Infusionsoft Secret Merge Fields

Infusionsoft has a secret. They’ve kept this locked up for years and now I am revealing it to you! They haven’t been telling you everything about merge fields. Well… one of them at least. Most people don’t actually know this field exists, but hidden in the merge...

March Updates and Announcements

Happy March everyone! We are already 3 months into 2017 and time isn’t the only one moving quickly. Infusionsoft has a few new updates for us and a HUGE announcement regarding a new integration. First let’s go over the updates for March. The biggest change was made to...

Lead Scoring in Action

A few weeks ago I released a video Breaking Down Lead Scoring. For those that did not see it, here is a quick recap: The Lead-Scoring tool allows you to set up rules and actions that, when run, will add a point value to the contact record. This is then tabulated into...

Import Checklist

Moving your contacts into Infusionsoft from other systems is important to your integration. More important than moving the contacts though is moving the RIGHT contacts. This week we are going to introduce a checklist that will assist everyone in moving contacts into...

Breaking Down Lead-Scoring

Being able to keep track of your clients disposition and engagement is important. Having a reliable and easy to read method to do this is doubly important. This video was requested by one of our readers who asked if we could help clarify the Lead-Scoring tool in...