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: Set merge defaults in Infusionsoft
One of the powerful marketing tools available in Infusionsoft is the ability to customize email templates and broadcasts based on the contact’s details, the contact’s owner, or the currently logged in user. For example, you may want the signature of an email to show the contact information for an employee that most frequently interacts with a particular contact (e.g., the contact owner). Or you may want to customize an email with the contact’s first name. This works great except in the occasional situation where the information you are trying to use is missing. For example, if a contact’s name isn’t set or the contact doesn’t have an owner. Fortunately, Infusionsoft provides a way of setting defaults for merge fields. If a field you want to merge is empty, Infusionsoft will use your merge default. Set your default user In Infusionsoft, go to Marketing→Settings. Select Template Defaults. Under Merge Defaults, select the default user you’d like to use. Don’t forget to click the save button! Set default contact fields Under Merge Defaults, click the Contact link. This will allow you to define default values for all your contact fields, even your custom fields. For example, if you sell designer neckties, you may want the default first name to be...Tuesday’s Tip: Update your order form theme to get the latest Infusionsoft improvements
Infusionsoft frequently updates the code that runs your order forms, shopping carts, and other Infusionsoft pages. Some of these updates are applied automatically, but some of them require a bit of action on your part. There are a few steps required in order to use the latest order form code. Do you need to update? Unfortunately Infusionsoft doesn’t provide an obvious way of knowing which version of the order form code you are running. There aren’t any version numbers in the source code, and no version number is displayed within Infusionsoft. You can keep your eye on the release notes to see when something important changes, or you can make updating your theme part of your regular maintenance routine (perhaps every quarter or six months). Create a new theme In Infusionsoft, go to E-Commerce then select Order Form Themes. Click Create a New Theme. From here you can select whichever theme you want. Again, the themes don’t have version numbers so there isn’t really a way of knowing if a theme has been updated or not. Give your theme a name. I like to include the original theme name and the date, for example something like Basic Grey, 2014-02-24. This makes it easy to remember which theme you used as a base and when you last updated. Customize your theme Transfer your theme customizations from the old theme to the new theme: select images, copy HTML areas, copy labels, and copy custom CSS. I highly recommend keeping your CSS customizations separate from the default CSS code. Intermingling your CSS with Infusionsoft’s CSS will make updating much more difficult. Make your new...Tuesday’s Tip: Make your promo codes easier to use
Promo codes in Infusionsoft are case-sensitive. If you have a promo code named SummerSpecial but your customer types in summerspecial, it won’t apply the promo. To make things easier for your customers, create additional promo codes in all lowercase and all caps. Infusionsoft doesn’t let you have multiple promo codes per promotion, so you’ll also need to create an additional promotion for each additional promo...Tuesday’s Tip: Understanding Infusionsoft ID numbers
Have you ever noticed that Infusionsoft ID numbers behave a little strangely? Sometimes they are odd, and sometimes they are even. They almost always skip numbers. Why does this happen, and does it matter? Why does this happen? Infusionsoft uses multiple SQL databases to run your app. This is a standard practice that allows your app to keep working even if one of the SQL databases fails or needs to be taken offline for updates. The databases share any updates with each other so both hold a full copy of all your data. For example, you create a new contact. Infusionsoft creates the contact in database A. Database A shares the new contact with database B. Now both databases have the contact, but there is a short period of time between updates when the two servers may be slightly out of sync. For a short moment, database B doesn’t know anything about the new contact. To keep from accidentally using the same ID number for two records, each database follows its own numbering scheme. For example, database A only uses odd numbers, and database B only uses even numbers. While Infusionsoft is adding contacts to database A, all of your new contacts will have odd ID numbers. If it switches to database B, then you’ll start to get even ID numbers for your contacts. Does it matter? This probably isn’t a big issue for most people, but it can be helpful to be aware of some possible side effects of this numbering scheme. The first side effect is that the highest ID number doesn’t reflect the number of records in your app. In the...Tuesday’s Tip
