{"id":2311,"date":"2018-02-06T15:56:20","date_gmt":"2018-02-06T15:56:20","guid":{"rendered":"https:\/\/smarttofinish.com\/Blog\/?p=2311"},"modified":"2018-02-09T01:22:40","modified_gmt":"2018-02-09T01:22:40","slug":"infusionsofts-hidden-features","status":"publish","type":"post","link":"https:\/\/smarttofinish.com\/Blog\/2018\/02\/06\/infusionsofts-hidden-features\/","title":{"rendered":"Infusionsoft’s Hidden Features"},"content":{"rendered":"

Infusionsoft is one of the top marketing automation software programs, and we love it! We\u2019ve been working with Infusionsoft<\/a> for years to help our clients leverage it to make a big difference in their businesses. So, we know all of Infusionsoft’s hidden features, inside and out.<\/p>\n

But\u2026we\u2019ve also discovered that many of the new clients are not using even half of the features that Infusionsoft offers. That makes us sad. \u2639<\/p>\n

It would be like going to Thanksgiving dinner and only eating turkey. How could you miss out on the stuffing and mashed potatoes?!<\/p>\n

Today we thought we\u2019d share just a few of Infusionsoft’s hidden features to save you time.<\/p>\n

Feature #1: Expiring Credit Card Automation<\/h3>\n

If you have any type of payment plans or recurring subscriptions, this feature will save you a lot of time chasing failed payments.<\/p>\n

Simply head over to the Ecommerce, Settings, and then select Billing Automation. From there you can select the trigger: \u201cWhen a credit card is going to expire.\u201d Then you can set up an email that will automatically be sent to someone BEFORE their credit card expires. You can set up several reminders too. A lot of our clients like to send reminders out 30 days, 14 days, and 7 days in advance. If you like a more personal touch, set up a task for you (or a team member) to call your client to collect their new credit card.<\/p>\n

.For step-by-step directions, go here<\/a>, or delegate it to the Smart to Finish Team<\/a>.<\/p>\n

Feature #2: Lead Sources<\/h3>\n

This may just be the most underutilized feature in Infusionsoft, but it\u2019s also one of the most valuable. Don\u2019t you want to know where your new leads and clients come from? If so, then you need to start using Lead Sources. You can use Lead Sources on your opt-in forms and then use different forms based on where you are promoting the opt-in. For example, you can have a Facebook opt-in, an email opt-in, etc. Then, you can review your lead source results to see exactly what source is providing you with the best results. Now you\u2019ll know what channels are working best for you and your business.<\/p>\n

Read more and learn how to set up lead sources here<\/a>, or contact us<\/a> and we\u2019ll do it for you.<\/p>\n

Feature #3: Note Templates & Internal Forms<\/h3>\n

If you are serious about automation, these are two features that can really free up your time. You can use Note Templates to take care of repetitive tasks. For example, set up a Note Template after a strategy call with a prospective client you want to remember to call back in a week or send them a particular email. Then when you\u2019re ready, select the template, and all the actions will be done for you. You can do this for questions your customer service team gets asked over and over again, and that can save you time and money.<\/p>\n

Internal forms work in a similar way, but they also can update contact details for you. They update contacts with new information or even decisions your contacts need to make, like attending an event or scheduling a phone call with you. This is also a great tool for adding new contacts and making sure they get the right tags and follow-up emails. Just a few clicks, and your records are all updated quickly and easily.<\/p>\n

Learn more about Note Templates here<\/a> and internal forms here<\/a>, but since we\u2019re talking about automation, the best way is to get the Smart to Finish Team<\/a> to implement these time-savers for you.<\/p>\n

If you\u2019re ready to use Infusionsoft’s hidden features to make a big difference in your business and your life (by saving you time), contact us<\/a>, and we\u2019ll help you get started.<\/p>\n","protected":false},"excerpt":{"rendered":"

Infusionsoft is one of the top marketing automation software programs, and we love it! We\u2019ve been working with Infusionsoft for years to help our clients leverage it to make a big difference in their businesses. So, we know all of Infusionsoft’s hidden features, inside and out. But\u2026we\u2019ve also discovered that many of the new clients […]<\/p>\n","protected":false},"author":1,"featured_media":2321,"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":[30,112,573,113,43,52],"class_list":["post-2311","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-infusionsoft","tag-delegating","tag-infusionsoft","tag-infusionsoft-apps","tag-infusionsoft-support","tag-infusionsoft-virtual-assistant","tag-internet-marketing-virtual-assistant"],"yoast_head":"\nInfusionsoft's Hidden Features to Save You Time and Increase Revenue<\/title>\n<meta name=\"description\" content=\"We\u2019ve been working with Infusionsoft for years to help our clients leverage it to make a big difference in their businesses. 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