Infusionsoft Campaign Builder – End The Confusion (Part 2)
We’ve all heard Infusionsoft referred to as ‘Confusionsoft’. Are you also sometimes frustrated and confused when you look inside your Infusionsoft campaign builder?
In this series, we’re looking at simple ways to save your
Infusionsoft Campaign Builder Sanity?
Part 1 looked at Infusionsoft campaign builder organisation, which you can catch up on here
In today’s article, you’ll organise your custom fields, tabs, and learn about basic documentation you should keep.
6. ALWAYS Organise Your Infusionsoft Custom Fields Into Sensible Tabs & Headings In Your Infusionsoft Campaign
Custom fields let you store additional information about a prospect on the contact record. Most Infusionsoft users create custom fields in a hurried, haphazard way.
Custom fields are created in Admin > Settings.
When you create a custom field, it’s essential that you click the link to ‘show advanced options’:
Then store your new custom field under an appropriate tab and heading.
Tabs, headers and fields are then arranged on the contact record like this:
7. Properly Document Your Infusionsoft campaigns
Maintaining basic documentation about your Infusionsoft campaigns not only makes Infusionsoft less confusing for YOU, it also makes it more pleasant for new people coming into your company.
Keep a basic Word or Excel document, with brief notes on what each campaign is meant to do.
I suggest using Google Docs to version control your documentation. If you use Microsoft Word for example, there’s a chance that somebody could end up reading an older version of the document. With Google Docs the latest version of a document is always displayed.
8. Document Key Tags
It’s also a good idea to document important tags. Most Infusionsoft users go tag-happy, creating a tag every time a new idea comes along. Because of that, not all of your tags will be in active use. It makes sense to periodically audit your tags, and remove old tags you’re no longer using.
It also helps to document your most important tags, to help explain exactly what a tag is supposed to do.
This doesn’t have to be fancy or complicated, but it’s a small but effective way to keep Infusionsoft confusion under control.
9. Document Your Custom Fields
Documenting your custom fields also helps to keep things under control. You only get 100 custom fields in Infusionsoft, so it’s important you audit your custom fields from time to time. Maintaining documentation means you cannot forget what information a custom field is supposed to store.
10. Document Your Workflow
Infusionsoft is a marketing workflow system, as much as a marketing automation system. If you are creating tasks or opportunities for people in Infusionsoft, you need to train your colleagues on how to work with tasks.
Workflow is a big topic, which we’ll cover more in future emails.
With even a moderate degree of organisation, Infusionsoft doesn’t have to become ‘Confusionsoft’. Staying on top of campaigns, tags and custom fields makes the system easier to work with.
Every Infusionsoft account expands over time as your campaign list grows. If you want to keep away confusion, quarterly pruning and documentation will help you keep on top of things.