Why You Should Switch To Infusionsoft

Our goal is to destroy the myth that Infusionsoft is difficult or confusing.

Some people even jokingly refer to the software as “Confusionsoft”. Infusionsoft is a very in-depth tool, but it’s not as complicated as you think.

We’ve had the pleasure of consulting several hundred infusionsoft users the past year and the most common problem we see is that user don’t have documented systems.

It’s the same thing with Facebook Marketing or running your business: problems are complex and things are constantly changing. So unless you have a documented system or step-by-step checklist on what to do, you’re going to get overwhelmed and frustrated.

For those of you completely new to Infusionsoft, let’s start with some key points.

Infusionsoft is an enterprise-level marketing automation system that uses Customer Resource Management (CRM), email marketing automation, and ecommerce to help you create unstoppable business growth.

So if you need that keep reading.
When logging in, you’ll see that it’s three main “categories” are CRM, Marketing and E-Commerce. In the above video we go through each category, while discussing its benefits and best practices.

Image of the Infusionsoft Dashboard

Mark Marcelletti shows you an example of Infusionsoft Dashboard.


Customer Resource Manager (CRM)

This component is the place where you dive into features that revolve around your customers. It includes important organizational tools for maintaining client relationships.

Here are the features we’re going to discuss in the CRM component:

  1. Notes
  2. Tasks
  3. Appointments
  4. Emails
  5. Quotes & Orders
  6. Tags
  7. Form Submissions
  8. Sequences
  9. Opportunities
  10. Scored & Recent Activity

Infusionsoft’s CRM is important because it gives you the data needed to discover the 20% of your email list that are generating 80% of your activity and revenue.


Image of Infusionsoft Notes

Mark Marcelletti shows you an example of Infusionsoft Notes.

Notes allow you and your team to keep track of progress on your leads and customers.

You can manually enter notes or you can create a note template that to quickly add notes with a drop-down menu of note options.

I recommend note templates if you’re leaving the same notes all the time because they save a lot of time. Example: “left voicemail”.


Image of an Infusionsoft Tasks

Mark Marcelletti shows you an example of Infusionsoft Tasks.

Tasks create email and pop-up reminders for future actions.

Simply choose the task title, due date, type, priority level, and add a description if needed.

The best part of tasks is you can assign them to other team members and even set them up to trigger automatically after specific actions in your campaign. More on that in just a bit.


Image of Infusionsoft Appointments

Mark Marcelletti shows you an example of Infusionsoft Appointments.

Appointments show you future and past appointments (if you integrate your calendar).

If you consultant, coach, or service provider I recommend a powerful service called AppointmentCore for integrating your Google Calendar or Apple Calendar.

With AppointmentCore you can send appointment booking links to leads and clients that show your calendar’s availability and let them book on their own. So your assistant’s job just got a whole lot easier.

The best part is that you can automatically trigger email follow-up inside Infusionsoft, online meetings with GoToMeeting, or conference calls with ConferenceCalling.


Image of Infusionsoft Emails

Mark Marcelletti shows you an example of Infusionsoft Emails.

Emails allows you to see the list of emails that a particular lead has received.

You can see the date sent, whether it was opened or not, subject line and the user that sent the email.

You could send emails from here if you needed to, but that’s not what this feature is for. It’s simply a tool to give you a snapshot of your lead’s level of engagement.

5. Quotes & Orders

Image of Infusionsoft Quotes And Orders

Mark Marcelletti shows you an example of Infusionsoft Quotes And Orders.

Quotes & Orders is by far my favorite CRM tool (for obvious reasons). It shows the recent quotes (which are linked to your products) and orders that are attached to your contact.

If you’re a coach, consultant, or service provider this feature will give your entire team access to the contact’s financial responsibility to your organization.


Image of Infusionsoft Tags

Mark Marcelletti shows you an example of Infusionsoft Tags.

Tags are one of the most important features of the Infusionsoft CRM.

Segmenting leads and customers with tags is critical because it gives you a view of the important trends in your business’s sales and marketing activity.

