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: Use Infusionsoft campaign links to update your campaign in a single step
If you find yourself frequently updating links in your Infusionsoft campaigns to point to the latest content, then you may want to switch to using campaign links. These special links can be included in multiple places within your campaign, and later be updated from a single location. For example, you may want to link to your latest promotion, most recent blog post, or current webinar signup page. Instead of updating these links manually, potentially in several emails within your campaign, you can use a campaign link. This gives you the ability to quickly and easily change the web address whenever needed without having to dig into your campaign. Create a Campaign Link To get started, open your campaign. Click the Campaign button and select Links…. This will give you the ability to add a campaign link. Setup Your Campaign Link Click the green Add Link button to create a new Campaign Link. The name and description fields are for your own use; they won’t be displayed to the recipient. The URL can be any website you’d like. Click the icon to save when you are done. Add the Link to your Emails Using a campaign link is easy. You can add it to your email just like a normal link. Instead of choosing Web address, select Campaign link, and then pick the campaign link you’d like to add. Update your Link as Needed When you need to update your link, go back to the Links… section of your campaign. Simply edit your link and save it. Your link will be updated as soon as you publish the...Tuesday’s Tip: Reach a wider audience by using responsive emails in Infusionsoft
48% of total email opens occurred on a mobile phone or tablet in the second quarter of 2014 (source: Experian Email Benchmark Report). In other words, half of the emails your customers see are opened on a mobile device. If your email template isn’t optimized to look great for desktop, webmail, and mobile users then you may be losing sales. Responsive templates are designed to adapt themselves to the available screen space. Instead of just shrinking the content down (like often happens with emails created with the Infusionsoft drag and drop builder), a responsive template will allow parts of the email to move around so that your text and images stay at a legible size even on tiny mobile phone screens. This is an advanced tip. It requires working directly with HTML. If you aren’t comfortable working with HTML, you may need to hire a developer to help you or pay for a template design service. Get a template To get started, you need a template. If you are very comfortable working with HTML, you could use the Antwort responsive templates. These templates are highly customizable and work great for most email clients. If you are a little less comfortable with HTML, you could try using Campaign Monitor’s free template builder. Select a template, customize it, click Preview, then Finish and save. Instead of creating an account, click the Download as HTML & CSS link at the bottom. Enter your email and click Send me the files. You’ll receive a zip file with an HTML file that contains your email. Another popular option is Ink. This tool also requires some basic HTML knowledge, but is highly customizable and well documented. Copy your template...Tuesday’s Tip: Market to your most active contacts in Infusionsoft
If you have limited time or a small budget for promotions, you may want to focus your efforts on your most active contacts. The Pareto principle states that, in many situations, 80% of the effects come from 20% of the causes. This is often called the 80-20 rule. In business, this means that 80% of your sales are likely to come from only 20% of your contacts. With a few clicks in Infusionsoft you can quickly build a list of the contacts that click links in your emails the most often. By focusing on this 20%, you can maximize the value of your marketing efforts. Step 1: How many contacts have clicked at least once? To start, you’ll need to know how many contacts have clicked at least one link in an email. Go to Marketing→Reports, then choose Click Through Percentage Search By Contact. With the default settings, click Search. The number of contacts will appear in the upper left of the search results. For example, “1-50 of 2,124” means you have 2,124 contacts that have clicked at least one link. Step 2: Which contacts click the most links? Next, adjust the filters to narrow the list to the most active clickers. The goal is to target the most active 20% of contacts that have clicked at least one link. In this example, we had 2,124 contacts that clicked at least one link, so we want to narrow the list to about 425 contacts. This will take some trial and error until you find the filter that works best for you. Click the Edit Criteria/Columns… button to bring up the search criteria form. You have a few options: Adjust the Total Email...Tuesday’s Tip: Easily test your Infusionsoft HTTP posts
One of Infusionsoft’s most powerful features is the ability to do HTTP posts to external systems. This allows you to get your data to a service outside of Infusionsoft. Testing and troubleshooting these HTTP posts has traditionally been difficult (especially for non-programmers) but with the help of a free online service this testing is easy. To get started: Go to RequestBin and click on the big blue Create a RequestBin button. You’ll be given a bin URL which you’ll use as the POST URL in Infusionsoft. Copy the URL to the POST URL field of your HTTP post in Infusionsoft. Configure your name/value pairs following the instructions provided by the external system you are using or the Infusionsoft help center. To see what information is actually passed to the POST URL, you can click the Send Test button and select a user from the Send HTTP Post page in Infusionsoft. This will immediately send the HTTP post to your Bin URL. You can also run a test contact through your campaign sequence to initiate the HTTP post. The RequestBin page will update with any posts that are made to it. If the page doesn’t update automatically, click the big red circle at the top of the page to refresh the page. As you can see in this screenshot, you are given a lot of information. In this example, my first name, last name, contact ID, and email address are passed to the bin URL. For the more technical users, you can view the request headers, the IP the request came from, and the raw content. How to use this information: If the form/post parameters aren’t coming...Tuesday’s Tip: Easily manipulate dates in Infusionsoft using keyboard shortcuts
Want an easier way to enter dates in Infusionsoft? Use the quick date keys, a set of keyboard shortcuts that make it easy to enter the date you want without having to consult a calendar. This tip works with any Infusionsoft field that has the calendar icon next to it. To get a full list of the quick date keyboard shortcuts, click the date field then hit Alt+i on your keyboard (Command + i on a Mac). A list of shortcut keys will pop-up like this: To use the shortcut keys, simply click a date field then type the shortcut. For example, if I wanted to enter today’s date, I’d type t into the date field. The Alt + i only shows you the available keys; you don’t have to type Alt + i first. You can enter one key after another to continue to manipulate the date. For example, if I wanted to enter the first day of next month, I’d enter m and then f. The m would add a month to the date currently in the field. If the field is empty, it assumes today’s date. The f would then set the date of the month to the 1st. The day of week shortcuts use the first five keys of the bottom row of the keyboard. These shortcuts are incredibly useful when setting task dates. For example, you can quickly set the date to Friday by pressing b (the fifth key on the bottom row of the keyboard). No need to get out a calendar, no need to mentally calculate the date based off of today’s date. It’s...Tuesday’s Tip
