A fellow Infusionsoft Certified Partner posted a request in our Facebook the other day, asking for any material she could give to a new user who had just bought Infusionsoft.
That got me thinking about what are some quick wins a new Infusionsoft user can get when they are first getting started? I came up with eleven: … ..
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I have a confession to make. I haven’t been using Infusionsoft’s E-Commerce platform in my own business. I have been using a combination of Intuit Payments and Stripe instead.
At least, I did. Now, I use the new Infusionsoft Payments.
There are two big reasons I haven’t used Infusionsoft’s e-commerce offering up until now:
Setting up a merchant account was a pain in the butt. I work hard at monitoring the time I spend each day to make sure it is productive. Setting up a merchant account is like getting a mortgage. Who has time for that?
The user experience of Stripe is so … ..
There are any number of ways to get data out of Infusionsoft, into a signed contract and back into the contact’s Infusionsoft filebox, as a signed PDF. However, at the time we first came up with this solution, API access to the document signing services was crazy expensive. So, we created this as an inexpensive workaround. If you don’t care about the signature, it’s even cheaper.
(NOTE: This solution relies on Wordpress. If you don’t have Wordpress, you can also use a combination of WebMerge, Parsey and the document signing service of your choice, to … ..
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