When you know what IS and IS NOT working you can change your approach for future campaigns. Plus, tags can trigger email campaign automation. Example: you can automatically import all leads that are tagged with “Facebook” into your Facebook marketing campaign.

Tags contacts based on the traffic source, topic of interest, or the product they purchased. In fact, you can auto assign tags randomly and create your own email split tests.

The possibilities are endless.

7.Form Submissions

Image of Infusionsoft Form Submissions

Mark Marcelletti shows you an example of Infusionsoft Form Submissions

If your contact joined your email list through your website, Form Submissions will show you where.

Whether you’re collecting leads through website traffic or leads at a tradeshow, Form Submissions can be an easy way to get leads on your list and identify where they came from.


Image of Infusionsoft Sequences

Mark Marcelletti shows you an example of Infusionsoft Sequences

Sequences show the active campaigns that your contact is in and the past campaigns they’ve completed.

The nice thing about this feature is you can start or stop campaign sequences right from your contact record.

9. Opportunities

Image of Infusionsoft Opportunities

Mark Marcelletti shows you an example of Infusionsoft Opportunities.

Opportunities are the ULTIMATE tool for coaches, consultants, and service managing a sales pipeline.

You can customize your pipeline stages, segment each stage into an organized list, and avoid letting any sales opportunities fall through the cracks.

Image of Infusionsoft Pipeline Stages

Mark Marcelletti shows you an example of Infusionsoft Pipeline Stages.

My favorite part about Opportunities is that I can trigger email automation when I move prospects from one stage to another. This has save my team thousands of hours of work in the long run.

10. Scored & Recent Activity

Image of Infusionsoft Scored And Recent Activity

Mark Marcelletti shows you an example of Infusionsoft Scored And Recent Activity.

Scored & Recent Activity shows you how active your contact is.

The Scored Activity shows the activity and points generated from certain types of activity (email opens, link clicks, product purchases, etc). This activity is represented in flames on your contact record (1-5).

This scoring system can be customized to your preference and can trigger automation based on the score.



The marketing component is really where all the nuts and bolts come together to run campaigns and start your automation process.

1. Campaign Builder

Image of Infusionsoft Campaign Builder

Mark Marcelletti shows you an example of Infusionsoft Campaign Builder.

The Campaign Builder is the heart and soul of the Infusionsoft system.

It’s the “secret sauce” that puts it head and shoulders above all other marketing automation programs.

In our Infusionsoft Demo Video, we give you a walkthrough of setting up a campaign. You start with a digital piece of graph paper, which allows you to drag and drop the elements in your campaign.

Your campaign starts with a goal. The goal could be a Form Submission on your website, a Tag, an Opportunity stage, a Scored Activity, or a custom API integration.

Here are the features we’re going to discuss in the Campaign Builder:

  1. Goals
  2. Sequences
    1. Emails
    2. Delay Timers
    3. Voice Messages
    4. Faxes
    5. Letters
    6. Apply/Remove Tags
    7. Apply Note
    8. Create Task
    9. Create Appointment
    10. Assign an Owner
    11. Fulfillment List
    12. Send HTTP Post
    13. Action Set (Legacy)
  3. Email Confirmation
  4. Notes

Image of Infusionsoft Goals Icon

  1. Goals

Goals are the actions that begin your campaign automation.

The following goals can trigger the start of a campaign for your contact:

  • Submitting a Web Form
  • Submitting a Landing Page form
  • Clicking a Link
  • Reaching a Score
  • Purchasing a product
  • Completing a task
  • Moving an Opportunity stage
  • Applying a Note
  • Applying a Tag
  • Submitting a GroSocial form
  • Submitting a Twitter lead gen card
  • Custom API call

Not only can these goals be used to start your campaign. They can also be used as goals in the middle of your campaign as well. Example: your contact starts his campaign by completing a Web Form on your website and is taken out of the campaign as soon as he completes a purchase goal.

