First, organize your Infusionsoft! And if it’s a mess, clean it up!
When you first started with your Infusionsoft you may not have fully understood what you were doing, or maybe you hired someone who didn’t know what they were doing. It’s time to take a look around and organize things.
Do you have campaigns that you no longer use? Or campaigns you loaded from the marketplace that you’re not using?
One thing I saw this week was a campaign for post-purchases, and they had about a dozen products in it. These really should be in separate campaigns – or at least organized by product categories, but definitely not all post-purchase sequences in one campaign – eek!
Tags is another common area that gets out of control. Make sure you’re categorizing your tags appropriately and using a naming convention that makes sense to everyone who works in your application. Look through your tags and see if there are some old ones that you no longer need!
Questions on your Infusionsoft or ready to spring clean yours? Schedule a 30-minute consultation here.