{"id":1626,"date":"2017-06-23T07:00:15","date_gmt":"2017-06-23T15:00:15","guid":{"rendered":"https:\/\/smarttofinish.com\/Blog\/?p=1601"},"modified":"2017-10-19T15:47:47","modified_gmt":"2017-10-19T15:47:47","slug":"slow-summer-tune-up-your-infusionsoft","status":"publish","type":"post","link":"https:\/\/smarttofinish.com\/Blog\/2017\/06\/23\/slow-summer-tune-up-your-infusionsoft\/","title":{"rendered":"Slow summer? Tune Up Your Infusionsoft"},"content":{"rendered":"

It\u2019s that time again \u2013 the Summer slow down. Many entrepreneurs experience a business slump as their communities take time to relax and vacation with families. It\u2019s tempting to join the lazy days of Summer but now is the perfect time to get your business ready<\/strong> 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\u2019re an Infusionsoft user<\/a>, it\u2019s the perfect time to tune-up your application so it\u2019s running smoothly and working hard for you so you don\u2019t have to! Take time to perform these 5 tasks so you\u2019ll finish the year strong:<\/p>\n

1. Organize\u00a0Tags<\/h3>\n

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\u00a0even 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\u2019t using. CAUTION:<\/strong> tags can control automation in your application; so don\u2019t delete a tag unless you\u2019re sure it\u2019s not being used to trigger something. The Smart to Finish Team<\/a> can review and clean-up your tags, perform this task regularly so it\u2019s not a big job and better yet, set-up a tagging structure so your tags are always organized!<\/p>\n

2. Update Legacy Items<\/h3>\n

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<\/strong> and you can use new features to further automate your systems. If you want to enjoy your Summer, the Smart to Finish Team<\/a> can create these updated campaigns for you while you lounge by the pool!
\n<\/p>\n

3.\u00a0List Hygiene<\/h3>\n

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\u2019t engaged in the past 120 days. That can be really tough, so instead create a new campaign to re-engage your\u00a0contacts<\/strong> before deleting them. You\u00a0should 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<\/a> to the Smart to Finish Team. We can clean-up your list\u00a0AND<\/span>\u00a0implement some campaigns that can automatically remove hard bounces, re-engage your list and more!<\/p>\n

4. Custom Field Review<\/h3>\n

Infusionsoft limits the number of custom fields you can have to just 100, so it\u2019s 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<\/strong><\/a> and help ensure you\u2019re using them the best way. When you start getting busy and need a custom field right away, it\u2019ll be waiting for you.<\/p>\n

5. Organize your Files<\/h3>\n

When you upload attachments or images into Infusionsoft, these are stored in the File Manager area located under the Home menu. Many people don\u2019t 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\u2019t 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<\/a> 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<\/strong>.<\/p>\n

What\u2019s the benefit of an Infusionsoft tune-up? Simple \u2013 time and money<\/strong>. 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\u2019t have as much \u201cjunk\u201d in it. If you take time now to work with the Smart to Finish Team<\/a> 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.<\/p>\n

If you\u2019re ready to tune-up your Infusionsoft, or would like us to perform a full audit of your application, let us know<\/a>, we\u2019ll be glad to help!<\/p>\n","protected":false},"excerpt":{"rendered":"

It\u2019s that time again \u2013 the Summer slow down. Many entrepreneurs experience a business slump as their communities take time to relax and vacation with families. It\u2019s 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 […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[17,111],"tags":[118,112,173],"class_list":["post-1626","post","type-post","status-publish","format-standard","hentry","category-blog","category-infusionsoft","tag-help-with-infusionsoft","tag-infusionsoft","tag-infusionsoft-assistant"],"yoast_head":"\nSlow summer? 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