It’s that time again – the Summer slow down. Many entrepreneurs experience a business slump as their communities take time to relax and vacation with families. It’s tempting to join the lazy days of Summer but now is the perfect time to get your business ready for the busy season right around the corner. Use this time to plan your future launches, tighten your business processes and cleanup your systems. If you’re an Infusionsoft user, it’s the perfect time to tune-up your application so it’s running smoothly and working hard for you so you don’t have to! Take time to perform these 5 tasks so you’ll finish the year strong:
1. Organize Tags
The beauty of Infusionsoft is that it allows you to create as many tags as you want so that you can properly segment your list. The bad thing is that you have most likely created a TON of tags and some you may not even remember why you created them at all! Take time to run a report of all your tags and their categories. Go through the list and delete what you aren’t using. CAUTION: tags can control automation in your application; so don’t delete a tag unless you’re sure it’s not being used to trigger something. The Smart to Finish Team can review and clean-up your tags, perform this task regularly so it’s not a big job and better yet, set-up a tagging structure so your tags are always organized!
2. Update Legacy Items
If you have old follow-up sequences, web forms, and/or campaigns, take time to put those into the new campaign builder. That way your emails will be mobile-ready and you can use new features to further automate your systems. If you want to enjoy your Summer, the Smart to Finish Team can create these updated campaigns for you while you lounge by the pool!
3. List Hygiene
Email providers are stricter and more in tune with what recipients want in their inbox. As a result, a clean email list is crucial to ensuring your emails get delivered. Infusionsoft makes list hygiene easy by tracking all actions taken by email recipients. Infusionsoft recommends that you remove all contacts that haven’t engaged in the past 120 days. That can be really tough, so instead create a new campaign to re-engage your contacts before deleting them. You should also remove duplicate contacts and all hard bounce emails too. Hard bounces are email addresses that are invalid, so these need removed immediately. It sounds like a lot of work so delegate it to the Smart to Finish Team. We can clean-up your list AND implement some campaigns that can automatically remove hard bounces, re-engage your list and more!
4. Custom Field Review
Infusionsoft limits the number of custom fields you can have to just 100, so it’s always a good idea to see if the fields you are using are still needed. Review all of your fields to determine if there are any you can combine, delete or even turn into a tag instead. Let the Smart to Finish Team analyze your custom fields and help ensure you’re using them the best way. When you start getting busy and need a custom field right away, it’ll be waiting for you.
5. Organize your Files
When you upload attachments or images into Infusionsoft, these are stored in the File Manager area located under the Home menu. Many people don’t take the time to name these files descriptively before they are uploaded. As a result when you want to use a file again, you can’t find it and have to upload another one. This results in a lot of duplicate files and images. The Smart to Finish Team can assist you with reviewing your files and taking care of renaming, deleting and organizing them for you. Removing unwanted files frees up space in your application and helps it work faster.
What’s the benefit of an Infusionsoft tune-up? Simple – time and money. You and any other users of your Infusionsoft application will be able to find things much easier when there is less clutter in your application. This is time that can be spent on more important things like making connections and sales(!). Plus, Infusionsoft will actually perform better when it doesn’t have as much “junk” in it. If you take time now to work with the Smart to Finish Team to help cleanup your application, create naming conventions and procedures for each main area, as your business grows your Infusionsoft application will easily grow along with you.
If you’re ready to tune-up your Infusionsoft, or would like us to perform a full audit of your application, let us know, we’ll be glad to help!
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