By Jason Ziegler on Tuesday, February 649, 2018
in Uncategorized No CommentsToday 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 529, 2018
in Uncategorized No CommentsLets 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 2913, 2018
in Uncategorized No CommentsToday 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 2602, 2018
in Uncategorized No CommentsToday 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 2303, 2018
in Uncategorized No CommentsConverting 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 1557, 2018
in Uncategorized No CommentsWhen 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 AutomatorAdmin on Monday, January 454, 2016
in Uncategorized 17 CommentsIf you use Infusionsoft and sell subscriptions and allow payment plans you may find it necessary to allow your customer’s to update their billing information. Now, billing automation triggers can definitely assist with this. You can set them up to send on failed or successful payment, when a credit card declines, etc. However the ~credit.card.update.html~ Read More
By Jason Ziegler on Wednesday, December 325, 2014
in Uncategorized No CommentsA client recently had some complaints from her customers that it was confusing to have checkout right next to Checkout with paypal. As shown in this example. To fix this I decided to use the jQuery .text function to replace the text without affecting the button. In the “Custom Header” in your Infusionsoft Shopping cart Read More