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Tuesday’s Tip: Use the Infusionsoft API to do split testing
Split testing is a method of trying different marketing messages and materials to find out which is most effective. You take a group of contacts, split them into multiple groups, and send different materials to the different groups. For example, you could try a different call to action, a different campaign sequence, or even something as simple as different colors within an email. Infusionsoft doesn’t provide a built-in way of splitting your contacts into multiple groups, but you can use the API to assist you. I’m not going to make you figure out how to do this on your own. Instead, I’m giving you a fully working API script that I’ve been using for Novak Solutions. You’ll still need a basic knowledge of how to use PHP scripts, but you won’t have to do any coding. Download the script I’ve packaged up our Infusionsoft SDK along with the split testing script into a single, easy to download package. Download it here and unzip it to a server or computer with PHP. Set your API key Copy Infusionsoft/config.sample.php to Infusionsoft/config.php. Edit config.php with your app name and API key. If you aren’t sure how to do this, check out this YouTube video. Create a saved search Create a saved search in Infusionsoft that contains the contacts you’d like to split into multiple groups. You can run the split-testing.php script to get a list of your saved searches with their ID numbers. Once you know your saved search ID, edit split-testing.php with your saved search ID and saved search user ID. The file contains instructions on how to do this. Create tags Create a...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...
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