By Jason Ziegler on Tuesday, February 6, 2018
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Today we will talk about how to make use of the Dashboard as this gets overlooked quite a bit and can be very useful if used correctly. The Dashboard can be used to display a ton of different information such as: A number of specific products that have sold that day. A total number of Read More
By Jason Ziegler on Monday, February 5, 2018
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Lets talk about Order forms. Do all of your order forms have you current branding? Meaning do they have your company logo, header, footer and theme that matches your website or company colors. You dont want to just send a customer to a simple order form that thats nearly blank other than the basic billing Read More
By Jason Ziegler on Monday, January 29, 2018
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Today we are going to go over reports that can show which products are being sold and how to see the revenue they are bringing in compared to other products. If you go to Ecommerce < Reports < All Sales (Itemized) Report Here we can set some criteria to search for specific products and see Read More
By Jason Ziegler on Friday, January 26, 2018
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Today we will go over cleaning up your orders in Infusionsoft, by showing you how to: Search for unpaid orders and subscriptions Setting up Billing automation for failed orders And deactivating or removing access for customers who have not paid in months First, let’s search for unpaid orders and failed invoices. Lets go to Ecommerce Read More
By Jason Ziegler on Tuesday, January 23, 2018
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Converting old templates to the new email builder, saving the templates to the new builder, Deleting old templates, Today we are going to talk about converting your old Email Templates to the new builder. The new email builder is faster to get a good looking email and the interface is a better version of drag Read More
By Jason Ziegler on Monday, January 15, 2018
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When it comes to organizing tags, at Insightful Automation we love SixthDivision’s philosophy. They insist that you should organize tags by their function. Sounds pretty basic, until they tell you that there are only 5 types of tags. Yes, that is not a typo. 5 not 50 types of tags! Also, they have figured out Read More
By Jason Ziegler on Wednesday, January 10, 2018
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Are you having a hard time finding what you need in the Campaign Builder list? There are a few reasons why this might be the case: Things aren’t named very well. Campaigns get created but never removed. Campaigns aren’t Categorized. One of the reasons why it is hard to name campaigns accurately is that we Read More
By Jason Ziegler on Tuesday, January 9, 2018
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With the release of the Campaign Builder in 2013, the Infusionsoft landscape took a big turn for the better. This meant easier campaign construction and the ability to visualize workflows. Previously to the Infusionsoft Campaign Builder all the follow-up sequences and marketing campaigns were contained in a section that is now deemed “legacy”. Legacy sequences Read More
By Jason Ziegler on Monday, January 8, 2018
in Infusionsoft Cleanup Challenge No Comments
In my experience, most Infusionsoft™ users struggle with managing custom fields. They primarily fall into one of the following categories. Infusionsoft™ Users: underuse them or not at all. overuse and abuse them. use them and exhaust all 100 (they run out) . If you fall into the first category and don’t use them at all, Read More
By Jason Ziegler on Tuesday, January 2, 2018
in Infusionsoft Cleanup Challenge No Comments
The list. “The money is in the list” That’s what “they” say. But you never hear the truth. “Deception is in the list” or “Cobwebs are in the list” Lists can be deceiving. When a marketer looks at their open rates, clicks, and sales numbers they immediately consider their funnel. They think about subject lines, Read More