I LOVE infusionsofts automation links. I love what they can do for the client – the prospect – and the webmanager! Many don’t know the power these links have and think that these links are only good for tracking clicks. Here is an example of how I like to use the links. There are several reasons – but here is just one of my favs…
So you send an email to your list about an upcoming teleclass or webinar or even a livestream broadcast you are leading. This is free to your community of subscribers. Typically, users would send an email to their list with a link to a registration page. This sometimes is needed – as this page can provide more details, etc (and if you are also promoting outside your list to affiliates, facebook, etc, you would need this page still.)
But – why not take another approach to this. Put these details in your email – and then use the automation link to “automatically register” them. Why make your subscriber who has already signed up to be in your community – sign up for something again? With the automation links in infusionsoft, you can simply instruct them to “click here to automatically register”. The actions behind this link is to then tag them and add them to the follow up sequence for this particular event.
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!
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.
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.
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 🙂
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?
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:
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?
Now There’s a Way to Go FAR Beyond Shopping Carts And List Management for Your Clients!
Discover How to “Rev Up” Any Client’s Business Growth (and Work Less for BIGGER Results)
A Free Teleclass on May 11th, 2010
More and more business owners are looking for OBMs and VAs 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.
Join Tina Forsyth and me for FREE call where we will be sharing:
What is Infusionsoft? (Hint: it’s much more than a shopping cart!)
Why is it so popular with biz owners? (There is a reason so many are making the switch.)
How does it compare to other shopping cart, broadcasting and autoresponder systems out there? (There are some key benefits to Infusionsoft vs. other tools.)
Is this a worthwhile skill set to add to your business? (It’s not for everyone, but if your role involves supporting clients’ business efficiency and growth, you MUST consider learning Infusionsoft.)
I’m so excited about this new training that OBM Trainer Tina Forsyth and I are putting together for OBMs and Virtual Assistants. When a client of mine decided last year to make the move to Infusionsoft from 1ShoppingCart.com – I found myself – an avid user and trainer of 1ShoppingCart – lost to say the least! In my search to learn this new platform, I came across very little help or support.
Now, that I have learned by jumping in and doing (and of course some 1 on 1 training with the good guys at Infusionsoft), I’m ready to help others in the virtual professional support industry gain the knowledge, support and strategy on how, when and why clients should move and use this robust marketing platform.
Class will begin in late May – more details coming soon!
I hope you will join both Tina and I on this exciting series!
Many clients have posed this question lately during our weekly strategy sessions. Amber “what is your honest take on InfusionSoft since you have had a few clients switch over?”
I love sharing my feedback with clients on my opinion of programs, including InfusionSoft. Coming from my extensive knowledge of 1ShoppingCart, I have to say there are several distinct differences. Both programs have pros and cons and I enjoy working in both of them. So…I have to say I haven’t decided yet which I would recommend over the other. But, I will share with you here what I tell my current clients when asked this question about what I have found that I like about and what I am not to crazy about with InfusionSoft.
PROS:
InfusionSoft does has EXCEPTIONAL broadcast and segmenting abilities. That is what it is known for. I absolutely love the way it allows you to segment and send very very targeted emails. Let’s say you want to send an email to those on your newsletter list and EXCLUDE those who have signed up for your teleclass or product you are promoting already. Piece of cake.
I love the way you can create a follow up sequence task. For example, you can create a “task” via an email that will prompt a team member or even yourself a to do item after a purchase has been made. Love that. Automation at its best.
They have free technical phone support. Gotta give them thumbs up for that. Seriously. Especially as a Virtual Assistant and Online Business Manager it is critical to get immediate support…and FREE.
Very detailed customer record section. You can see what emails were sent to each contact, which were opened by them and more. Very very cool.
CONS:
Interface is a bit more confusing than most. It has a much harder learning curve (but then again, free support to help you with it!)
Shopping cart is not as easy as I would like. I find there are several steps to take in order to get it setup. (But love the fact that you have shopping cart abilities)
Support documents are hard to read. Much easier to just call support again, which is free.
I will continue to share with you as I learn more. There is so much about this program – but for now, I am still on the fence as to which is the best…
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