Monkeypod Blog

This is my blog. I write about things I think you'll benefit from. You know, marketing tips and tricks, hacks, tools and general plain old Infusionsoft Education. Enjoy.

Tag Goal Hack

Tag goals are one of the most popular ways to trigger automation in Infusionsoft's campaign builder, no doubt about that. Tag goals are pretty simple to understand - you define which tag(s) they're listening for, and then boom, any time any of those tags are applied,...

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Choose a Tagging System

One of the most powerful aspects of Infusionsoft is the ability to apply and remove tags. At their core, tags are a way to segment your database so you can send targeted messages to extremely specific portions of your list. But there are a number of tagging...

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What Custom Field Limit?

Infusionsoft is a powerful and robust marketing tool - there's no question about that. But it's not without it's limitations. In fact, there's a pretty common one that catches most people off guard sooner or later. Infusionsoft only allows you to create 100 contact...

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The 3 Infusionsoft User Types

In my experience, Infusionsoft users tend to fall into one of three categories. And I find that plenty of people either haven't thought about this at all, or they have but things have changed since they last considered it. The good news is that there isn't a right or...

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Options on Order Forms

If you use Infusionsoft to sell online, you likely do that with the shopping cart, or with order forms. (If you haven't set up your ecommerce yet, or just want to feel more confident, check out the Ecommerce Pod course.) The shopping cart is great if you want your...

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Update My Email, Pls

Have you ever received an email from a customer asking you to update their email address? If so, you should probably feel flattered. It means they like you. Most people who change their email address email their family and friends and then move on with their lives....

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Free Infusionsoft Campaign Note Templates

At some point or another all new Infusionsoft users ask about the notes widget in the campaign builder. In a sense, they're useless. They don't actually have any function, and don't actually affect the campaign in any meaningful way. But, in another more accurate...

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“Every time I’ve read your blog or log into the private Facebook user group I learn something new from the Monkeypod gang. And the courses that I’ve purchased and gone through have been invaluable to my business. Thanks!” Randy Elder

President, Randy J. Elder, CPA, P,C.

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“Greg is on my top 5 list of most Infusionsoft knowledgeable people on the planet.”

Kevin Mogavero

Founder, KRM Development

Greg is my Infusionsoft saviour. His passion and in-depth knowledge of the CRM, together with an incredible sense of humour, makes him the perfect person to calm you down when you are struggling with your CRM. I could not thank him enough for all the times when he saved me and showed me the little tricks that he has mastered over the years with Infusionsoft. If you work with Infusionsoft, Greg is the person to speak to.

Magdelena Oramus

Executive Assistant, Agero Group

When I joined Infusionsoft in 2012, Greg was the trainer assigned to me. He was absolutely the best! Recently, when I couldn't figure something out, I wrote to Greg for help and, after answering my question, he suggested I join his membership program. I did, and it was a great decision. I learned more in the first three days then I had in the past few years.

My goal was to upgrade how I'm using Infusionsoft, and with the help of Greg and his team, it's already happening. I'm hooked and appreciate all the help I've gotten already.

Joan Sotkin

Prosperity & Mindset Mentor, Prosperity Place

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