Hello!

After popular demand I created a simple work around to get the current date populated and submitted when a webform is filled out. People have requested this in order to kick off followup email based on a date record in a infusionsoft followup sequence based on some thing like a ’signup date’ or ’start date’ etc…

You will need to have access to edit the html of your website.

Follow the steps below to get it to work:

1. Open up your webpage that you want this to take place on in a html editor such as Dreamweaver or notepad etc.

2. Make sure you have your custom date field created and added to the webform before you grab code from infusionsoft to paste onto your site.

3. Copy and Paste the following script into the webpage body where ever you like.
<script type=”text/javascript”>
window.onload=function()
{
var output=document.getElementById(’date’);
output.disabled=true;
var mydate=new Date(),
month=mydate.getMonth(),
day=mydate.getDate(),
year=mydate.getYear();
output.value = (month<10?’0′+month:month)+’/'+(day<10?’0′+day:day)+’/'+2011;
}
</script>

4. Now find the custom Infusionsoft date field you created in your webform code on your web page and change the id=”xoxox” to id=”date”. (see full example: <input type=”text” id=”date” name=”Contact0Customfield”> )

Also, make sure you edit the field name to your own custom field name from the one I show above.

Let me know if you have any questions.

STEVE

If you follow any of the bigger internet marketers online you will notice that most have a facebook comments box on all their blog pages at the bottom. They are using this because everytime someone comments or conversates about you blog post it can go viral by posting it to thier own facebook wall which in return will drive their friends(new traffic) back to your blog post.

Well if you have a facebook account and wordpress… I want to show you how to integrate it so you can start getting a little more viral and not waste your viewers comments on ‘normal’ blog posts.

Step One
Log in to your facebook account and create a fan page for your account. If you have one already you do not need to do this. Just make sure you are logged into your main account.

Step Two
Go to this url to create a application and get your Facebook API Key and Secret Code.
http://www.facebook.com/developers/apps.php

Click the ‘Set Up New App’ as seen below

Step Four
Create a name. This isnt super important, just write something in there like ‘My blog comments’ or whatever.
Click Agree, then click Create App as seen below

There will also be a secure Captcha code verification. Fill that out and click submit.

Step Five
Once on the page below
Click on the Web Site link to the left
Make note or copy/paste of the Application Id AND the Application Secret (create a notepad file and copy/paste them in) You will need these later.

Step Six
Log in to your word press account and click on
>Plugins
>Add New
>Search for the term ‘Facebook Comments’
>Install the Facebook Comments for WordPress by Graham Swan
>It will prompt you to input your Facebook Application ID and Facebook Secret
>Enter it in from step 5 and click Update Changes

Thats IT!!

Look below this post to see it in action. If this article helped you then please post a comment

STEVE
Infusionpros.com

Infusionsoft's Perfect Customer Lifecycle (tm)

If you are a newer Infusionsoft user or have had it but not really utilizing it you owe it to yourself to learn this stuff. Even if you are not one that is down with learning it yourself at least you should have a better understanding of how YOUR business ideally should interact with Infusionsoft.

Scott Martineau(co-founder) of Infusionsoft had a live webinar explaining ‘The Perfect Customer Lifecycle’. I watched it and it was awesome. These are a lot of the same techniques I not only help my clients figure out.. but ALSO actually implement in their business.

You should be able to download a recording of the webinar on the Infusionsoft Blog.

If you did attend this webinar presentation you know the importance of properly mapping out your customers life cycle from lead to paying customer. I specialize in setting these flows up inside of Infusionsoft as well as mapping them out. Please let me know of any questions or requests to help in your setup of YOUR ‘Perfect Customer Lifecycle’ by following the link below.

Click Here=> Get help with YOUR ‘Perfect Customer Lifcycle’

To your success,
Steve Hofstetter

HELLO!
Ok, so I had a bunch of questions and comments and tried to respond to all of them via email. I took a list of some and pasted the question and answer for you to read.

Hopefully some of your own questions were answered below as well.

Please feel free to email me any questions you have at any time. I will do my best to answer them for you.

1. If I already have a clients phone number, address or email and push them toward another infusion web form is there any way it can recognize we have certain data and prepopulate it into the form, requiring only data we dint yet have for them to fill out the form?
(I believe there is because YOU do it! how?)

