Keap / Infusionsoft Ad-ons

Get Terms and conditions, contacts and other documents signed automatically using Keap / Infusionsoft

Infusionsoft Certified Partner - Julian Mills
Getting documents such as contracts and terms and conditions signed by customers can be a real time consuming and frustrating process for you and your staff. This is an ideal process for automation. There are two possible solutions with Keap / Infusionsoft currently DocuSign or SignRequest. Here is an earlier blog post I wrote on the subject of document and terms and condition signing aut...
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Document signing automation with Keap / Infusionsoft and SignRequest or Docusign

signrequest infusionsoft
Are you looking to automate the document signing process? For instance, you want to send contracts to clients as a PDF that they then electronically sign and then send them back to you. How can you automate the sending and follow up processes and integrate them into your Keap / Infusionsoft marketing processes? There are three solutions that I woudl suggest: 1/ Docusign. The solution you are...
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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 personalise email images and make engaging emails

Have you ever received an eye-catching email with a personalised image with your name? Here is an example that I received from Frank Kern. It certainly is striking - which is exactly what you want for your emails. Would you like to personalise the images in your emails? Does it take some complicated voodoo magic to do this? Do you need to hire a developer? The answer is no. Just head ...
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SpamKill – stop spambots filling your Keap / Infusionsoft database

spamkill infusionsoft
SpamKill is an Keap / Infusionsoft tool that is very highly recommended by Keap / Infusionsoft Consultants and it enables you to stop spambots filling your Keap / Infusionsoft database. Have you ever found a whole heap of "crap" contacts in your Keap / Infusionsoft? These are created by spambots that latch on to your Keap / Infusionsoft forms and automatically submit the form with rubbish. N...
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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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