Fix Your Funnel Features and Use Cases


Text Message

  • Campaign Builder SMS
    Send a 160 character text message from Infusionsoft's Campaign Builder.

    How Folks Are Using Campaign Builder SMS

    In my nurture sequence I have a video that I want to deliver that is critical that the contact views before I move them to the next step. Because I want to make sure they get the message, I use a text message, but unless I use a Trackable Link I can't tell if they clicked my link. So I use the Trackable Link to set a tag when the contact taps the link in my text message. Then I use that tag to trigger the goal that moves the contact to the next sequence in my campaign.

    I want to know how to do this one  

    Send a conversation starting message designed to engage the prospect in dialog that can turn into a sales conversation or help identify the concerns the prospect has to further refine the type of nurture campaign they should be receiving.

    I want to know how to do this one  

    Send a reminder text message to an upcoming appoinment. The appointment could be a webinar, a phone call or in person visit.

    I want to know how to do this one  

  • Campaign Builder MMS
    Send a 1,600 character text message with 1 to 10 images, contact cards, videos, pdf or csv file from Infusionsoft's Campaign Builder.

    How Folks Are Using Campaign Builder MMS

    When someone gives me a business card I use the Infusionsoft app to import the card info and set a tag that kicks off a MMS with my vCard attached and a message that invites them to save my contact information to their phone for quick reference in the future. Because my vCard includes my photo or my business logo, next time I call or text my name and picture shows up making it easier for them to recongize me.

    I want to know how to do this one  

    If I have a really important resource, be it a video or pdf or blog post, that I need them to view, I'll record a short video that I text them with my message and Trackable Link. The video is easy for them to view and my click thru on the link goes up!

    I want to know how to do this one  

    When it's really important for a contact to feel connected to my team I have the text message include a photo of the team member that is sending the message so that there is greater connection and it feels more personal. It also makes it so I can send 1,600 characters in a single text.

    I want to know how to do this one  

    A picture is worth a 1,000 words, so when I have a really good image that illustrates what I'm trying to communicate in my message I'll include it. My message stands out and I get a better response!

    I want to know how to do this one  

  • Automated SMS Convos
    Automated text message conversations allow prospects or customers to engage in an automated conversation where you can gather additional contact information to make it easier to better market your goods or services.

    How Folks Are Using Automated SMS Convos

    When I speak at events I include a keyword and phone number text message call to action. I make sure it's on my slides for at least 10 minutes and I walk the audience through what they will experience and what they will get and I give them a minute to text in. I usually get 90%+ of the room to text in and they end up providing their mobile phone number, email address and name. When they get to the email step of the conversation I use the tag that gets set on the contact to trigger automation that delivers the promised resource.

    I want to know how to do this one  

    When I want to capture leads from socail media posts I'll include a keyword and phone number and simple instructions and I end up getting leads from my post. It's super powerful because the prospect doesn't have to click a link and leave the social network and it takes 2 seconds to set up. Compared to the webform it's so much easier and it gets a mobile phone number EVERYTIME!

    I want to know how to do this one  

    Using specific keywords for available properites you are selling. Texting in would gather name and email then trigger a campaign that sends an email containing more information about the property.

    I want to know how to do this one  

  • Live SMS Conversation
    Live text message conversations allow you to communicate with your contacts with text messaging like you would with your friends or family. This is the most important texting feature FixYourFunnel offers.

    How Folks Are Using Live SMS Conversation

    At the end of an Automated Text Message Conversation I ask an open ended question that will initiate a potential sales conversation. The live text message chat kicks in when they answer and I can see the context of the automated conversation to understand what they are talking about. Plus I can handle several text message conversations at once, but only one phone call at a time. This is a huge leverage point.

    I want to know how to do this one  

    Sent a text message broadcast to contacts who have opted into texting with a message that is a conversation starter. When the contact replies to that message, my team members are notified and pick up the conversation leading to setting an appointment to speak by phone or they end up calling right then.

