Infusionsoft Sidebar

Introduction

The power of Infusionsoft, right where you already work. Access your Infusionsoft CRM records, add contacts to marketing campaigns, create or complete tasks and automate back office workflows right from the comfort of your email inbox.

Please Note!
Infusionsoft Sidebar does not currently support Calendar syncing. If you currently use this feature, please continue using Infusionsoft Sync for Gmail for the time being. We will notify customers when Calendar syncing is available in the new Infusionsoft Sidebar.

To get started, go to the Infusionsoft Marketplace and download for Chrome or Firefox.

 

Step-by-Step Instructions

  1. Contacts

    Load a contact into the sidebar

    1. Hover over the email address in the email or the preview of the email


    Search for a contact

    1. Use the search bar at the top of the sidebar to search for a contact
    2. Click the dropdown arrow to choose a search option (the search option in bold indicates which search option is currently selected)


    Add a contact

    1. click the '+' icon at the top of the sidebar to add a new contact


    Edit a contact

    1. Click the edit icon next to the contact's name to edit the contact

     

    View Campaign History and Status

    1. When a contact is displayed in the sidebar, Click the drop down arrow, located in the top right corner of the sidebar
    2. In the menu, select the 'Campaigns' menu item
    3. View your contact's campaign history

     

    Tasks


    Add a task

    1. Click the '+' icon next to the Tasks & Appointments
    2. Add task information
    3. Click the Save button


    Edit a task

    1. Click on the task
    2. Change any information needed
    3. Click the 'Save' button


    Delete a task

    1. Click on the task
    2. Click the 'Delete' button

     

    Appointments


    Add an appointment

    1. Click the '+' icon next to Tasks & Appointments
    2. Add appointment information
    3. Click the 'Save' button


    Edit an appointment

    1. Click on the appointment
    2. Change any information needed
    3. Click the 'Save' button


    Delete an appointment

    1. Click on the appointment
    2. Click the 'Delete' button

     

    Notes


    Add a note

    1. Click the '+' icon next to Notes
    2. Add note information
    3. Click the 'Save' button


    Edit a note

    1. Click on the note
    2. Change any information needed
    3. Click the 'Save' button


    Delete a note

    1. Click on the note
    2. Click the 'Delete' button

     

    Tags


    Apply or Create/Apply a tag

    1. Click the 'Add Tag' link under the 'Tags' header
    2. Choose a tag category
    3. Check the tags that need to be applied, or, create a new tag on-the-fly

     

    Opportunities


    Add an Opportunity

    1. Click the '+' icon next to Opportunities
    2. Add the opportunity information
    3. Click the 'Save' button


    Edit an Opportunity

    1. Click the opportunity
    2. Change any information needed
    3. Click the 'Save' button


    Delete an  Opportunity

    1. Click on the opportunity
    2. Click the 'Delete' button

     

    Filebox


    Add a file

    1. Click the '+' icon next to filebox
    2. Click the '+Add Files' button

     

    Additional Settings and Features


    Go to the full Infusionsoft record

    1. Click the menu icon at the top of the sidebar
    2. Click 'Go to full Infusionsoft record'


    Run Actionset

    1. Click the menu icon at the top of the sidebar
    2. Click 'Run Actionset'
    3. Select an action set from the list (There is also a search function, above the list)
    4. Click 'Run Action Set' to apply the selected action set


    Disable auto load for this contact

    1. Click the menu icon at the top of the sidebar
    2. Click 'Disable auto load for this contact'


    Enable auto load for this contact

    1. Click the menu icon at the top of the sidebar
    2. Click 'Enable auto load for this contact'


    Change the sidebar language

    1. Click the settings icon at the bottom of the sidebar
    2. Select one of the 6 supported languages (English, Spanish, German, French, Portuguese, or Russian)


    Sidebar Settings

    1. Click the settings icon at the bottom of the sidebar
    2. click on 'My Settings.


    Customize My Sidebar Tab


    Sidebar Load Exclusions Tab


    Extra Fields Panel Tab


    Date Format Tab


    Help Tab

     

    Sidebar Functions


    Refresh Sidebar

    1. Click the refresh icon at the bottom of the sidebar


    Pause Sidebar

    1. Click the grey pause icon at the bottom of the sidebar, to pause functionality (The pause button will turn red when Infusionsoft Sidebar is paused)


    Resume Sidebar

    1. Click the red pause icon at the bottom of the sidebar, to resume functionality (The pause button will turn grey when the Infusionsoft Sidebar is active.)


    Collapse Sidebar

    1. Click the '>>' icon at the bottom of the sidebar, to collapse the sidebar


    Expand Sidebar

    1. Click the '<<' icon at the bottom of the sidebar to expand the sidebar


    Exit Sidebar

    1. Click the settings icon at the bottom of the sidebar
    2. click 'Exit Sidebar'


    Sign Out

    1. Click the settings icon at the bottom of the sidebar
    2. Click 'Sign Out'

     

    Other Helpful Tips

    • If the sidebar does not automatically appear, after logging into your email, refresh your browser window and the sidebar should appear
    • If you hover over tasks/appointments/notes/opportunities, a tool tip with some additional info, such as the start and end date for appointments, the task date for tasks, the creation date of notes, and next action dates for opportunities, will appear.