Blog | Genie Automation - Page 3

How to Get Infusionsoft Help

Infusionsoft is the leading email marketing automation and customer relationship management software designed specifically for small businesses. It’s so robust and customizable that many business owners often seek Infusionsoft help so they can take full advantage of the program. Unfortunately, the Infusionsoft help desk can only answer technical questions, which may not be what you […]

Continue reading

Should You Start a CustomerHub Membership Site?

Many business owners are looking for a way to create income on a steady, predictable basis. Finding a way for this income to be passive in nature is ideal and creating a membership site is a great way to meet both of those needs. A membership site provides ongoing income and requires little maintenance to […]

Continue reading

Thinking About Outsourcing?

As a Business owner, you’ve done it all and might STILL be doing it all! It’s not unusual for the owner to be working their business during the day and running their business at night. I get that and I’ve been there! However, your time can be better spent elsewhere. There are definitely those business-building […]

Continue reading

Do You Need Infusion Soft for Your Business?

It seems like everyone is talking about Infusion Soft these days, so it’s no surprise that you’re searching for information about the company and what they have to offer. It’s likely that you’ve come across the term marketing automation in conjunction with Infusion Soft, and that’s because they were the first to market with their […]

Continue reading

What’s an Online Business Manager (OBM)?

Used with permission from Tina Forsyth, www.onlinebusinessmanager.com The official definition of an Online Business Manager (OBM) is: A virtually based support professional who manages online based businesses, including the day-to-day management of projects, operations, team members and metrics. However I like to look at the role from a bit of a different angle – what is […]

Continue reading

Setup Your Signature Block

As I was setting up a new Client’s Infusionsoft account, I got caught up in the back and forth of making sure her signature was exactly how she wanted it. It took us several tries but finally, we got it perfect! Why did I allow this to go back and forth so long? Because, having […]

Continue reading

Branding Center Setup

One of the first things to do when you get your account is to setup the Branding Center. Any time you re-brand, be sure to change all your logos in the Branding Center. Hover over the Infusionsoft logo until you see the menu. Select Branding Center Add your logo in all locations applicable. Once you […]

Continue reading

Social Media Account Setup

Increase your social reach by broadcasting emails and publishing web forms to your social media accounts. Your followers will have access to links that will allow them to view the hosted web version of your email or sign up form. In order to use this functionality, you’ll need to link your social media accounts. Hover over […]

Continue reading