by Jacob Allred | Aug 19, 2014 | Tips
When you create a link in Infusionsoft’s Email Builder, you are given the option to “Place the person’s details at the end of the URL (for techies)”. But should you use this feature? The short answer: no, you shouldn’t. The intention of this feature is to make it easy for web developers, and even non-developers, to utilize their contact’s data to personalize a landing page. For example, you might want to show the contact’s name or pre-fill an address box using the contact’s details. When you use this feature, however, Infusionsoft will add several pieces of information to the end of the URL even if you don’t plan on using them, including the contact’s email address and password. Anyone who clicks that link will easily be able to look in the address bar and find your contact’s personal information. If your contact forwards the email to a friend, then the friend now has the contact’s password. Since most people re-use passwords, this can be a very serious security issue for your contact. Even if the email isn’t forwarded, the URL along with the contact’s personal information is transmitted in plain text unless the link is pointing to a site using HTTPS. This means your contact’s password could easily be stolen (for example, if the website publishes their logs or if the user is on an open WiFi connection). The solution to this problem is to include only the information you actually need in the URL. You can easily do this using merge fields. For example, if you wanted to link to https://novaksolutions.com/ and you wanted to include the contact’s first name, you should make sure...
by Jacob Allred | Aug 12, 2014 | Tips
You’ve built an amazing product, a large email list, and are getting lots of traffic to your sales pages. Even with all this it is possible you are losing a significant number of sales to abandoned carts. With a little upfront work and an automated campaign, you can recover some of these abandoned shopping carts. This works by tracking when your contact visits your sales page, waiting a set amount of time, and then sending the contact an email to encourage them to complete the sale. The first step is to make sure you are always applying a product-specific tag to your contact when they click a link to your sales page. Getting into the habit of adding tags when your visitors click links in your emails will help your marketing efforts down the road, even if you don’t take immediately use the tags. It also helps to have a separate category just for these tags, such as “Visited sales page” or “Pre-sales”. Next, install the Turn Abandoned Carts Into Sales campaign from Infusionsoft. To do this, in the main navigation, go to Marketing > Campaign Builder and click the Browse Campaign Templates button at the top right of the page. Search for “abandoned”, then click Install for the campaign. A new campaign will be imported into your Infusionsoft app called Turn Abandoned Carts into Sales. Open this campaign. Instructions are included with the campaign. Modify the first step of the campaign to match the tag you created to track when your contacts visit your sales page. In the Cart Abandon Recovery sequence you can modify the email(s) that will be sent out. You may want to include a special...
by Jacob Allred | Aug 5, 2014 | Tips
Infusionsoft makes it easy to manage all of a contact’s campaign activity from a single spot. The campaigns tab on the contact record will show you the sequence activity for the individual campaign. You can see up to 25 completed campaign items from the past 30 days, and upcoming campaign items that will take place in the near future. To access this section, pull up a contact in Infusionsoft, scroll down, and click the Campaigns tab. If the contact has had campaign activity, it will show up under Recent Campaign History. From here you can see the order that different campaign events took place. You can also resend campaign emails and reapply tags. This is great for testing a new campaign or if a contact says they didn’t receive a specific email. If the contact has upcoming campaign activity, it will show up under Upcoming Campaign Items. From here you can see the different campaign events that are scheduled for this contact. You can preview an upcoming email, send an email or apply tags early, or cancel events that you no longer want to run. Again, this is great for testing a campaign, or canceling campaign events that are no longer relevant to a contact. That’s it! Now you can easily manage your contact’s campaign activity from a single...
