When using payment plans or selling subscriptions, it is critical to have a failed billing recovery process in place to ensure that money isn’t slipping through the cracks. Infusionsoft has billing triggers available that can automate based on a failed payment attempt to streamline this process.
Month: March 2025
Infusionsoft Cookbook – Chapter 4.4 – Implementing An Automated Cart Abandon Follow-Up
When selling products online, people may fall out during the checkout process and not complete their order. This is just something that comes with the territory, which is similar to the fact that people will unsubscribe from your lists occasionally. By implementing an automated follow-up when people fail to complete their purchase, we can recoup sales that would have otherwise never occurred.
Infusionsoft Cookbook – Chapter 4.3 – Building Order Forms
An order form is a special type of web form that collects credit card information securely and, in most cases, processes a payment. This recipe has two parts. First, we are going to create a theme for our order form. The theme is the visual skin of the order form. Next, we are going to create an order form using this theme.
Infusionsoft Cookbook – Chapter 4.2 – Creating Products And Subscriptions
Now that our merchant account is set up, we can lay the foundation for the different types of selling available. Whether we are selling products through the shopping cart, order forms, opportunities, having the products and/or subscriptions configured unlocks the selling power of Infusionsoft.This recipe has two versions. The first version is for a single purchase product such as a consumable, a one-off service, or a digital asset. The second version is for a recurring purchase product such as a program subscription or monthly service.
Infusionsoft Cookbook – Chapter 4.1 – Setting Up Your Merchant Account
The best way to collect payment for our goods and services using Infusionsoft is to connect a merchant account, so we can accept credit cards.
There are many different providers in the world, and Infusionsoft works with a handful of them. The setup is similar for all providers, and the only difference is the specific credentials each one uses. After completing this recipe, we will be able to collect payment through the shopping cart and order forms.
Infusionsoft Cookbook – Chapter 3.10 – Setting Up Web Analytics
Keap has some built-in web tracking that creates anonymous visitor profiles per device. When someone opts in through a web form, if there is a visitor profile for that device, Keap will merge their visitor activity into the contact record. This allows us to dig deeper into the browsing behavior of our database. This recipe shows how to find the web analytics tracking code so it can be placed on your website(s).
Infusionsoft Cookbook – Chapter 3.9 – Creating A PPC Lead Generation Funnel
Having a progressive funnel allows the hottest leads to move at their own pace while normal leads can be nurtured and bubbled up over time. Pay Per Click (PPC) can be very expensive but those costs can be minimized over time using a progressive funnel. For this recipe, let’s pretend we are a service-based company (like a plumbing business) running PPC ads so people can request a service call.
Infusionsoft Cookbook – Chapter 3.8 – Building An Inbound Phone Call Lead Capture
Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad. Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad.
Infusionsoft Cookbook – Chapter 3.7 – Growing Your Social Media Following
“In this age of technology, relationships are king. The more channels we can connect with someone, the greater the potential for a relationship. By intentionally asking people to follow us, we can systematically build more communication channels to the database.
For this recipe, let’s pretend we want to invite people to follow us on Twitter.”