Image of Infusionsoft Sequences Icon

  1. Sequences

Sequences are where your contacts spend the majority of their time. The contain the automated emails, delay timers, CRM process elements and other communications. 

  • Image of Infusionsoft Emails IconEmails – are the email content that’s preloaded in your email autoresponder
  • Image of Infusionsoft Delay Timer IconDelay Timers – are the elements that determine the date and time to push contacts to the next step in your sequence
  • Image of Infusionsoft Voice Message IconVoice Message – is the element that allows you to send recordings for a live person or recordings for a voicemail (costs apply)
  • Image of Infusionsoft Fax IconFax – is the element that allows you to go old school and send a fax (costs apply)
  • Image of Infusionsoft Letter IconLetter – is the element that allows you to mail letters to contacts for a more personal touch
  • Image of Infusionsoft Apply/Remove tags IconApply/Remove tags – is the element that applies/removes tags on your contact’s record in order to segment them on your list and provide useful data
  • Image of Infusionsoft Applying notes IconApply Note – is the element that applies a note template to your contact record
  • Image of Infusionsoft Creating Tasks IconCreate Task – creates a pre-selected task and notifies the stakeholder
  • Image of Infusionsoft creating Appointments IconCreate Appointment – creates an appointment on your Infusionsoft calendar
  • Image of Infusionsoft Setting an Owner IconAssign an Owner – Assigns a person on your team as the owner of the contact
  • Image of Infusionsoft Fulfillment List IconFulfillment List – is a spreadsheet that collects contact information, attachments, and can be sent to a third party fulfillment company
  • Image of Infusionsoft Send HTTP Post IconSend HTTP Post – is used to send information from Infusionsoft to a web page that runs a script (example: ASP, PHP, Javascript) which extracts data from the URL and processes it on your web server
  • Image of Infusionsoft Action Set (Legacy) IconAction Set (Legacy) – can be used to create an order action as part of a one-click upsell or to make a renewal order process more efficient

2. Email Broadcasts

Image of Infusionsoft Email Broadcast

Mark Marcelletti shows you an example of Infusionsoft Email Broadcast.

The Email Broadcast tool allows you to schedule and send email broadcasts in real time.

It is particularly useful if you send a weekly blog or newsletter.

The Infusionsoft Email Builder perfect for non-techy people. It allows you to drag and drop the elements of your email broadcast for a clean and simple design that will wow your audience.

You’re able to customize imagery, text and much more to showcase your brand.



This is the component that most other email autoresponder systems don’t give you. So it’s understandable why it costs a little more.
The e-commerce component is what ties the CRM and marketing components of Infusionsoft together to help you monetize your email list.

Quite often people think of Infusionsoft as just an email autoresponder. But as you’ve seen it’s much more than that.

The e-commerce functionality allows you to create shopping carts and order forms to sell your products and services.

We’ve included some products for reference in our video and we’ll be discussing how you can utilize Infusionsoft for best e-commerce practices.

1. Products

Image of Infusionsoft Products

Mark Marcelletti shows you an example of Infusionsoft Products.

Very simply put, you have the option to include and update a variety of products through the e-commerce feature.

Infusionsoft and sell and fulfill physical products, info products, and subscription services. All of which can be categorized neatly into a product line.

Every product has a quick and easy drop-down that allows you to customize your product information for easy marketing and automation.

2. Order forms

Image of Custom Tees Order Form

Mark Marcelletti shows you an example of an Order Form from Custom Tees

Order forms create a shopping cart for your products/services and collect billing info.

The order forms are rather basic looking, but you can easily customize order forms Spiffy, an easy-to-use and low cost order form customizer.


Although Infusionsoft is often thought of as a confusing email marketing software, it is anything but that.

If you’re only planning on using it for managing your email list and sending email broadcasts, it’s probably not the right fit for you.

However, if you’re planning on building a massive email list, managing leads/customers effectively, personalizing your marketing automation, and monetizing your list – you’re definitely the right fit.

Purchase Infusionsoft through 7 Figure Automation today to get instant access to special pricing and our best pre-built campaigns to help you hit the ground running.