free tools

Funnel Bots – a must have free tool for Keap / Infusionsoft Users

funnel bots
Funnel Bots by Fix Your Funnel is a suite of tools for Keap / Infusionsoft users. It gives you a set of tools to choose from to give your Keap / Infusionsoft added functionality. Check it out at https://www.fixyourfunnel.com/funnel-bots Here is the current list of bots:- Slack Bot The Slack Bot allows you to post updates to channels and users in Slack. Zoom Register Bot         See my po...
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How to sort landline and mobile phone numbers in Keap / Infusionsoft

Don't let Google fool you with personalised search results
So how to sort landline and mobile phone numbers in Keap / Infusionsoft? The issue here is when we capture a contacts phone number they could give us a landline and/or mobile phone number. This bot will sort the phone numbers into a pre-defined field eg mobiles may be in Phone 1 and landlines in Phone 2. This becomes important when we are looking to automate text marketing. We need a mob...
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How do you throttle emails in Keap / Infusionsoft campaigns?

Don't let Google fool you with personalised search results
So how do you throttle emails in Keap / Infusionsoft campaigns? As of November 2020 the Keap / Infusionsoft Campaign builder does not have a throttle function. The free Throttle Bot allows you to stagger the sending of emails from the Keap / Infusionsoft campaign builder. The groups might not be exactly equal, but they will be close. It's truly random. There are many potential uses for this...
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How to merge and insert a friendly, human looking date into Keap / Infusionsoft emails?

Don't let Google fool you with personalised search results
If you have ever tried to merge an Keap / Infusionsoft custom field date into an email or letter you will know what I am talking about here, you end up with some computerised version of a date, right down to the nearest second. Know what I mean? The free Friendly Date Bot from Funnel Bots takes those ugly hard to read dates that computers love and displays it in a nice friendly format. We l...
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How do you split test Keap / Infusionsoft emails?

Don't let Google fool you with personalised search results
So how do you split test Keap / Infusionsoft emails? As of November 2020 the Keap / Infusionsoft Campaign builder does not have a split test function. The free Split Tester Bot allows you to randomly split a group of contacts into different groups. The groups might not be exactly equal, but they will be close. It's truly random. There are many potential uses for this - the simplest to expla...
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How can you automatically de-dupe (merge duplicates) contact records in Keap / Infusionsoft?

Don't let Google fool you with personalised search results
I've never met a single Keap / Infusionsoft user who loved de-duplicating their database. Besides the fact that it's a laborious process, it's just no fun. That's why when I saw these two free tools Iw as very excited. These two tools are called the Auto merge Bot and Duplicate Bot in the Funnel Bots suite of tools by Fix Your Funnel (Here is a link to my post on Fix Your Funnel)   Aut...
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How do you automatically move an opportunity record in Keap / Infusionsoft?

automatically move opportunities infusionsoft
A question that clients ask on occasions is how do you automatically move an opportunity record in Keap / Infusionsoft? In Keap / Infusionsoft, out of the box, opportunity records have to be moved manually by the salesperson who is dealing 1-2-1 with the prospect. But on occasion, it would be really useful to move an opportunity automatically. For example- 1 - When a lead has stagnated in...
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How do you automatically unsubscribe contact emails in Keap / Infusionsoft?

automatically unsubscribe contact emails in Infusionsoft
A question that clients ask on occasions is how do you automatically unsubscribe contact emails in Keap / Infusionsoft? In Keap / Infusionsoft, out of the box, there are three ways that contacts can be unsubscribed. 1 - Contacts click the Unsubscribe link in an email. 2 - The Keap / Infusionsoft user manually unsubscribes individuals or batches of emails. 3 - The system automatically u...
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Make your emails eyecatching with unexpected moving pictures

This little hack can make your marketing emails really stand out. In an email, it is not possible to embed a video that plays automatically. However, it is possible to embed an animated gif - really all is is a series of still gif images playing in sequence. There is no sound. So it is not a true video - but it can create a striking feature for your email. Any you could always put a clickable link...
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Powerful Video Sales Consultation System which integrates Zoom, ScheduleOnce, Google Calendar and Keap / Infusionsoft

Check out the Webinar where I outlined my Zoom Video Sales Consultation System     Click here to download the PDF : Zoom Video Sales Consultation System Blueprint   TRANSCRIPT Paul Greig Smith Wonderful and welcome to the webinar guys. So if you're listening to this, maybe you are a business owner, maybe you're a coach, maybe you're in marketing, maybe you're ...
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