Thanks for subscribing!
We'll send the next tip to your inbox on Tuesday morning.
Our most recent tips
While you are waiting for your first newsletter to arrive, feel free to browse our previous tips.
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: Upgrade your office for under $15
An easy way to increase your productivity is to get your thoughts out of your head and written down. According to Lifehack, it can even change your life. There are lots of options, including tools like Evernote and low-tech options like pads of paper. My personal favorite is a giant whiteboard. This is especially helpful when thinking through the flow of a new Infusionsoft campaign or prepping for a sales call. Unfortunately, big whiteboards are expensive. A large board ranges from about $150 to over $500 on Amazon. But with a trip to your local home improvement store you can get a functional whiteboard for less than $15. Nearly all home improvement stores (such as Lowe’s and Home Depot) sell large 8 foot by 4 foot panel boards. These boards are coated with white acrylic that works well with dry erase markers. You’ll have to clean your board a bit more often than if you bought a real whiteboard, but you’ll also save hundreds of dollars. If you have the space, you may even want to buy two or...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...
While you wait for your first tip, we’d like to recommend our Cloud Backup service. Never worry about data loss again with fully automated Infusionsoft backups. Easily recover from any disaster, including accidental deletions.
Learn More
Need something more advanced than basic backups? Our Data Warehouse service transforms your Infusionsoft data into a fully accessible SQL database. Use your favorite reporting tools to get the data you need, when you need it.
Learn More