{"id":2234,"date":"2017-11-22T17:32:13","date_gmt":"2017-11-22T17:32:13","guid":{"rendered":"https:\/\/smarttofinish.com\/Blog\/?p=2234"},"modified":"2018-01-04T20:58:13","modified_gmt":"2018-01-04T20:58:13","slug":"avoid-an-infusionsoft-catastrophe","status":"publish","type":"post","link":"https:\/\/smarttofinish.com\/Blog\/2017\/11\/22\/avoid-an-infusionsoft-catastrophe\/","title":{"rendered":"3 Ways to Avoid an Infusionsoft Catastrophe"},"content":{"rendered":"

You did it \u2013 you up-leveled your email marketing software, and have your shiny new Infusionsoft account. Or\u2026you\u2019ve had your Infusionsoft account for a while, and you\u2019re ready to really get it working for you. So, what\u2019s next? Do you jump in and start setting up products, creating campaigns, building landing pages, designing email templates and go for it? The short answer \u2013 NO!<\/p>\n

Like anything else in business, you need to PLAN AHEAD and set up Infusionsoft so it works for YOUR business. If you don\u2019t think about how you want to maintain your Infusionsoft account and how you will actually use the data, you could wind up with a mess later on.<\/p>\n

Consider these 3 tips to avoid an Infusionsoft catastrophe:<\/p>\n

1. Think about the future.<\/h3>\n

It’s time to change your mindset from working with your old CRM. Infusionsoft isn\u2019t just about entering data today –i t\u2019s about how to use the data collected today for ongoing marketing and automation. This means taking a look at your entire marketing process, or as Infusionsoft calls it — Lifecycle Marketing. You want to map out what this looks like for your business, see if you have any gaps and then you\u2019ll know what you really need.<\/p>\n

\"Infusionsoft<\/p>\n

2. Be methodical with your setup.<\/h3>\n

An organized Infusionsoft account makes for a happy Infusionsoft user. Take time before you start importing lists and building out campaigns to consider how you want to organize your tags, your campaigns, what product categories you want, etc. The time you spend in the beginning will be so helpful down the road.<\/p>\n

For example, if you use tags to kick-off any type of automation, you\u2019ll want a way to easily see this. You may not remember in 6 months that if you apply the tag: \u201cNew Prospect\u201d the person automatically receives a welcome email. So when you or your assistant run a report later and see some contacts without the tag, you apply it. But\u2026they aren\u2019t really new and don\u2019t need the welcome email. Uh-oh\u2026.now you have a few hundred confused contacts.<\/p>\n

PRO TIP:<\/strong> Use \u201cAutomation\u201d as a tag category, and you\u2019ll be able to see at-a-glance which tags make stuff happen. The effort to organize is worth it \u2013 you\u2019ll thank me later.<\/p>\n

3. Ask for help.<\/h3>\n

Infusionsoft has a User Forum, Help Center, Facebook Group, and more that you can access for free to get support when you\u2019re stuck. You can also work with a team (like us!<\/a>) that can guide you through setting up your new Infusionsoft account, organizing your existing account or even doing an audit to recommend ways you can improve how you\u2019re using Infusionsoft. Don\u2019t be afraid to ask for support. We were all new once and love to help. Asking for advice now can save you a lot of time later.<\/p>\n

Create your Infusionsoft strategy now to save yourself frustration and a potential catastrophe later. Use the tips above and check out other Infusionsoft articles and resource from the blog to guide you along the way, and reach out for expert support.<\/p>\n","protected":false},"excerpt":{"rendered":"

You did it \u2013 you up-leveled your email marketing software, and have your shiny new Infusionsoft account. Or\u2026you\u2019ve had your Infusionsoft account for a while, and you\u2019re ready to really get it working for you. So, what\u2019s next? Do you jump in and start setting up products, creating campaigns, building landing pages, designing email templates […]<\/p>\n","protected":false},"author":1,"featured_media":2238,"comment_status":"open","ping_status":"open","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":[111],"tags":[],"class_list":["post-2234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-infusionsoft"],"yoast_head":"\n3 Ways to Avoid an Infusionsoft Catastrophe<\/title>\n<meta name=\"description\" content=\"Setting up a new Infusionsoft account can be a daunting task. 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Consider these 3 tips to avoid an Infusionsoft catastrophe:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/smarttofinish.com\/Blog\/2017\/11\/22\/avoid-an-infusionsoft-catastrophe\/\" \/>\n<meta property=\"og:site_name\" content=\"Smart To Finish Office Solutions, LLC\" \/>\n<meta property=\"article:publisher\" content=\"http:\/\/www.facebook.com\/delegationdiva\/\" \/>\n<meta property=\"article:published_time\" content=\"2017-11-22T17:32:13+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2018-01-04T20:58:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/smarttofinish.com\/Blog\/wp-content\/uploads\/2017\/11\/rsz_systems-development-life-cycle-with-people-hand_rpde4g_3gg.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2500\" \/>\n\t<meta property=\"og:image:height\" content=\"2500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Amber Miller\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@delegationdiva\" \/>\n<meta name=\"twitter:site\" content=\"@delegationdiva\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amber Miller\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/smarttofinish.com\/Blog\/2017\/11\/22\/avoid-an-infusionsoft-catastrophe\/\",\"url\":\"https:\/\/smarttofinish.com\/Blog\/2017\/11\/22\/avoid-an-infusionsoft-catastrophe\/\",\"name\":\"3 Ways to Avoid an Infusionsoft Catastrophe\",\"isPartOf\":{\"@id\":\"https:\/\/smarttofinish.com\/Blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/smarttofinish.com\/Blog\/2017\/11\/22\/avoid-an-infusionsoft-catastrophe\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/smarttofinish.com\/Blog\/2017\/11\/22\/avoid-an-infusionsoft-catastrophe\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/smarttofinish.com\/Blog\/wp-content\/uploads\/2017\/11\/rsz_systems-development-life-cycle-with-people-hand_rpde4g_3gg.jpg\",\"datePublished\":\"2017-11-22T17:32:13+00:00\",\"dateModified\":\"2018-01-04T20:58:13+00:00\",\"author\":{\"@id\":\"https:\/\/smarttofinish.com\/Blog\/#\/schema\/person\/88bb48aae7b64b13a14c4765205319a2\"},\"description\":\"Setting up a new Infusionsoft account can be a daunting task. 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