This app is a snap to set up! Its purpose is to increase conversion by making a website visitor focus on the call
to action. The popup animation (on the bottom left of the screen) is bound to capture their attention. Seeing a
brief summary of people that have been interacting with your company is also likely to boost business credibility
(ethos). Your visitors are more likely to fulfill on calls to action, such as:
opt-ins ("learn more", "receive offers")
signups (newsletters, webinars)
purchases (products, services)
The popup is designed to rotate through the last 15 "conversions" for that particular call to action.
turn attention to Call to Action on page (increase awareness of product/service)
enhance business credibility
give site visitors the sense of belonging
testimonial "without asking"
bring life to a static site or landing page with the popup animation
Competitor pricing for similar features ranges from $20 to $200 for limited uses. You get as many as you want, along with all of the other apps, for $35. What a steal!
Getting Started: Click here to view Twilio's guide to get started on a free trial account.
Use this app to enhance the customer experience by using text automation to:
Send notifications or updates from Infusionsoft campaigns
Allow your customers to give their information by way of a text conversation
remind clients of an upcoming meeting and merge in a neatly formatted date and time
ask users to reply with REMIND, which can tag them -- your campaign can then send this reminder
tell event attendees to text MYTIME to your number on-screen to get a special deal (starts conversation)
use as a simple optin form instead of using the web
To send a one-time text message to a contact, create the desired message and then use the provided
HTTP Post URL in your Infusionsoft campaign (see video). Leave the contactId Post parameter how it is,
and this app will handle fetching any merge fields you may have used.
The basic setup for an automated conversaion involves setting up a keyword, drafting messages
(with merge field options), and then putting together the conversation with your messages and
storing their replies. Tags are usually applied at the beginning and the end of the conversation,
but may be done at any point.
In the inbox, a manual reply can be typed and sent when needed. If the settings option is chosen to notify
the contact's owner when they text in, for example, that owner can use this feature to send their own reply.
These response collection options provide a smoother way to capture a field. For example, you may ask for the
contact's first and last name at once and store it on their contact record separately.
If you are using the Email 1 with validation check, there is a default message defined to ask users to
try again with a valid email. If you would like to create a custom message, choose one on the settings tab of
Copilots (Smart Sending)
Use this feature if you have multiple phone numbers to let the system decide which phone number to use
that best matches the customer. For international purposes, this could send a text with the proper country
code based on the recipient's country. The same functionality works between states or regions.
To avoid confusion between this app, Twilio, and Infusionsoft, a conversation is terminated after 4 hours from
the starting point. This way a person may not finish an automated conversation, but can text in a keyword after
the 4 hour period and start up a new conversation without conflict.
Be Sure To Test
Upgrade from Twilio Trial
You may notice that limited texts can only be sent from your Twilio number(s) to the number you used when
registering. We recommend upgrading to gain more ease-of-use when setting up and testing your process.
Be Sure To Test
Due to the customizability of this app and all of the extra features, we strongly suggest testing your final
setup to be sure that it runs as you planned.
Twilio Reserved Keywords
In order to protect the privacy of individuals, Twilio has reserved certian keywords that cannot be changed.
To see a full list of these keywords, see their
Opt-Out Article here.
The purpose of Elegant Forms is straightforward. The app allows you to take any Infusionsoft webform and quickly
and easily make it:
Mobile Responsive (proper formatting/sizing on mobile devices)
Typically, adding advanced styling and popups to a webform through code (CSS and JS) requires you to hand over
a pretty penny. Just this app alone is potentially saving you hundreds of dollars, and there is no limit to how many
forms you can convert through this app.
Once the snippet has been placed on your website or landing page, any changes you make to the theme or other advanced
options (and then update) will reflect in the live version WITHOUT having to replace the code snippet!