    I want to know how to do this one  

  • Live Messenger Phone Apps
    You might not always be at a desk when a live text message comes into your busines. The FixYourFunnel Messenger apps for Android and iPhone allow you to receive push notifications to your phone or smart watch keeping you and your team in the loop when customers text your business.

    How Folks Are Using Live Messenger Phone Apps

    When a live text message comes in me and my team members are notified with a push notifcation on my phone and smart watch. The first one to it claims the contact and picks up the conversation. It's so smooth.

    I want to know how to do this one  

    From the iphone app I can look up contacts from my Infusionsoft app and see basic information, send a text message from my FixYourFunnel number or call them from that number!

    I want to know how to do this one  

    I'm able to send a broadcast to segments of my database right from my smart phone! This is great for time sensitive notices and updates that I want contacts to view.

    I want to know how to do this one  

  • Trackable SMS Links
  • Broadcaster
    Sends either a SMS or MMS to contacts from a saved search.

    How Folks Are Using Broadcaster

    I'm able to select a group of contacts using a saved search and send them a text message. I usually use this for getting out very important messages that I really need my contacts to view.

    I want to know how to do this one  

    Sending a message to a group of contacts about an upcoming event they are interested in and provide a link to sign up for the event. Even use a trackable link for that page.

    I want to know how to do this one  

    Sending a one-off text to multiple contacts using merge fields to make it feel personal.

    I want to know how to do this one  

    Send a mass text to a group with common tags or interests to promote a service you offer they would be interested in. Could be used with with a trackable link to guage click/interest rate then those interested could be further entered into campaigns for further automation and nurture.

    I want to know how to do this one  

Integrated Dialer

  • Outbound Calls
    Call contacts organized with saved searches inside Infusionsoft from your computer. Call from a saved search list, manually dial a number, or call off a unique search.

    How Folks Are Using Outbound Calls

    I generate leads that include phone numbers. I organize those leads into a saved search inside Infusionsoft, then have my sales team call from the list. Because FixYourFunnel's integrated dialer recognizes when a single team member begins engagement with a contact on the list, it removes that contact from the lists of other team members. So they call through the list until it's empty. The result is my sales process is much cleaner and effective.

    I want to know how to do this one  

  • Call Outcomes
    Each business phone call has a few most likely outcomes. These outcomes can be connected to goals in your Infusionsoft campaigns, allowing for detailed automation to occur in response to phone call outcomes. This super charges out bound calls with Infusionsoft.

    How Folks Are Using Call Outcomes

    When my sales team calls leads there are a few possible outcomes, so I set those up in FixYourFunnel and associate a tag to each outcome. Then I use those tags in campaign builder to trigger outcome specific automation like advancing a call count with each voicemail outcome, or removing them from the list with a not interested outcome. I use call counts to modify the schedule of when a lead should be called again based on my call schedule. I also mix up the emails, text messages or even direct mail I send when I leave a voicemail to feel like it's being personally generated for them, but in realit my sales guy is just clicking the outcome button and moving on to the next call.

    I want to know how to do this one  

    Tagging contacts based on the outcome of a phone all. Then having the tag trigger automation in Infusionsoft

    I want to know how to do this one  

    Apply tags based on level of interest and contact to use for appropriate follow up, nurture, or automation.

    I want to know how to do this one  

  • Pre-Recorded Voicemails
    When you're calling a list of people, typically the reason for your call stays consistent. Pre-Recorded Voicemails allow you to record a voicemail message you intend to leave and with the click of a button leave that message, perfectly, every time. Saves time and insures consistent outcomes.

    How Folks Are Using Pre-Recorded Voicemails

    As I'm calling leads from a saved search using the Integrated Dialer, I don't need to leave a custom voice mail message each time I get voicemail, so I prerecord my message for when I get voicemail after working out a script with my marketing manager. Then when I get voicemail, I click the leave voicemail button, set the outcomes and move on to the next call. Such a time saver!

