Infusionsoft Campaign Tools
TOOLS FOR CONTACTS
Picture Upload
to Filebox Tool
Let your contacts upload a picture from their smartphone to the Filebox.
Contact
Owner Tool
Send your contacts right to their Owner's landing page
Opportunity to
Contact Tool
Your opportunities and contacts. Connected.
Order to
Contact Tool
Personalize contacts & campaigns based on what they buy from you.
Contact to
Opportunity Tool
Your contacts and opportunities are now able to interact.
Contact to
Order Tool
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Contacts & orders, hanging out like best buds.
Parent
Contact Tool
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Copy data from a parent contact.
Child
Contact Tool
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Easily create a child contact.
Dupe Check
Tool
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Find and Mark Duplicates Based on Custom Criteria
Customer Value
Tool
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Calculate payments received from your customers.
Timezone
Converter
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Convert a datetime field to a different timezone
Create Partner
Referral
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Easily create partner referrals for contacts from within the campaign.
A/B Split
Testing Tool
What's resonating with your contacts? Let's find out!
Date Formatting
Tool
Send dates like a human being. (06/25/18<June 25th, 2018)
Email Appointment
Tool
Send links to create appointments in your contact's calendar.
Geographical
Areas Tool
Split your contacts into groups based on their location.
Opt Out
Tool
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Opt-out a contact's email address from within your campaigns.
TOOLS FOR OPPORTUNITIES
Contact to
Opportunity Tool
Copy fields from the Contact to the Opportunity.
Opportunity to
Contact Tool
Copy fields from the Opportunity to the Contact.
Opportunity Timers
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Trigger campaign actions based on dates in your Opportunity records.
Evergreen Opportunities
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Create a new Opportunity record from an existing Opportunity. Perfect for customers with a regular buying schedule.
TOOLS FOR E-COMMERCE
Create Order
Tool
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Create an order from inside the campaign. Options to bill the customer immediately to an existing credit card.
Subscription Notifications
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Send notifications to your customers when their subscriptions are about to renew
Create Subscription
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Create a subscription from inside the campaign. Optionally auto-charge to the customer's existing credit card.
Update Subscription
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Update a subscription to a new plan. Super useful for changing plans in a tiered product offering.
Policy Numbers
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Generate random or sequential policy numbers. Replaces and extends Infusionsoft’s “Digital License Keys.”
Create Comissioned Order
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Create an Order and assign it to a specific Affiliate for commissions.
Add Product
to Order Tool
Automatically add a product to an order.
Product
Options Tool
Power your campaigns based on the product options your customers choose.
Product Specific
Landing Page Tool
Say goodbye to generic landing pages. Say hello to more conversions.
Contact to
Order Tool
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Copy custom fields from the contact to the order after a new purchase.
Order to
Contact Tool
Personalize contacts & campaigns based on what they've bought.
TOOLS FOR MANIPULATING CONTACT FIELDS
Field is
Completed Tool
Complete this sentence: when a field is completed, you'd like Infusionsoft to do...
Field is
Blank Tool
Complete this sentence: when a field is blank, you'd like Infusionsoft to do...
Field
Math Tool
A mathematical Swiss army knife. You'll use this for infinite reasons.
Date
Math Tool
Apply math to dates, then, apply tags and drive campaigns from the results.
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Auto-Populate
Web Form Tool:
This little miracle takes
pre-population to the next level.
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Copy
Field Tool:
Copy a field to another field.
Automatically.
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Data Pass
Through Tool:
It passes data through.
And it's a tool. Clever name!
TOOLS FOR TAGS
Summarize
Tags Tool
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Summarize all of the tags on a Contact into a single custom field.
Create Tag Tool
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Create a tag from diverse merge fields (current date, contact fields, custom fields, Owner fields) and optionally apply the tag to the Contact immediately,
Tag Company
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Apply or Remove tags from the Contact's Company from within the campaign.
Email Domain Tagger
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Tag contacts based on their email provider and / or the country code used in their email address.
TOOLS FOR TASKS
Complete
Task Tool
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Complete the most recent Task on a Contact record from within your Campaign!
Click the button below to set up your free account,
and start using your first tool free.
That's right FREE. FOREVER. No strings attached.
Cost to you: A whopping sum total of $0.
We encourage you to do it.
Your Infusionsoft campaigns (and future raving fans) will thank you for it.
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