Links to Articles that help with Infusionsoft techniques

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Published: Wednesday, 07 September 2016 08:38

Written by Lyndi MacRae

There are many clever Infusionsoft Experts who know some really handy techniques.

As I come across what I find easy to follow and I have used. I will add them here for my own reference and also for your benefit as a place to find multiple resources in one place.

There will be a search function - so think of the most logical way to describe it and hopefully I have tagged it well enough to show up for you.

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Merchant Setup

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Published: Thursday, 08 September 2016 09:06

Written by Lyndi MacRae

Setup of EWAY Merchant to accept Credit Card Payments

Your Details

• Date of birth
• Personal Address (number, street, suburb, state and postcode)
• Driver's license number or passport number

Directors details

• Full Name
• Date of Birth
• Position

Business Details

• Full legal business name
• ABN
• Banking settlement details (BSB and Account Number)
• Trading Address (number, street, suburb, state and postcode)
• Number of transactions each month
• Average value of a transaction
• Number of days before customer receives goods or delivery of service (postage time if product)
• What are you selling?
• How will you utilise eWAY? Website / Xero  /  Manual Transactions /
  • o If website what is the URL?

• Copy of business bank statement (in entity/sole trader name, with bank logo, BSB and account number visible) or bank welcome letter

Digital Product Delivery using Infusionsoft

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Published: Thursday, 08 September 2016 09:06

Written by Lyndi MacRae

Ecommerce and Infusionsoft for Small Business

One thing I love about Infusionsoft is how it allows me and other small business owners like me to deliver our content.

You can do all of the following

1. Sell digital product
   • stores pdf up to 10MB
   • collects $'s
   • handles invoicing
   • delivers product
   • triggers - wow campaign (bonus content, followup, referral)
2. Landing page - (add your FB pixel)
3. Thank You page - (add your FB pixel)
4. Order form
5. Sale triggers followup for all that happens after a purchase

Create Digital Products In Infusionsoft

• Store the product file (under 10 MB)
• Deliver a download link
• Enforce download limitations

If you import a product list, you will need to edit the records for the digital products to set up the delivery details.

• add
• view
• delete

digital product files through individual product records or through the Digital Products area of the company file box.