Infusionsoft has been the “gold standard” of marketing automation for some time.  Competitors like HubSpot, Marketo, Ontraport and newcomer ActiveCampaign have made big strides in their offerings.  But Infusionsoft still has the largest subscriber base and most sophisticated capabilities for small- and mid-sized businesses.

Here at FunnelProfit we get great results with Infusionsoft due to its flexibility and maturity as a product.  Still, there are a few fairly painful implementation challenges with Infusionsoft that can make getting up to speed challenging.

#1 Complexity

Infusionsoft ComplexityInfusionsoft’s amazing marketing automation capabilities and wide array of integrations can dazzle new adopters.  It can be daunting to become fluent with Infusionsoft, so the company makes every new subscriber take 3 weeks of one-on-one remote training (paid of course).  If you don’t come to that training prepared with clear goals and a good idea of how marketing automation works, you can end up learning just enough to be dangerous.

The only real solution to get to grips with Infusionsoft’s complexity is to dive in and get your hands dirty.  The best way to do this is to invent campaigns and automation workflows, then see if you can build them in test mode.  This takes time and dedication.  Once you get to grips with the platform you can build just about any marketing automation workflow your heart desires.  The downside of all this sophistication and granularity is that you need to do #2 below a LOT.

#2 Testing

Infusionsoft TestingAlong with building complex marketing automation workflows, Infusionsoft allows you to commit campaign hara-kiri by failing to test them enough.  Even the simplest of Infusionsoft campaigns require a LOT of end user testing.  This issue has been addressed recently with the release of some new campaign-checking tools that throw general alerts when something is awry.  You still need to test like crazy, though.

Here’s an example:

We integrate Infusionsoft with EasyWebinar on a regular basis.  Our first campaign involved several sequences that relied on tags being set via the Infusionsoft API.  If somebody registered for a webinar but didn’t watch it, for example, the registrant would get a “webinar replay available” email series from Infusionsoft.  Unfortunately, we neglected to pass the webinar date/time as a parameter to Infusionsoft, and thus everybody who didn’t have the “watched webinar” tag got the “replay available” series immediately after signing up!  Luckily we caught it after only 2 prospects had gotten the errant emails, but this example shows you need a solid testing process in place before publishing your campaigns to the world.

#3 Payments and Shopping Carts

Infusionsoft Shopping Cart IntegrationInfusionsoft has worked hard to simplify the payment and shopping cart integration process with Infusionsoft Payments.  This is now a legitimate all-in-one solution for digital products, physical products and recurring subscription offerings.

Unfortunately, Infusionsoft’s shopping cart has a bit of a “one size fits all” feel to it.  Sure, you can change the different sections, add images and text, modify the CSS, etc. but it’s a bit clunky to put together.  We use it for one-time and recurring payments and plan to add CustomerHub as well in the future.

Where Infusionsoft’s e-commerce offering falls down is the integrations with popular shopping carts, particularly Shopify.  This is important for one-click upsells and behavior-based pre- and post-purchase campaigns.  In Infusionsoft you can do this with Action Sets and the Infusionsoft cart.  However, it’s much more involved to integrate these dynamic features with third-party platforms like WooCommerce, Shopify, Recurly, etc.

With advanced third-party shopping cart and payment integrations we prefer to add Zapier to the mix and manage the API actions with Zaps.  But that’s a different subject…(and fun for our Geeks!)

Learn More

We have developed solutions and processes that address many of Infusionsoft’s common challenges.  Visit our Infusionsoft Implementation Services page to learn more…