Video: SNAP (Again) – How to merge custom notes into an email all from your phone

Video: Using Infusionsoft to Handle Job Applications and Interviews

If you are like most businesses, you have Human Resource needs. But, did you know you can use Infusionsoft to handle HR tasks eliminating manual work and saving you time?By creating a campaign in Infusionsoft, you can automate the process of: Receiving online applications. Requesting applicant resumes. Scheduling interviews. Creating offerRead More

Video: SNAP! Setting up “Nice to meet you campaigns”

We have all gone to a conference only to come home with a handful of business cards. If you are like most business owners, you see these business cards as potential customers! So, what do you do with them now? Let’s take a look at how you can use InfusionsoftRead More

Video: Create Online Custom Price Quotes with Infusionsoft!

Did You Know You Can Use Infusionsoft to Create Customized Price Quotes? If you offer a service, like website development, you are familiar with the bidding process. But what do you do after you’re awarded the bid? Let’s take a look at how you can use Infusionsoft to create anRead More

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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


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

nice to meet you campaigns

Video: How To Create Loops in Infusionsoft’s Campaign Builder

Creating “loops” is a great way to streamline your Infusionsoft campaigns, automating certain processes so you aren’t forced to manually do them by hand. While there’s no rule saying you must use loops in your campaigns, it will almost certainly prove beneficial in the long run. Infusionsoft places an emphasisRead More