Campaign Builder

5 Things Infusionsoft Added While You Weren’t Watching

I wrote a follow-up post to this topic and added some clarification about Infusionsoft Checkout Pages Features and Limitations here. https://youtu.be/v995-MtwrZU The folks over at Keap have been hard at work adding features we’ve been asking for for a LONG time.  Here are just a few that they’ve added to your account in the last …

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New Infusionsoft Campaign Builder Reporting

Good new! I posted a few days ago about Infusionsoft’s new Campaign Builder Reporting, and that it was coming soon.   It’s now here! Infusionsoft has just released new reporting in the Campaign Builder that provides much more flexibility, more data, and more ability to analyze the data in meaningful ways. Here’s a video to explain what’s …

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Infusionsoft | How to Allow Customers to Update Their Credit Cards Without A Membership Site

If you don’t have a membership site, but you want your customers to be able to update their credit cards if they expire or if they get a new card, you can still do that. But how? As part of our 12 Hacks of Christmas series, we explain how to set up credit card updating …

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Infusionsoft | How to Automate Workflows

You have sales, support and admin staff that handle lots of things. So in order to make their workflow more efficient, you want to simplify their roles, and make them “dummy-proof,” AND allow them to get through their work faster. This video is Hack #3 in our “12 Hacks of Christmas” series. It explains how …

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Infusionsoft | How to Build a Returning Visitor Campaign

When your potential customers visit your website, sometimes they leave, and it might be awhile before they return again. Any marketer’s goal is to keep those leads coming back. One way to do that is by implementing a “returning visitor campaign” in Infusionsoft. The returning visitor campaign is an effective way to keep your website …

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Infusionsoft | How to Build the Perfect Cart Abandonment Campaign

You work hard to get leads, and even harder to convert them to customers. So what happens when your lead has actually added your product to their online shopping cart, and then at the last minute, decides to bail? It’s so frustrating! As part of our 2016 “12 Hacks of Christmas” series, we’ve put together …

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How To Build A Quiz Funnel With Infusionsoft

Quizzes can be GREAT lead magnets. When done correctly, they’re engaging, enticing, and intriguing. Your site visitors can’t resist filling them out and getting their answer. So, how can you quickly and easily build a quiz funnel with Infusionsoft? Enter Thrive Quiz Builder.  Watch the video below to see how quick and easy creating a …

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How To Split Test Emails and Campaign Sequences With Infusionsoft

A few years ago I started offering 12 Infusionsoft tips during Christmas time under the title “12 Hacks Of Christmas For Infusionsoft”.  I’ve kept that going for a few years now. One of the most viewed hacks has been “How To Split Test In Infusionsoft”. So, below is the video, showing you exactly how to …

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How To Integrate Infusionsoft And ConvertKit

We had a client recently who really wanted to switch to ConvertKit from Infusionsoft.  Once the client realized that ConvertKit’s feature set doesn’t match Infusionsoft’s (at all) they still wanted to use ConvertKit for the ease of sending email and keep using Infusionsoft for the CRM, billing, reporting, etc. So, we set out to build a one-way …

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