Yes, it is using a piece of PHP code in all of the fields in your second form. You also have to have the little check box ‘pass persons info to thankyou page’ checked off AND all of the fields need to be in the first forms that you want to get info from. You dont necessarily need to ask for the fields in the first form they just need to be included as option fields in the infsionsoft forms field area.
Make sense?

3. How to add people to multiple Fu sequences based on actions they take or forms they fill out but NOT add them to a sequence again later if they’ve already been added and removed from it.
(or does this happen as a default? i.e. people don;t get added to a sequence they’ve already been through?)

If you remove them at any point they are then eligible to be put back in and started over. If you never remove them and for example they are completed in a particular sequence and the action to Start a Sequence on that same one happens to them again they will not be started over.. BUT, that is only if the checkbox ‘restart the sequence if person is already in the sequence’ is NOT checked off.
OR
you could have a action on Every sequence that tags them with a ‘DoNotAddSequenceA’ for sequence ‘A’ and so on for each one as the first immediate step. Then on every action that adds a person to a squence you can have a condition that says ‘IF the Have Tag ‘DoNotAddSequenceA’ Do Not Run action. This would prevent any one being added to another sequence again in the future…

4. Why the “task notifier” email is coming to me multiple times on a single task (sometimes 5 times) and showing in my tasks queue when I login infusion

Do you have this as a action in a sequence to create a task?
Make sure it is not ‘looping’ the action to create a task..

5. What are “opportunities”? and how do we use them?

Opportunities are a manual tracking system mainly used by sales reps to track the progress of a persons interest in a particular product or service. It is like a pipeline to track the lead from being a cold lead, warmer, hot and then eventually hopefully WON as a sale. Remember this is not automated and someone has to Manually move a leads status from one stage to another.

6. If you have prospects fill out one form and then are redirected to another can that data come through and prepopulate in the second form?

Yes, see answer 1 above. Pass the variables and use some php to grab it and push them into the appropriate areas.

7. What uses does “team” have under settings?

By creating teams within Infusionsoft, you can grant access to a supervisor to oversee those under him or her. Any business that contains a sales division could benefit from using the team function. The sales manager would be able to view the opportunities of his/her sales team but would be unable to see opportunities of other sales teams.

8. Where can I get training tutorials on setting up pipelines opportunities and a sales staff to use infusion?

Definitely use the Help menu in your app as it now pulls real time info into it based on the page you are looking at.

9. What are triggers and how are they used?

Triggers are used in the order process. Typically when a card fails at after any amount or every retry you can trigger actions to happen. The action can be anything. You can also you triggers to go off before a CC is about to expire. This is good if you have recurring billing. Just set up a trigger to send an email 30 days before a CC expires and use a CC update link. this will allow the user to update their own card with out having you to use your staffs time.

10. How much to add voice broadcast capability and how muxh cost monthly or per call for steps? Can you discuss with me ways I might use this and how to add to existing web forms?

Just create an action to Send a Voice Broadcast. Go to Misc settings to set it up. It will ask you to verify your phone number. I believe it costs 10 cents per minute long message. if you hit 60 seconds it would cost 20 cents.

11 Can you integrate my infusionsoft application with a “socialgo.com” social network membership site?

Possibly. I would need more info…
They need to have an open API also.

12.Is there a “dynamic” way I can have custom “.sig” files or custom merge field on my email templates, and change the signature once and have it reflect in all the templates where that .sig/merge field is used? If so, can you have multiple like ~sig 1~, ~sig 2~ etc and HOW?

No. You would have to have a different user for each signature.

13. Is there any way to delay FU sequence steps so two don;t go to the same person on the same day from different sequences?

No. this is just how it works. They would not know dynamically where the person is at in any given sequence compared to another sequence.

14. What do merge fields have as defaults if nothing there for like “phone number”?
after the other)

Nothing on most of them. You can set them manually form a email template under
>get personal
>click on Defaults tab
>click on show fields and set what you want them save.

15. How can I make a web form “pretty” because all mine SUCK!?

That is a manual process done with html and css. Let me know. I can make it look how ever you want on your site.

