Infusionsoft – Did You Know Menu

Infusionsoft Sydney User Group

Did You Know?

– Creative ways to get the most out of your Infusionsoft application –



CREATE AN ADDITIONAL UNSUBSCRIBE LINK

How to avoid your contacts from Unsubscribing from all email communications.

In this Did You Know video, you’ll learn how to add an additional Unsubscribe link to your emails.  This is useful when you want the contact to have the option to just unsubscribe from your current email communications series, i.e newsletters, special offers etc.

Without this additional unsubscribe link, if the contact clicks on the Unsubscribe link in the footer of your email, then they will be opted out of all future email communications.


DEFAULT START (LOGIN) PAGE

Discover how to assign any page or report in Infusionsoft as the default login page.

The page you first see when you log into your Infusionsoft app is called your Default Start Page.

The default start page most users see when they first purchase Infusionsoft is the Infusionsoft Training or the Dashboard, but you can set your default start page to any page you can view in Infusionsoft

Watch this video to learn how to easily set your default start page.




ADVANCED TAG SEARCHING

Discover how to perform advanced tag searching for deeper segmentation.

When searching on contact tags, Infusionsoft allow you to search based on only two of the four search methods:

1. Search for contacts with ANY of the tags selected
2. Search for contact with ALL of the tags selected
3. Search for contacts that Doesn’t have ANY of the tags selected
4. Search for contacts that Doesn’t have ALL of the tags selected

Use the technique shown in the video to search on up to all four tag search methods.


SPLIT TESTING
(A/B testing)

Use standard features to test multiple scenarios.

Test different email subject lines to identify which one generates the greatest response rates.

You can also use this method for split testing geographical location, gender customer type etc.



PART 1

PART 2

 


DASHBOARD REPORTING

What’s possible with reporting Opportunities

This quick video will show you the level of reporting that is possible with the Dashboard when configured for Opportunities.

Included in this video is Opportunity financial reporting on the Dashboard.
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COLLECTING WEBFORM DATA WITHOUT USING FIELDS

Using Person Notes to store data from Infusionsoft forms.

This quick video shows you how to collect and store information from your contacts into Infusionsoft without having to use existing contact or custom fields.

This method is ideal for collecting data from Q&A where subjective feedback is sought, i.e. open ended question.


 


 

MORE VIDEOS TO BE UPLOADED IN THE COMING MONTH



 



 

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