Even with the ability to customize an unsubscribe link, sometimes there are situations where the way they display doesn’t work, or we wish to use an image as the unsubscribe link. This hack leverages the same system merge fields as the previous recipe to build an unsubscribe link.
Tag: CRM
Infusionsoft Cookbook – Chapter 10.3 – Triggering Automation From An E-mail Open
Tracking e-mail opens is directly impacted by the recipient’s e-mail software, because tracking an open can only occur when an e-mail’s HTML is loaded. Not all e-mail software loads the full HTML automatically, so automating based on an e-mail open is not super reliable. Despite this instability in the automation confidence, automating based on e-mail opens can still be leveraged by another legacy merge field hack.
Infusionsoft Cookbook – Chapter 10.2 – Creating A Custom Unsubscribe Link Inside Campaign Builder
Out of the box, an e-mail inside campaign builder has limited unsubscribe control. Similar to the previous recipe, we can use a legacy merge field for an Unsubscribe link with more customization.
Infusionsoft Cookbook – Chapter 10.1 – Creating A Custom Confirmation Link Inside Campaign Builder
When confirmation links (formerly known as double opt-in links) were introduced to the campaign builder, the functionality was heavily restricted to prevent abuse of the new confirmation system. Primarily, the ability to control what the link text actually says, and what contacts see upon confirming, were both uneditable. This hack uses a legacy merge field to insert custom confirmation links into a campaign builder e-mail.
Infusionsoft Cookbook – Chapter 8.9 – Cleaning Up Duplicate Contact Records
The previous recipe will only return a list of contacts the system thinks may be duplicates. It is still necessary to merge any duplicate records found.
Infusionsoft Cookbook – Chapter 8.8 – Checking For Duplicate Contact Records
Ideally, every human will only have one contact record in the database. In the real world, this doesn’t always happen. This can lead to strange experiences such as an existing customer receiving a promotion for a product they have already purchased. Needless to say, this doesn’t enhance customer experience. Fortunately, Infusionsoft has a built-in function to check for duplicate contact records.
Infusionsoft Cookbook – Chapter 8.5 – Using Lead Sources To Track ROI
There is a fairly popular John Wanamaker quote floating around the Internet that reads as follows:” “Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” “What he is referring to is his inability at the time to track which marketing assets were providing a return on the investment. Fortunately, thanks to Infusionsoft, we can track the cost for different lead sources, which can be used for native Return On Investment (ROI) reporting right in the software.
Infusionsoft Cookbook – Chapter 8.4 – Creating A True E-mail Preferences Center
The e-mail subscription management options available out of the box with Infusionsoft are limited because they do not show current subscription status. Traditionally, Infusionsoft users use tags to track someone’s e-mail subscription. However, if we use a custom field to track subscription status, we can build a web form that operates like a true e-mail preference center.
Infusionsoft Cookbook – Chapter 8.3 – Filtering Out New Hire Applicants
Our small business doesn’t need any employees that cannot follow basic instructions. Those are the kinds of employees that can cause all sorts of problems in many different areas of the business. In fact, even considering them for an interview is a big waste of time. Fortunately, with Infusionsoft, we can create a simple hoop for a new applicant to jump through to make sure that they can follow basic instructions. The idea behind this recipe is to position the initial application submission as a two-step process, where the applicant has to confirm their e-mail address in order to reach step two.
Infusionsoft Cookbook – Chapter 8.2 – Tracking E-mail Engagement Levels
When we can segment our database based on someone’s engagement with your e-mails, it unlocks an entire world of automation potential. This information can be used to plan promotions, automatically switch paths, or simply enhance an existing report for a deeper layer of insight. This type of segmentation cannot easily be performed retroactively, so the sooner a business implements this recipe, the sooner they begin building their pool of data.