May 2016 Update
Those rascally developers over at Infusionsoft are at it again. (Actually, it takes more than just good developers; shout out to the entire Product team.) So, let me take a moment to give you what I consider to be the highlights of the May 2016 release. Feature #1:...
Email Confirmation: What, Why and How
For some people, the Keap email confirmation widget is really straight forward - you add it to a campaign when you want to give a contact the opportunity to confirm their email address.But for others, it raises all sorts of questions: How does it work? Is it...
The Secret to Cracking the Code to Customer Success
This post was written by my friend and colleague Thomas Jones. Thomas and I first met at Infusionsoft when he became the director over the consulting team I was on, and while I never reported directly to him; I got to know him because we shared a cubicle wall. Because...
The April 2016 Update
Infusionsoft keeps the momentum going with another strong update (scheduled to release over the next week). Lots of goodies in this update; some that we've been waiting for, and some that I didn't even know I wanted. I'm gonna profile a few of the new features to let...
Spring Cleaning Tips for Infusionsoft
Bad Joke Warning: There are two types of Infusionsoft users - People who admit that their app is a mess; and people who lie about it. Maybe that's hyperbole, but it really seems like every person I talk with acknowledges that they could use a little tidying up (no...
ICON Recap 2: The Good and The Bad
The other day I blogged about the product updates announced at ICON this year; but I didn't share my perspective on the rest of the conference. So, I want to do that here. ICON is amazing. And you should definitely plan on coming next year. But just so you know I'm...
ICON Recap 1: Product Updates
ICON is always a really exciting week, and in the years past they've gone out of their way to announce big changes to the software. Well, this year definitely gave us a glimpse into what we can expect from the software over the next few months, but they really didn't...
6 Reasons I’m Excited for ICON
You guys, ICON is nearly here, and this year's event promises to be better than ever. In case you've never been to ICON, picture this: You show up, and you're greeted by thousands of small business owners just like you. You're surrounded by the spirit of...
March 2016 Update
I don't know if you had the same relationship I had with NBA Jam, but if you did, you probably remember that if your player made two shots consecutively, you'd hear the announcer say "He's heating up..." and once they made their third in a row, you'd get the booming...
The Infusionsoft File Attachment Hack That You Now Need
Whoa, that is easily one of the most technical and nerdy titles I've ever given one of my own blog posts. But, lemme explain before anyone goes anywhere. When you want to attach a file to an email in Infusionsoft, historically you've been able to use the File Snippet....