Getting Infusionsoft to Automatically Email You the Reports You Need
This is a guest post I wrote a few months ago for my friend and colleague, Jessica Maes. It’s so important to get the reporting you need from your Infusionsoft – when you need it, so I didn’t want you to miss this one. If you’ve ever wondered how to automatically email yourself Infusionsoft custom…
Setting Up Fulfillment Tracking in Infusionsoft
I recently wrote on the Maes Consulting Group blog about how to set up a sales pipeline process in Infusionsoft. A little known (and if actually know, still largely unused) fact about the sales pipeline is that it can also be used for tracking fulfillment processes. This is especially handy when you have a lengthy…
The Basics of Setting Up Your Infusionsoft Dashboard
Rather than scurrying from place to place in the app trying to piece together the important data you need to effectively run your business, why not have it readily available each time you log in? Your Infusionsoft dashboard can serve as your command center – a place where you view the key performance indicators (KPIs)…
5 Free Apps To Help You LOVE Infusionsoft Even More
Love is in the air and who doesn’t love Infusionsoft plugins that save you time, keep you organized, and are simple to use? I did say FREE, right? 🙂 If you’re not already familiar with these apps, here are more details, along with links to learn more or download them: 1. Snap for Infusionsoft If…
Launching Your Infusionsoft Campaign and Measuring Results
LAUNCH TIME Your tests are finally successful. Are you ready to launch? All of your patience, hard work, and preparation is about to pay off. This is an exciting moment! It’s time to PUSH THE BUTTON! That’s right, it’s time to click that PUBLISH button! Once your campaign has been published it will automatically revert…