    I want to know how to do this one  

  • Pre-Call SMS
    Send a 160 character text message from the dialer with one click before you call out to contact, allowing them to know who you are and be prepared to take your call or respond with a better time to talk

    How Folks Are Using Pre-Call SMS

    Before I start calling a list I'll send a pre call text message letting the contact know I'm going to be calling shortly. This dramatically increases my conversation rate because they either reply back letting me know the best time to call them, ask me not to call them at all, or simply answer when I do call because they recognize my number when I call. I usually send the first contact a text a few minutes before I begin calling and then I send the text for the next contact before I call the first one and then text a couple ahead each time so that I'm about 3-4 contacts ahead with text messages.

    I want to know how to do this one  

One Click Up Sell

  • One Click Up Sell
    Allow customers to purchase an additional product, service or subscription with a single click, after they complete a purchase with an Infusionsoft order form.

    How Folks Are Using One Click Up Sell

    I have two complementary products. When a customer buys the first product, I make the thank you page an offer page with the 2nd product. With a single click they can purchase it as well. This dramatically increases up sell conversion and the value of a customer, further offsetting my cost of getting a new customer.

    I want to know how to do this one  

    Sometimes my products need to be used before a customer will want to take an up sell, so I email them a link back to my up sell page a couple weeks after the initial purchase and they can buy my up sell with a single click.

    I want to know how to do this one  

    I send a text message with a Trackable Link to a special offer that I want to extend to a buyer a while after their purchase. This link connects with a one click up sell that complements the original purchase.

    I want to know how to do this one  

Funnel Bots

  • Addition Bot
    Adds two values found in fields and saves the result to a field in the contact record.

    How Folks Are Using Addition Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Addition 2 Bot
    Adds two values provided and saves the result to a field in the contact record.

    How Folks Are Using Addition 2 Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Add Tag Bot
    Applies a tag to a contact.

    How Folks Are Using Add Tag Bot

  • Add Time Bot
    Adds time to a field in increments of seconds, minutes, hours, days, weeks, months or years to a field and updates the contact record.

    How Folks Are Using Add Time Bot

  • Affiliate Namer Bot
    Saves the name of the current referring affiliate of a contact to a field in the contact record and applies a tag to indicate that the contact was or was not affiliated to a referral partner.

    How Folks Are Using Affiliate Namer Bot

  • Auto Merge Bot
    Automatically merge contacts that have the same email address following Infusionsoft's default merge rules.

    How Folks Are Using Auto Merge Bot

    Run this action on a recurring basis in a campaign to catch and merge duplicate contacts to maintain a clean Infusionsoft contact list.

    I want to know how to do this one  

  • Average Bot
    Determine the average value of a field in contacts with a given tag and save it to the contact record.

    How Folks Are Using Average Bot

  • Balance Due Bot
    Determine the total due on existing invoices for a given time range on a contact record and save the value to the contact record. Optionally a tag may be applied if the value is greater than a target amount. (Balance due is displayed as a positive number)

    How Folks Are Using Balance Due Bot

    Run a monthly action to determine any contacts with balance due and send a slack notification using the Slack Bot to notify a team member of a balance needing a resolution.

    I want to know how to do this one  

    Use a dynamic billing process to merge in the amount owed by a contact into an email so they can know exactly how much they are behind on their bill. Great for companies with multiple price points on their subscriptions.

    I want to know how to do this one  

  • Big Spender Bot
    Determine the total spent by a contact for a given time range and save the value to the contact record. Optionally a tag may be applied if the value is greater than a target amount.

    How Folks Are Using Big Spender Bot

    Use this bot for a promotion for all contacts who have spent a certain amount or more with your company. Send them a pump priming thank you or other promotional content.

    I want to know how to do this one  

    Identifying big spenders and tag them, then use logic links to direct them to different sales pages than smaller spenders. This will allow you to make an offer more tailored to the value of a customer. For example, you may elect to bonus a big spender with a ticket to an event that you might normally charge a smaller customer to attend. Same process could be used for including an upgrade that smaller customers might need to pay for.

