Infusionsoft Archives - Kristen Poborsky.com

Infusionsoft Tagging Tutorial–Tag by Date Reporting

Kristen Poborsky — Thu, 09 Dec 2021 15:00:00 +0000

If you are using Infusionsoft to build your email list…having the ability to track contacts based on when they signed up and under which tag they were added, can be a great asset to your business.

In this post, I show you step by step how to set up tagging by date and how to use this information to automate your marketing.

Here’s 4 ways that you can use these tags:

#1: Segment contact and move into a particular campaign

#2: Send them a specific broadcast based upon their indicated interest in your content

#3: Measure and see how effective a particular campaign is

#4: Use them to monitor your ongoing campaigns to see if they continue to be effective and determine if they may need improvements.

Step by Step Instructions To Help You Set up Infusionsoft Tagging By Date:

Here is a simple report to run so you can see what activity has happened under specific tags within a specific time frame.

Step #1: To start, go to your main menu and click on reports at the bottom of the Marketing column:

Step #2: Click on the blue “Tag Applications”:

Step #3: It will give you a place to put in the dates you want to run the report for. Insert the dates and click search. Then it will take you to the following page. From here, click on Edit Criteria/Columns:

Step #4: It will give you another search criteria box and you can change the dates if you need to:

Step #5: Or you can click on Columns and this box will come up:

Step #6: Use the sort by, group by, then by as needed options to refine your search.

As you can see from below, it will give you the tag name at the top with the contacts below and the dates they were applied.

And that’s all there is to it. An easy report to keep track of when and who applied specific tags.

If You Are Trying to Figure Out the Infusionsoft Campaign Builder...We've Got Help For You

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Infusionsoft Tip & Tricks: Creating a Simple Lead Capture Form

Kristen Poborsky — Tue, 30 Nov 2021 15:00:00 +0000

If you’re an Infusionsoft application owner you may be wondering how to improve your marketing to your leads.

You may already know that building email list so that you can market and sell to your prospects is one of your most important marketing activities.

It is the easiest way for you to build a relationship with and keep in touch with prospects who have interest in your digital products and/or services.

However, knowing exactly what to do with your new leads after they’ve joined your email list is critical to building that initial relationship so that you can convert them into paying customers.

Imagine having 1000 brand new prospects from multiple sources and they are all jumbled together in your campaign software….yikes!

Imagine having no idea what brought them to your site or what their interests are, you just know you have those 1000 names.

Or…imagine having those same 1000 prospects who are organized and tagged appropriately so you can market to them so that they are moved from prospect to happy customer.

I’ve created following tutorial where I’m going to walk you through the steps of setting up a simple lead capture form in your Infusionsoft application.

For today’s example, we are going to pretend that you have an ebook you are giving free in exchange for your prospect’s information.

Step One: Log into your Infusionsoft application and head on over to the campaign builder.

This will bring you inside the Campaign builder where you will see a list of all your campaigns that have been built and deployed.

Step #2: You will click in the top left-hand corner on the white box that says Get Campaign Templates.

Step #3: You will be directed to a screen full of lots of templates. Scroll through a few pages until you see the “Simple Lead Capture” box.

When you click on the box, it will show this menu and you simply click Install:

Step #4: Once the campaign template is installed, it will return you to the list screen and you’ll see the campaign created and you can double click on it to open it to the next section.

It will open up to this screen with the basic format in place. Double click on the New Lead Sequence.

After double-clicking, it will open up to the following screen and you’ll want to double click on the New Lead checkmark button:

Step #5: This will open up the correspondence where you are going to create for your new leads to see once they have entered and confirmed their information.

This email will automatically go out. You can put the link to your free ebook here or the link to the page where they will download it from.

Fill it out with whatever information you want.

Step #6: Once you have the email set up the way you want it, look up in the top left-hand corner where it says Draft.

Click this to change it to Ready and it will also turn it green.

On the opposite side, after you change the draft to ready, click on the blue Back to Sequence button on the right-hand side:

Once back to Sequence, you’ll also change the draft to ready and then click Back to Campaign.

Step 7: At this point, you are now ready to publish your Infusionsoft campaign.

Step #8: The last thing you’ll want to do is grab the code to install on your website. To do this, click on the campaign again to get the following menu and click on the Simple Lead Capture icon.

You’ll see the simple form that will be placed on your website.

The last tab is called Code, click on that.

