Join us for our Infusionsoft livecast

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  • Updated 4 years ago
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Today, we're talking about all the ways our new Infusionsoft integration will help you create your most sophisticated, targeted email campaigns yet. Join us this afternoon at 1 p.m. Central for a 30-minute livecast and Q&A.

Any questions we don't get to during the livecast will be posted and answered in this Emma Community conversation, and feel free to post any new Infusionsoft questions of your own!



Update: If you missed the livecast, watch the recording here!
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Katie Lewis, Official Rep

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Posted 4 years ago

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Hana Elliott

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Hi all! Thanks so much for joining Matt and Cody on today's livecast. We got a lot of great questions, and we'll be addressing them here. Feel free to continue to post questions as you think of them.

First, I want to start with a nice comment from Tony: "This integration is awesome! Great match and exactly the support many companies like ours need! This will help us with the growth we need!"

We feel the same way, Tony :) Thanks a ton for sharing that!
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Hana Elliott

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We had a few folks (thanks, Matthew and Raphael!) ask when the integration would be live in all accounts.
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Matt T., Official Rep

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Great question! We are still putting the final layer of polish on this integration and the contact sync idea in general. I hope to see it in all accounts within a month. In the meantime, if you're an Infusionsoft user and want to try this, just let us know! We can turn it on for your account at any time. 
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Hana Elliott

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Mike, who already uses both Infusionsoft and Emma (what a great fit!), asked if an Infusionsoft campaign could trigger an Emma mailing. 
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Matt T., Official Rep

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An Infusionsoft campaign can't trigger an Emma mailing directly at this point. However, you can use those campaigns to change data on a member record which will then trigger a mailing on the Emma side. So, for instance, if a lead shows enough interest to move to the next stage in your funnel, you'll probably update a field on the Infusionsoft side to indicate that change. If you map that field into Emma, you can set up Automation workflows that will trigger based on that field changing. So the path is a bit indirect, but the outcome is the same. 
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Matt T., Official Rep

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I should also say that this is a great idea for a future enhancement of the integration, and we'll keep this on our list. 
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Cody Jones

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Matt, if I'm not mistaken, you can use a tag applied via a campaign to trigger things from Emma with the current integration, correct? If so, tags may be an easy way to configure all sorts of things firing from Emma.
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Matt T., Official Rep

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Yep, absolutely, Cody. Really interested to see the creative ways people put this to use!
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Hana Elliott

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And here's a question that came up a few times (thanks to Jimmy, Lisa, Christian, and Cindy for bringing this up) -- As a marketer, how do I determine when to send an email from Infusionsoft vs when to send it from Emma?
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Cody Jones

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Great question here - one of our customers (I'm with Infusionsoft, BTW) made the following suggestion of using Infusionsoft for the day-to-day campaign emails, automation, and follow up, but leveraging Emma for the big (and I mean BIG) email blasts that they are doing to large list sizes that might take a bit longer to execute in Infusionsoft.
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Hana Elliott

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Jeff and Tony asked about training for the integration, so we'll post that answer here.
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Matt T., Official Rep

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We have a help article on how to set this up located here. We're also happy to answer any questions you have along the way, but I think you'll find it pretty simple to set up!
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Hana Elliott

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Jennifer had a great question about tips for getting buy-in for one CRM, when you have multiple teams, each using their own contact database. This makes managing marketing campaigns, creating groups, and automating the right content difficult.
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Matt T., Official Rep

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Wow, this is a great question, and a problem I'm sure many companies deal with. As you might imagine, there's no perfect answer for this, but I'll do my best to give you what I think are the best arguments for consolidating to one CRM. 

  1. Cost - Let's get right to the point, shall we? Maintaining multiple contact databases is expensive. Not only are you paying for many tools that do the same thing, but you're also spending a lot of work hours trying to keep data up to date in all of these systems. Getting everything into one place will cut down your monthly bill and make everyone more efficient. That efficiency is probably worth more than anything. 
  2. Insights - Once you have all of your data about your customers in one system, it gets much easier to report on that data. This allows you to see trends you might miss otherwise. Most CRMs (including Infusionsoft) come with some pretty great reporting features out of the box, and they also allow you to build custom views into your data so that you can get to the metrics that matter the most to you. Understanding what your customers are doing not only helps you serve them better, it helps you to plan the future of your company. For example, here at Emma, we track all of the requests we receive for new features. By doing this, we're able to better plan our roadmap for the future. 
  3. Actions - I know I covered this a bit in #2, but it's important! All of that data leads to better decisions and more impactful action taken by your company. As I said above, it can help you plan future work, but even more importantly, a good CRM will give you ways to take action easily in order to help your customers. Infusionsoft's campaigns are a great example of this. You probably have a good idea of what your ideal lead nurturing experience would be, but to manually hit all of those marks is nearly impossible. A good CRM lets you automate much of that so that all of your customers get a great experience. 
I hope that helps! Happy to answer any further questions on this that I can. 
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Cody Jones

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Well written, Matt! I agree with you on all points. This is especially a nightmare in the small business space where you don't have the budget to get ONE system as the backbone, and end up with multi-system madness. Infusionsoft was created with this in mind, and made for the small business market (we excel at 2-25 employees) by combining CRM, E-Commerce and Marketing Automation into one platform.
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Hana Elliott

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Casey asked if a recording would be sent out afterwards - and I can answer that one right now. Casey, we'll send a recording out to everyone tomorrow!
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Hana Elliott

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We had quite a few questions about pricing and structure. Let's start with Desiree: She asked if Infusionsoft partners would be able to use Emma, and if they'd be able to demo for their clients.
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Matt T., Official Rep

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Absolutely. It sounds like Emma's agency model would be the way to go for partners like this. With our tiered account model, you can show off Emma via a demo account and you can also give your clients trial accounts to try out before they buy. Reach out to our agency team for more details.
(Edited)
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Hana Elliott

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And Crystal, an Emma customer, had several questions for Infusionsoft about pricing, too. Crystal, we'll follow up with you directly....but in the meantime, here are a few that will be relevant to everyone here:
+ Infusionsoft's pricing looks like it includes a certain number of email sends per month. How does that relate to Emma email sends?
+ Does Infusionsoft have a free trial?
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Matt T., Official Rep

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Good questions. Infusionsoft's pricing is based on the number of emails sent, which is a bit different than the Emma pricing model. We price based on the number of contacts in your account. That means you can send to your list as often as you like, and the price only changes if you add enough contacts to move to a different pricing tier. You can check out this page to enter in the number of contacts you have to see pricing. 

And to your second question, Infusionsoft does not have a free trial, but they do have an extensive demo process to show you their product in order to see if it's right for you. Their product has a lot of varied functionality, so a demo is really a better way to get a good idea of its power. If you'd like to check out Infusionsoft, go here and fill out the form on that page!
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Hana Elliott

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Matthew keeps track of many more contacts in Infusionsoft than he does in Emma. He wants to know how this will affect his Emma bill.
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Matt T., Official Rep

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Adding a lot more contacts to your account will cause your Emma bill to increase. However, by letting you pick and choose which Infusionsoft tags to sync into Emma, you should have plenty of control over how large your Emma list grows. This is the best page for figuring out what larger list sizes would mean in terms of price.