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.

InfusionSoft Follow-Up-Sequence Steps Bugette

I don’t want to give up on InfusionSoft. I’d just like it to work and be less complicated.

Here is a bug that I think can be reproduced.

  1. Set up a Follow Up Sequence
  2. Add 4 steps scheduled a couple of days apart, each
  3. Delete steps 2 and 3
  4. Add the Follow Sequence to a person and check what is scheduled
  5. You’ll find that the deleted steps are not scheduled (as you would expect)

Next do this :

  1. Have user A set up a Follow Up Sequence
  2. Have user A add 4 steps scheduled a couple of days apart, each
  3. Have user B add two steps scheduled to run somewhere in the middle of the the existing steps
  4. Have user A delete the steps added by user B
  5. Add the Follow Sequence to a person and check what is scheduled
  6. You’ll find that the deleted steps are scheduled (not as you would expect)
  7. When they run they error – see below

InfusionSoft Ghost Steps

As it’s quite a bit of work to set up Follow Up Sequences, I tried cloning this one, containing the errors hoping the copy procedure would be robust enough to clear out the bad database links.

Unfortunately the cloning procedure crashed the application. When I logged back in there was a half completed clone containing a number of steps, but not all of them.  I deleted it.

InfusionSoft support said I shouldn’t worry about Follow Up Sequences containing errors like those shown above, as they would not execute anyway.  I feel differently about that. Deleted ghost steps are there because the database has lost some integrity.  It may be cosmetic in this instance, but does not bode well.

For example I wrote just an hour or so ago about another InfusionSoft Follow Up Sequence problem.

Follow Up Sequence Actions in InfusionSoft’s Autoresponder

I’m having some problems getting InfusionSoft to work properly. I’ve tried talking to support but I don’t think the answers I get are good enough.

The idea is to set up a follow up sequence (autoresponder) to send a sequence of emails to my list. The way you have to do this in InfusionSoft is painful. It’s doubly so when you get 90% of the way through and yet another bug shows up.

How I set up an InfusionSoft Follow Up Sequence

  1. Create the FuS and give it a unique name. E.g. pbs-tb-fus
  2. Make EXCEL spreadsheet of all tags and category ids and import into IS. Naming convention is pbs-tb-xxxxxxx-tag. There is one tag for each step of the sequence and one for sequence completion This beats typing the tags in through the awkward interface.  (I’d import everything if I could but tags are about all I can import in this task.)
  3. Add a completed tag to FuS completion actions, pbs-tb-fus-completed-tag
  4. Add “track who opens my emails” to FuS options
  5. Create emails for the sequence (2 versions, one HTML and one Text), named pbs-tb-01-email, pbs-tb-02-email, bs-tb-03-email etc
  6. Create actions for the sequence named, pbs-tb-01-actions, pbs-pt-02-actions etc
  7. Create steps for the FuS, named pbs-pt-01-step etc and specify an action for each step

It was all going quite well until the the last step where I tried to specify the actions for each step.  When creating a step, you are given two choices.

  • create an action set now, or
  • use one you created earlier

But the second option seems pointless. None of my pre-prepared actions are appearing in the “Select a template” dropdown,  so I can’t select them.

I searched the Fusebox (documentation, articles and forum) for anything that would give an example of someone creating actions, then referring to them later in a FuS.  The only article I could find used the “I’m gonna create a new Actions template” option.   Why is that?

InfusionSoft FuS Steps

Having created all the actions earlier the second option is the one I want. But it’s unusable.

Update:

I’d called InfusionSoft Support before and did not get a good answer, so I tried again.   See my InfusionSoft progress here.