    I want to know how to do this one  

    Use a monthly recurring action to identify and reward your most faithly customers with a card and brownies when they reach a certain spend amount with you. (Use SendOutCards to automatically mail it.)

    I want to know how to do this one  

  • Check Number Bot
    Checks a phone number and country with the telephone carriers for that country to determine if the number is valid, and if it is, what type of number it is (i.e. mobile, landline, voip, etc.), and then will place the number into the proper Phone filed as indicated. This bot carries a per search cost of 1 cent per number checked. The bot will check all Phone fields on the contact record.

    How Folks Are Using Check Number Bot

    Check phone numbers as leads come in to sort the phone number by type. This allows you to know what options are available when you receive a phone number.

    I want to know how to do this one  

    Checking phone numbers and formatting them to include full country code based on the contacts country.

    I want to know how to do this one  

    Clean up your Infusionsoft database by moving your contacts' phone numbers to different phone fields based on what type of phone number it is. i.e. move mobile phone to Phone 1, land line numbers to Phone 2, etc.

    I want to know how to do this one  

  • Counter Bot
    Takes an initial value and will increment that value by one and save to the contact record. Optionally the count may be advanced by any number provided, positive or negative and a tag may be applied if greater than a target amount.

    How Folks Are Using Counter Bot

    Tracking the number of call attempts made on a lead. Then move the lead to a different sequence based on how many calls have been attempted. This allows for customized and unique text messages or emails to go out after each call attempt. This increases the odds of connecting with a prospect.

    I want to know how to do this one  

    Track the number of times a contact clicks on links in emails and/or text messages that you send them to help you identify who is most active on your list.

    I want to know how to do this one  

  • Date Difference Bot
    Analyizes two dates provided and returns the difference between those two dates in the time increment indicated, saving that value to the contact record.

    How Folks Are Using Date Difference Bot

    If I have a static deadline and want to track and countdown progress to that deadline I can save the difference to a field using the date difference bot so that I can prioritize action based on how far a contact is away from that date. (ex. closing date for a home)

    I want to know how to do this one  

  • Date Tag Bot
    Creates if necessary and then applies a tag that corrosponds with the date in a field. Meaning if you want to tag a contact with the day of the week that they they bought, this bot will do it. If you want to tag with the month or year that some action happened, this will do it as well.

    How Folks Are Using Date Tag Bot

  • Division Bot
    Divides the first value by the second as obtained from fields in the contact record and saves the result to the contact.

    How Folks Are Using Division Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Division 2 Bot
    Divides the first value by the second value provided and saves the result to the contact.

    How Folks Are Using Division 2 Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Duplicate Bot
    Identifies duplicate contact records by the phone fields. Infusionsoft already offers tools to identify duplicate contacts based off name and email and phone 1, but this uses all the phone fields to find duplicate contacts and tags and marks them for manual merging.

    How Folks Are Using Duplicate Bot

    Checking my contacts that are messaging in to my SMS conversations for duplicates then tagging them so that I can merge them together.

    I want to know how to do this one  

  • Friendly Date Bot
    Convert Infusionsoft's machine friendly date format into a human friendly date format and save it to the contact.

    How Folks Are Using Friendly Date Bot

    When Infusionsoft saves a date it is formatted in a hard to read way. I'm able to convert the date to an easy to read format that is appropriate for my needs. For example, if I'm sending a reminder about an event this week, it's easier for the contact to recognize the day when I say, Remember your appointment Thursday. It also feels more personal which builds trust.

    I want to know how to do this one  

  • Field Is Empty Bot
    Check if a field is empty and apply a tag if it is.

    How Folks Are Using Field Is Empty Bot

  • Last Invoice Bot
    Gets the total of the last invoice charged on the contact record.

    How Folks Are Using Last Invoice Bot

    Send custom purchase confirmation emails or text messages by getting the transaction amount from the last transaction and merging it into the confirmation message.

    I want to know how to do this one  

  • Mash Fields Bot
    Combine two fields and if both are not empty, place a combining value between them.

