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.
Biz Tip: Key Indicators
Do you know what Key Indicators drive your business?? If not, take 30 minutes today and figure out what your key indicators are. Then figure out what you can do to increase those key indicators. For us, our key indicators are: # of Free App Users $ Recurring Rev / Mo Churn Marketing Reach We have our own dashboard we track these stats on, if you want it for your own use, check it out here: https://novaksolutions.com/performance/...Tuesday’s Tip: 5 tips for keeping your Infusionsoft data secure
Today we have five tips to help you keep your Infusionsoft data secure. There are many threats to your data: hackers that want to steal your customer data, employees that make mistakes, poorly coded integrations, and software vulnerabilities. These simple steps will help protect your business and your data. Keep your software up-to-date There are many plugins for WordPress and other platforms that make it easier to interact with your Infusionsoft app. Whether you are using free or paid plugins, it is vital that you keep them up-to-date. New versions frequently fix security issues that can leave you at risk to hackers, nosy customers, or unscrupulous competitors. This also applies to your web hosting and server software. It sometimes feels like a major security threat is being discovered every other day. Regularly updating your server software will protect you from these serious vulnerabilities. Use Infusionsoft’s user permissions feature Infusionsoft provides a method of controlling what a user can do inside of your Infusionsoft app. For example, you can restrict your employees so they aren’t able to delete contacts, or even limit what contacts they are allowed to see. In general, a user should only be given the permissions required for them to perform their job function. This limits your risk of data loss or theft by your employees. You may want to consider disabling access altogether for employees that don’t have a genuine need to interact with Infusionsoft. If you have several users that are only using Infusionsoft for viewing data (such as reporting), it may be cost effective to deactivate their Infusionsoft accounts and instead set up reports using a tool like Data Warehouse. Be...Biz Tip: Turn off your voice mail
Voice mail is so so 1990. I hate it. I’ve seen a few other successful business owners change their voice mail message to motivate people not to leave messages, and once I did life got simpler. You don’t want to actually turn off voice mail. Just change your message. Mine says: “Hey, you’ve reached Joey at Novak Solutions. I NEVER check voice mail on this number, the best way to reach me is to send me an email at joey@novaksolutions.com, or send me a txt message on this number. Thanks, bye!” People now send me emails or txt messages instead, which fits seamlessly into my...Tuesday’s Tip: What if you add an email to an existing Infusionsoft campaign sequence?
Have you ever wondered how changes to a live campaign might affect your contacts currently in the sequence? Adjustments sometimes need to be made to campaigns that already have contacts in them. How does Infusionsoft decide whether a new sequence item applies to a contact? Today we clarify what happens to a contact’s position in the sequence as new sequence items are added. When an item is added and the campaign is published, Infusionsoft will recalculate each contact’s position in the sequence based on past steps accomplished. The recalculation retraces the steps of emails, timers, and other actions from the beginning to determine the contact’s current position. The rule of thumb for an additions to a sequence is seven days. If the new step will be accomplished in the future, then it will occur at the appropriate time. If, instead, the step was set to happen in the past seven days, then it will proceed immediately. However, when the step was set to happen longer than seven days ago, the action will be skipped and the contact will be pushed along in the sequence. To make this easier to understand, let’s look at an example. Our imaginary live campaign is set to deliver two emails: email #1, wait five days, email #2. The sequence is readjusted to include a third email, #1.5, only two days after the first email is sent. Adam entered the original sequence. He received Email #1. After three days, you decide to add an additional email, Email #1.5. You add the email, adjust the timers, and publish the changes. Infusionsoft recalculates Adam’s position in the campaign and concludes that Email #1.5 should...Tuesday’s Tip: Start an Infusionsoft campaign sequence based on the time of day
Have you ever wanted to run a certain campaign sequence but only if the contact enters a campaign during a specific time period? Perhaps not, but there are some interesting things you could do with this capability. For example, you may want to email a new lead to let them know that your office is closed for the day, and they can expect to hear from you on the next business day. This email should only go out if the contact requests information after your office is closed for the day. Postponing the sequence won’t work, because that will just guarantee that every contact will eventually get an after hours email. Instead, we only want to send the email if the contact enters a campaign during a specific time period. If they enter the campaign during business hours, we never want the email to get sent. If you are handling support for your products through your Infusionsoft app, you could do something similar. If someone fills out your support web form after hours, you could send them an email letting them know not only that you got their request but also an estimate of when it will be handled. Follow below for instructions on how to set this up. Get the free script I haven’t been able to figure out a way to accomplish this without using the API. If you know how, please let me know! It’d be great to cut the API out of this process. Until a better way is discovered, I’ve written a simple script and included it with the examples in the Novak Solutions Infusionsoft SDK. Get a copy of the...Tuesday’s Tip
