Infusionsoft Fall 2012 Release Overview 1

August 27, 2017

Where to begin? Here’s an overdue quick outline of what I’m updating now in both the Infusionsoft book and my weekly Infusionsoft mastermind calls. If you haven’t ordered Infusionsoft yet check out my new video on my Infusionsoft Sales page.

Now on to the Infusionsoft Fall 2012 Release Overview 1!

  • Create Tags on the fly from inside the Campaign Builder

  • Expire Lead Score

  • Actionable Lead Scoring

  • Score Contacts and Sales Opportunities

  • Edit Score – show new flame scores on Recent Activity widget on your Dashboard

  • Scored & Recent Activity on Interactive List View

  • Scored & Recent Activity Tab now present on Contact Record

  • Campaign – easily measure effectiveness of marketing activities

    • New Tab in Campaign Builder showing “Performance” of your Campaign

      • Top Number shows the number of people currently in that Campaign

      • Bottom Number shows the total number of people that have gone through the Campaign

      • Active View

      • Historical View

  • Monitor sales performance with the Sales Pipeline Stages Widget

    • Big picture

  • Access Lead Generation features from the Main Navigation Menu

    • Lead Generation section under Marketing

      • Web Tracking

      • Lead Sources

      • Lead Source Effectiveness

      • Return on Investment

  • Access new tag management tools and reports

    • CRM > Settings > Tags – edit Tag and see in blue down below the Sequences, Emails and Forms that apply that Tag.

    • Access and edit more information from a Contact Record

      • Email Confirmation Status

      • Web and Internal Form Entries

      • Submitting Internal Web Form Submissions

      • Web Profile

  • Order Forms

    • Made them another checkout option like Shopping Cart

    • Create a theme

    • Add multiple Products and quantities to Order Forms

    • Give shoppers the ability to change the quantity.

    • Add information to the header, footer and product area.

    • Promo codes now may be applied

    • Payment plans pull from shopping cart

    • Include Pay Pal as a payment option (good for one-time purchases, not subscriptions.)

Standby for more info. I’m working on LOTS of updates and reviews for you as I type this!

If you need more help growing your sales, check out the following resources scattered around this site and a few others I operate, such as:

Good Selling,

Wes Schaeffer Infusionsoft Sales & Sales Training Signature