    How Folks Are Using Mash Fields Bot

    Taking a contacts first name and their spouse's first name and merging them into a custom field so that merge value can be used with a ZenDirect card or an email.

    I want to know how to do this one  

  • Mass Tagging Bot
    Add or remove a tag from contacts with a specific tag.

    How Folks Are Using Mass Tagging Bot

  • Move It Bot
    Copy a value from one field to another in the contact record.

    How Folks Are Using Move It Bot

    When someone opts out of receiving emails, use the Move It Bot to copy their email address to Email 2 or 3 field before running an action set to clear the email field so that you can continue ot use the email address for syncing the contact to a custom audience and for identification purposes, but while making it easier to make sure you don't accidently try to email them again. This helps you get more accurate counts on who you can and can not email.

    I want to know how to do this one  

  • Multiplication Bot
    Multiply two values found in fields and saves the result to a field in the contact record.

    How Folks Are Using Multiplication Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Multiplication 2 Bot
    Multiply two values provided and saves the result to a field in the contact record.

    How Folks Are Using Multiplication 2 Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Name Splitter Bot
    When a full name is saved to the First Name field, this bot will split the name and save the first name to the First Name field and the rest of the name to the Last Name field.

    How Folks Are Using Name Splitter Bot

    Sometimes people just ask for name and contacts put in first and last name into the name field and you end up with the full name merging in as the first name in emails and text messages. This bot splits the first name into first and last if there are more than two names in the field, then saves them to their proper place. Obviously the better route is to ask for both first and last, but this will fix that problem.

    I want to know how to do this one  

  • Note Pad Bot
    Append a field value to the contact's note pad.

    How Folks Are Using Note Pad Bot

    If you have a field value that is constantly changed (Such as a weekly update from clients that is captured through an Automated Text Message Converstion or Mobile Page) then you can move the field value to the notes for long term tracking of the contact's information.

    I want to know how to do this one  

    Sometimes I want to reclaim fields I've used for survey answers, but I don't want to lose that data, so I'll move it to the note pad.

    I want to know how to do this one  

  • Opportunity Advance Bot
    Move all opportunities associated with a contact to the designated stage.

    How Folks Are Using Opportunity Advance Bot

    Automatically advance the contact through opportunity stages based on action they take. (i.e. Call Outcome from the Integrated Dialer)

    I want to know how to do this one  

  • Order Item Quantity Bot
    Set the quantity total of an invoice with one product and save it to the contact record.

    How Folks Are Using Order Item Quantity Bot

    If I sell products in a shopping cart and want to have a beautiful receipt sent to them, I can use this and the last invoice bot to send over their order confirmation using a Campaign Builder email.

    I want to know how to do this one  

    Item quantity isn't available for merging into emails or for decision diamonds, so I use this bot to give me the ability to recognize when someone buys more than one ticket so I can ask for details on the guest or guests.

    I want to know how to do this one  

  • Proper Bot
    Set the value of a filed to proper case.

    How Folks Are Using Proper Bot

    Sometimes people YELL at the web or order form and I end up with a name in all caps. I use this bot to properly format the name so that I'm not YELLING back at the prospect or customer.

    I want to know how to do this one  

  • Referral Count Bot
    Saves the total referrals generated by a contact to their contact record.

    How Folks Are Using Referral Count Bot

    Not all affiliates or referral partners are the same. I like to reward and recognize my referral partners when they hit certain milestones. This bot allows me to check my referral partners and reward them when they are performing well. This positive reinforcement helps them to continue to refer happily!

    I want to know how to do this one  

  • Revenue Report Bot
    Searches for all contacts who spent money in the past month and returns a count of customers who spent money, the average transaction size and total spent across all customers in that month.

    How Folks Are Using Revenue Report Bot

    The most important metrics have to do with revenue. This bot sends me a Slack notification via the Slack Bot once a month. I like it because I don't have to track down the information, it just shows up and as a result gives me a snap shot and reminds me to take a look at my Graphly.io reports.

