1. Infusionsoft Implementation Tips and Tricks
local infusionsoft consultant brisbane - As a possible Infusionsoft Certified Consultant (ICC), I spend
the greater part of my day in Infusionsoft applications. I am either building out new application or
maintaining the applying clients or myself. With this thought I encounter nuances within the
software every day. These are not problems or bugs - you need to know by now that I think this
software totally rocks. Instead they're little things that take more time to call tech support about
rather than actually receive the reply to. But they are pretty big deal when you are focused on the
very best end product possible not forgetting trying to stay efficient and "get it right the very first
time" so you can "set it and lose focus on it". Here is a list of some of the more common nuances and
how to work with them so that you can avoid glitches and saving time.
Always use Firefox when working in your Infusionsoft application. Today, I am finding that the net
browsers Internet Explorer and Chrome are operating more consistently than Firefox, however, if it
comes to working in your Infusionsoft application, put up with Firefox and use it at all times. To be
clear: you can use IE to be effective in your Infusionsoft application. However, all the programming
tied to Infusionsoft works via Firefox - definitely not true via IE (plus it doesn't work at all via
Chrome yet). To have an example, see the next tip.
Alt codes don't work when created using your IE browser. If you need a trademark symbol in a
HTML email for any web form, you can create one via the alt code "ALT0153" (this is not
Infusionsoft specific - here is the general Alt code for ?). In the event you prep an HTML email within
your Infusionsoft application using the IE web browser and you type in the trademark alt code, the ?
Can have up in the drag and drop builder. HOWEVER, the conclusion product WILL NOT be a ? - it'll
be a series of symbols which are 110% NOT what you wanted showing up in an email. Create (or
edit) exactly the same EMAIL logged in via Firefox and you will not have this problem after entering
the alt code.
Do not copy paste an HTML email in to the HTML email builder. I once had a client do this recently
and then he spent a lot of time trying to edit and fix the formatting of the email he was trying to
build. I had to break it to him - it couldn't be saved - scrap it and start over. It seems like a quick way
to prep an email, but it turns into a hot mess fast. Take a little extra time and prep it properly.
Leading me to my next tip...
Place your copy into a text software before pasting it into the HTML email builder. Ms word copy
LOOKS perfectly plain text - but it isn't. When you copy/paste copy from Word to your Infusionsoft
application you will often find formatting "off" and symbols changes form. For example, apostrophes
develop into question marks. If you have copy prepped in short doc, copy and paste it into something
like Notepad and then copy paste in your Infusionsoft email builder after that.