The first step for users new to Infusionsoft is to migrate and import their data into Infusionsoft. We’ve made it a little bit easier for small business users with our expanded data import support for popular email client Microsoft Outlook® and the iContact® email marketing service in our 2010 Summer Release.
You might already know that the first step to take advantage of Infusionsoft in the Double Your Sales Success Path is to Send Your First Broadcast. However, before sending your first broadcast, you need to have people who will receive it. By expanding our support for more vendors and making it take as few steps as possible, small business owners can breathe a sigh of relief when they switch to Infusionsoft.
Outlook is a popular email client that users have mentioned to us as a common place where they maintain contact with customers and prospects. Likewise, iContact is a great email marketing provider that a good share of clients have used prior to Infusionsoft. In total, Infusionsoft currently supports importing data from 1ShoppingCart®, AWeber®, Constant Contact®, iContact® and Outlook®. Remember, you always have the ability to import your lists in traditional CSV format, too!
To access the enhanced data import, login to Infusionsoft, click Setup and choose Import Stuff (People, Tags, etc). From there, click the vendor for what type of data you’re importing and follow the easy wizard to migrate your data over.
These data import enhancements help us better serve small businesses and entrepreneurs who use our software. In addition to helping new users take advantage of Infusionsoft quicker, we’re glad to make our app easier to use for everyone.
Finally, Infusionsoft is a permission-based email marketing company. We need to know where your contacts came from, their history and other details related to how they provided permission. Failure to do so may result in account termination. (And nobody wants that.) It’s very simple and you can even learn what the statements mean before you agree to them. Here’s a screenshot of what that looks like:
If you have suggestions, questions or other ideas about our data import enhancements, let us know in the comments.
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[Image credit: wlodi]
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