Maximize your Infusionsoft Productivity with these 5 Tricks

Transcription

1 Maximize your Infusionsoft Productivity with these 5 Tricks GREG JENKINS FOUNDER, ETC

2 Here are some pictures of my girlfriend and my dog, so you know I m not a serial killer.

3 Graduated from MSU (2007) Capital Draft Service ( ) Infusionsoft ( ) Monkeypod Marketing (Current)

4 I thought I loved beer, but really, I loved business. And beer.

5

6 Today s Structure: What it is. Why it matters. How it works.

7 Trick #1: Navigation Tricks and Shortcuts

8 What it is: I m going to show you some navigation tricks that will literally make it easier to get around inside Infusionsoft.

9 Why it matters: It matters because the more time you spend in Infusionsoft, the more your efficiency adds up.

10 How it works: Use history to quickly jump back to something you were previously working on.

11 Use the favorites for things you need that are more than one click away.

12

13 Reporting Criteria Search Criteria Internal Forms Configuring Date Timers Completing Tasks Updating Appointments Updating Opportunities

14 Trick #2: Internal Automation

15 What it is: Building automation into your internal processes to help streamline things, and increase accountability.

16 Why it matters: It matters because your business needs to have a human element, but doesn t need the margin of human error.

17 Use fulfillment lists for the things that happen to groups. How it works. Use tasks for things that you need to manually do. Use s as notifications and reminders

18 Let s look at tasks...

19 Tasks should be used when something needs to happen offline, and a human needs to do it. Example: Paul Sokol and the Dead of Winter Fest Paul uses the body of the task to give himself swipe copy so that all he needs to do is copy and paste and hit send. He also uses merge fields to personalize the message he s sending via FB messenger. He even automates a typo for authenticity.

20

21 Let s look at fulfillment lists...

22 Fulfillment lists are a great way to save yourself time when you have to do something multiple times. You can batch until X number of items, or days. Example: Welcoming members to a group. Printing name badges. Sending thank you cards. Event registration list. Send it to an internal or external resource.

23 Let s look at internal s

24 Just like any other , but sent to someone internally. You can use whatever language you want to remind yourself to do something.

25

26 Automate the other half.

27 Trick #3: Campaign Merge Fields and Links

28 What it is: The way contact merge fields personalize content for a contact, campaign merge fields personalize content for a campaign.

29 Why it matters: By having a centralized area to manage common campaign values, you reduce chances for error, and improve efficiency.

30 How it works:

31 Contact merge fields personalize s for the contact. Campaign merge fields personalize s for the campaign.

32 Contact Merge Fields First Name Last Name Company Name Campaign Merge Fields Event Name Course Date Product Name

33 Contact Merge Fields Campaign Merge Fields and Links

34 Event Details The event is called ICON, it s March 2-4 th, and it takes place in Phoenix. Maui Human Error

35 Campaign Merge Fields Event Name: Event Date: Event Location: ICON March 2-4 Phoenix Maui

36 Managing campaign info and links from a central location reduces the risk for human error. And enforces consistency.

37 Campaign Links Event Website: Preferred Hotel:

38 Makes it easier to scale. Event Name: ICON Event Name: MonkeyCon ICON Event Date: March 2-4 Event Date: March June Event Location: Phoenix Event Location: Phoenix Hawaii Event 1 Event 2

39 Campaign Merge Fields Campaign Links Event Name: ICON Event Website: Event Date: March 2-4 Preferred Hotel:

40

41 Add Your Label Add Your Value Click Save Edit or Delete

42 Merge as Normal

43 Add the Link Name Add the Link URL Optional Click Save

44 Link as Normal

45 Trick #4: Decision Diamond Hacks Now we re starting to get a little technical.

46 What it is: I m going to show you two tactics I have for conquering decision diamond logic.

47 Why it matters: Decision diamonds are hard. Like, they re really hard. They use boolean logic, which is something I can hardly pronounce, let alone master.

