integrate an automation crm - As an Infusionsoft Certified Consultant (ICC), I spend the better part of my day in Infusionsoft applications. I'm either building out new application or maintaining the applying clients or myself. With this in mind I encounter nuances in the software every day. These are not problems or bugs - you have to know by now that I think many totally rocks. Instead they are little things that take more time to call tech support about rather than actually receive the response to. But they are pretty big deal when you are focused on the very best end product possible not forgetting trying to stay efficient and "get it right the first time" so you can "set it and lose focus on it". Here is a list of some of the more common nuances and how to work with them so that you can avoid glitches and save time.

Always use Firefox when employed in your Infusionsoft application. These days, I am finding that the internet browsers Internet Explorer and Chrome are operating more consistently than Firefox, but when it comes to working in your Infusionsoft application, endure Firefox and use it constantly. To be clear: you can use IE to operate in your Infusionsoft application. However, all the programming tied to Infusionsoft works via Firefox - certainly not true via IE (also it doesn't work at all via Chrome yet). To have an example, see the next tip.

Alt codes do not work when created using your IE browser. If you want a trademark symbol within an HTML email for a web form, you could make one via the alt code "ALT0153" (this is not Infusionsoft specific - here is the general Alt code for ?). If you prep an HTML email within your Infusionsoft application using the IE web browser and you type in the trademark alt code, the ? Can have up in the drag and drop builder. HOWEVER, the end product WILL NOT be a ? - it'll be a series of symbols which are 110% NOT what you wanted showing up in an email. Setup (or edit) the identical EMAIL logged in via Firefox and you'll not have this problem after entering the alt code.

Usually do not copy paste an HTML email to the HTML email builder. I once had a client try this recently and then he spent considerable time trying to edit and fix the formatting from the email he was attempting to build. I had to break it to him - it couldn't be saved - scrap it and begin over. It seems like a fast way to prep a message, but it turns into a hot mess fast. Try taking some extra time and prep it properly. Leading me to my next tip...

Place your copy into a text software before pasting it to the HTML email builder. Microsoft Word copy LOOKS perfectly plain text - but it isn't. When you copy/paste copy from Word in your Infusionsoft application you will often find formatting "off" and symbols can change form. For example, apostrophes develop into question marks. When you have copy prepped in a Word doc, copy and paste it into something like Notepad and then copy paste to your Infusionsoft email builder after that.