Copy the Javascript Snippet and place that on your website.

And that’s it!

You are all ready to start capturing leads and give away that ebook or whatever else it is you have promised your followers.

Need help building and testing your Infusionsoft Campaigns?

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Kristen’s 5 Must Have Infusionsoft Campaigns

Kristen Poborsky — Wed, 03 Nov 2021 15:00:00 +0000

Are you brand new to Infusionsoft or are you wondering what campaigns from the marketplace are a must-have’s to help you automate your business?

I’ve broken it all down for you right here and show you step by step how to get these highly recommended campaigns up and running in your Infusionsoft Campaign Builder.

Kristen’s 5 favorite Infusionsoft campaigns

How to quickly get them on into your campaign builder and set up.

Infusionsoft Campaign #1: Collect All Recurring Billings

Are you currently collecting recurring payments from clients?

If so, then you NEED this campaign to ensure that you collect every payment, every time. This handy campaign creates a phone call follow-up task when one of your recurring billing charges fails.

When you deploy and set up this campaign, you’ll never have even the smallest recurring charge failure go uncollected!

How to set up with the recurring billings Infusionsoft campaign:

Step #1: Log into your Infusionsoft Account

Step #2: Click on Marketing from your dashboard

Step #3: Click campaign builder

Step #4: Click the white marketplace button on the right.

Step #5: Once inside the marketplace look for this campaign: Collect All Recurring Billings

Step #6: Click install and it’s instantly added to your campaign builder!

To get your campaign running do the following

Step #1: Set up the trigger to start the campaign.

This is very simple, just follow the instructions in the campaign, they’ve built the tag that starts the campaign for you all you need to do is to pick the number of times you want the billing to go through, and then it will start the campaign if it fails the number of times specified.

Step #2: Then configure the task to be assigned to someone on the team.

When a recurring payments fails, the task will show up on their dashboard and alert them to collect the payment with all of the details they need to make it happen.

Step #3: When the payment is recovered…

The user assigned to the task just needs to apply the Failed Recurring Billing Fixed note and the directions for this are inside the campaign for them to follow.

Now you can rest easy that you or your team will get notified when charges don’t go through and you will collect every payment owed.

Infusionsoft Campaign #2: Share your newsletter on social media.

If you want to be continually building your list then you want this campaign.

This campaign gives you the ability to give your list the ability to share your newsletter with their network.

There’s a social share web form that allows them to easily join your list. After a contact submits their information, they will receive an email confirming their opt-in.

They’ve even given you a basic newsletter layout pre-configured to use the social share web form and, it’s easy for you to use your own newsletter template in this campaign if you choose to.

Getting set up with the Social Sharing Infusionsoft campaign:

Step #1: Log into your Infusionsoft Account

Step #2: Click on Marketing from your dashboard

Step #3: Click campaign builder

Step #4: Click the white marketplace button on the right.

Step #5: Once you are inside the marketplace look for this campaign: Grow Your Newsletter with Social Sharing

Step #6: Click install and it’s instantly added to your campaign builder!

You will need to follow the campaign launch instructions which explain how to customize the newsletter email.

Infusionsoft Campaign #3: Live Networking follow up

Follow up with everyone you meet at a live event!

This campaign sends out an introduction email within the first hour with a link to your website.

There is follow-up if someone never visits your site as well as if someone clicks to check it out.

Download the free Infusionsoft campaign from the marketplace is to follow these simple steps

Step #1: Log into your Infusionsoft Account

Step #2: Click on Marketing from your dashboard

Step #3: Click campaign builder

Step #4: Click the white marketplace button on the right.

Step #5: Once inside the marketplace look for this campaign: Easy Networking

Step #6: Click install and it’s instantly added to your campaign builder!

Infusionsoft Campaign #4: Birthday Reminders

This is one of my favorite campaigns, I’ve set it up for a number of clients and easily customized it to meet their individual needs.

With the birthday reminder, you can set it up and know that you will never forget another birthday.

Use the internal form to add birthdays to your contact records and automatically send them a “Happy Birthday” message every year or customize this campaign to send a task to someone on your team to send a birthday card to your important clients and contacts.

Download the free Infusionsoft campaign and follow these simple steps

Step #1: Log into your Infusionsoft Account

Step #2: Click on Marketing from your dashboard

Step #3: Click campaign builder

Step #4: Click the white marketplace button on the right.

