by Amber Miller | Jul 8, 2011 | Blog, Infusionsoft, Training
I get asked this question a lot! What is the difference and when do I use each one. Here is my SHORT answer from a lesson in the April Infusionsoft training class I taught with Tina Forsyth:
There are actually several differences between order forms and using the shopping cart links in Infusionsoft. I mostly prefer to use the order form. Mostly because I like how I can connect a thank you page to my order form without any additional steps. If you want to have a unique thank you page using shopping cart links, you have to first create a customized “theme” that redirects to that particular thank you page which in my opinion can take more time.
As an Infusionsoft VA, my first step in deciding which way to go is actually deciding a few things up front as order forms are limited in a few ways:
1. Will we want to offer paypal as a checkout option?
Yes? Then use the shopping cart. You cannot use paypal as a checkout option using an order form.
2. Will we want to offer any coupon codes or discount codes?
Yes? Then use the shopping cart. You cannot use coupon codes using an order form.
3. Are we wanting to offer more than 2 pay plan options (full pay, 2 payments, 5 payments?)
Yes? Then use the shopping cart. You can only provide two payment plan options using an order form. This might be a pay in full or 2 payments. If you wanted to offer more than that, use the cart.
4. Do we want to give customers the option to continue shopping?
Yes? Then use the shopping cart. The order form is that…an order form to checkout and purchase.
And there you have it – my short answer of the main differences 🙂 Hope this helps!
by Amber Miller | Jun 11, 2011 | Blog, Infusionsoft
This is good stuff! I have been waiting for Infusionsoft to make this happen for awhile now 🙂 They have now added an additional security feature that not only ensures all credit card data is even more secure, it also allows us (who have admin rights or has been given this in the user permission area) to view the full credit card number for orders.
This will help for those who may need to this number in the future (especially us in the support role!) so we don’t have to contact customers for their full credit card number again should we need it.
It is really simple. To grab this full number, go into the client’s record, orders tab, and click on the card type under credit cards. Under “Card Information” there is now a link that says View Secure Credit Card Info. You will be required to enter your Infusionsoft applications password and then you will see the full number.
Wohooo!
by Amber Miller | Mar 17, 2011 | Blog, Infusionsoft
As a forward-looking virtual support professional, staying on top of the latest systems and tools isn’t an option. Staying ahead of the curve is your job. More and more business owners are looking for OBMs and Virtual Assistants who can provide ongoing Infusionsoft support. These clients either want to “make the switch” from another system, or they’ve already done so and desperately need someone to manage (and leverage!) this amazing software for their business.
I know the feeling of overwhelm when trying to learn Infusionsoft. I was there two years ago – and at that time – there was not much support or training that I could find. Imagine being able to know and use such a powerful business tool to the immeasurable benefit of your clients, to be able to help them manage all of the pieces in a perfectly streamlined fashion. Infusionsoft can revolutionize the way your clients do business!
Why shouldn’t it be YOU that brings this vision to life?
Join me and OBM Academy President Tina Forsyth in our next Infusionsoft Training Program starting April 6th. In Just 8 Live Training Sessions
Learn Everything You Need to Know To Get Your Clients Up & Running on Infusionsoft. Quickly and Easily.
Go check it out here – and I hope to see you in the class 🙂
Amber
by Amber Miller | Feb 12, 2011 | Blog, Infusionsoft, Memberships
I have had the opportunity to create and setup Customer Hub with infusionsoft for two clients in the last few months and I must say, I’m really lovin’ it! For those of you that don’t know what Customer Hub is…it is a membership site program that only integrates and only works for those using Infusionsoft.
Now, I will admit that the first time I set it up, it was a bit confusing. Customer Hub does provide some great setup and install videos to get you going but setting up a few of the advanced features such as delayed content delivery and partials was a bit confusing.
For the most part, my review contains a list of the features I really like.
Here is my short list of what I really about customer hub:
- All content is safe and secure.
- Completely integrated with the Infusionsoft CRM.
- Automatic user registration. You can easily create an action at signup for the system to generate a username and password and updates their CRM record immediately.
- Clients can use the Customer Hub interface to update their billing and credit card information.
- Sequential content delivery. You can deliver new content based on a pre-specified time frame using actions and tags.
Now of course, no application is perfect 🙂 But for the most part, the only issues I have found so far is that the setup/learning curve does take a bit of time and that this is a stand alone program – being that it is not a plugin that you would add to an existing wordpress blog or website. It is completely hosted on the customer hub servers. I really don’t see Customer Hub hosting the program as a deal breaker – because they do allow you to customize the look and feel of your membership.
Overall, I think it is a great solution for those who want to create a secure, automated and integrated membership site with your infusionsoft application. I would recommend it 🙂
by Amber Miller | Sep 8, 2010 | Blog, Infusionsoft
This summer I have had the opportunity to move over 3 more clients from their existing 1shoppingcart accounts to Infusionsoft – Yay!!!! I just love this program, really I do. Yes, it has it’s quirks but hey, what program doesn’t have something you don’t like?
One of the hidden gems that each of these new infusionsoft users were not aware of are the beyond cool “tracking links”. I have to tell you, I could spend hours with these things. They are beyond ad-trackers. What I love is that you can not only track when someone clicks on a link in your email or follow up (autoresponder), but you can also assign it ACTIONS! You can tell the system that if they click on the link, to also tag them, add them to another follow up/or remove from a follow up and more. You can also set rules – and say this action only works if they have already purchased “x” or registered for a certain teleclass.
So, if you are an infusionsoft user, are you REALLY using tracking links?? Would love to hear other ways entrepreneurs are using these links. Would you share below?
-Amber
by Amber Miller | May 14, 2010 | Blog, Infusionsoft
Today is the last day to register for the Infusionsoft training at the early bird rate (savings of $200). So be sure to go ahead and grab your spot now at:
http://www.obmacademy.com/infusionsoft/
Still not sure you need this cutting edge training?
Infusionsoft Training is definitely for you if:
- You are a high-end virtual support professional — Online Business Manager, Virtual Assistant or otherwise — who wants to stay on top of the latest trends and tools.
- You want to add a profitable new skill set to your toolbox, one that you can start using immediately and with confidence.
- You want to be ready, willing and able when your client asks, “What is Infusionsoft all about? Should we be using it?”
- You want to make a bigger impact for your clients by contributing directly to their bottom-line GROWTH.
Without a doubt, Infusionsoft will change how you and your colleagues play the game online! But know that this isn’t just a passing trend.
Infusionsoft is well on it’s way to being THE tool successful online business owners insist on using. The question is – will you be ready when your clients start asking for your help with implementing and using Infusionsoft?
Join us for the training and you’ll be set:
http://www.obmacademy.com/infusionsoft/
Amber Miller and Tina Forsyth
OBM Academy Infusionsoft Course OBMAcademy.com
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