Nick Kulavic
Author Archives: Nick Kulavic
Nick Kulavic
Company Link Helper
Automatically link a contact to a an existing company or create a new one! OverviewThe Company Link Helper is a great tool when you’re first setting up your app and want to merge and auto-create and link all of your company records.The Company Link Helper currently has no options. It will look up a company record, […]
Continue readingAssign It Helper
Auto assign your sales reps based on contact location information! OverviewThe Assign It Helper is very powerful and uses Google’s distancing api to assign contacts to a sales rep based upon distance or travel time. It compares the addresses and uses the same api that Google uses for it’s GPS values.When calculating the distance or […]
Continue readingSet It Helper
Set custom field values automatically from other fields in Infusionsoft. OverviewThe Set It Helper was created before Infusionsoft added flexibility to the Set Field Value snippet to set a field to ‘today’ for example. Now, many of the uses for this Helper are able to be completed directly within Infusionsoft. However, it’s still useful when running Chain […]
Continue readingSimple Way To Batch Add Tags to Your Infusionsoft App
A client recently asked about having us create a batch tag creation tool. There are a couple of them out there in the market and some are even paid tools. But the fact is, you simply don’t need it. Read this short article and you’ll learn how you can create any number of tags – […]
Continue readingTag It Helper
Automate and apply different tag sets, automating your workflow! OverviewThe Tag It Helper allows you to apply multiple tags at any point in your campaign. Although you’ll probably want to use the regular Campaign Builder function for this most of the time, there are some occasions where Tag It will be the superior choice.Perhaps the […]
Continue readingTimezone Triggers Helper
OverviewMany long-time and new users alike of Infusionsoft just scratch their heads over this missing feature. Why can’t you send out email based upon the users local timezone? Well now you can.The Timezone Triggers uses an internal custom timer logic that will wait until just the right time in the contact’s local timezone and then […]
Continue readingGoogle Sheet It Helper
Automate Your Reporting to Google Sheets OverviewThis is quickly becoming one of our most popular Helpers and the reason is simple – flexibility and control. You see the reports built into Infusionsoft are, well, ugly and many times they don’t give you the control you need over options, filtering or presentation.Rather than reinvent the wheel by […]
Continue readingThree Custom Audiences Every Business Needs
There is so much you can do with the Facebook Custom Audiences Integration that we have. In fact, you may find it tough to get started. So let’s just simplify this to the basics – the first three custom audiences that everyone should create. The first is the All Subscribers Custom Audience. On this custom audience […]
Continue readingHow to Quickly Purge Dead Email Addresses
One of the big stumbling blocks for people is that they tend to make things too complicated, get overwhelmed and then take no action. I know that with all of the Helpers we have the same can be true. So let’s get straight to a “simple” way of using Email Engagement Triggers that can really […]
Continue readingEmail Engagement Triggers Helper
Calculate Email Engagement, and automate your workflow! OverviewMonitoring your email subscribers engagement with your content is critical. But up until now it’s been very tough to do accurately and automated inside of Infusionsoft. We’ve had lead scoring, but it just has not worked well for engagement tracking.We defined engagement as either opening an email or clicking […]
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