How To Add Actions to InfusionSoft Follow Up Sequences

I’m not sure if what I’m about to write here is correct, but it is what I’ve been able to work out from experimentation and help from Blake at InfusionSoft support.  I called them today and he gave me a different answer to the last time I called support.

I wanted to add steps to a Follow Up Sequence (FuS), and I wanted those steps to have multiple parts. So I set each step up to be an action. Having pre-prepared the actions by creating them from the Setup menu, I was disappointed to see that they were not available when later I needed them in the Follow Up Sequence.

Blake said this was because you needed an Actions Template when specifying a step in a FuS, but what I had created were Action Sets. Which is why they didn’t show up.

Well, that was a different answer to the last time I called support.   I wish I could find it somewhere in the documentation.   It seems Action Templates can be steps in another FuS, or Actions in another FuS. But not Action Sets that have no relationship to other Follow Up Sequences.

I am now  trying to figure out the best way to set one up based on this new, understanding. This stuff is not intuitive.

Since my plan to create separate Action Sets that I could then refer to, only works if I use them in the context of chained Actions Sets, I am now looking at creating, long hand, a 12 step FuS, which I then clone whenever I want a new FuS.   The logic here being that it is slightly less tedious and therefore less error prone than creating each FuS from scratch.

I am convinced most people don’t really know how to use this product.   I just can’t start using it until it starts to make some sort of logical sense.

Comments

  1. Tyler
    Thank you for commenting. I am pleased to know I have finally understood something about InfusionSoft correctly.

    I am very aware of the complexity of what the product can achieve. Especially in conjunction with membership sites in WordPress. We are hugely impressed by Bob Keen’s Infusion WP plugin and it is for this reason that we wanted to use InfusionSoft in the first place. It’s other benefits have become apparent since then.

    There are a couple of things you could do now to improve the way it works for your users without having to re-write the entire interface. I can’t be the first person to say this (however please do ask me of you want suggestions); so I am perplexed as to why the only UI has remained so obtuse for so long.

    Liz

  2. Yes – I’m having difficulty with it because I like to see things laid out in an organised manner, well explained. Thanks again for the offer but I am already working with a CMAC. Plus my business partner is off to Costa Rica to do Bob Keen’s course in April.

  3. Hi Liz,

    Sorry to hear about your difficulty with InfusionSoft.

    I happen to know one of their top reseller partners and would be happy to put you in contact with him. He knows Infusionsoft very well and might be able to help. Just shoot me an email and I’ll forward it over to him.

    If that doesn’t work, I also know several ex-InfusionSoft users who might be able to answer your question.

    Eitherway….just trying to help a fellow automated marketer!

  4. Liz,

    You’re on the right track and you’re right that the difference between Action Templates and Action Sets is not entirely clear. We’re constantly working to improve usability – so, we appreciate the feedback.

    You’ve probably got this figured out by now, but basically an Action Template in a Follow-Up Sequence is just a container for the actions you want to run. So, you can create a step in your FuS to run actions (that creates the Actions Template), then add the actions you want to run (of course you can run another action set – the one you setup under Action Sets in the setup menu).

    Although we can make the software more simple, and we’re working on it every day, the stuff you’re doing is complex. That’s what makes Infusionsoft so powerful. No other system out there allows you to set up these types of automated, decision making actions. Once you get the hang of it, you’ll realize some serious benefits in your business.

    Feel free to contact me directly if you need some personal assistance.

    Tyler Garns
    VP of Marketing, Infusionsoft

  5. Found your website interesting, but my questions are very simple. At this stage. InfusionSoft support should be able to answer them without any problem. Also I have already working with a CMAC. But thanks anyway. Liz

  6. If you need assistance with Infusionsoft, let us know. We are experts that can provide you with the correct answers to all of your questions.
    .-= Marketing Mavens´s last blog ..Infusionsoft & Credit Card Processing: Lessons Learned =-.

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