FuS – InfusionSoft – Rounding Forward Display Problem

When setting up an InfusionSoft Follow Up Sequence (FuS), you can choose to round the days forward if you say, for example decide to run a step on a certain day of the week.

You are faced with a display like this :

Rounding Forward in InfusionSoft

The thing is, that InfusionSoft is going to round whether you click that option or not. If you don’t click it, it will round backwards or forwards, and if you do click it, it will round forwards.

Having not clicked it, you save and the summary screen shows you this :

Rounding forward anyway - InfusionSoft

You get that display indicating that the step is rounded forward whether or not you click the round forward button. I know what you’re going to say. You’re going to say “well it is rounded forward”. Fine, but please could we have another indicator on that screen to say this is “really, really rounded forward” if we also check the “round forward” option box.

The thing is, InfusionSoft, it’s easy to forget to click that button when you’re creating step after step, after step in a FuS.

It would save users’ time if you indicated on that summary screen whether we’d rounded forward deliberately or not. It would save us having to re-enter each step (which can load slowly) just to check.

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.