by Jacob Allred | Jul 29, 2014 | Tips
Wouldn’t it be awesome if you knew your visitor’s city, state, and country without even asking for it? You could use this information to reduce the complexity of your web forms while retaining the ability to market to specific regions. Thanks to Google’s free geolocation service and a pinch of JavaScript, this is possible! Edit your web form in Infusionsoft. Add an Address field to your form with City, State, and Country. Make sure these fields are not required. Add the following to an HTML snippet if you are using the Billing address: <script src="https://www.google.com/jsapi"></script> <script> /** * Free script provided by Novak Solutions * https://novaksolutions.com/tips/get-your-visitors-city-and-state-without-even-asking-for-it/ */ jQuery(document).ready(function(){ jQuery('#inf_field_City').parent().parent().hide(); jQuery('#inf_field_State').parent().parent().hide(); jQuery('#inf_field_Country').parent().parent().hide(); jQuery('label[for=inf_field_City]').parent().parent().hide(); jQuery('label[for=inf_field_State]').parent().parent().hide(); jQuery('label[for=inf_field_Country]').parent().parent().hide(); if( google.loader.ClientLocation && !jQuery('#inf_field_City').val() && !jQuery('#inf_field_State').val() ) { jQuery('#inf_field_City').val(google.loader.ClientLocation.address.city); jQuery('#inf_field_State').val(google.loader.ClientLocation.address.region); switch(google.loader.ClientLocation.address.country_code) { case 'AU': jQuery('#inf_field_Country').val('Australia'); break; case 'BR': jQuery('#inf_field_Country').val('Brazil'); break; case 'CA': jQuery('#inf_field_Country').val('Canada'); break; case 'IN': jQuery('#inf_field_Country').val('India'); break; case 'UK': jQuery('#inf_field_Country').val('United Kingdom'); break; case 'US': jQuery('#inf_field_Country').val('United States'); break; } } }); </script> If you want to use the Optional address (recommended if you really want to make sure you don’t overwrite an address the customer entered themselves), use this code in an HTML snippet: <script src="https://www.google.com/jsapi"></script> <script> /** * Free script provided by Novak Solutions * https://novaksolutions.com/tips/get-your-visitors-city-and-state-without-even-asking-for-it/ */ jQuery(document).ready(function(){ jQuery('#inf_field_City3').parent().parent().hide(); jQuery('#inf_field_State3').parent().parent().hide(); jQuery('#inf_field_Country3').parent().parent().hide(); jQuery('label[for=inf_field_City3]').parent().parent().hide(); jQuery('label[for=inf_field_State3]').parent().parent().hide(); jQuery('label[for=inf_field_Country3]').parent().parent().hide(); if( google.loader.ClientLocation && !jQuery('#inf_field_City3').val() && !jQuery('#inf_field_State3').val() ) { jQuery('#inf_field_City3').val(google.loader.ClientLocation.address.city); jQuery('#inf_field_State3').val(google.loader.ClientLocation.address.region); switch(google.loader.ClientLocation.address.country_code) { case 'AU': jQuery('#inf_field_Country3').val('Australia'); break; case 'BR': jQuery('#inf_field_Country3').val('Brazil'); break; case 'CA': jQuery('#inf_field_Country3').val('Canada'); break; case 'IN': jQuery('#inf_field_Country3').val('India'); break; case 'UK': jQuery('#inf_field_Country3').val('United Kingdom'); break; case 'US': jQuery('#inf_field_Country3').val('United States'); break; } } }); </script> Your address fields will automatically be hidden by the code so your visitor won’t see them. This code will populate the address fields only if they aren’t already filled...
by Jacob Allred | Jul 22, 2014 | Tips
Update 7/22/14: Turns out Infusionsoft DOES provide a way of making single column web forms, and I just completely missed it when I originally put this article together. I’ve updated this tip to work without requiring JavaScript or HTML changes. Want to give your users a better form filling experience? According to the User Experience Research team at Google, simply switching from a two column form layout to a single column layout will make a dramatic difference. Fortunately, Infusionsoft gives you the option of using a single column or two columns. To do this, edit your web form and go to the Layout section. Change the Label Position to be Above. That’s it! I originally posted some fancy JavaScript to do this, but turns out it isn’t necessary, which is great! In case you are interested in the JavaScript that was originally posted, here it is: <script> jQuery(document).ready(function () { jQuery('.infusion-field-container').find('td').unwrap().wrap(jQuery(decodeURI('%3Ctr/%3E'))); jQuery('.infusion-field-label-container').css('padding-top', '10px'); }); </script> You probably don’t need to use this code. For most people, changing Label Position to Above will give you a nice looking, single column form. If you want to use this JavaScript instead, add an HTML snippet to your web form with the above code. The JavaScript will convert the two column layout to a single column...
