Fall 2012 Release Summary!

• Active View shows the number of contacts who are currently in each step of the campaign (upper blue number) and the number of contacts who stalled at that point in the campaign and are no longer moving forward (lower orange number). You can hover over the report and click the people icon to access a list of active campaign members or click the cloud icon to access a list of stalled contacts.
  
  
  
  
• Historical View shows how many people have gone through the campaign over time. This allows you to see what routes people are taking most frequently and where people tend to stall or stop moving forward.
  
  
  
  
• You can click into a specific sequence within a campaign to access additional reports. Sequence Active View shows the number of people who are currently waiting to receive a communication; Sequence Historical View shows the total number of contacts who have already received each step in the sequence. You can click on either number to access a list of those contacts.
  
  
  

• Task is Completed Goal:  Schedule and track manual jobs that require personal intervention with an individual contact. Because a task is an internal workflow process, it must be added to a campaign after a sequence that includes a task. If this condition is not fulfilled, you will not be able to select the “Task is completed” option from the goal setting window.
• Internal Form is Submitted Goal:  Manually enter contact information in Infusionsoft and automate the follow up. When configuring, you can create a new form or copy an existing one from the form library. The toolbar in the Internal Form builder has been simplified to exclude tools that are not relevant, including style, header and footer layout options and snippets for CAPTCHA, spotlight, image, social, Youtube and HTML.
  
  
  

In addition, sequences within the Campaign Builder have been enhanced to include the full range of process automation options that allow you to streamline operations. In addition to being able to apply/remove tags, apply notes, create tasks and create opportunities, you can now add the following processes to a campaign sequence.

• Assign an Owner:  Assign a contact to a specific user or round robin the contact to a list of users.
• Fulfillment List:  Notify a designated user (via email or the Infusionsoft dashboard) that a manual job needs to be done, such as mailing a package.
• Run an Action Set:  Deploy an action set, which can be used to trigger any type of automation in Infusionsoft that is not otherwise accessible under the sequence process menu such as updating a contact field or creating an affiliate record. Action sets can be created and edited under Marketing > Settings > Action Sets.
  
  
  

Infusionsoft has simplified the process of applying tags when a contact clicks an email link or checks a box or radio button on a form. 

• Apply Tags from Email Links:  You have a faster way to apply tags to a contact record when a link is clicked. From the drag and drop email builder, open the Link Settings window, click the tag icon, select the appropriate tag(s) to apply and then click “Done” and “Insert/Update.” This is easier and faster than the previous process, which required finding every campaign that included the email and adding a subsequent sequence with an action to “Apply Tag” after the email link is clicked.
• Apply Tags to Form Checkboxes and Radio Buttons:  You can also quickly configure a checkbox or radio button to apply a tag to a contact record when selected. Simply open the form, add the checkbox or radio snippet and double click to configure. Click the tag icon beside each option, select the tag(s) to apply when option is selected and then click “Done” and “Save.” 
• Create Tags on the Fly:  The tag configuration options for the “Tag is applied” goal and “Apply/Remove tag” sequence process have been updated so that you can either select an existing tag from the drop down or create a new tag on the fly by simply typing the tag name into the search window and clicking “Create.” The option does not allow you to create tag categories, though the tag can be moved to a category on the CRM settings page.
  
  
  

• Gray items haven't been configured and are not ready to publish
• Gray / Green Striped items have been configured and / or edited and are ready to publish.
• Green items are published.

The Recent Activity widget on the dashboard has been enhanced to allow sales people to see when one of their contacts achieves a specific lead score. This allows sales people to bubble up qualified leads and follow up at the right time. The widget can be added to the dashboard by clicking Add Dashboard Widgets and selecting Recent Activity. Once added, the report will show all recent contact activity, such as link clicks and form submissions, as well as a list of contacts that have recently achieved a specific lead score. Sales people can click the contact name to see more information and work the deal. You can configure the rule under CRM Settings > Scores. Simply check the box to Update Recent Activity and select the number of flames from the drop down menu.

Infusionsoft has updated the contact list and contact record to provide information about what activities have contributed to a lead score. Interactive List View now includes a tab called “Scored & Recent Activity,” which shows a list of recent activities. In addition, a Recent & Scored Activity tab has been added to the contact record, where you can see scored activities and the date the action occurred. In both places, you can click on the link to see the specific email or form that was submitted.

The Sales Pipeline Widget is a simple, drill-down report that displays the number of leads currently in each stage of the sales pipeline. You can click through the report to access a list of leads at each stage. The report can be added to the Infusionsoft Dashboard by clicking “Add Dashboard Widgets” and selecting “Pipeline Stats.” Once added, the report can be configured to display data for the entire sales team or for an individual sales person by clicking the “Edit Pipeline” button. You can also edit the report name and specify which pipeline stages to include in the report.

