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Category Archives for "Clinic Videos"

August 31, 2015

The ‘Set Field Value’ explained

You might have noticed under ‘process’ there is now an option to set a field value.

This can be extremely useful under certain circumstances. I have a guest video today from Greg Jenkins, explaining the ‘Set Field Value’ option in more detail.

Greg Jenkins is the founder of Monkeypod Marketing, where they focus on providing empowering entrepreneurs through educational events and online courses. Prior to starting Monkeypod Marketing, Greg worked at Infusionsoft as a curriculum developer and lead trainer for Infusionsoft University. Greg lives in San Diego and loves hiking, traveling, binging netflix and enjoying craft beer. But you could probably switch those last two verbs too.

August 28, 2015

Linking Infusionsoft to WordPress

Getting a contact’s information out of Infusionsoft and on to a web page has always been a pain. The only real solution in the past has been to use imember360, which costs $57 a month.

I was recently introduced a WordPress plugin called WPFusion. WPFusion allows you to display an Infusionsoft contact’s information on your WordPress pages.

You can also restrict certain pages to people who have certain tags, and customise the content displayed depending on a contact’s tags.

Unlike imember, WPFusion is priced at a single one time fee.

Read more about WP Fusion

August 21, 2015

Infusionsoft Campaign Planning

Everybody seems to have a different approach to planning campaigns in Infusionsoft. The default planning mode for most people seems to be to open the campaign builder and start building.

When you start creating campaigns without an overall plan that is when things start to get confusing. Pretty soon you forget what campaigns you have already done, and what the logic behind those campaigns actually was.

I have a particular approach to campaign planning in Infusionsoft which I think you might find helpful.

August 14, 2015

Decision Diamonds – Keep Your Sanity

When you link a goal or a sequence to two or more sequences, Infusionsoft will create a ‘decision diamond’.

Infusionsoft Decision Diamond

I find that decision diamonds are the most common reason for campaign screw-ups.

It is desperately easy to create a complicated decision diamond that do not work as intended and accidentally breaks a campaigns.

Today’s video is about creating decision diamonds that are simple and, straightforward.


August 7, 2015

Infusionsoft Opportunities Explained

This video looks at two of the most frequent errors when using opportunities in Infusionsoft.

Things to do

  1. Rename your pipeline stages (if needed).
  2. Set a concrete number of days for each stage
  3. Watch for opportunities that ‘get stuck’
July 31, 2015

Three Infusionsoft Campaign Organisation Tips

Managing your campaigns is easy when you have about five of them. But what happens once you have been using Infusionsoft for a while and have 50 or 100 campaigns?

Chaos, that’s what happens.

Today’s Confusion Clinic video shares three tips to defeat Infusionsoft campaign chaos.

Things to do

  1. Adopt a consistent campaign name syntax so your can filter your campaigns.
  2. Review your goal and sequence names
  3. Start an active campaign log

Infusionsoft Lead Scoring In Practice

Lead scoring is one of the most under-used tools in your Infusionsoft application. This video covers:

  • How to set up lead scoring
  • Whether lead scoring applies to broadcast emails, campaign builder emails, or both
  • How to use lead scoring to measure a customer’s purchase activity
  • How to use your lead scores to focus on your best prospects and customers

Things to do:

  1. Configure your lead scores
  2. Set up automation triggers based on your lead scores in the campaign builder
July 14, 2015

The Infusionsoft 7 Day Rule Explained

Let’s say you build out an email sequence in Infusionsoft. People sign up for your sequence, and the feedback you get is good.

Spurred on by initial success you draft out five emails to append to the end of the sequence.

All good, right?


Many of the contacts queued at the end of your sequence will not get your additional emails.

Find out why in this week’s Confusion Clinic TV: