Blog Archives

Improving and Refining Skills in the Campaign Builder Pt. 2

I have made videos before on how to do very specific actions in the campaign builder and most of you have worked with these tools to varying degrees of success. My goal this week is to do my part in

Posted in Business

Improving and Refining Skills in the Campaign Builder

I have made videos before on how to do very specific actions in the campaign builder and most of you have worked with these tools to varying degrees of success. My goal this week is to do my part in

Posted in Business

Imports and Company Records

Importing contacts is a vital part of starting and maintaining a 21st century business. Not just to add new leads from a seminar or an attendee list from your latest webinar, imports are also a vital part of controlling how

Posted in Business

Creating Webforms and Internal Forms

Webforms are one of the most versatile tools in Infusionsoft. They can be your opt-in, your landing page, even a survey. They can also do much more. On this weeks video we briefly review a few under-appreciated tricks that you

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Preventing Cart Abandonment

Have you ever sent out a product promotion to 500 leads, received 300 clicks, but only 30 buyers? This was a question asked to us by one of our viewers. I’ve had this issue and it is probably one of

Posted in Business

Breaking Down Opportunities Pt 2

Continuing where we left off on our last opportunities video, this week we cover how to report, search for, and offer additional products or services using opportunities. PLUS a bonus tutorial featuring Quotes.

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Creating A Looping Campaign

In business, communication is key, specifically, consistent communication. Making sure that you can maintain contact with your list about consistent events can be a chore. Say you have a weekly webinar, chances are you don’t want to manually email your

Posted in Business

Breaking Down Opportunities Pt 1

A sales team can be difficult to keep track of. Every customer is different and the same can be said of the approach that your sales rep needs to take. This can lead to very confusing reports and a startling

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5 Quick Steps to Success

Infusionsoft is big. Really big. When you first start using it, things can seem overwhelming and confusing. You may find yourself repeating steps that you have completed 4 or 5 times before, or you ran an action without first setting

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Processing Refunds Correctly

As a business owner, processing a refund is the last thing that you want to do, but it is necessary to running a company. That being said, if a refund is processed incorrectly, it can turn an inconvenient situation into

Posted in Business