Step #5: Once inside the marketplace look for this campaign: Birthday Reminders

Step #6: Click install and it’s instantly added to your campaign builder!

After you install this campaign will also need to review and edit the email copy.

To get people started you will need to gather the first name, birthday, and email for each person and add them to the campaign using the Birthday collection form.

The email is essential to get the contact’s information into their record in Infusionsoft.

Need to take someone out of the birthday sequence?

The folks at Infusionsoft have even added the information you need to add to their contact record to stop the sequence at any time you choose.

Otherwise, your contact will stay in the sequence unless you take them out or set it to run for a specified period of time.

Infusionsoft Campaign #5: Event registration & follow up

This campaign helps you to quickly create a landing page where people can register for your event.

And the folks at Infusionsoft have even created a great follow-up sequence that makes sure your guests show up to your event.

Nothing is missing from this Infusionsoft campaign as they have even thought through the entire process by adding tagging a welcome email and a reminder that goes out the day before.

Download the free Infusionsoft campaign from the marketplace is to follow these simple steps

Step #1: Log into your Infusionsoft Account

Step #2: Click on Marketing from your dashboard

Step #3: Click campaign builder

Step #4: Click the white marketplace button on the right.

Step #5: Once inside the marketplace look for this campaign: Automate Event Registration and Follow Up

Step #6: Click install and it’s instantly added to your campaign builder!

It only takes a few minutes for you to add your event details, header and customize the landing page.

After having completed this step, go to the follow-up sequence, set up your tagging, then review and edit the email copy.

This whole setup is very quick and easy it should take you less than 30 minutes to get it up and running.

Then you can send people the link to register for your event!

Need More Help with The Infusionsoft Campaign Builder?

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A Few of My Favorite Productivity Boosters

Kristen Poborsky — Sun, 21 Jan 2018 23:04:58 +0000

One goal that always comes up on my list each year is to be more focused and find ways improve my productivity.

My team and I work with a number of different clients so keeping my to do list up to date and staying on top of projects and tasks is one of the most important things I do on a daily basis.

My list of my favorite tools that keep me on track & boost my productivity

1. Evernote – I use Evernote to take notes with my clients during my strategy sessions with them. I have pretty much gone paperless in my office during 2012. Gone are the yellow legal pads with notes and scrambling to find that important detail. Everything is right there and organized by month. I have even created marketing plans for the entire year and can even keep them easily updated and share with my clients.

2. Team Work Live Project management tool – I have a team I work with to be even more efficient and I delegate and track their tasks using this tool. One of the many things I love about this is that I can see what tasks are open, overdue and keep all of my clients files here.

3. Passpack – how do you manage your passwords? Do you have them all written down, in your head or in a spreadsheet? I love Passpack! It allows me to be mobile and I can access any password I need from my office or on the road! Plus the 1-click login makes me more productive.

4. Social Oomph – Want to ramp up your content marketing efforts with out compromising your productivity? Use Social Oomph as a dashboard and automate your social media efforts into a central place.

If you aren’t already using Social Oomph to set up your social media and content delivery to your audiences then it’s time to get this set up!

The number one thing I like best about Social Oomph is that you create content queues (think of them like a bucket of rotating content) that you set up once add your content and it keeps on rotating your content for you.

Adding Social Oomph to our content marketing really boosted our productivity levels because we do not have to go back in and continually set up content each month.

Instead, all we do is to add new content to the bucket.

When I set up a content campaign for my clients using Social Oomph, I see their lists growing and more engagement with their ideal clients. If you do not have a regular plan to send content to your audiences, then you need to get on board! This is guaranteed to build your list and create loyal followers.

And last but not least….

5. Infusionsoft – I use infusionsoft for marketing with quite a few of my higher end clients. I have used other shopping carts and autoresponder services and this is hands down the best product on the market for marketing funnel automation and productivity.. If you are serious about growing your business and creating effective marketing campaigns you will want to check it out!

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The number 1 thing you gotta do before a launch

Kristen Poborsky — Fri, 01 Jul 2016 06:18:19 +0000

We’re in the final countdown before a launch…

Watch this short video do see what the number 1 thing you gotta do before a launch – just CLICK on the image here to start watching:

You might think I’m OCD but I have worked on systems development for years and trust me I know the importance of doing this.

Making sure everything works without a hitch and your customer experience is key. You only have one opportunity to impress so make sure you don’t over look this step!

