Infusionsoft Lingo You Ought to Know!
If you’ve been using Infusionsoft very long, you’ve probably heard a few terms you weren’t familiar with. However, as part of the Infusionsoft family, you should be “in the loop.” So here is your glossary to some Infusionsoft terms you’ll hear during the conference:
Action Sequences- now called actions sets
Action Sets- trigger automatic processes in Infusionsoft allowing you to perform a series of actions whenever a specific event occurs
Activity History Templates- time-saving templates for attaching notes to a contact record
Affiliate- a person who promotes and sells your products and/or services for a fee
API (Application Programming Interface)– allows you to integrate existing tools and applications with Infusionsoft using a secure connection
The “App”- otherwise known as application, refers to the software, may be used when discussing your individual Infusionsoft account
Campaigns- now called follow-up sequences
Campaign Merge Fields- allow you to instantly add data to your emails based on contact records or customized information
CMAC or Certified Marketing Automation Coach- local “feet-on-the-street” experts that generate and educate leads
CRM (Customer Relationship Management)- a term to describe software similar to Infusionsoft (but Infusionsoft provides so much more)
Custom Fields- the unique information you gather/add to the records of your contacts
Email Triggers- the specified actions that run when an email bounces
Follow-up Sequences- multi-step, potentially multi-media, sequences for keeping in contact with your prospects and customers
Fulfillment List- allow you to automate communication with an outside vendor for your direct mail pieces or order fulfillment
Fulfillment Report- a report sent to a fulfillment house for processing and which specify which products or subscription programs you would like to include
Fusebox- your Infusionsoft resource center, complete with articles, videos, and more (accessible via the Help Link within your app)
Getting Started Guide- the progress meter in your application letting you know the status of your setup (will soon combine with Quickstart Guide)
ICC or Infusionsoft Certified Consultant- individuals now known as CMACs
Ideas Portal- the place to let us know what you would like to see changed, added to, or removed from Infusionsoft (found at http://ideas.infusionsoft.com)
“Infusiasm”- the feeling you have when you understand how powerful Infusionsoft is
Leadsource- the specific method or source through which you acquire new prospects
Order Triggers (found in the Fusebox as Order Settings)- the specified actions that run when a credit card has failed or expired
Queued Fulfillment List- allows you to automate communication with an outside fulfillment vendor based on the frequency or time/day you choose
Quickstart Guide- walks you through setting up and using your application
Referral Module- the new name for Infusionsoft’s affiliate module
Resource Directory- the best place to find extra assistance with your business (found at www.infusionsoft.com/directory)
Response Forms- forms built into Infusionsoft that help you quickly add contacts to your records
Round Robin- manages the distribution of opportunity and/or contact records to assigned owners
Sales Triggers- a set of specified actions that run as a result of movement from one sales stage to the next
Set up- has also been referred to as start up and implementation
System Labels- allow you to change the names of existing fields
Tags- marketing labels for segmenting your contacts
Task Completion Scenerio- a pre-scheduled set of actions that run based on the specific outcome of a situation
