Infusionsoft Campaign Tools
TOOLS FOR CONTACTS
to Filebox Tool
Let your contacts upload a picture from their smartphone to the Filebox.
Send your contacts right to their Owner's landing page
Your opportunities and contacts. Connected.
Personalize contacts & campaigns based on what they buy from you.
Your contacts and opportunities are now able to interact.
Contacts & orders, hanging out like best buds.
Copy data from a parent contact.
Easily create a child contact.
Find and Mark Duplicates Based on Custom Criteria
Calculate payments received from your customers.
Convert a datetime field to a different timezone
Easily create partner referrals for contacts from within the campaign.
What's resonating with your contacts? Let's find out!
Send dates like a human being. (
06/25/18<June 25th, 2018)
Send links to create appointments in your contact's calendar.
Split your contacts into groups based on their location.
Opt-out a contact's email address from within your campaigns.
TOOLS FOR OPPORTUNITIES
Copy fields from the Contact to the Opportunity.
Copy fields from the Opportunity to the Contact.
Trigger campaign actions based on dates in your Opportunity records.
Create a new Opportunity record from an existing Opportunity. Perfect for customers with a regular buying schedule.
TOOLS FOR E-COMMERCE
Create an order from inside the campaign. Options to bill the customer immediately to an existing credit card.
Send notifications to your customers when their subscriptions are about to renew
Create a subscription from inside the campaign. Optionally auto-charge to the customer's existing credit card.
Update a subscription to a new plan. Super useful for changing plans in a tiered product offering.
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.
to Order Tool
Automatically add a product to an order.
Power your campaigns based on the product options your customers choose.
Landing Page Tool
Say goodbye to generic landing pages. Say hello to more conversions.
Copy custom fields from the contact to the order after a new purchase.
Personalize contacts & campaigns based on what they've bought.
TOOLS FOR MANIPULATING CONTACT FIELDS
Complete this sentence: when a field is completed, you'd like Infusionsoft to do...
Complete this sentence: when a field is blank, you'd like Infusionsoft to do...
A mathematical Swiss army knife. You'll use this for infinite reasons.
Apply math to dates, then, apply tags and drive campaigns from the results.
Web Form Tool:
This little miracle takes
pre-population to the next level.
Copy a field to another field.
It passes data through.
And it's a tool. Clever name!
TOOLS FOR TAGS
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,
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 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.