Watch the video here: https://www.facebook.com/KristenPoborskyMBA/videos/10154348023114292/

Go check out the guys over at Indie Rock on Facebook: https://www.facebook.com/indierockinc They are generating a big buzz in the past week and will be launching their first product with a LIVE session on Monday July 4th.

Stay tuned and I’ll follow up next week with another live presentation on Facebook to let you know how it all went.

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5 Tips for More Effective Landing Pages

Kristen Poborsky — Thu, 18 Jun 2015 23:00:12 +0000

A successful blog is all about how many people are visiting your site, interacting on your site and coming back to your site. If you can achieve these three things, you are guaranteed to grow your numbers and increase your SEO. One of the best ways to do this is through effective landing pages that help to build your list.

In today’s article, I’m going to walk through the steps to create a more effective landing page and how to do it quickly to save time and money.

Keep it Simple

How your landing page is designed in overall structure will have a large impact on the effectiveness and how well it drives conversions. Your main goal should be to make it as easy as possible for a visitor to convert, it is important that your elements work together to reach the conversion goal. This can be for filling out a form, signing up for a newsletter, downloading an ebook, etc.

Use color and eye-catching images. Even the color of your buttons will be more effective for increasing conversion rates. It has been proven that red and green are clicked the most, but most importantly is making sure there is a strong contrast between your button and background.

Make your pages Adaptive

With so many social media platforms, it can attract multiple types of people. If your offer has been promoted well, you will likely get traffic from a number of sources. The best way to make the most of this is to have multiple landing pages for the different audiences.

Make them Responsive

Responsive Design is heard by everyone in the blogosphere and that is because it is so important. More and more people are clicking through things on their devices and they will quickly leave a landing page if they have to move it all over the place, just to find where to sign up. So make sure when you are creating your landing pages, they can rearrange in an up and down manner for a mobile phone and the user can see everything they need to. Remember it is your job to make the user experience effortless. Many will not have the patience to stick around if it isn’t.

Know What you Need for Your Business

Create landing pages that will work best for your business. For example, if you are wanting to increase attendance at webinars you host, then combine the registration for those events with the ThankYou page. This way you are utilizing traffic you are already getting and funneling them into a way to learn more about your business. You can also use lead boxes to pop up when people visit your site, but be sure that these are done effectively and not an annoyance to users.

Test Your Landing Page

This is probably one of the most important things you can do before you take it live. You will want to make sure the process is seamless and that everything has been integrated properly. It can look unprofessional if a link is broken along the way or your user is directed to the wrong page.

Now that you have these tips for creating awesome landing pages, try them out and watch your numbers increase.

Want to sell more services & products on auto pilot?

FREE Download: I’ll show you step by step the 7 simple changes you can make to your website that will have it making money while you are sleeping!

Give Me The Guide!

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Test Your Infusionsoft Campaign in 4 Easy Steps

Kristen Poborsky — Thu, 26 Mar 2015 20:00:49 +0000

You’ve created and written your Infusionsoft campaign. Now what? Before sending it out, you’ll want to take it for a test drive to make sure you will be putting your best foot forward upon launching.

You want to take the opportunity to look at it from the eyes of your customers. Ignoring this important step can cost you sales. It isn’t hard and it won’t take long.

I’m here to walk you through the process in four easy steps!

Step 1: Clear your cookies and use a different browser

Using a separate browser helps to give you an idea of what others will see in different browsers. You will also want to clear the cookies because Infusionsoft uses cookies and you don’t want those to skew your results.

You will also want to send it to a unique email. Doing this before you test your current campaign so you can see how it all goes through for a brand new contact. This is especially important when forms are involved. If you need a temporary email to test, follow this link to generate a test email.

Step 2: Test the Emails

Before you complete your email and publish them you need to do a thorough test to make sure they look good and all links are working properly.

Click on the preview button and look at the email and test your links as the first test.
Then send a test to a couple of different email addresses – your email may look different in Gmail vs Outlook or Yahoo. It’s a good idea to take a look at how it comes through in a couple of different email providers.
If your email doesn’t look right, you’ll want to go back in and make corrections and re-test until they look perfect. Doing this now saves getting those emails from recipients saying something doesn’t work!