    I want to know how to do this one  

  • Saved Search Count Bot
    Saves the number of contacts in a designated saved search.

    How Folks Are Using Saved Search Count Bot

  • Slack Bot
    Sends a message to the Slack user or channel designated.

    How Folks Are Using Slack Bot

    Send notifications of new leads and notify specific team members of the lead that is assigned to them.

    I want to know how to do this one  

    When someone starts a purchase send a Slack notification of the purchase start, then another notification when the purchase is completed. Alternatively, I set up a timer that will trigger a notification to Slack if an unacceptable time has passed from when a prospect starts the sales process but doesn't finish the order. We use a two step ordering process to insure that we know who abandons the order process. The first step is a web form that asks for name, email and phone number. The thank you page of that web form is the order form. The information collected in the webform is prefilled into the order form.

    I want to know how to do this one  

  • Social Bot
    Checks social networks for profiles associated with the email address provided and will save profile names, urls, images and more to the contract record.

    How Folks Are Using Social Bot

    When a new contact is added, I run the Social Bot to find out if they are on twitter and how many followers they have. I use the Division Bot to determine their follow to follower ratio. Then use Slack bot to report the profile link and follower and ratio numbers. This helps the team to know when an influencer has entered our pool so that they can pay particular attention to that contact.

    I want to know how to do this one  

    I use the social network information I get from each contact to give me a better idea of where my leads are hanging out. This helps me to allocate marketing budget more appropriately.

    I want to know how to do this one  

  • Social HTML Bot
    Finds the social network profiles associated with the contact's email address and returns an html report ready for embeding in an email or web page.

    How Folks Are Using Social HTML Bot

  • Subtraction Bot
    Subtracts the second value from the first as obtained from fields in the contact record and saves the result to the contact.

    How Folks Are Using Subtraction Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Subtraction 2 Bot
    Subtracts the second value from the first value provided and saves the result to the contact.

    How Folks Are Using Subtraction 2 Bot

    Use values given to you by a contact through an Automated Text Message conversation or web form to generate a customized quote by preforming appropriate math equations. (for example a catering company)

    I want to know how to do this one  

  • Tag By Field Bot
    Creates a tag if it doesn't exist from the value in a contact field and applies the tag to the contact record.

    How Folks Are Using Tag By Field Bot

  • Tag Difference Bot
    Determines the difference in time between when two tags were set on a contact record and saves the result in the time unit indicated to the contact record.

    How Folks Are Using Tag Difference Bot

    Find the time between when a lead came in and when they bought so that you can know if your adjustments are improving your marketing dollar carry time.

    I want to know how to do this one  

    Use this both with internal tasks to see how long it takes from the time a task is assigned to when it is completed and catch any processes that are slacking internally.

    I want to know how to do this one  

  • Task Bot
    Create a task, appointment or note for a contact record.

    How Folks Are Using Task Bot

    First use the Counter Bot to know the number of touches with a contact. Then when the trigger number of touches is reached use this bot to create a task for an agent to reach out to that user or perform an update to the contact record.

    I want to know how to do this one  

    I use this bot to record important information that I want as a note for historical purposes. This may include moving information from fields to notes to free up the field for fields used on a recurring basis, i.e. NPS, feedback or comments.

    I want to know how to do this one  

  • Transaction Average Bot
    Saves the average transaction value for a contact during a given time range to the contact record.

    How Folks Are Using Transaction Average Bot

  • Transaction Count Bot
    Saves the total number of transactions for a contact during a given time range to the contact record.

    How Folks Are Using Transaction Count Bot

    Identify your frequent purchasers and use a recurring process with a decision diamond to automate sending them a card and brownies or assigning a personal representative from your team.

    I want to know how to do this one  

  • You Are Number Bot
    Saves the number of contacts with a designated tag plus one to a field in the contact record.

    How Folks Are Using You Are Number Bot

  • Tag Date Bot
    Saves the date and time a tag are applied to a contact to a contact field.

