This Infusionsoft process is a little tricky, involving a total of three separate services:

• InfusionSoft – Webforms, follow up, and CRM.
• Stealth Seminar – Integrates with the Infusionsoft API to run specific action sets.
• InfusionMachines – Integrates with the Infusionsoft API to send text messages.

Our client wanted a text message to be sent as a reminder, 5 minutes before a daily webinar started. InfusionMachines is supposed to be able to send a text message at a specific time, such as 7:55PM EST, but we were never able to get that feature to work correctly. The only thing we could get InfusionMachines to do was send a text message immediately when an HTTP post was made.

To work around this problem, we used Stealth Seminar’s ability to run an InfusionSoft action set, 5 minutes before the webinar started. The action set makes an HTTP post to InfusionMachines to send a text message immediately.

• Upon logging into the webinar, Stealth Seminar triggers an action set that adds the contact to a “webinar replay follow” up sequence. It seems a little early to add contacts to a reply follow up before the webinar even starts, but this was our only real oppertunity to run the action.
• Later in the webinar, Stealth Seminar displays a call to action and runs an InfusionSoft action set that removes the contact from the “webinar replay follow up”, and adds them to the “completed webinar but didn’t purchase” follow up.
• If the customer purchases the product, or if they come back to purchase the product later, Infusionsoft purchase actions pause the “completed webinar but didn’t purchase” follow up sequence.

A basic flow chart of this process can be seen below. Click here to see a higher resolution version of this flow chart.

One day someone brought a set of juggling balls in to work and they have remained here as an important piece of office equipment ever since. You might be thinking “Seriously, juggling at work? Are you guys running a virtual assistant company or a circus?” It might sound ridiculous at first, but there are some major benefits to a little clowning around on the job.
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As you build your presence on the Internet, creating social network profiles, signing up for various memberships sites, and maintaining at least one email account, trying to manage a host of passwords and usernames can become a little maddening.

Fortunately, there is a wide range of password management solutions, available both as software and web-based services, for relatively low cost. Some of the web-based password management solutions are available free of charge.

In fact, most web browsers have a “remember password” feature, and for some, this might be all the help they need. For others though, with passwords and usernames piling up around them, a more robust service may be in order.

Obviously security is the top priority when selecting a password manager. Most programs of this type protect your collection of passwords by way of a single, very secure master password. The quality of this master password is of the utmost importance, regardless of the service you are using. The master password protects a vault of your information, and should incorporate all of the standard password best practices.

The most popular password managers like LastPass, PassPack, and a mass of other services offer web-based password storage, allowing users to access their accounts from any device in any location. Other software-based password managers boast the ability to run from a flash drive for “plug and play” style portability.

Selecting a password manager that fits your individual needs (and budget) is essentially a personal choice, though web-based LastPass has consistently stellar reviews and a reputation for ease of use. It also offers free service, with upgrade options that compete with services offered by many of its competitors. LastPass, however, has had some security issues in the past year.

RoboForm is a particularly popular Windows-based option, just as 1Password is for Mac OS users. These software-based managers, however, generally carry a price tag of $29.95 and up.

With any password management system, users of course run security risks. By using a singular password to protect all of the others, the eggs are all in one basket, so to speak. Keep this in mind when choosing what’s right for you, and put great care into the security of your master password. With a little care, you can have a secure, streamlined solution to a mountain of login information, and take steps toward a generally more satisfying user experience.

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We created this Infusionsoft mind maps help to help our customer understand and visualize the different paths a customer might take after purchasing a product.

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We created this Infusionsoft mind maps help to help our customer understand and visualize the different paths a customer might take after purchasing a product.

Click below to view a larger image.

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