Tags, Program Type and Status in Infusionsoft
Tags are simple pieces of data — usually no more than one to three words — that describe a client type. Tags provide details about a client's purchase, program status, or client type and make it easy to locate related items with the same tag. Tags are one of the most powerful segmentation tools in Infusionsoft.…
Order Types in Infusionsoft
Orders are placed throughout our technology stack, depending on customers' type and program status, in different ways. A WooCommerce Order is an order that originated from the naturalacneclinic.com shop. Order from Quote is an order that was processed manually through Infusionsoft. API Custom Order i…
Unpaid Invoices - Sending Past Due Notifications in InfusionSoft
UNPAID INVOICES - SENDING PAST DUE NOTIFICATIONS IN INFUSIONSOFT Policy * All Virtual clients that have an invoice that is past the due date must be sent the correct notification. * Clients that are 48 hours past due will be sent a PAST DUE notification. * Clients that are 72 hours past due will be sent a …
Merge Duplicate Accounts in Infusionsoft
If you find a customer has duplicate accounts, you can merge them into one and control which data takes precedence between the two versions. Often merging is preferable to simply deleting an account because they will both contain separate but essential customer information. Infusionsoft only allows us a certain amo…
How To Make a Credit Card Inactive in Infusionsoft
* Click Client's Name * Scroll down and click "Orders" * Scroll down to "Credit Cards" and click the "View" for the card which you wish to remove * In the pop up window click "Make Inactive" and "Save"
