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Fortnightly Q&A: Email Double Opt-In, Email Status Searching, Opportunities and the Dashboard

by | Infusionsoft, Q&A, Software Solutions

Fortnightly Q&A: Email Double Opt-In, Email Status Searching, Opportunities and the Dashboard

by | Nov 12, 2015

Every other Thursday we’re answering your tricky questions about Infusionsoft. If you have something you need help with, either tweet me or jump on Infusionsoft Users Australia.

How can I add a tag to the email confirmation sequence? I’d like to tag a contact as email “unconfirmed” until they confirm their email address.

When it comes to editing the email confirmation sequence in Infusionsoft, you’re strictly limited in what you can change. You can edit the opening paragraph, but you can’t add links and most of the snippet options aren’t available. The same goes for the sequence – you can’t add anything to it.

To tag contacts as “unconfirmed”, there are two ways you could go about it.

Option #1 – Using the Campaign Builder

Infusionsoft Campaign Builder

Add a sequence between your entry point (i.e. an opt-in form) and the confirmation sequence. In that sequence apply your “unconfirmed” tag. Add another sequence, this time after the email confirmation click goal. Inside this sequence we’ll remove the “unconfirmed” tag.

With the campaign above, the tag will never be removed unless they confirm their email address – with this confirmation request in this campaign. Which brings us swiftly on to…

Option #2 – Using the Campaign Builder & a Global Action

Infusionsoft Campaign Builder

This is the method I would use. We start the same way – with a sequence before the confirmation request that applies the “unconfirmed” tag. However, in this campaign, we don’t remove the tag after the email address has been confirmed.

Instead, we can set up a global action when a contact confirms their email address. This has the benefit of removing that tag wherever or however a contact confirms their email address.

To set up the global action:

  1. Navigate to Marketing>Settings
  2. Next, click on Automation Links in the settings’ left-column menu.
  3. Click on the edit link for the Default Opt-In
  4. Click on the Actions tab.
  5. Create an action to remove a tag.

    And you’re done!
BONUS Option #3: Don’t bother.

If what you’re looking for is a list of unconfirmed subscribers vs a list of confirmed subscribers, there is another way.

You can use the Email Status Search in Marketing>Reports to see who has and hasn’t confirmed their email address. You can save the reports in the same way as a saved search, and add them to your dashboard.

However, it’s worth remembering that while this report is built in, tags are universal where reports are not. Which means that if you ever need to cross reference the email status with Opportunities or the eCommerce module, you need to go with tags.

How do I pull a list of people who have not opened an email in the past 60 days?

Segmenting your list based on engagement is vital, so this is a really great search to have up your sleeve. And once again the report Email Status Search is where we’re headed.

  1. Navigate to Marketing>Reports, then Email Status Search.
  2. This time we’re going to leave the Email Status criteria alone, and set the Last Open Date criteria instead.
    This will give us a list of everyone who’s last open date was a very specific date range.Unfortunately you can’t set a dynamic ‘more than 60 days ago’ search, but at the very least it’ll give you a list of the really unengaged contacts.

How can you create a stat to show how many opportunities were updated in the last 7 days?

Opportunities give salespeople a way to keep organised, and stay on top of their pipeline. And they also give a way for their manager to see the leads that are progressing through the pipeline (and those that aren’t…) .

To see which opportunities were updated in the last 7 days:

  1. Navigate to CRM>Opportunities.This will take you to a list of your opportunities that’s very similar to the list of your contacts in the CRM.
  2. Hit Start Over to create your Opportunity search.
  3. Click on the Opportunity tab.
  4. Set the Last Updated Interval to 7 days.
  5. Hit Search.This will give you a list of all opportunities updated in the last 7 day period.

To add this search to your dashboard:

  1. When viewing your list of opportunities updated in the last 7 days, hit Save.Give the search a memorable, creative, witty name:
  2. Next, go to your Dashboard and click on Add Widgets in the top right.
  3. Add a Custom Statistics widget to your dashboard.
  4. Set the Saved Search settings as:
    1. COUNT
    2. Opportunity
    3. Your Saved Search

  5. Hit Save, and you’ve added the saved Opportunity search to your dashboard!

That’s it. Now it’s your turn to ask a question.

Personally I reckon doing a regular Q&A is a good idea. It’ll give you answers to tricky questions and “How do I…?” from the point of view of people like you – the users of the software. But I need your help to get it going.

Here’s how you can get help make this a success:

  1. Ask questions. Either tweet me or join Infusionsoft Users Australia and post there.
  2. Sharing is caring. Share this with people you know will find it helpful, and encourage them to join in.
  3. Opt-in below. Get notified every fortnight!

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