Step 3: Test the notifications

As you run through the campaign, test any notifications or information that was created as part of the campaign. Change the notification to be sent to you so you can see what the information looks like. Review it, make corrections, test it again and then send to the client for review. Follow this three-step process for testing your emails:

First run a test to yourself for the initial run through to confirm that the formatting looks good in different browsers and using different email providers. Make sure that each link is clicked and works properly before sending a test to the client.
Once the initial test is complete, send another test to the client for their review, edits and final approval.
Once you’ve received the okay from the client, change the delivery timer and send yourself through the sequence to make sure the flow is working correctly.

Step 4: Remove the test Contact Record

Once the campaign has been thoroughly tested, it is time to clean up.

Remove the contact record that was used in testing the campaign.
Make sure that all notifications are changed and being sent to the right person.

Running through these steps to test your infusionsoft campaign will save you the embarrassment, aggravation and headache from having to clean up those same messes later.

Need help building and testing your Infusionsoft Campaigns? Kristen and her team have 5+ years of experience working with Infusionsoft and we would love to help you out.

CLICK HERE to contact Kristen and schedule your complimentary Infusionsoft strategy session today.

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The Top 3 Campaigns from The Infusionsoft Marketplace

Kristen Poborsky — Fri, 09 Jan 2015 00:00:47 +0000

Infusionsoft sometimes known as confusionsoft!

Don’t worry the folks over in the marketplace have lots of great campaigns pre-built and ready for you to set them up in your application.

I’ve talked about my top five must have Infusionsoft Campaigns and in this post I’m going to focus on the 3 most popular campaigns in the Infusionsoft Marketplace. What is so great about these is that they are completely free and they have even created great training videos to help you get started using them.

I love these campaigns as a starting point for building more customized campaigns for my Infusionsoft Clients. Sometimes I even mix and match campaigns elements so that I can take advantage of some of the great ideas out there.

Let’s get started with the List of The Top 3 Campaigns from The Infusionsoft Marketplace

#1: Free Newsletter Campaign

Everyone needs this campaign and you can get it right here: http://marketplace.infusionsoft.com/campaign/capture-leads-free-newsletter

For some reason I did not include this one in my list of 5 must have campaigns, I guess that I thought everyone who goes through the kickstarter program with Infusionsoft would already have it set up. Anyways, if you aren’t building your list, you should be and this is the campaign you want to use.

In my opinion, adding a sign up for my newsletter isn’t the way to go and that is probably why I overlooked this one. You’ll want to modify the sign up form on this page to feature your Irresistible Free Offer and be sure to include an image of your freebie as that will increase your conversion rate.

As an smart add on campaign you should consider this campaign: Grow Your Leads with Social Sharing. You can find it right here on the marketplace: http://marketplace.infusionsoft.com/campaign/grow-your-newsletter-social-sharing. When people share your newsletter email on social media other people will see your email and a targeted form that will give them an easy way to sign up for your newsletter.

#2: Automated Event Registration Follow Up

Here’s the link to this campaign in the Infusionsoft Marketplace: http://marketplace.infusionsoft.com/campaign/automate-event-registration-and-follow

If you are doing Live Events, Webinars or Teleseminars – this infusionsoft campaign comes in handy! And it saves you time and the hassle of trying to figure what to send and when.

Use this campaign to make sure everyone who registers knows when and where to show up. The folks at Infusionsoft even created a web form that entices people to register. After they sign up, they get a welcome email with the details of your event (you have to fill out the copy). then the day before your event it sends them a reminder, all you have to do is to set up the date timer and add your copy. Depending on how far in advance you start registration, you may want to send more than two emails.

#3: Birthday Reminders Campaign

You can find this campaign right here in the marketplace: http://marketplace.infusionsoft.com/campaign/birthday-reminders

Your clients love to feel special and sending them a birthday card or even better a personal call on their birthday goes a long way!

The Birthday Reminder Campaign is one of my favorite campaigns and I show you how to get it set up right here in this post: http://kristenpoborskyteam.com/kristen/kristens-5-must-infusionsoft-campaigns/.

I have set up this campaign for a number of my Infusionsoft clients and I have taken it and customized it so that they get notified to send them a personal card rather than sending an email from Infusionsoft and/or an alert to give clients a call on their birthday. Both of which are great ways to keep those special clients of yours feeling like they are important.

