Application Checklist
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Infusionsoft Application Checklist
Thank You Contributors:
Joanne Diepenheim, Danny Garcia, Barbara Jones, Terri P. Williams, Kirsten A. Womack, Cindy Zuelsdorf
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Users and Partners
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Add New Users
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Configuring Your Profile
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Signature
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Social Accounts
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Add New Partner
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Settings
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Company Info
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System Labels
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Generate an API Passphrase
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Default Thank-You Pages
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Lead Sources
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Tags
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Tag Categories
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Tags
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Referral Partner Defaults
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Create Commission Programs
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Create referral links
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Create resources
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Register new referral partners
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Give them access to your Partner Referral Center
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E-Commerce
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PayPal
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Merchant Account
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Test and take out of test mode
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Send transaction email
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Setting Sales Tax
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Billing Automation: Triggers
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Trigger: When an autocharge attempt is made
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Trigger: When a credit card is going to expire
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Trigger: After a successful purchase
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Trigger: When a cred card Failed/declined charge or credit card
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Products
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Import Products
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Product pricing, descriptions, images
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Categories
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Subscription plans
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Design
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Shopping Cart Theme
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Order Form Theme
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Branding Center
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Newsletter Template
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Checkout
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Shopping Cart Settings
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Email Notifications
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Email Confirmation Request
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Order Form Settings
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Payments
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Payment Types
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Receipts
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Invoices
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Promotions
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Discounts, Free Trials, and Upsells
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Promo Codes
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Shipping Options
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Shipping Options
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Fulfillment Reports
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Dashboard Widgets
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Newsletter Subscriber tag widget
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Sales Widget
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Recent Activity Widget
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Saved Searches Widget
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Tasks
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Fulfillment
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Contacts
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Run Email Status Report
What you learn from scanning this report:
• How many contacts they really have
• How many of those contacts do not have an email address
• How many are in opt out, hard bounce, or other status that makes sending marketing emails impossible
• The fact that they do not delete contacts in non-marketable status, and may keep sending campaign emails to these addresses
• A strong suggestion of how many duplicate records they have
• Whether they send emails with anything to click in them
• Whether the number of contacts who have been sent email and the number who have opened it is different enough to raise questions
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Download Clean Your Contact Campaign form Marketplace
Run if list has not been cleaned in more than 120 days
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Check for Duplicate Contact Records
Merge duplicate records
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Integrations
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Website integration
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Gmail
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Outlook
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Infusionsoft Snap App on your smartphone
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