In the very near future Infusionsoft will be releasing their January 2016 update, and along with it a handful of features that I’m pretty excited about. Now, some of these are small, but for those of us who use Infusionsoft all day long, these can be massive time savers. I wanted to take just a few minutes to preview the four biggest changes associated with this release, and why these updates matter to you.
Update #1: Cloning Order Forms
What it does: You’ll be able to clone order forms you’ve created with the click of a button.
Why it matters: Previously, each time you created an order form you had to start from scratch. Now you’ll be able to quickly and easily duplicate order forms. This will save you the time of copying and pasting HTML from one form to another, configuring products and labels, or recreating thank you pages. I know, this probably should have been included from the get-go, but it’s here now.
Update #2: Set an Opportunity Name
What it does: You’ll now be able to set a static value as an Opportunity name when it’s generated in the campaign builder.
Why it matters: Previously, the opportunity would be generated but would default to the company name. Now, you can designate where or why the opportunity was created, or for which product, which will dramatically help with opportunity searching, reporting and management.
Update #3: Copy and Delete Campaign Items
What it does: Well, you can easily copy and delete campaign items, individually or en masse.
Why it matters: Yes, you’ve been able to do both of those things before, but not like this. Copying things was tricky – it took multiple clicks, and you have to have the order just right; in fact, some people didn’t even know you could do it. And deleting things has only been available for individual items. Now, you can easily duplicate groups of items, or, highlight and delete multiple icons. Caution: This could burn you if you delete more than you intend to.
Update #4: Add to Sequence/Remove from Sequence
What it does: From the contact record, you can easily add contacts to, or remove them from, sequences without needing to achieve a goal.
Why it matters: Yes, you could do this previously with the actions drop down menu, but now you can interact with contacts right from the campaigns tab on the contact record. To be able to see what campaign sequences they’re currently in, add them to new ones, or remove them from unnecessary ones; this will make our lives so much easier. Note: This is only for interacting with individual contacts. If you need to do this for a group, you’ll still use this method.
All in all, this update isn’t groundbreaking, but it is really nice. All of these updates will make things incrementally easier on a day-to-day basis. I’d love to hear which of these update you’re most excited about below!
Greg,
I feel like I’m missing the real use case behind the Opportunity Title Update. Having a ton of opportunities with the same name could lead to issues in finding the right opportunities. I didn’t see a way to put a merge field in there
Yeah. I haven’t relied all that heavily on opportunities myself, but previously the opportunity name defaulted to the Company Name, and if there wasn’t a company name, then it defaulted to the Contact Name. This meant that at a glance, you weren’t easily able to differentiate multiple opportunities for a single contact. Now, we can designate the opportunity name based on WHERE it was generated. So, if you’re in a sequence promoting my Boat, when the opportunity is created, it’ll say “Potential Boat Buyer”, and elsewhere, if you’re in a sequence where I’m selling helicopters, then the opportunity generated there would say “Future Helicopter Buyer”.
If you’re looking at your list of opportunities then you might still see opportunities with the same name. But if you’re on the contact record, or in My Day, you’ll be able to differentiate these much more easily.
Does that help?
I hear ya…but I don’t think this is very helpful unless you can use merge fields. For example…when I used Salesforce my opportunities would be named something like “BAL-22-Nike” or WAS-10-FreddieMac”; these let me know the market (ATL, BOS, BAL, WAS, etc.), the # of sessions the client was interested in, and the clients name.
I can’t see how this helps at all without the ability to use merge fields…
I think it’s an improvement, but I think they’re going to need to introduce the support of merge fields here.
Remember, previously you JUST had it default to the company name. At least now you have context for what product/where the opportunity was created. Most of the places you use this information you’ll be able to see the company name and other pertinent fields from the interactive view. If you’re searching opportunities, or if you’re in MyDay, you’ll be able to see key customer fields to give you the information that the title might not have.
Add/Remove sequence is the best!
I have been asking for this for a long while…such a huge time saver when a campaign has to be edited and republished to really see what happened to the contacts in the campaign.
Thanks for alerting us to the features.
Cyndi
Yes! Agreed. It’s amazing.