48 How it works.

49 Hack #1: Cascading Logic (Second shout out to Paul Sokol)

50 Uses the software and is not an employee and is not a partner. Does not use the software, is not an employee, is not a partner. Is an Infusionsoft employee and is not a partner. Is an Infusionsoft Partner and is not an Infusionsoft employee.

51 What if you had more than four options?

52 Are they Infusionsoft employees, yes or no? You re left with the group who doesn t fit, the else. Isolate each decision as its own diamond. Are they Partners, yes or no? Are they Infusionsoft users, yes or no?

53 If they don t have the 5 Lessons Ebook, offer it to them. Let s see that again. But what if they don t have more than one of these things

54 Do they have the 5 Lessons Ebook, yes or no? Do they have the App Audit Checklist? Etc If they don t, let s offer it to them. If they don t, let s offer it to them. Etc

55 Hack #2: Diamond Back Track You can t connect multiple goals to one decision diamond.

56 But what if it changes?

57 So, here s what you do. Step 1: Duplicate the original goal.

58 Step 2: Change the original goal type to applies a tag.

59 Step 3: Add a sequence that automatically applies that tag.

60 Step 4: Mark items as ready, publish. Replace form if necessary.

61 It was this. Is now this. This piece simply applies a tag and achieves a goal.

62 Knowing that this piece will just happen over and over. Add as many entry points as you want. Funnel them all through the same decision logic.

63 Cascading Logic: Great for breaking down complex decision diamonds into multiple single variable nodes. Diamond Back Track: Great if you need to feed more goals into an existing decision diamond, and don t want to replicate the rules.

64 Trick #5: Universal Merge Fields

65 What it is: The same way you have a set of campaign merge fields for an entire campaign. What if you could do the same thing for your whole app?

66 What it is: I m talking about a central area that you can update, and it would affect every you had going out.

67 Why it matters: This gives you the ability to change one variable and have it update everywhere it is being used across all your campaigns.

68 Why it matters: That means, for example, that you could have a dynamic promotion of the month and every single would mention it.

69 How it works:

70 Universal Merge Fields Promo of the Month: Promo Link: Product AB

71 Step One: But what if I don t have any custom - Create two custom fields fields left? - Universal Promo Topic - Universal Promo URL

72 Fine, just repurpose fields you aren t using. Assistant Name: 16 characters Spouse Name: 65 characters Middle Name: 75 characters Nickname: 75 characters Custom Text Field: 225 characters Custom Text Area: Plenty Referral Partner Custom Fields Text: 255 Text Area: Lots More

73 But FYI, middle name does show up in the contact name.

74 Step Two: - Set the default for those fields to something general. Promo Topic: Promo URL: Check out my latest blog post!

75 Fields have a character limit. No for your link.

76 Step Three: - Add these values to every you want your promotion featured in. - Or to your branding center.

77 The Merge Field for the URL goes in the web address spot for your link.

78 1. Add this to s individually. 2. Add this to your branding center, and automatically include it in all s created moving forward.

79 Step Four: - Change the default, or run a mass action periodically to update those values. Promo Topic: Check out me my out latest on YouTube! blog post! Promo URL:

80

81 Update with New Values Click Process Action

82 Campaign A Campaign B Broadcasts

83 You set up this, and when You it sends end up with this.

84 Now, let s get a little more technical.

85 What if this happened automatically? Or at intervals you designated.

86 Set Field only works for custom fields and some standard contact fields.

87 Set your default to subscribe to my blog. Update to Buy product A when someone subscribes. Update to Buy product B when someone buys. Etc.

88 1. Add this to s individually. 2. Add this to your branding center, and automatically include it in all s created moving forward. 3. Add this to your user signatures and include it anywhere that your signature is currently in use.

89

90 What if instead of a topic, we used the hosted location of an image? Promo Image: Promo URL:

91 Now, let s do a big group exhale. That s it.

92 1. Navigational tricks and shortcuts 2. Internal Automation 3. Campaign Merge Fields and Links 4. Decision Diamond Hacks 5. Universal Merge Fields

93 Hopefully one, or several, of these tricks can increase your productivity inside Infusionsoft.

94 Thanks for checking out my session. GREG JENKINS Founder & Small Business