nathan paris on the fuze - Being an Infusionsoft Certified Consultant (ICC), I spend the better part of my day in Infusionsoft applications. I am either building out new application or maintaining the uses of clients or myself. With this thought I encounter nuances in the software every day. These aren't problems or bugs - you need to know by now that I think this software totally rocks. Instead they are little things that take longer to call tech support about rather than actually receive the answer to. But they are pretty big problem when you are focused on the very best end product possible not to mention trying to stay efficient and "get it right the first time" so you can "set it and end up forgetting it". Here is a list of a few of the more common nuances and ways to work with them to be able to avoid glitches and saving time.
Always use Firefox when working in your Infusionsoft application. These days, I am finding that the internet browsers Internet Explorer and Chrome are operating more consistently than Firefox, however, if it comes to working in your Infusionsoft application, put up with Firefox and use it constantly. To be clear: you can use IE to be effective in your Infusionsoft application. However, all of the programming tied to Infusionsoft works via Firefox - not necessarily true via IE (and 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 need a trademark symbol in an HTML email for any web form, you could make one via the alt code "ALT0153" (this isn't Infusionsoft specific - this is actually the general Alt code for ?). In the event you prep an HTML email within your Infusionsoft application using the IE web browser and you type in the trademark alt code, the ? Will demonstrate up in the drag and drop builder. HOWEVER, the finish product WILL NOT be a ? - it'll be a series of symbols which can be 110% NOT what you wanted arriving in an email. Setup (or edit) the SAME 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 into the HTML email builder. One time i had a client do this recently and then he spent lots of time trying to edit and connect 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 start over. It seems like a simple way to prep a message, but it turns into a hot mess fast. Take some extra time and prep it properly. Which leads me to my next tip...
Put your copy into a text software before pasting it to the HTML email builder. Microsoft Word copy LOOKS perfectly plain text - however it isn't. When you copy/paste copy from Word to your Infusionsoft application you will often find formatting "off" and symbols changes form. For example, apostrophes turn into question marks. If you have copy prepped in short doc, copy and paste it into something like Notepad and then copy paste in your Infusionsoft email builder from there.
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