If you are using Infusionsoft to automate your marketing, you may know that there is a huge assortment of add-ons and tools that can make Infusionsoft work even better for your business. Our clients ask for our recommendations all the time, and I’m sharing my five top Infusionsoft apps with you today:
Spiffy
If you want to customize the look and feel of your Infusionsoft order forms without having to write any code, Spiffy is the solution. Here are some of my favorite features:
- It works with your existing Infusionsoft order forms.
- It has a ton of customization options.
- You don’t have to worry about any hard-to-implement integrations.
All forms are mobile-ready, and if you can copy/paste a hyperlink, that’s all it takes to get your forms looking great. Some of the options include: a mobile-friendly keypad for entering card numbers quickly and easily, ability to customize your browser icon and meta title, an option to add a link to your Terms & Conditions without having to use any code(!), an easy way to change the size of your payment buttons making them big and sleek, and so much more.
Infusionsoft WordPress Plugin
Infusionsoft has a free plugin that connects WordPress directly to Infusionsoft. With the plugin, anytime a user fills out your opt-in form on WordPress, they’ll automatically be added into Infusionsoft. Then, any automation campaigns you’ve set up will run. You can install the plugin directly inside of WordPress with just a few clicks. The plugin makes it easy to kick-off sequences like thank you emails, triggered phone calls, newsletter delivery, and drip nurture campaigns. You can read our full review and see a step-by-step guide here.
Zapier
With Zapier you can create powerful, automated workflows without writing or even understanding any code. Zapier connects the other software systems you use and updates your Infusionsoft contacts so you don’t have to waste time copying/pasting data from one system to another. It’s easy to set-up a “zap” and sync data between your systems.
You can connect hundreds of other software sites using a zap such as:
- GoToWebinar
- Google Calendar
- DropBox
- Slack
- QuickBooks
- Facebook ads
- ZenDesk
- SurveyMonkey
And there are many more, too. Imagine entering data on a Google Sheet and having that data automatically update an Infusionsoft contact, apply a tag to that record, and then kick-off a campaign! That’s just one example; the possibilities to streamline your workflow are endless.
MyFusion Helper
Similar to Zapier, MyFusion Helper is a collection of 50+ Helper applets to extend the capabilities of Infusionsoft. They integrate with systems like DropBox, Trello, Excel (plus many others!) and have some really cool date and formatting functions you can use. A great example of this is related to product refunds. If you have a 30-day refund policy, you can add a date helper that will calculate when the 30-day refund time period is over. Then, it will set up internal practices on how to handle refunds outside of this time period.
Another helper that I absolutely love is Email Validate It. Today more than ever, email deliverability is vitally important. The Email Validate It Helper makes sure that the email the user typed in is valid. Many times people make small typos that cause emails to bounce. The Email Validate It Helper finds those mistakes, flags them, and even finds other root issues or potential problems with the email itself.
There are also helpers that integrate with Vimeo and Wistia that allow you apply a tag based on how long someone watches you video. What’s great is that with one small monthly fee, you get access to ALL of the helpers – with no limits! Not sure if it’s right for you? There’s a FREE 30-day trial!
Wicked Reports
Wicked Reports transforms your Infusionsoft data into clear, actionable information. You can easily see the following information:
- Which emails make sales
- The best time to send your emails
- Which Facebook ads provide leads that turn into your best customers
- The entire click journey of a customer in an easy to read display
In addition to showing you Infusionsoft data, Wicked Reports syncs data between Facebook ads, Google Adwords, Google Analytics, and Infusionsoft so everything is in one place. There’s no need to create Excel reports and manually enter data. Understanding how your marketing is actually working is the first step to taking your business to the next level, and Wicked Reports makes that easy.
If you’re ready to take get the most out of your Infusionsoft app, or even get started with marketing automation, contact the Smart to Finish Team. Our Infusionsoft experts are standing by to help!
Recent Comments