see what you like. Once you have what you want, scroll down and click on the “Use Opt-in / Subscritpoion / Lead Capture Form” button. Now, open up an Infusionsoft Web Form, click on “Get The Code” and get the un-styled code. Paste it into the “Form Embed Code”. Now save everything and check out your hard work. ...Tuesday’s Tip: How does Chip on Card / EMV effect eCommerce?
With the October 15th deadline for EMV cards rapidly approaching. You’ve probably noticed some of your favourite retailers have gotten new credit card terminals. For those of us that depend upon credit cards as a form of payment, this has raised some questions about the future of how we accept credit cards. First off, the october 15th deadline isn’t a law, it isn’t a day where all magnetic stripe cards will stop working, it isn’t even that terrible if you aren’t ready for it. On October 15th, if you are a brick and mortar store, and you don’t yet accept EMV cards, if you accept a fraudulent credit card, you have to pay for it, the bank won’t reimburse you. This all stems back from the big data breaches we’ve seen in the last few years. Magnetic stripe cards are insanely easy to read and duplicate. You can buy everything you need from Amazon for less then $200. This wasn’t a huge deal because credit card numbers are encrypted on the terminal before being sent to the bank for verification. The target data breach was a new class of cyber attack. Criminals injected new code into the credit card terminal itself so that they could grab a copy of the card number before it was encrypted. To prevent this from happening again, card readers are now built with the encryption built right into what is called the “Read Head” this is the magic thing that turns the magnetic data into ones and zeros the credit card terminal can understand. The card data stays encrypted all the way...Tuesday’s Tip
