The Case For Infusionsoft Action Sets

I find that “newer” Infusionsoft users (within the last 3 years or so – not all that new, actually!) usually do not know what Action Sets are, where they are in their Infusionsoft application, or why they should care about them. In case you are one of these users, Infusionsoft defines Action Sets as: An…

7 Campaign Builder Tricks I Tested And Figured Out So You Don’t Have To

In this post I am going to share 7 cool things that you can do in Campaign Builder. My guess is that there is an “a-ha” idea in here – at least one and maybe all five – for everyone. As an added bonus, the reason I know these things is because I: 1. Wondered…

Using Tables Within the Infusionsoft Email Builder

I am so lucky because today’s guest blogger – Melissa Kupiec – is a member of the Maes Consulting Group team! She also has her own Infusionsoft consulting company called MK Consulting which means she works in Infusionsoft all-day-long. I have known Melissa for years and from the minute I saw her work in Infusionsoft…

Everything You Need To Know About Infusionsoft Web Forms

Web forms – also referred to as opt-in forms by many people – are really “the thing” that makes the online marketing world go ’round. Why? Because proper online marketing requires permission and ideal online marketing requires automating as much as possible. The web form helps you accomplish both because you can set up your…

How To Finally Make Using Infusionsoft Easy

My 10-year-old son and I are season ticket holders at Children’s Theater of Madison. When I first got tickets a couple of years ago I had incredibly low expectations. I thought: Kids putting on plays will be cute. Boy, did I underestimate things. The quality of the performances at CTM is off the charts. And,…

Infusionsoft Campaign Builder In A Nutshell – Everything You Need To Know To Use The Tool and Not Be Dangerous

True confession: When Campaign Builder came out whenever it came out (I believe it came out around March or April of 2012), I avoided using it. Follow Up Sequences (now called Legacy Follow Up Sequences inside the software) were perfectly adequate, in my book, and that was that. Then one day, I was consulting with…

Attending ICON15? How To Get The Most Out Of The Event

ICON is just around the corner! I have been to many, many ICONs (this will be #5) and I have gone from literally not knowing a soul to knowing a lot-a lot of people attending and facilitating the event. With this in mind, here are my practical tips (in no particular order) for getting the…

Tough (Tag) Love for Infusionsoft Users

Today’s guest blogger is my friend and colleague, Barbara Jones. Barbara knows Infusionsoft inside and out which is why she can give us an in-depth article about Tag Strategies in Infusionsoft. As an added bonus, she also knows how to make the topic interesting! Tag Strategies – who has one? Anyone? No tag strategy? Hey,…

How To Modify Your Data In Infusionsoft

While importing data into Infusionosft is quite easy, most customers are importing early on in their software ownership and “don’t know what they don’t know“. What do you mean you don’t know that “phone 1 number type” is not where you put a phone number? I say this with total sarcasm because seriously: WHO WOULD…

How To Avoid “Land Locking” in Infusionsoft Campaign Builder

You either read the title of today’s blog post and know exactly where I am going because you already learned this the hard way, or you are not aware of this and you will be VERY HAPPY to know about this nuance so you can avoid it. I call it “land locking your goal icons…