by Ruby Gage | Aug 12, 2022 | Infusionsoft Tips & Tricks
How to Add a key partner user to your keep classic app. When you first log in, you’re going to see a screen similar to this, this will be your dashboard. And you’re going to go up to the keep logo in the upper left corner and click on the three lines next...
by Ruby Gage | May 6, 2022 | Infusionsoft Tips & Tricks
Okay today, we’re going to talk about looping campaigns. Looping campaigns can be really, really useful. They confuse a lot of people, but one of the primary reasons that I like to use looping campaigns is when you need to automate the repeating of messages to...
by Ruby Gage | Mar 25, 2022 | Business, Infusionsoft Tips & Tricks
Okay, this is gonna be a short video to show you how to use the new email status tool that is included in context search. Now, I think this was a really good change. And I think it will overcome a lot of issues that some people were having. If you’re like most...
by Ruby Gage | Mar 4, 2022 | Infusionsoft Tips & Tricks
Okay, this is on how to fix the Gmail sync issue if you are continually having it disconnect and getting that notice in your app. So you’re going to click on the three lines over here next to keep and hover over to go over to users. You’re going to find...
by Ruby Gage | Feb 25, 2022 | Infusionsoft Tips & Tricks
Okay, this is going to demonstrate how to complete a task within keep, and have different actions based on how that task was completed. I’m going to assume for the purposes of this, that the task is to reach a new weight. And typically, there’s three...
by Ruby Gage | Jan 28, 2022 | Infusionsoft Tips & Tricks
Okay, this is a quick video on how to use Infusionsoft to host the files that you will get contacts within your landing pages. Landing pages can only link to other pages and to URLs. So if you want to have somebody download a file, you have to host that file somewhere...
by Ruby Gage | Jan 21, 2022 | Infusionsoft Tips & Tricks
Hi, this is just a quick video to talk about pulling contacts out of a campaign sequence. Most of the time, contacts will be pulled out when a goal is reached. So in this particular instance, if an email within the sequences is opened, it will pull them out, and they...
by Ruby Gage | Jan 14, 2022 | Infusionsoft Tips & Tricks
Okay, I’m going to demonstrate how to set up billing automation triggers to apply a tag upon successful subscription payment. And the first thing you’re going to do is you need to be in the E-Commerce section, and you’re going to go over to Settings....
by Ruby Gage | Jan 7, 2022 | Infusionsoft Tips & Tricks
Okay, just a super quick video to demonstrate how quickly and easily you can set up a task with outcomes based on how the task was completed. Using the outcome scenarios, we’re going to call this the task sequence because this is the type of sequence...
by Ruby Gage | Dec 10, 2021 | Business, Infusionsoft Tips & Tricks
Okay, this is gonna be a short video to show you how to use the new email status tool that is included in context search. Now, I think this was a really good change. And I think it will overcome a lot of issues that some people were having. If you’re like, most...