Need help getting those birthday reminders collected from those clients? Check out the new campaign to help you collect them right here: http://marketplace.infusionsoft.com/campaign/birthday-collection

Need some help with Infusionsoft? I’d love to help! Please contact Kr*****@*************ky.com and set up your complimentary Infusionsoft Session today!

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10 things your infusionsoft team can do for you

Kristen Poborsky — Thu, 14 Aug 2014 23:00:02 +0000

As an Infusionsoft owner you should not spend your valuable time trying to become an Infusionsoft expert.

This post covers the top 10 things your infusionsoft team should be doing to help you get the most out of your application.

There are so many great infusionsoft experts who can help you make best use of this software and take over the daily tasks.

Its definitely smart to know at the very least a bit about infusionsoft and how it can help your businesss. And what I mean here is that you should an idea of what kinds of marketing you want and need for your business so that when you hire an infusionsoft expert you can share your vision

Here’s a my list of 10 things you should be delegating to your infusionsoft team:

1. Set up and send emails and newsletters

Delegate those weekly emails or newsletters you currently send to your team. You should be spending your time working on income producing activities instead of setting up, testing and scheduling those emails. All you need to do is write your copy, hand it off to your team and approve the final copy to be sent to your list. It is simple as that!

2. Import and add contacts

Building your list is important and an ongoing activity for any business. You should have a few campaigns built around this to automate the adding and marketing to new people on you list. Here are 3 that you should have set up in your infusionsoft application:

A. Main Mailing List Opt In.

This is the very first campaign you should have set up in your application! It goes without saying that giving your website visitors a way to easily get on your mailing list is one of the most important ways that your website can help you build your business. And following up with the right email follow up sequence over 21-30 days will help to build your rapport with your new subscribers.

B. Networking Campaign

Anytime you are out networking, you should be collecting business cards and asking them if they would like to be on your mailing list. The snap by infusionsoft app can really help automate this process. The key this campaign is to personalize it to your networking event and to follow up with some really great content that your new contacts will find of value. Again, this follow up sequence should span 21-30 days.

C. Speaking Engagement Campaign

Like the networking campaign, you should have a sign up sheet or collect business cards at each of your speaking engagements. This campaign can be easily set up to tag the names and a personalized follow up sequence to continue to build your rapport with your audience.

And let’s not forget that if you have names that need to be imported from another autoresponder system, those names can be easily downloaded and uploaded into infusionsoft. Then a tag can be applied to keep these contacts organized for you.

3. Clean up data

Your Infusionsoft team should routinely perform Data Cleanup to merge any duplicate records to keep your list clean.

4. Build new Campaigns

Here’s where your Infusionsoft team can make a big difference Have them bring your marketing campaigns to life by setting up all of the parts and pieces that need to be implemented.

They will know how set up your campaigns with emails, tasks, tags and reminders and everything you need to automate and create a great customer experience. In addition to this they will ensure your campaign functions properly by thoroughly testing each part of it. Here are 3 great campaigns I love straight from the Infusionsoft marketplace and step by step instructions on how to set them up.

5. Create and manage your affiliate programs

Your team can up a system in which people and sign up to be affiliates either automatically or manually, assign commission programs to your products, link these to the right affiliates andbuild a center with information that affiliates can use to promote your products and programs.

Once your affiliate program is in place, they will manage it for you by providing customer service helping affiliates locate promotional links and prepare commissions for payment processing.

6. Manage eCommerce

In order to take payments in infusionsoft you need to get your ecommerce area set up.

Delegating this to your Infusionsoft team takes the headache of getting your payment gateway set up along with setting up your individual products and programs. They will also set up recurring payments, discounts and add products links to your website plus much more.

I like to set up follow up campaigns for each of the products I set up for my clients. This way we can let them know what to expect and touch them through out their product experience to provide them with a great customer service.

7. Run reports

Your infusionsoft team can set up reports that will help better understand what marketing efforts are working and identify where improvements need to be made. They can also customize your dashboard so you can easily see what information you need when logging into your account.

Here’s my quick guide on how to set up your infusionsoft dashboard.

8. Set up & mange your membership site

Whether you chose to use Customer Hub, Wishlist or iMember, the right infusionsoft team can set this up to integrate seamlessly. Not only will they set it up for you, they will provide customer support on your behalf.

9. Locate and set up 3rd party apps

Need to get hooked up with a great scheduling system so you can have your clients book their appointments with you and get timely reminders?