Enhancements Over Infusionsoft Forms:
pre-built, clean themes
live-preview theme selection
advanced customization options
use form as popup (based on button click or timer)
clean field design
create form popup if site visitors are surfing for too long (set timer for a few minutes)
use same form with different themes (if two pages have different themes in website)
Elegant Forms allows you to pass parameters into the form fields! This is the building block for a multi-step
form (due to some field limitations, only text, textarea, url, and number fields). These parameters can be
passed over from a previous form or can be "hardcoded" to be the same for each contact. The url will hold the
parameters being passed. You may right-click the field you wish to pass data into and choose "inspect". In the
HTML, look for the name attribute and copy the value (for example, copy inf_field_Phone1 where
you see name="inf_field_Phone1"). You may then build a query string using whichever fields
you wish to pass over. Click here and
see the Web Forms heading for details on how to build a query string.
Elegant Forms is submitted as if it were the original form. It does not use the Infusionsoft API. This means
that you must configure the redirect options in the Thank-you Page tab in the Infusionsoft campaign builder.
Check the Redirect to thank-you page option, otherwise the small form window will display the thank-you page
instead of redirecting the whole page. You may also select the option to Pass contact's information..
Don't Forget To Publish!
Be aware that an Elegant Form does not reflect your Infusionsoft form until it has been published in the
campaign. This is true for any changes you make to your form in the campaign.
Popup On Timer
In the advanced options popup, note that if you are choosing a timer-based popup, there is a setting to Only
Display Popup Every X Hours. This is done by setting a cookie in the viewer's browser. If the viewer uses a
different browser or has opted out of cookies in browser settings, this functionality will not work.
Do not apply any advanced styling inside of the Infusionsoft form builder (see below snippet).
This app is extracting the core pieces of your Infusionsoft form and then adding our advanced features.
The complex nature of this conversion creates the potential for errors if your form (in the Infusionsoft
builder) has too much pre-existing styling. If you are receiving an error, we advise you to remove the
styling, publish the form, and then use this app again.
Sync your Drift contacts in real time to your Infusionsoft CRM. Choose which Drift fields you want synced to which Infusionsoft fields. Also apply tags based upon playbook goals and button actions being triggered!
1 Click Upsells
1 Click Upsells
This app can bring urgency to purchase a product/subscription. The snippet you place on a thank-you page will
display the upsell you build in an easy-to-use editor to attract your visitors to take more action.
highlight a specific product or subscription (a promotion) once they've purchased
can be a 1 Click Order if not coming from an order form (it will use a popup to collect card info)!
can be combined with Expiring Offers or Smart Route to direct to a page with a specific 1 Click Upsell attached to it
You may add the upsell to the original order (only if placed on an order thank-you page).
This app makes running automation with Calendly events a breeze! Simply enter your API Key to get started
and then your events are pulled in. From there, you will have options to tag users based on events that
automate scheduling process
create Infusionsoft contacts from new signups
If the contact does not exist in your Infusionsoft account upon signup, a new contact will be created
with the given credentials.
There are many date/time fields to choose from. To avoid confusion, follow this structure:
Two Types of Fields:
Regular (this is a datetime field that you can run automation off of in campaigns)
"Pretty" (will insert a formatted date and time, such as 12:00pm - Tuesday, August 23, 2016)
Owner (from the event owner's perspective)
"Invitee" (from the Infusionsoft contact's perspective)
The Assign Contact Owner Field Option looks for any Infusionsoft account users who have the email
address of the event owner. If a match is found, the owner is assigned.
You may wish to ask for additional information when users register for an event. If so, schedule a test event
to pull in any additional fields.
This app allows you to manage follow-up for your incoming Infusionsoft leads. Typically this would
be used by a sales team to track who claimed the lead at a glance, and for that team to interact
with that contact record without opening Infusionsoft.
To set this up, go to an Infusionsoft campaign and set up an email. This should be written to your
sales team (or other), possibly merging in basic information. Change the To: option to be your
team's email-group, such as firstname.lastname@example.org. Then paste the code provided into an HTML block
in the email, and it will render as a button. Before the lead is claimed, this button will tell viewers
to claim the lead! Once claimed, it will display who claimed it.
It could look like this:
When the button is clicked, the user is taken to a dashboard for that contact record only. There is
basic contact information, a link to the Infusionsoft contact record, and tabs for Notes, Tasks, and
Appointments. These tabs display existing data and have the option to add more.
send leads to external sales team (the Lead Claimer dashboard has limited yet effective contact record access)
keep tabs on leads so nobody slips through
add a note to the contact after following up
This Smart Route app is essentially an in-the-moment decision diamond for your customers. When they
click a button or submit a form, they can now be conditionally taken to a new webpage of your choice!
