All Posts by Tara Walton

Task Management

Task Management So you’ve just started off with Infusionsoft, you are enjoying the benefits of campaign automation. It’s not quite as clear as it could be yet but you are getting there, and you are excited about how much time you are going to save and how much more value you will be able to bring […]

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Mobile App Functions

How To Use Mobile App FunctionsMobile App Functions   Available for both Android and IOS devices, the Infusionsoft official app is available free of charge on either the Google Play or Apple stores. You can sign in to this app using you Infusionsoft details. In this document we will be running over the features of this […]

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Email Countdown Timers

How Email Countdown Timers WorkWhat are they? Countdown timers are tools that you can use to control the flow of events within a campaign. They are found within the “Sequence” sub menu (i.e. when you double-click in to one) on the upper left side of the interface. There are 3 variants of these timers, that […]

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Importing/Cleaning Data

How To Import And Clean Data​Your data is one of, if not the, most important resources of your business. However that does not mean that all your data is of high quality. When you are going to import your data into any system (obviously I am focused on Infusionsoft here) then it is important that […]

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Tracking on Landing Pages

How Tracking on Landing Pages WorksHaving landing pages is great, but how well are they converting? Knowing how many people reach the page and THEN convert to a lead allows you to work out how effective the page is at converting people.Now the question is why does that matter? If people are signing up and […]

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How Email Status Search Works

How Email Status Search WorksWhat is it?An email status search allows you to review your contacts emails to determine how many  have opted out, reported you for spam, given you invalid email addresses, bounced, double opted in, are unconfirmed, and whether or not they are currently marketable.Why would I want to do this? Well, first […]

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Classic UI – Leading Scoring

How Classic UI – Lead Scoring WorksLead scoring, currently, only exists within the Classic UI. The concept behind it is simple, to indicate which of your contacts are interacting with you the most and are therefore more likely to be a good lead for sales to chase.There are several stages to setting up your lead […]

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Maximising Email Deliverability

Maximising Email DeliverabilityIf you are using Infusionsoft to send emails, then one thing you want to do is ensure you are maximising your email deliverability, in plain English, making sure that your emails are more likely to go to Inbox than spam.Now you might have noticed that I used the words ‘more likely’ – at […]

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How To Use Custom Fields

How To Use Custom FieldsCustom fields can be used to customise your CRM to your individual company needs. For example you might need to track the number of employees that your contact has or number of family members taken on trips.You can have 100 custom fields, per section of Infusionsoft. Custom fields in Classic UI […]

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Infusionsoft Payments

Infusionsoft PaymentsThere are a number of situations when you want to take payments through your Infusionsoft system, such as invoices with automatic payments and order forms. Infusionsoft has its’ own in-built merchant account that you can use, but only if the bank account is in the UK, USA or Canada.The set-up of this could not […]

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Infusionsoft® Starter Edition vs. Dotmailer: Which Works Best for Email Marketing?

Infusionsoft® Starter Edition  vs. Dotmailer: Which Works Best for Email Marketing?There was a time in our lives when hearing an email notification was exciting. Remember AOL’s good old “you’ve got mail!” ? Fast-forward, three decades and a bajillion of technology innovations later, people like us are not too keen on emails anymore. Matter of fact, […]

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