    How Folks Are Using Tag Date Bot

    I want to sort my call list by the time that the tag was applied to the contact, so I use this bot to set a date time field with the date and time that the tag was set and then sort my saved search by the field. Presto Chango!

    I want to know how to do this one  

Direct Mail

  • Send Out Cards
    Send direct mail using Send Out Cards through the Infusionsoft campaign builder. Send Out Cards is best suited for international mail, offers limited customization of mail pieces and supports sending gifts with your direct mail.

    How Folks Are Using Send Out Cards

    Sending out a birthday card and maybe a gift, like cookies or brownies, to nurture current clients so they are aware of how important they are to you. No one likes to be taken for granted.

    I want to know how to do this one  

    Sending out a card and maybe even a gift for people who recently bought your product. Saying thank you when someone buys from you is uncommon and makes a big impression.

    I want to know how to do this one  

    Send out a postcard to promote an upcoming event or provide details on a big ticket item that they can gain access to through special details on the postcard. Getting your message into their physical world, as opposed to only sending digital (or rather virtual) messages, demands attention. To take this tactic to the next level, send as a greeting card. The size and shape are tightly associated with gifts and guarantee the card will at the very least be opened.

    I want to know how to do this one  

    Send a card and gift to a referal partner when they have surpassed a threshold of referrals using a monthly recurring process and decision diamonds. (Use with Referral Partner Count Bot)

    I want to know how to do this one  

    Send a card with a reminder for an upcoming appointment. (Really important for physical locations such as dentist offices)

    I want to know how to do this one  

    Send a note of appriciation to a customer on a special anniversary, like first quarter, year as a client.

    I want to know how to do this one  

  • Zendirect
    Send direct mail using ZenDirect through the Infusionsoft campaign builder. Zen Direct is best suited for US mail, offers full customization of mail pieces and sending gifts with with your direct mail.

    How Folks Are Using Zendirect

    Send a note of appriciation to a customer on a special anniversary, like first quarter, year as a client.

    I want to know how to do this one  

    Send a card with a reminder for an upcoming appointment. (Really important for physical locations such as dentist offices)

    I want to know how to do this one  

    Send a card and gift to a referal partner when they have surpassed a threshold of referrals using a monthly recurring process and decision diamonds. (Use with Referral Partner Count Bot)

    I want to know how to do this one  

    Sending out a birthday card and maybe a gift, like cookies or brownies, to nurture current clients so they are aware of how important they are to you. No one likes to be taken for granted.

    I want to know how to do this one  

Phone

  • Direct Voicemail
    Skip the call and leave a pre-recorded voicemail to contacts with mobile numbers in the US or CA

    How Folks Are Using Direct Voicemail

    Sending a direct voicemail to a contact in sync with a text message and an email makes every sales rep look even better at trying to get ahold of someone before calling them. I use this method because my sales team haven't been consistent at getting a hold of a contact quickly.

    I want to know how to do this one  

  • Incoming Call Handling
    Not only does your FixYourFunnel phone number allow for text messaging, but it may be called. You can then direct the caller's experience in the way that fits your needs. Incoming callers are added to Infusionsoft, tags can be applied and recordings of calls maybe added to the contact record.

    How Folks Are Using Incoming Call Handling

    Because we use Slack we set up a calls channel and every time a call comes in it logs a message into the calls channel with the Infusionsoft contact id, the time they called and their name. This allows us to make sure that calls don't slip through the cracks and everyone on the team can see if a call they were expecting came in. Before incoming calls were a black box. The only way to know who called was to go back and look at statements with the phone company.

    I want to know how to do this one  

    Allows you to transfer to your office number during work hours, after hours you can have it direct your call straight to a voicemail integrated with Infusionsoft so that you can be notified of the voicemail.

    I want to know how to do this one  

    Setting up your call handling with a call tree so that the contact can choose to speak to sales or support based on what option they choose. Then tag them based on what option they choose and follow up with the apropriate campaign. If the choose customer support we can automate a feedback survey text or email a couple hours after their call.