The setup is simple - you determine where the customer should be routed based on which tags they
do/don't have, or based on fields values on their contact record.
The end user doesn't even know they are being conditionally redirected! This app allows you to create
a more fluid experience for each visitor/member of your site.
conditional multi-step forms
email sends user to thank-you page if they have already purchased the product
testimonial request if they answered 5 out of 5
detect if they've already received a promotion or have already purchased (based on tag)
The conditions must be placed in the order they should be checked -- from top to bottom.
Email Open Tracker
Email Open Tracker
Would it benefit your company's interaction with potential customers to know if they are opening your emails? Infusionsoft allows you to see
reports of opens, but this app allows you to run automation off of it! This Email Open Tracker is much easier to set up than its competitors.
It utilizes a blank image in the email to tell your Infusionsoft system if the image was loaded.
measure relative performance of emails (in the short term)
identify possible inactive subscribers to add to a reengagement campaign (softer than clicks)
add ‘How Many Opened’ to custom funnel reporting dashboard
Tracking email opens is at the discretion of the contact's email preferences, so this is not always guaranteed.
If you use Zoom webinars or are looking to implement webinars in your business, why not
automate the registration and attendance with Infusionsoft?
This app handles the 2 parts of a webinar:
registration (emails and confirmation before webinar)
attendance (follow up based upon their attendance and interaction in webinar)
easily determine your active users based on attendance
send promotion to specific customers only if they heard your offer (set a minute rule)
track interest of customer based on how long they attended the webinar (set a percentage rule)
if a user asked a question, send it to them and ask if it was answered to their liking
Crucial Setup Items:
User registration event -HTTP Post (in campaign)-
Zoom Webhook (see tip)
User is successfully registered for webinar -TAG-
Field to store webinar date/time (to run automation off of) -FIELD-
Field to store contact's join url -FIELD-
User attended webinar -TAG-
Remember to set up the Zoom Webhook by using the
Zoom API Notifications setup and inserting
your provided URL. The application details requested are required, but not it is not necessary to
enter real information. If this is not set up, attendance details will not be processed by this app.
Evergreen and Recurring Webinars
Zoom does not support evergreen-style webinars.
Infusionsoft cannot store multiple related dates to a contact record, so the registration process
of a recurring webinar cannot be handled via this app and Infusionsoft. The registration options will
not be available when a recurring webinar is selected.
To achive the intended functionality, set up a one-time webinar and change the date once the previous
one ends. Come back into this app to choose the newly "created" event and update any different options.
This app, similar to Smart Route, allows you to conditionally redirect your contacts. Expiring offers
does this based on the conditions of your offer, such as:
on a fixed date and time
on a date field from the contact's record
after the first X people recieve the offer
give promotion to the first 10 people who click the offer in an email
give a holiday special
offer access to a link until a contact's trial period is over
Check the box to Automatically apply this tag to the contacts who go through this Expiring Offer Link to
tag the users who make it to the offer URL (will not tag those who met the expired criteria).
Remember the ID
This app can only redirect based on the contactId parameter passed in the URL. This can
be passed into email link clicks, thank-you pages, etc. If using a custom platform, verify that the contact
ID is passed to the Expring Offer link.
This app is a must for adding a visual sense of urgency to your landing pages or website! Paste the code snippet on the page and choose
whether the timer should be based on:
a fixed date/time
a contact date field
highlight how quickly your customer needs to act on a special offer
focus a promotion on when they should take action
Be Sure To Test
Merge Contact ID in Links
Infusionsoft no longer adds the contact ID to email buttons and links, so this must be done manually. If there are no query string parameters at the
end of the link (anything following the main url or after a question mark), then you may paste this snippet in:
Be aware that if the users have just submitted a form that has to run calculations on the countdown date, that field may not be set correctly
before they see this countdown timer. If you have selected the "Countdown to a contact date field" option, this could be an issue. To resolve the
issue, set a default time (in seconds). This will only be used if there is no date/time found in that field.
choice. For example, change it to 86400 for the countdown to begin one day from when the page loads.
