Tips for Troubleshooting Infusionsoft
The more you depend on technology and automation, the more vulnerable you are when things don't work as planned. In this post I wanted to cover a few tactics that can help you right the ship when things go sideways. 1. When troubleshooting campaigns... When you build...
How to sleuth which Infusionsoft app sent an Email using Gmail’s Show Original
This post is for anyone who works in more than one Infusionsoft account, or anyone who just likes technical tricks, or digital snooping. K, so, if you work with a lot of different Infusionsoft applications, you may get a random notification in your email sometimes,...
Contact Update Links
So, if you want to let a contact update their phone number, their address, or nearly any other detail about themselves you can do it by sending them a link to a landing page or a web form, right? And if you use a hidden field for Email address then they won't even see...
Tips for SuccessCon
I don't know how it happened but it's April already, and April as you likely know, is also SuccessCon-Eve-Month. Yup, that's a totally real and not-at-all made up thing. SuccessCon is next month, May 8-10th to be specific. I'm pumped and you should be too. (Just in...
Looping Campaigns in Keap (formerly Infusionsoft)
Update: Keap released a new sequence step item that has opened up some additional flexibility for looping structures. Check it out here.Looping campaigns in Keap (formerly Infusionsoft) is a request that I see pop up at least once a month - it's one of those things...
Calendly and Keap
There is an undisputable rule in marketing automation: if you have appointments or events to invite contacts to, and manage or negotiate in any way, you are wasting a boatload of time and giving yourself pointless headaches if you’re not using a scheduling tool. I’d...
Campaign Builder 101
Campaign Builder 101 is the beginner's guide to understanding the campaign builder in Keap Pro, Max, and Max Classic (formerly Infusionsoft). If you've never quite grasped why it's so powerful, or you just feel like you missed the first day of class, then this is the...
Modern Forms from PlusThis
Let's see - how do I put this diplomatically? Keap's web forms are....basic. (Jump straight to the fix?) They let people opt-in for stuff, they work with Keap's leadsource tracking and affiliate tracking, but outside of that they don't have much going for them. I'm...
Infusionsoft Name Change
You may have heard the rumors that Infusionsoft is changing their name, and yes, it's true - it's finally out the in open. What's Infusionsoft's new name? (drumroll please....) Infusionsoft's new name is Keap The company is rebranding and the new name will be Keap....
Online Scheduling Made Easy
Update: Unfortuantely Lidiane has closed down the SchedulerLink part of her business.The preferred integration she and I both recommend now is this one, from Plusthis. You can start a PlusThis free trial here >>Keap and Infusionsoft users already know how...
