Customer Relationship Management
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How to Create a Satisfaction Survey in Infusionsoft
Emailing customers and clients a satisfaction survey is a great way to gauge their overall satisfaction with your business. Just because you “think” your customers are happy doesn’t necessarily mean that they are. And turning a blind eye to those unsatisfied customers could result in negative reviews appearing. So, howRead More
How to Set Up Infusionsoft ‘Buy’ Links on Your Website
Want to sell a product on your website without using the default Infusionsoft storefront? Well, you can by making just a few small adjustments to your site’s code. Some business owners assume it’s too technical or difficult, but setting up Infusionsoft buy links is actually easier than it sounds. SoRead More
How to Improve Email Open Rates
Does your business rely on email marketing to attract new customers and generate sales? If so, you’re probably well aware of the importance of maintaining a high open rate. The term “open rate” is used to describe the percentage of email recipients who open the email. If you sent anRead More
Former Intuit Exec Joins the Infusionsoft Team
Terry Hicks, former Vice President and General Manager for Intuit’s QuickBooks Online service, has signed on with the Infusionsoft team. In a press release published by Infusionsoft, it was revealed that Hicks will take the role of Chief Product Officer at Infusionsoft. This is reportedly the first time someone hasRead More
Video: How Do I Create a Campaign in Infusionsoft?
One of Infustionsoft’s greatest features is its Campaign Builder. We use the Campaign Builder to easily create automated campaigns. Once you create a campaign, Infusionsoft takes care of sending the appropriate messages to recipients and / or tagging them, based on the instructions you added to the campaign –Read More
How to Manage Duplicate Contacts in Infusionsoft
It’s bound to happen sooner or later: you accidentally import the same contacts to your Infusionsoft account twice; thus, creating duplicate contact entries. While this may seem harmless enough, it can affect your marketing campaigns, as well as analytics and tracking. If you send bulk emails to multiple contacts, theRead More
Infusionsoft Tips for Beginners
Congratulations on your decision to use Infusionsoft for your customer relationship management (CRM) needs. Powering tens of thousands of businesses — big and small — it’s become the preferred choice of CRM software, and for good reason: it’s easy to use, features an intuitive interface, and offers a vast arrayRead More
5 Ways to Build Customer Loyalty
How loyal are your customers and clients? Unfortunately, this is a metric that many small business owners overlook, focusing strictly on those initial sales instead. But if you’re able to build loyal customers, you’ll have an easier time upselling and re-selling to the same individuals. Publish Online Reviews One effectiveRead More