Customer Relationship Management
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How to Create a Members-Only Page in Infusionsoft
Want to create a “members-only” section for your website? This is actually a feature supported by Infusionsoft. Whether you’re looking to create a special page where paying customers can download an eBook (or any type of file for that matter), or just a basic page containing information about their membership,Read More
How to Set Up Infusionsoft to Accept PayPal Payments
With an annual gross revenue of more than $52 billion, PayPal is one of the world’s largest Internet payment processors. It’s become the de-facto standard for consumers and businesses looking to make transactions online. This is largely due to the fact that payments are sent and received instantly (when fundsRead More
How to Customize Your Infusionsoft Dashboard
Are you still using the default Infusionsoft dashboard upon logging into your account? There’s certainly nothing wrong with this, but you can customize it to streamline tasks and operations that are suited to your business. Infusionsoft offers a number of customizable options within the dashboard, and setting them up takesRead More
Ways to Market Your Small Business on Google
Boasting between 1-2 billion visitors per month, Google is the world’s largest and most popular search engine. Small business owners can use this to their advantage by establishing an active presence on the search giant. But how exactly do you market a business on Google? If you’re struggling to attractRead More
Infusionsoft to Allow Mobile Payments
Wouldn’t it be great if the Infusionsoft software supported mobile payments? Well, this may soon become a reality, as the company recently revealed plans to integrate mobile payments into its CRM software. According to a study conducted by Walker Sands Communication last year, 40% of consumers said they had usedRead More
Creating CAN-SPAM Compliant Emails in Infusionsoft
If you plan on using Infusionsoft for your business’s email marketing needs, you’ll want to make sure all messages are complaint with the CAN-SPAM Act. So, what is the CAN-SPAM Act and how to ensure your emails are complaint with it? It’s basically a law that outlines specific rules emailRead More
Infusionsoft File Storage 101
Did you know that you store and categorize files within the Infusionsoft platform? Whether it’s an image, video, text file, PDF, etc., you can upload it to Infusionsoft fo easy access and centralization. To learn more about this file storage feature and how to use it, keep reading. How ToRead More
Video: Creating Referral Partners In Campaign Builder
Does your business have a referral system in place? If not, you are missing out on one of the easiest ways to acquire new customers and boost your overall sales. A referral system allows business owners to provide their existing customers with incentives for referring new customers. For instance, aRead More
How To Market Your Small Business on Facebook
According to the Small Business Administration (SBA), there are more than 28 million small businesses operating in the United States. With so much competition, many entrepreneurs struggle to acquire customers. And without customers, you simply won’t be able to succeed, regardless of you business’s niche/vertical. The good news is thatRead More
Send Appointment Reminders in Infusionsoft
Wouldn’t it be great if you could automatically send appointment reminders via phone call or SMS text message? With the Infusionsoft software, you can. Setting up appointment reminders is quick and easy process that should take no more than about 10 minutes, and we’re going to walk you through theRead More
