Red Beard University

Want to deal with spam on Infusionsoft forms without using Captcha? Try this campaign: It starts off with your opt in form. The decision diamond goes to both sequences. At the top level, wait a week and then apply a tag that they didn’t open the first email. This sequence gets stopped by the tag […]

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Here’s how to manually opt someone back in to emails in Infusionsoft. Go to their contact record. You’ll see something like this on the lower right of the top half of the page: To opt them back in, click on ‘Manage Email Status’. Then click on ‘Indicate you have permission to market to this address…’ […]

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You may have a hard time importing credit card data in to Infusionsoft if you get it from Authorize.net and it is a protected workbook. Here is how to unprotect the workbook so that Infusionsoft can read it: http://www.it.cornell.edu/services/hyperion/howto/excel.cfm Also, when you save your data as a .CSV, don’t open it again in excel, lest […]

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Want to see who all has joined your database in the last 30 days? Go to CRM -> Contacts. Go to the Misc Criteria tab. Under the Date Created Interval, choose 30 days. Click Search. You now see a list of the contact records created in the last 30 days. Want to see only new […]

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Let’s say you want a contact to get tagged whenever they take a certain action in the future, but you want to tag them by month. Here’s the sequence you need if you want to be specific down to the hour about when they get tagged. This lets you apply a different tag depending on […]

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Trying to use a new custom field in an email? I just tried to send out an email using a new custom field and all I got was the ~Contact._CustomField~ merge text showing up in my email. It turns out that it can take a while for the new custom field to function properly. In […]

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Infusionsoft users: Ever wanted to see how often people are clicking in your emails, or see who is clicking most often? 1. Go to https://APPNAME.infusionsoft.com/Reports/searchTemplate.jsp?reportClass=ClickThroughPercentage&view=resultsPage, replacing APPNAME with your appname. 2. Look in upper left- how many contacts were returned? 3. Click on Edit Criteria/Columns. 4. Change Total Email Clicked to “greater or equal” to […]

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First, the results. In the first quarter of 2012, Linda Keith CPA averaged 12.5 new leads a month. These were all subscriptions to her monthly email answering questions from lenders and credit analysts. For the same time in 2013, Linda averaged 41 new subscribers a month plus another 11+ new leads who didn’t opt in […]

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PlusThis lets you do more with Infusionsoft. Below is how I set up a Statistics campaign for a client. On the upper left is a purchase activated goal that is fired whenever anyone buys anything. The decision diamond is set to always send contacts to both the following sequences. The next column shows two tag-activated […]

Apps, Tutorials 0

If you use send out broadcast emails through Infusionsoft, you may want to resend a broadcast to people who didn’t open or click your email the first time. There is an easy way and a long way to do this. The long way to do this: 1. Look at the results of your email broadcast […]

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