Red Beard University

Hey, that’s me! I started Red Beard Consulting in 2012. I work mostly with members of Automation Clinic who are making $1,000,000+ annually. The background picture of this site is me climbing in the Tatoosh range just south of Mt. Rainier.

Consultants 0

Pepper Chadwick works out of the Seattle area as an Infusionsoft Certified Consultant. She formerly ran my team as Project Manager and served my clients as Red Beard Consulting’s Director of Collaboration. She started her own consultancy in 2015. You can see her full list of services at Green Tiger Solutions.

Consultants 0

Infusionsoft Purchase Actions are activated every time a particular product is purchased. The trick is, each payment on a product counts as a purchase. If you have a two pay plan you’ll find each payment setting off the Purchase Action. To have an action go only once, set it up in Billing Automation instead of […]

Tutorials 0

You want to add a custom opt-out link to your Campaign Builder email footer so that people can opt out of just that Infusionsoft campaign and not all of your marketing. But when you import a template where you had the opt-out link working, the link broke. Here’s how to fix it. 1. Go to […]

Tutorials 0

I want to show my users a form that is responsive based on their previous answers. If they previously checked a box, I want to show that box as still being checked. To do this I’ll make a campaign with two forms. Form 1 can be hosted or in a web page.   Then I […]

Apps, Tutorials 0

To add a hidden Email field to an Infusionsoft form in CustomerHub, add this code: <input name=”inf_field_Email” type=”hidden” value=” {{ user.email }} ” /> You’ll also need to add the hidden email field in the form in Campaign Builder. This code calls in the User Email with the {{ user.email }} variable. You can call […]

Apps 0

We’ve all been there. You’re at a party. You see the girl (or guy) of your dreams. You bravely walk up and start to speak… as they turn away to talk to someone else. Did they hear you? Did they notice you were there? Should you tap their arm, or just keep talking? Was this […]

Tutorials 0

You may want to send people on different paths depending on whether they’ve achieved two tags or just one of the two tags. Here’s your map. Click to enlarge.

Tutorials 0

Infusionsoft does not let you access Last Bill Date except from the View Subscriptions menu. This is no fun because you might want to use that information in a campaign with a Date Timer. For example, you could send a note to people right before you bill them again for an annual subscription. If you […]

Tutorials 0

Here’s an easy way to track purchase behavior in Infusionsoft. It tags people for their first, second, and third purchases. Now you can do searches for people with the first purchase tag but without the second purchase tag. And you can see what date each tag is applied within a specific contact record.

Tutorials 0

Put your Infusionsoft web form inside your CustomerHub site in order to show surveys or choices only to people who are already members. Click the “Code” button in order to get to the raw HTML view of the page. This is the equivalent of the “Text” option in WordPress. Here is the location of the […]

Apps, Tutorials 0