Tuesday’s Tip: Keep track of relationships in Infusionsoft

Infusionsoft makes it easy to track any kind of relationship between contacts. For example, your business may want to track which contacts are business partners. Or maybe your business needs to keep track of which contacts are family members, such as husband and wife. Infusionsoft calls this a “relationship link” and gives you the flexibility to configure them in whichever way makes the most sense for your business.

To setup a relationship link, pull up a contact in Infusionsoft, and then click the Linked Contacts tab. If you haven’t created any link types yet, you’ll need to click Manage Link Types, then New Link Type. Give your link a name (such as “Spouse”). You can also limit how many contacts can be linked together with this link type. For example, a spouse link type should probably have a limit of 1 because you can only have 1 spouse. Click Save.

link-type

Next, create the relationship link. To do this, go back to the Linked Contacts tab and search for a contact. Select the type of link and click Save Link. That is it!

Once you have a relationship link established, you can merge a linked contact’s details into your email. For example, you might include a reference to a contact’s spouse, or cc a business partner. This will show up in your list of available merge fields under the name of the type of link (such as “Spouse”).

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