16. Can I web form be modified somehow to allow a user to select what time frame they’d like to be called in response to their information request (i.e. set an appointment or some such, that gets routed to an infusionsoft license user to call back as a timed task?)

You can not dynamically set an appointment. But you can dynamically set a date and have an email trigger the day or earlier to notify the user to call or whatever you want. Then you can also merge in a time that the submitter(is that word…) put in the same form.

We are now offering full word press web design and Infusionsoft build out all in one package to you.

Please take a look at all the details by clicking the link below:
http://infusionpros.com/ip/services/totalpackage

To your success,
Steve Hofstetter

Hello all,

I decided to create a couple of email templates that you can simply copy and paste the code into. Go ahead and follow the link below to see examples and have the template sent to you as well as an attached note pad file with all the code in it to simply cut/paste into your Infusionsoft HTML email template.

Free Infusionsoft Email Template Designs

What to see what is capable when using the features inside the Infusionsoft shopping cart skins?

Below are some example of developed cart skins to match your site. Remember all of the above screen shots were of the cart hosted on Infusionsofts servers. So the formatting and coding has to be done just right to show correctly.

We also take care of that pesky non-secure information popup window in IE if you have images that are on a non secure server. This will lose you a sale before they are even given the chance to enter thier card. People dont want to enter their personal credit card info on a page that says it is not secure. Even though it is indeed secure. IE finds the images that are being pulled from other places that do not have a ssl certificate.

If you absolutely cant use Infusionsofts cart or cant part with another shopping cart that you are using. We are here to help and can do any API custom integration.

This is the default cart skin

Infusionpros has done a number of custom shopping cart skins to match Infusionsoft Users website. Below are a couple of example.

www.accesshealthpartners.com
www.alinascucina.com
www.energy1st.net

To further inquire about your Infusionsoft Shopping Cart <–Click Here

If you are an Infusionsoft user and use the upper right hand corner for the quick search as often as I do, you will definately want to read through this one.

The quick search in the upper right hand side of your infusionsoft application is very handy way to find people fast especially when used to its full potential.

Did you know that you can put a  *  in place of the first name and then just search by last name?
Well if you didnt know, now you do.

You can also type in a full phone number and it will bring up the person record that contains it as well.

I wanted to post one practice with plain text e-mails here that I have found helpful. You may already know this, so if you do I guess I am preaching to the choir. Here goes:

Plain text e-mails are easiest read if under 65 characters wide. So, you will need to add some breaks in the lines frequently. Have you ever had your breaks not show up in the final e-mail you receive like you think they ought to, or as they appear in the plain text editor?

I wrestled with this for awhile, using soft returns and hard returns the like, and still the plain text line seemed to arbitrarily scroll ALL THE WAY across the page.

Solution: When you want to break your line, enter at least 3 spaces (spacebar) and then shift-return. This will break your line each and every time.

I hope that helps!

Do you have trouble importing your data into infusioinsoft.

Well if you dont want to pay a company such as us(infusionpros) or any one else here are some very handy tips to look out for right off the bat to help save you time and frustration.

Here are the Tips

1. Make sure there are no duplicate column names in your excel file. Such as First Name, Last Name, E-mail, E-mail. If you have the exact same name on any 2 or more of your columns you will get an error. Just incase you missed it and you get the error. It will say something to the effect of  TMP to column failed.

2. Do not have any Completely empty columns with a header. So, if you have only First Name and E-mail with data but also have a Last Name column header but no last names you will get an error. You will want to delete that column out before attempting to import. As long as there is at least one row populated per column you should be fine.

3. You must have First Name, Last Name and E-mail to successfully import a file. Ok, well at least something has to be populated to import the file for these 3 manditory fields.

4. Save as .CSV before importing. For PC users use .CSV (comma delimited). MAC users must save the file as .CSV (windows) for a successful import.

5. Do not click the ” I want to update existing records ” check box unless your import has infusionsoft generated ID#s associated with each record. Otherwise your import will fail.

Hope some of these tips helps you to get going and start your email followup as soon as possible.

Now for the people who just dont want to do the data import themselves or have just too much data to possibly get done correctly and in a timely manner, please contact us and we will give you quote.

Infusionpros.com