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How to Create a Lead Capture Form Using Infusionsoft
Looking to capture users’ email addresses so you can follow up with promotional advertisements? Using the Customer Relationship Management (CRM) software Infusionsoft, you can. The software allows for quick and easy lead capture using a simple form. Once the form is set up, users can input their email addresses, atRead 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 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
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
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
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
