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Last Updated: 08/14/2024
in E-Commerce Billing Automation
Pro-Tip! Follow the steps below, to automate the credit card update process. If you don't have all of this set up previously to a card failing, you could simply create an order form with a $0 product and have them fill it out to capture their n...
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You can apply tags to a list of contacts or remove them from a list of contacts. Apply or Remove Tags from a list of contacts Go to CRM > Contacts click New Search or choose a Saved search from the drop down options. Check th...
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Your browser does not support HTML5 video. A task completed goal allows you to require specific tasks be completed before the campaign will continue. Because tasks can have varied outcomes, this goal can be used to create different automation p...
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Last Updated: 08/10/2024
in CRM Contacts Manage ContactsA brief overview of the contact record in Infusionsoft.
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Alert ! Modifying an already queued email may not give you the results you desire. When you schedule an email broadcast to be sent at a day and time in the future, it is added to a broadcast queue until that time arrives. Once the broadcast is sc...
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Last Updated: 08/16/2024
in Marketing Marketing Reports
There are several marketing reports that will help you evaluate email marketing effectiveness. To see all of these reports, go to Marketing > Reports in the main navigation menu. Email Broadcasts Report The Email Broadcasts report shows you ...
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Last Updated: 08/17/2021
in E-Commerce Refunds You are able to cancel and deactivate subscriptions manually when a customer contacts you by phone, email, or in person and asks to discontinue a service or upgrade to another service. Automation Warning! These instructions will help you turn o...
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Last Updated: 03/24/2020
in Getting Started Email Builder Choose from a wide selection of hand-made email templates, or build it from scratch using our Email Builder tool. Send an Email Broadcast Send an immediate or scheduled marketing email to your contacts. It's suggested th...
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A campaign sequence is a scheduled series of communications and/or processes that are set in motion when a campaign goal is achieved, or a business event takes place. Campaign sequences are integrated into a larger campaign strategy. Like a campaign...
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Last Updated: 09/03/2025
in Marketing Deliverability
Engagement is a measure, in days, of how long it has been since a contact has filled out a webform, purchased a product, opened an email, or clicked on an email. Sending emails to unengaged contacts can drastically reduce the success of your email...