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CONTACTS
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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

Contacts & orders, hanging out like best buds.

Parent
Contact Tool

Copy data from a parent contact.

Child
Contact Tool

Easily create a child contact.

Dupe Check
Tool

Find and Mark Duplicates Based on Custom Criteria

Customer Value
Tool

Calculate payments received from your customers.

Timezone
Converter

Convert a datetime field to a different timezone

Create Partner
Referral

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

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

Trigger campaign actions based on dates in your Opportunity records.

Evergreen Opportunities

Create a new Opportunity record from an existing Opportunity. Perfect for customers with a regular buying schedule.

Ready to take your
campaigns to the next level?

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TOOLS FOR E-COMMERCE

Create Order
Tool

Create an order from inside the campaign. Options to bill the customer immediately to an existing credit card.

Subscription Notifications

Send notifications to your customers when their subscriptions are about to renew

Create Subscription

Create a subscription from inside the campaign. Optionally auto-charge to the customer's existing credit card.

Update Subscription

Update a subscription to a new plan. Super useful for changing plans in a tiered product offering.

Policy Numbers

Generate random or sequential policy numbers. Replaces and extends Infusionsoft’s “Digital License Keys.”

Create Comissioned Order

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

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.

TOOLS FOR TAGS

Summarize
Tags Tool

Summarize all of the tags on a Contact into a single custom field.

Create Tag Tool

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

Apply or Remove tags from the Contact's Company from within the campaign.

Email Domain Tagger

Tag contacts based on their email provider and / or the country code used in their email address.

TOOLS FOR TASKS

Complete
Task Tool

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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First Tool Free Now