New Articles

  1. Smart Lists - Auto Segment Contacts

    Infusionsoft uses Machine Learning to automatically group your contacts into actionable up-to-date lists, saving you time and offering you insights.  With a simple search, you get list of contacts that may have email address typos, contacts tha...
  2. How to use the Email Builder

    Choose your template You can choose from: Gallery : The Gallery contains several starter templates that you can use. Just hover over the template icon and click the "eye" icon to preview the template, or click Use Template to st...
  3. How to Avoid Content Filters

    You’ve crafted the perfect email for your next email marketing campaign. Complete with an attention grabbing subject line, compelling copy, and irresistable call-to-action. You’re positive click rates will be through the roof! Unfortunat...
  4. What to know when changing your Default Merchant

    Setting up a new merchant checklist Each merchant provider has specific terms of service, it is important to review these before deciding on a merchant. For additional information,  click here   and for our terms of se...
  5. 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...
  6. Launch A Referral Partner Program

    Publish Date: September 2016 ...
  7. 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...
  8. 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...
  9. 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 ...
  10. 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...