Author Archives: Nick Kulavic
Author Archives: Nick Kulavic
Field stashing is a technique that you can use when you’re running low on custom fields or just when you need to use a field temporarily. It involves selecting a field that is not being used in your system. There are lots of fields that are never used in most installations. Some common examples are: […]
Continue readingClear one or multiple field values from Infusionsoft. OverviewWhen you use a lot of custom fields and custom logic inside of Campaign Builder you will undoubtedly leave a little mess behind – fields that need to be cleaned up. The Clear It Helper is designed to make that job painless.You simply select the fields that […]
Continue readingAutomate texting through Infusionsoft. OverviewThe Text It Helper is a very popular Helper – with good reason. The fact is it’s getting harder to cut through the marketing noise with email and many are embracing text message marketing. It is also used about 70% of the time for either appointment reminders and alerts or in conjunction […]
Continue readingSend custom notifications through Infusionsoft. OverviewThe Notify Me Helper is a combination of email notifications and/or text notifications. The beauty is you can choose either, or both – it’s up to you.These notifications can be for internal use or external notification and can even include data about your last order as well. Think of this […]
Continue reading[May 24, 2016 – at home in Bandon, Oregon] – This month has flown by. We’ve been busy with numerous systems improvements as well as working hard here on the blog. But we did still manage to create a couple of new Helpers for you along the way as well… New Helpers Twilio SMS Helper […]
Continue readingOverviewOur 3rd and probably final Text integration is now live – Twilio. You may wonder why we implemented yet another way to send text messages when we already have:​Text/SMS It HelperNotify Me HelperWell, the reason is simple – international texting. Our Text It Helper works great for our US clients, but these days about 30% […]
Continue readingCount characters and field values in Infusionsoft. OverviewThis is one of those surprisingly simple yet powerful Helpers. It does exactly what you’d expect it to do – return the number of characters or number of words from a field in Infusionsoft and allows you to store that numerical value into a custom field.Why?One of the most […]
Continue readingCreate custom based goals, triggering automation in Infusionsoft. OverviewThe Goal It Helper is our #1 most popular and widely used Helper – and with reason. It can simplify a lot of tasks previously relegated only to Tags. The most common usage of the Goal It Helper is to replace the use of functional tags (tags […]
Continue readingRoute to custom web pages based on contact information, automating your workflow. OverviewCampaign Builder is very powerful, but one thing that it lacks is the ability to dynamically route people to the right URL, webpage, or webform thankyou page based upon their unique situation. We fix that.Other competitors allow for smart dynamic links that are […]
Continue readingAutomate messaging with Slack and Infusionsoft. OverviewThreaded communication is what Slack does best. It’s like Skype and FB Messenger combined with group threads and historical access all in one. In short, it’s an awesome tool to be integrating with Infusionsoft and that’s exactly why we did it.This integration is quite trivial to create and very powerful, […]
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