No problem! Inside of the Infusionsoft Marketplace there are great 3rd party apps that can handle this for you. Your infusionsoft team can easily set this up and put them to work for you.

Automated scheduling is just one example of some great third party applications in the Marketplace – see more here Infusionsoft becomes a lot more|more powerful with Third party apps which your team can locate and implement for you.

10. Keep up to date with Infusionsoft training

The folks at infusionsoft provide ongoing training calls and your infusionsoft team has access to these calls. Infusionsoft usually has twice yearly major updates and your team must stay up to date on all of the new releases.

Need some help with Infusionsoft? I’d love to help! Please contact Kr*****@*************ky.com and set up your complimentary Infusionsoft Session today!

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Infusionsoft Quick Guide: Set up your Infusionsoft Dashboard

Kristen Poborsky — Tue, 22 Apr 2014 23:00:19 +0000

It’s super easy to set up your infusionsoft dashboard when you understand how you should be using it and knowing exactly what you need to have on it.

I’ll walk you through overview of how you should be using your dashboard, what you’ll want to have on it and give you step by step instructions to get it set up.

When you sign into your infusionsoft application, you’ll immediately see the dashboard. This is a great place for you to see everything you need to know right away in one place.

It’s a bummer that your dashboard doesn’t come set up with some basic things that you should be looking at, but that doesn’t matter we’ll show you how easy it is to set up your infusionsoft dashboard

However, you can set up your dashboard with reports and activity widgets that specific to you. You’ll want to make sure you have set it up with the information you need to see and links to list and other reports that are important to your role.

Must have widgets you need to set up up your infusionsoft dashboard

1. Recent activity

When you install the recent activity widget on your dashboard, you’ll immediately be able to see what your contacts are doing. You can see what emails they opened, what links they are clicking on and more.

2. Email stats:

I am a big fan of tracking metrics so you can make smart business decisions. The email stats widget shows you the statistics for emails you sent to your list. You can click on the email and see how leads are responding to that particular email. Use this widget to see how people are responding to your emails and use those finding to make improvements.

3. Appointments:

I love this widget, especially when combined with a campaign where you are converting leads into sales.

When you connect Infusionsoft to your scheduler and use it to schedule appointments they show up here in this widget. It shows a list of your current appointments and access to your future and past appointments.

4. Fulfillment Jobs:

If you are selling products and programs using your Infusionsoft application then you will want this widget.

This shows a list of jobs assigned to you when someone makes a purchase. After you look at them they automatically go into processing status until you mark them complete.

5. Little box of stats

When you create custom reports you can use widget to display them in summary form on your home page. All you have to do is to click on the report name to drill down and see more details.

6. Saved Search Report

This handy widget shows the first 20 records on a saved list or report. Drill down by clicking on View all results to see the full list or report.

7. Usage stats:

This widget displays activity in your Infusionsoft account. It allows you to easily see the total number of user sign-ons, broadcasts, active web forms, and much much more.

8. Pipeline stages:

This widget gives you a count of how many of your contacts are currently at a particular point in your sales stages. Click on a stage to drill down for more contact details.

9. Task Widget:

This shows up as a task that is assigned to you and stays there until you mark it complete. I like to assign tasks inside of the campaign builder. Most often I use this to schedule a call or a touch point (send an email pr a card) during a campaign sequence. When you open the task it should have all of the details about the task right there so you can easily handle it.

Quick Guide to Set Up Your Infusionsoft Dashboard Widgets

Step 1: Click on the home button on the top right hand side of your screen

Step 2: Click on add dashboard widgets

Step 3: Scroll through the list of widgets and then click on the add to dashboard button next to the one you wish to add

Step 4: After you have added the widget to your dashboard, you easily can customize it by dragging your widgets around to where you want them.

I hope you found this Infusionsoft Quick Guide: Set up your Infusionsoft Dashboard to be helpful. If you find that you need help with more than just your dashboard and don’t know where to start or would love to pick my brain – just click here to schedule time on my calendar.

Need Infusionsoft help?

Whether you are thinking about purchasing or are just getting started and need help getting set up quickly.

Need help unleashing the power of infusionsoft. If you already have infusionsoft and haven’t optimized the Campaign Builder or the Opportunity Module (or maybe you don’t know what I’m talking about), we need to chat!

The post Infusionsoft Quick Guide: Set up your Infusionsoft Dashboard appeared first on Kristen Poborsky.com.

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