/ Business Automation / Infusionsoft Do-It-Yourself: Help at HandI like talking to new Infusionsoft owners who have decided to manage their implementation themselves. I understand the desire to crawl around inside all of the nooks and crannies so you feel you understand every single thing about it. I love working with Infusionsoft. I find it endlessly interesting.
I have noticed, though, that even the most enthusiastic new student of Infusionsoft can often use a few tips on how to approach learning about it. Here are a couple of questions I ask everybody who comes to me looking for guidance. First, do you start with the Fusebox when you are looking for the answer to a question? I am surprised how many new users forget it is there. There is a link to the Fusebox on your home page and it is a wonderful source of help. It is also really huge, so don’t forget there is a search field on every page for a reason. Use it.
Second, do you call Tech Support for help? I know tech support in the big world has a bad reputation but Infusionsoft Tech Support is really good. They are polite, endlessly patient, respectful of beginners, and really, really knowledgeable. Plus, you don’t have to just struggle to describe your problem to them. They have a magic back door into your software (software as a service does have its benefits) and can look at it with you. So helpful. Oh – I forgot the best part. You pay for unlimited Tech Support as part of your subscription fee. Even the call is free. The number is 1-800-866-0004, option 2.
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