Infusionsoft Marketing Success: 10+ Experts Share Their Knowledge

Ryan Johnson
Marketer @ SegMetrics

At Segmetrics, we have over a decade of experience helping marketers improve their campaign success with Infusionsoft. In that time, we’ve found that actionable advice on key marketing metrics to be one of the most heavily requested topics by our clients, readers, and customers.

If you’re looking for actionable marketing advice, then you should take notes from the experts below. They lay it all out and explain the #1 metric that they deem essential to success with their Infusionsoft marketing campaigns.

We’ve asked some of the most successful Infusionsoft authorities, influencers, and business owners to give you their insightful advice on one very important question:

“What is the #1 metric that you always want to have front and center — and how do you get it in Infusionsoft?”

There werte many different answers to the above question, however, there were a few common themes that were echoes by multiple experts. Those themes are:

  • Tracking exactly who you want to track
  • Keeping your ‘finger on the pulse’ of your company with reports
  • Customer Lifetime Value Tracking

Read on for more detailed answers from our panel of experts and vote for your pick for the #1 Infusionsoft Metric at the end of the article.

Tyler Garns, Box Out Marketing

Tyler GarnsIf I’m wearing the Sales hat, Revenue.

If I’m wearing the Marketing hat, I want to see Leads, Opportunities, and ROI.

If I’m wearing the CEO hat, I look at all of those plus the forecast.

The forecast is made up of 3 numbers: the cash forecast (revenue set to autobill this month), the sales forecast (from an opportunity search), and accounts receivable.

Molly Richardson, Totally Infused

Molly RichardsonHow many active Members do we have in our membership program?

We have multiple options and prices for the membership (mo, quarterly, yearly) so there are multple recurring subscription products?

Currently, we do two separate searches…

  • active subscriptions for those products
  • contacts with certain tags without other (like refund, CANC, etc.)

These number NEVER match ????

Giancarlo Newsome, GForce Accelerator

Giancarlo NewsomeNPS (Net Promoter Score) is the #1 metric and we get it through an Infusionsoft campaign that takes the pulse of our network word-of-mouth sentiment. This allows us to catch negative word of mouth before it becomes damaging and fuel the momentum of the positive word of mouth while it is hot.

 Aveline, KA Online Solutions

I want to know how many leads have converted to a customer from my automated funnel! I get that via a few specific tags, some rules, and use a widget that displays the figure on my dashboard.

Denni Griffith

Denni GriffithNew leads by source for 7 days and 30 days… (and legitimate source – which isn’t easy to get from ISFT)

Ian Garlic, Your Authentic Web

Ian GarlicAverage Customer Value by Campaign

 Mike Connolly, Strategic Copy

Mike ConnollyWho wouldn’t want to get back $1.50 for every $1.00 you invest? When your business earns back more than it spends, it’s your market’s little way of telling you that you’re onto something… I think the best “out-of-the-box” Infusionsoft report for tracking this is Leadsource ROI.

 Carrie, The Virtual Project Manager

The #1 metric that one always wants to have front and center is conversions.

How many leads are you converting to sales? If that number is too low, then you need to ask how can you raise that number.

Infusionsoft, as the nerve center of your fully integrated online business platform allows you to see how leads are converting, how your sales are doing over time, to tweak your campaigns to test different emails, upsells, downsells, target marketing, to integrate with other analytics, integrate with all different types of apps and plugins to use for your automated system (webinars, events, etc.), etc.

Kelsey Bratcher, Hired Gun Solutions

Kelsey BratcherThere are a few:

  • Engaged Contacts
  • Openers, Clickers, Form Submitters, buyers, active subscribers, etc.

Metrics could be improved by showing total contacts vs. engaged contacts. Also how does this change over time as engaged contacts increase/decrease per week or month, etc.

To track this, in some situations I use google sheets and historical info.

Anthony Cassara, True Productions

Anthony CassaraWe want to know how many site visitors take our assessment and then go onto purchase something in the first 7 days.

Carl Bischoff, Business Fluid

Carl BischoffThere as few key metrics:

  • Contacts
  • New leads
  • Lifetime Customer Value
  • Average purchase
  • Sales
  • Best performing traffic source

If I had to pick one it would be growing the list each week, the top of the funnel, so a saved search on the dashboard showing new (and total) contacts would be the #1 metric.

Cindy Morus, Cindy Morus

Cindy MorusThe key metric for my business? Daily Sales Orders.

I have a Saved Search that I keep on my Dashboard via Saved Search widget. Unfortunately, I have to go in and update that widget for each new month.

Brad Martineau, Sixth Division

Brad MartineauThe two big core metrics are True Sales (Sales minus Refunds and Writeoffs) and our Monthly Recurring Revenue engine.

For True Sales

  • Sales from MRR that have already billed
  • Sales from MRR that are scheduled to bill but haven’t yet
  • New sales that are not from MRR

For MRR Engine

  • New MRR
  • Lost MRR

A ton of great advice from our panel of Infusionsoft Experts! Do you want to contribute to our next Expert Panel? Send an email to and we’ll reach out to you for our next expert panel.

[democracy id=”2″]

Ryan Johnson

Marketer @ SegMetrics

Ryan Johnson is a content strategist and product marketing manager with over 15 years experience bringing brands and products to life with integrated editorial and sales collateral, value-based messaging, and GTM strategies.

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