    I want to know how to do this one  

    Creating a call group in the team members page and then using the incoming call handling to forward to all those agents at the same time. Because groups and team members can have custom hold music and voicemail, if no one is able to answer the caller can be directed to voicemail that is connected to Infusionsoft to insure that the team is made aware of the missed call and message.

    I want to know how to do this one  

  • Call Forwarding
    Forward incoming calls to one or more phone numbers or to team members on the Integrated Dialer. When forwarding calls you can record the call for quality control and training purposes, apply tags to keep track of who took the call, set lead source and more.

    How Folks Are Using Call Forwarding

    When I'm away from my desk or at home, calls that come in are sent to my personal phone so I can close sales and make money even if I'm not chained to a desk.

    I want to know how to do this one  

  • Pre-Recorded Messages
    Allow contacts to call in and listen to pre-recorded messages. Apply tags to indicate that the message was heard.

    How Folks Are Using Pre-Recorded Messages

    You can use a Pre-Recorded message to play a message saying that you are out, then apply a tag so you can call them when you are back in the office.

    I want to know how to do this one  

    24/7 audio file that callers can call in and listen to for information about your product or service. Detailed information about something they are interested in learning more about.

    I want to know how to do this one  

Automation

  • Logic Links
  • Mobile Surveys
    Mobile surveys allow you to gather data from contacts back into Infusionsoft with simple mobile friendly surveys designed to be as simple as possible to fill out for your contacts on their mobile phone. Apply tags as the contact progresses, apply tags that corrospond to their answers and save their answers directly into their contact record.

    How Folks Are Using Mobile Surveys

    Easily get feedback from your customers about a product or service you offer. Then use the tags based on their answers to enter them in automation for better tailored nurture or offers.

    I want to know how to do this one  

    Send to applicants that wish to work with you and allow the survey to pre-qualify or eliminate bad candidates before you speak with them. Also receive information pertinent to a conversation before you have it.

    I want to know how to do this one  

    Send customers a survey as part of a pre-webinar sequence to identify needs of those in attendance to maximize the content of the webinar.

    I want to know how to do this one  

    Send a survey to prospects and then based on the tags direct the prospect using logic links, to a sales page that is specific to their answers. The higher match to their situation will result in higher conversions.

    I want to know how to do this one  

  • Mobile Pages
    Mobile pages allow you to create a simple webform that is tied to the trackable link sent in a text message. Unlike the mobile survey which is broken into steps, the mobile pages will display all the fields you need the contact to complete in a single page.

    How Folks Are Using Mobile Pages

    I send out mobile pages to those interested in my webinars so they can provide me with their info and what they would like to see on my next webinar.

    I want to know how to do this one  

    Send to a new text message lead to a Mobile Page on the last step of an Automated Text Message Conversation to be able to capture their full address.

    I want to know how to do this one  

  • Hot List Notifications
    Assign simple tasks to team members from campaigns that show up in the Integrated Dialer and phone apps. These tasks will push a notification to smart phones and watches and have the ability to apply a tag when marked as completed allowing for real world activites to be integrated into automated processes.

    How Folks Are Using Hot List Notifications

    Notifying a team member of a new lead so the team member can call that lead quickly.

    I want to know how to do this one  

    Getting a notification of an upcoming appointment with a contact.

    I want to know how to do this one  

    Notify a member of your team when an actionable item needs to be take care of by them (i.e. mailing a book). When they click the action complete button, a tag is applied which triggers the sequence to run the Date Difference Bot to track how long it takes the team member to fulfill the action for better tracking of team member action, and it triggers the next step in the campaign. Great way to tie real world actions into autmation sequences that are dependent on those real world actions.

    I want to know how to do this one  

Email

  • SendGrid Integration
    Send transactional emails via SendGrid. Especially helpful to keep transactional emails seperate from marketing emails in the receiver's inbox.

    How Folks Are Using SendGrid Integration