Infusionsoft Bulletin - What’s New for September 2020

Infusionsoft Bulletin - What’s New for September 2020

Infusionsoft is a monster CRM. An ever-improving, ever-challenging, ever-impressive marketing automation platform for the global small business owner. If you’re using Infusionsoft, you know what I mean.

Sometimes it’s not obvious when new features are added, even to longtime Keap (Infusionsoft) Certified Partners like us. That’s why we decided to bring you the latest NEW features in easy-to-read, bullet form.

New features you have now:

  • Remove from sequence option in Add To Sequence process: Released 9/3

The ability for someone to remove a contact from a sequence via the Add to Sequence process. Contacts can be both added to and removed from a sequence or either option to add or remove can be used individually.

  • Task Outcome Goals in Campaign Builder: Released 9/3

Connect task outcomes to campaign triggers to create automation based on the outcome of a task.

  • Infusionsoft Hackathon Delighters #2: Released 9/10
    • Add date intervals to the E-Commerce All Sales Report.
    • Use business days only for Delay Timers.
    • Display merchant account IDs in Ecomm setup and reports that include merchant accounts.

Coming really, really soon:

  • Social media contact record and merge fields:Releasing 9/17

More social account fields in the contact record, adding Instagram, Snapchat, Pinterest, and Youtube. These fields can be accessed via merge fields throughout the app.

  • UI update: Interactive View and My Day:Releasing 9/24

Modern looks in line with the Keap design system are coming to the interactive view, also known as the “chunky view”, for contact and opportunity lists and My Day.

Coming sometime later:

  • Analytics: Releasing TBD

Embed a mobile responsive order from and take payment from customers without them leaving your website.

  • Embed order forms: Releasing TBD

Embed a mobile responsive order from and take payment from customers without them leaving your website.

  • UI update: Contact record:Releasing TBD

A revision of the Infusionsoft contact record that focuses on ease of use and incorporating the Keap brand.

As always, if you have questions about Infusionsoft, feel free to reach out to us. If you are thinking about moving to Infusionsoft, we’ll get you a great deal.

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