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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Tuesday’s Tip: Standardize Your Company’s Signatures

We’ve seen some of our clients who have awesome signatures in their email that double as marketing tools.  I wanted to implement this in our company but I wanted to get it standardized across the company so we are all presenting the same message in our communications.  So we added a Signature “generator” tool to our Free Campaign Tools.  Below is a quick video on how it...

Tuesday’s Tip: Using Melt to automate video editing.

Melt is a program that lets you script video splicing, and basic editing. It can be a pain to get to know, but once you do, it’s pretty awesome. Here is a simple example. We have a number of short walkthroughs. They are all pretty similar. A Quick intro, the screen cast, and then an outro. Here is how you setup melt to do this for you. First, you need to install “Shotcut” (http://www.shotcut.org/) on your Mac / PC. Shotcut is a front end for Melt, and includes the melt program. It’s alot like Adobe Premier Elements, but it’s free and opensource. Now, go ahead and create a “Video Template” folder on your computer. Now in that folder, create a file called “render.melt”, in that file put the following lines: C:\Users\joey\Videos\intro.mpg -attach-cut volume:-8db screen.webm C:\Users\joey\Videos\intro.mpg -attach-cut volume:-8db This file tells melt to start with the video located here: C:\Users\joey\Videos\intro.mpg, to lower the volume by 8db for that video, then add the video called “screen.webm”, then add the intro.mpg video to the end of that, and reduce the volume by 8db. Note** You MUST have a blank line at the end of your melt file. Change the video filenames (C:\Users\joey\Videos\intro.mpg, and screen.webm) to the paths to your intro, and main content piece. Now, you need a script file (batch if you are on windows, bash if you are on Mac). For windows, I put the following in the batch file (I call the file render.cmd). "C:\Program Files\Shotcut\melt" render.melt -consumer avformat:final.avi acodec=libmp3lame vcodec=libx264 This tells melt to use your render.melt file, and output the video to a file called final.avi using...

Tuesday’s Tip: Keep up on Infusionsoft news using an RSS widget

There are so many ways to keep up with your favorite news sources: email subscriptions, Facebook, Twitter, blogs, and more. You can even view the latest news and articles inside of Infusionsoft. To follow your favorite news sources within Infusionsoft itself, you can add an RSS widget to your dashboard. First, click the Add Widgets button on your dashboard. Next, click Add to Dashboard for the RSS Feed item. The RSS widget will be added to your dashboard. By default it will show the latest news from Infusionsoft’s blog. You can click the Edit button to change which feed you are following. For example, you can use https://novaksolutions.com/feed/ to follow the Novak Solutions blog and to get our weekly tips in your dashboard. You can also drag the widget around to get it where you want it. Is your dashboard feeling cramped? If you have a reasonable sized monitor, you can also click the Change Layout button to change to wider columns or more...

Tuesday’s Tip: Selectively hide the PayPal button on your Infusionsoft order forms

In some situations you may want to hide the PayPal button for a specific order form or shopping cart. Perhaps you are running an A/B test to find out if the PayPal button affects conversions, or maybe your PayPal account has limitations do to your geographic location. Whatever reason you have, hiding the PayPal button is incredibly easy and can be accomplished with just a few lines of JavaScript. If you want to hide the button on an order form, add the below code to the Custom Header section on the HTML Areas tab of the order form settings page. Shopping carts are a little different. You’ll need to create a theme to use for orders that shouldn’t have the PayPal button. Add the below code to the Custom Header section on the HTML Areas tab of the theme’s settings page. <script type="text/javascript">// <![CDATA[ jQuery(document).ready(function() { jQuery("#checkoutWithPayPalLink").hide(); jQuery("#payPalType").parent().hide(); }); // ]]></script> That is it! The PayPal button will be hidden as soon as the page loads. Keep in mind that Infusionsoft frequently updates the shopping cart and order form code. If this isn’t working for you, it may be time to...

Tuesday’s Tip: Automatically wish your Infusionsoft contacts a happy birthday

An easy way to keep your business in the front of a contact’s mind is to send them an occasional friendly note. A birthday is an excellent opportunity for this type of communication. Infusionsoft makes it easy to both collect a contact’s birth date, and to automatically send an email on the proper date. Collect the birth date Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner. Search for birthday. Hover over the Birthday Collection campaign, then click the Install button. This will copy the campaign into your app. Open the campaign and follow the instructions provided in the campaign. You’ll need to take a few minutes to customize the emails provided in the campaign sequences. You can manually add people to the campaign, or use another campaign to add a tag to your contacts that will cause them to enter the campaign. Once you publish your campaign, you are good to go! Any contacts that enter the campaign will get a friendly email asking them to provide their email address. This is all handled automatically so you don’t have to manually type anything into Infusionsoft. Send a birthday message Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner. Search for birthday. Hover over the Birthday Reminders campaign, then click the Install button. This will copy the campaign into your app. Open the campaign and follow the instructions provided in the campaign. Customize the birthday email to be relevant to your business. You could even include a special offer for your contact. Once...

Tuesday’s Tip: Create a completely custom web form notification email in Infusionsoft

It is often helpful to get a notification when a web form is filled out by a contact. However, the default notifications in Infusionsoft can be less than useful. In fact, the only part you can customize is the subject line! This trick gives you the ability to create a completely custom notification email that includes all of the contact information you want. Disable web form notification The first step is to disable the built-in web form notification. Edit your web form, go to the settings tab, and make sure the Send an Email To: field is blank. Create a follow-up sequence Next, create a sequence after your web form in your campaign and add an email to it. This sequence will send your notification email. Change the To: field to your email address. You can use merge fields to put contact info into the subject line and the body of the message. Mark your email and sequences as ready, and publish your campaign. What happens next? When your contact fills out the web form they’ll move through your campaign to the notification sequence. Infusionsoft will fill in your merge fields with their details, then send the email to you. And that is it! You now have a completely customized web form notification...