You may optionally choose a redirect url. This will redirect the user onto the site of your choice if the countdown is already expired at the moment
they visit the page. This will not redirect them if the timer reaches 0 while they are on the page.
File Upload Forms
File Upload Forms
If you have a business process that involves files of some sort (images, documents, etc) to be submitted
by customers, utilize their contact record file box directly through this app!
It offers an intuitive form to upload files and then submit. You have control over which files are requested
and can display some header text, images, or even a how-to video. More than one file requirement can be
submitted at once, and a tag can be applied on submission to automate the process.
The File Upload Form can be used as a standalone page OR be inserted into an existing website/landing page
contact is given documents in email and then uploads filled-out version via this app
upload artwork for review
allow contacts to submit resume
If the contact ID is not passed in the url, the form will ask for first name and email.
This will be used to check if the contact is in your Infusionsoft app and add files to the
contact file box. If they are not found in the system, a new contact will be created first.
File Size Limit
Be aware that the Infusionsoft file box has a limit of 10MB per file. This uploader will not allow files
above this limit to be uploaded.
Use this app to make small calculations using Infusionsoft fields or hardcoded values.
add 1 to a field
multiply two fields together
Use this app to interact with date fields by adding or subtracting time periods.
add 1 month to a date field
subtract 1 day from a date field
Use this app to:
calculate a date by adding years, months, weeks, or days
determine the time between two dates (using custom fields or fixed dates)
for a flash sale, set a custom field to 3 days from today's date
caclulate how many days it took to close a sale
When determining the years, weeks, etc between 2 dates, the value will be rounded
down to a whole number. For example, if there are 3.3 weeks until Christmas,
the result value will be 3.
No Negative Values
Finding the difference between dates will always produce a positive number, even if the start date
is past the end date.
Remember to be smart with the timing of your calculations. For example, calculating the difference
between the current date and Christmas for your entire list has the potential to run this script
thousands of times per day (once per contact). Because of this, a rate limitation may be appiled your account to protect
the usage of other clients.
To prevent this, only calculate as needed (such as once or twice in a campaign that targets a small list).
Use this app to concatenate Infusionsoft fields and/or hardcoded values. This means to add text together, such as adding "https://" to the beginning of a URL.
adding first and last name together for a full name field
merging a URL together
Use a text area to type and insert merge fields, creating your desired text. This will be stored in
your result field of choice when the HTTP POST is run.
adding first and last name together for a full name field
merging a URL together
For best results, choose a text field as the result field. Other field types may not work as expected or at all.
Date or Datetime fields will be converted to fluid descriptions, such as:
February 14th, 2018 at 2:00pm
Opportunity Stage Mover
Opportunity Stage Mover
Do you wish that opportunities could be moved automatically? With this app, we've made this a simple task!
Click here to view the Help Center documentation on Opportunity Stages.
automate sales pipeline (otherwise, this portion of Infusionsoft is manual)
The product feedback app allows you to set up a feature-request/ideas portal where your users can search,
post new ideas, comment, and vote. Yout get to collect your users' feedback as to what they really want
We use this app ourselves here at Success Engine! This is what powers our "Request A Feature" link within
these apps (found by clicking your icon at the very top right of the page).
narrow down your product list for specific customer profiles
get feedback from real customers
get ideas from people who know what they want
use internally to get feedback from employees
The field for emails to send notifications to is a comma-separated list, with no spaces between each.
Smart Tag Links
Smart Tag Links
This app has a very specific use case:
Infusionsoft can already apply tags, but they apply it to the contact who clicked it and not the one
who triggered it. This app allows the original reciepient to have a tag applied when any other visitor
clicks the email link.
If you need to know how old or young a customer is, just use the Age Calculator app! It can also be used
for any other yearly-recurring event, such as an anniversary or employment time (in years).
know when someone becomes an adult or senior
give a special when it is someone's 10th anniversary
commercial real estate lease
When setting this up in a campaign, it is best to calculate the age ONLY:
when the contact is created (or birthday is first entered)
on the contact's birthday (using a date field delay timer -> Birthday Campaign)
This is to avoid sending requests to calculate each of your contacts' ages on a daily basis,
which could result in your calculations being throttled and stopped.