Order Form Management Page:  The design of the order form management page has been reorganized in a simple tabbed layout that walks you through each step of creating and designing order forms. The tabs include "Add Product", "Theme", "HTML Areas", "Thank You Page" and "Settings."  

• Add Products:  This tab is used to select the products and subscriptions that will be offered on the order form. You can add up to 15 products and/or subscriptions and edit the product names, quantity and price.
• Theme:  From here, you can select a design theme to apply to your form. This tab includes a default “Basic” theme as well as any customized themes.
• HTML Areas:  After a theme is selected, you can add additional content to your order form within HTML areas. If you choose a theme that already contains content in the HTML areas, then that content will carry over. Any changes made on the form will NOT affect the theme used in other forms.
• Thank You Page:  From here, you can design a post-purchase thank you page using the drag and drop builder or enter the URL of an external success page.
• Settings:  You can change the form name, check for duplicates, create email notification rules and display a promo code.
  
  
  

Infusionsoft has introduced an exciting new feature that allows you to design order forms faster using predesigned layouts and templates. Infusionsoft’s new design tools also give you the flexibility to customize the layouts and templates to match your brand. Order form themes are accessible on the e-commerce setup page under “Design.” When creating a theme, you are prompted to select a layout (one or two columns) and a theme (beige, blue or grey).  After naming their theme, you are taken to a tabbed layout where you can edit images, HTML areas, labels and the form CSS. 

• Images:  All the themes come with a main banner image that can easily be switched out with a new image, such as a logo or a branded banner.
• HTML Areas:  The HTML areas allow you to customize different elements of the order form. Each area is accompanied by a thumbnail image and preview button.
• Labels:  Labels allow you to easily update the verbiage on your order form.
• Edit CSS:  The CSS for order forms has moved from a table-based layout to a CSS based layout, which makes the layout and design easier to manage and customize. The CSS is divided into two sections: appearance and layout. Appearance.css controls colors, fonts, borders, background images, and background colors. Layout.css controls margins, padding, width, height, positioning, floats and alignment. Google Web Fonts are used to create beautiful, non-standard web fonts.
  
  
  

You can now set the Euro as your primary currency under E-Commerce > Settings > Order Settings > Orders > Currency Local > Set to Euro. Once configured, products, orders and other places in the application that require a monetary symbol will display the Euro symbol. In this release, the decimal point will be used to format the Euro. The comma will be implemented in a future software release.

As an all-in-one sales and marketing system, Infusionsoft has centralized lead generation tools in one place, under Marketing in the primary navigation menu. The page contains links to Web Tracking, Lead Sources, Lead Source Effectiveness and ROI reports.

• Navigation Menu:  The e-commerce navigation menu has been revised up to make the most popular items more accessible. The menu now includes E-Commerce Setup, Orders, Products, Actions, Promotions, Legacy, Reports and Settings. Some of the secondary navigation items within these areas have been moved to improve accessibility.
• E-Commerce Setup Page:  The E-Commerce Setup page has been rearranged and simplified to create a more intuitive workflow for new customers. Content is now grouped into Products, Design, Checkout, Payment, Promotions and Shipping Options.
• Shopping Cart Setting Consolidation:  Infusionsoft has simplified the process of creating default order settings for order forms and the shopping cart by combining setup options in one place under Shopping Cart Settings. Settings that apply to both include default country, company fields and tax and referral partner settings. The remaining settings (multistep vs. single step checkout, email notification rules, email opt-in requests and pay-per-click tracking) apply only to the shopping cart. 
  
  
  

Contact records have been enhanced to include additional information about contacts and new tools to manage communications.

• Email Confirmation Status:  New icons have been introduced to contact records to show email status at a glance. Contacts who confirmed their address will have a check mark icon; unconfirmed contacts will have a question mark.
• Web form and Internal Form Entries:  Internal and External Form Submissions are now tracked in separate tables on the contact record. The Internal Form table includes information about the user who submitted the form along with the date. The External Form table includes the referring URL and IP address.
• Lead Scoring Activity: Infusionsoft has added a “Recent & Scored Activity” tab to the contact record, where you can see activities that contribute to a lead score and the date the action occurred.
• Submit an Internal Form: The contact record includes a new option to submit an internal form directly from the contact record. To do so, select an Internal Form from the drop-down and click the Fill Out button (light box will open.)
• Manage Campaign Steps:  From the contact record “Campaign” tab, you can run a step in a sequence early or rerun a step that has already been run. This allows you to cancel a step, run a step early or re-send a step when needed.