Create Amazing Infusionsoft Landing Pages [VIDEO]

Create Amazing Infusionsoft Landing Pages [VIDEO]

by | Oct 26, 2017 | Infusionsoft, Infusionsoft training

It’s here! The new Infusionsoft Landing Page Builder is here, and I think you’re going to LOVE it. There are templates, stock images, a ton of customization options, and so much more. Watch the video below to learn how to create Infusionsoft landing pages and see some of the options in actions.

If you’re ready to implement Infusionsoft Landing Pages for your business, contact the Smart to Finish Team.

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Slow summer? Tune Up Your Infusionsoft

by | Jun 23, 2017 | Blog, Infusionsoft

It’s that time again – the Summer slow down. Many entrepreneurs experience a business slump as their communities take time to relax and vacation with families. It’s tempting to join the lazy days of Summer but now is the perfect time to get your business ready for the busy season right around the corner. Use this time to plan your future launches, tighten your business processes and cleanup your systems. If you’re an Infusionsoft user, it’s the perfect time to tune-up your application so it’s running smoothly and working hard for you so you don’t have to! Take time to perform these 5 tasks so you’ll finish the year strong:

1. Organize Tags

The beauty of Infusionsoft is that it allows you to create as many tags as you want so that you can properly segment your list. The bad thing is that you have most likely created a TON of tags and some you may not even remember why you created them at all! Take time to run a report of all your tags and their categories. Go through the list and delete what you aren’t using. CAUTION: tags can control automation in your application; so don’t delete a tag unless you’re sure it’s not being used to trigger something. The Smart to Finish Team can review and clean-up your tags, perform this task regularly so it’s not a big job and better yet, set-up a tagging structure so your tags are always organized!

2. Update Legacy Items

If you have old follow-up sequences, web forms, and/or campaigns, take time to put those into the new campaign builder. That way your emails will be mobile-ready and you can use new features to further automate your systems. If you want to enjoy your Summer, the Smart to Finish Team can create these updated campaigns for you while you lounge by the pool!
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My Review of Customer Hub with Infusionsoft

by | Feb 12, 2011 | Blog, Infusionsoft, Memberships

I have had the opportunity to create and setup Customer Hub with infusionsoft for two clients in the last few months and I must say, I’m really lovin’ it! For those of you that don’t know what Customer Hub is…it is a membership site program that only integrates and only works for those using Infusionsoft.

Now, I will admit that the first time I set it up, it was a bit confusing. Customer Hub does provide some great setup and install videos to get you going but setting up a few of the advanced features such as delayed content delivery and partials was a bit confusing.

For the most part, my review contains a list of the features I really like.

Here is my short list of what I really about customer hub:

  1. All content is safe and secure.
  2. Completely integrated with the Infusionsoft CRM.
  3. Automatic user registration. You can easily create an action at signup for the system to generate a username and password and updates their CRM record immediately.
  4. Clients can use the Customer Hub interface to update their billing and credit card information.
  5. Sequential content delivery. You can deliver new content based on a pre-specified time frame using actions and tags.

Now of course, no application is perfect 🙂 But for the most part, the only issues I have found so far is that the setup/learning curve does take a bit of time and that this is a stand alone program – being that it is not a plugin that you would add to an existing wordpress blog or website. It is completely hosted on the customer hub servers. I really don’t see Customer Hub hosting the program as a deal breaker – because they do allow you to customize the look and feel of your membership.

Overall, I think it is a great solution for those who want to create a secure, automated and integrated membership site with your infusionsoft application. I would recommend it 🙂