New Articles

  1. October Update 2018 | Classic Infusionsoft

    Contact, Tags and Campaign Improvements It’s now easier to perform search and add functionality with campaigns, contacts and tags in Classic Infusionsoft. A number of enhancements have been made to make it easy to search contacts with a giv...
  2. Launch A Referral Partner Program

    Publish Date: September 2016 ...
  3. Automatically Create a Task in a Sequence

    The task object assigns a manual follow-up responsibility to an Infusionsoft user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user i...
  4. Import Legacy Template

    Here are the steps to Import a Legacy Email Template into the current Email Builder.  Go to Nav > Marketing > Email & Broadcasts Click "Get Started" From the top right click "Actions" drop down a...
  5. Creating a Web Form with Firefox

    With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox.  You have two options: Option 1:   Click here here to download Chrome. Option 2: Click here to learn how to create a Landing page to use as a Web ...
  6. HTML Block

    You are able to add snippets of HTML code into your email using the HTML block. This guide is going to review the type of code the HTML block accepts.  There are a few different versions of HTML. The common version these days is HTML5, which i...
  7. Increasing Email Open Rates with Emojis

    Emojis can be a nifty choice when there is a word in your subject line that you can replaced with an image. For example, instead of “love” use  “❤️” for a Valentine’s Day promotion. This helps shorten the subject a...
  8. HIPAA Security Controls

    Introduction The HIPAA Security Controls toggle button is used to indicate to Infusionsoft that your business is regulated by HIPAA and that your Infusionsoft app contains Protected Health Information (also known as "PHI".) It should on...
  9. OAuth Authentication

    Pro tip! Click images to view larger Create an account on developer.infusionsoft.com Login to the developer account Click on " Get Started " Scroll down and click on " OAuth  Guide " under OAuth 2.0 ...
  10. Enable Email Gmail Sync

    Pro Tip! Click images to view larger Log into Gmail Sync Sidebar Go to the Gmail Sync gear icon and click "My Settings". Click Enable Email Sync.  Type in the Gmail  email address and Gmail passw...