Our Purpose

To provide a space where entrepreneurs can learn, share and grow while building lasting relationships that drive small business success.

This is a Civilized Place for Small Business Discussion

The Infusionsoft Community is communication tool members can to:

  • Learn new business ideas and strategies
  • Learn how to use specific products within the Infusionsoft ecosystem
  • Help others by sharing your knowledge and expertise
  • Network with other small businesses in your industry

The Infusionsoft Community is an online forum where members can search for relevant conversations, start new conversations, or join existing conversation. We are a shared community resource — a place to share skills, knowledge and interests through ongoing conversation.

Improve the Discussion

Help us make this a great place for discussion by always working to improve the discussion in some way, however small. If you are not sure your post adds to the conversation, think over what you want to say and try again later.

The topics discussed here matter to us, and we want you to act as if they matter to you, too. Be respectful of the topics and the people discussing them, even if you disagree with some of what is being said.

One way to improve the discussion is by discovering ones that are already happening. Please spend some time browsing the topics here before replying or starting your own, and you’ll have a better chance of meeting others who share your interests.

Participation Matters!

Update your Profile
In order to get the most out of this community, take a few minutes to update your profile with accurate information. This will allow others to learn more about you

Before posting a new topic, search for an existing topic
You may find that a conversation you want to start is already taking place. When posting a new topic, be sure to look at the suggested topics that are presented based on your topic title. You may find that a conversation already exists.

Ask Questions and reply to topics
Wondering how others are solving a particular business problem? Looking for best-practice advice? Want to know how to setup and use a particular Infusionsoft feature or product? Let the community help you. We are a collection of Infusionsoft customers, partners, employees and developers working to help your small business be more successful. Leverage our experts to help grow your small business and share your knowledge to help others be more successful.

Like and share content that matters to you
Use the Like button :heart_decoration: to tell the community what content matters to you. The more likes a post receives, the easier it will be for others to find. Use the Share button to share a post to your Twitter or Facebook account.

Mark a reply as Best Answer
Reward members who give you great advice or answers to your topic by selecting their post as the Best Answer :ballot_box_with_check:

Bookmark a favorite topic
Click the Bookmark button to save a link to a topic or reply to your profile page.

Watch a topic
Click the Watch button to receive updates when new replies are added to a topic. This way you can always stay on top of conversations that matter to you.

Spam Free

Unsolicited offers or requests will be flagged for removal and may result in a ban. Examples are:

  • Any Product or Service offering that is out of context to a conversation. For example, it is fine to provide a link to a product or service that solves a particular problem, but don’t advertise products or services in a conversation that is not soliciting your solutions
  • Affiliate opportunities
  • MLM Opportunities
  • Unsolicited self promotion
  • Selling Contact Lists

Partner Guidelines

Infusionsoft has an excellent network of Certified Partners (ICPs). We leverage our ICP network as subject matter experts in this community. We want to recognize these Partners as subject matter experts and give them the opportunity to lend their knowledge to community members. We also want to ensure that ICPs promote their own products and services only when it is relevant to a particular conversation in which a product or service solves the specific problem of a community member. Unsolicited posts regarding a product or service offering will be immediately removed and reported to a Partner Manager for review.

Be Agreeable, Even When You Disagree

You may wish to respond to something by disagreeing with it. That’s fine. But, remember to criticize ideas, not people. Please avoid:

  • Name-calling.
  • Ad hominem attacks.
  • Responding to a post’s tone instead of its actual content.
  • Knee-jerk contradiction.

Instead, provide reasoned counter-arguments that improve the conversation.

If You See a Problem, Flag It

Moderators have special authority; they are responsible for this forum. But so are you. With your help, moderators can be community facilitators, not just janitors or police.

When you see bad behavior, don’t reply. It encourages the bad behavior by acknowledging it, consumes your energy, and wastes everyone’s time. Just flag it. If enough flags accrue, action will be taken, either automatically or by moderator intervention.

In order to maintain our community, moderators reserve the right to remove any content and any user account for any reason at any time. Moderators do not preview new posts in any way; the moderators and site operators take no responsibility for any content posted by the community.

Always Be Civil

Nothing sabotages a healthy conversation like rudeness:

  • Be civil. Don’t post anything that a reasonable person would consider offensive, abusive, or hate speech.
  • Keep it clean. Don’t post anything obscene or sexually explicit.
  • Respect each other. Don’t harass or grief anyone, impersonate people, or expose their private information.
  • Respect our forum. Don’t post spam or otherwise vandalize the forum.

These are not concrete terms with precise definitions — avoid even the appearance of any of these things. If you’re unsure, ask yourself how you would feel if your post was featured on the front page of the New York Times.

This is a public forum, and search engines index these discussions. Keep the language, links, and images safe for family and friends.

Keep It Tidy

Make the effort to put things in the right place, so that we can spend more time discussing and less cleaning up. So:

  • Don’t start a topic in the wrong category.
  • Don’t cross-post the same thing in multiple topics.
  • Don’t post no-content replies.
  • Don’t divert a topic by changing it midstream.
  • Don’t sign your posts — every post has your profile information attached to it.

Rather than posting “+1” or “Agreed”, use the Like button. Rather than taking an existing topic in a radically different direction, use Reply as a Linked Topic.

Post Only Your Own Stuff

You may not post anything digital that belongs to someone else without permission. You may not post descriptions of, links to, or methods for stealing someone’s intellectual property (software, video, audio, images), or for breaking any other law.

Powered by You

This site is operated by your friendly local staff and you, the community. If you have any further questions about how things should work here, open a new topic in the site feedback category and let’s discuss! If there’s a critical or urgent issue that can’t be handled by a meta topic or flag, contact us via the staff page.

Terms of Service

Yes, legalese is boring, but we must protect ourselves – and by extension, you and your data – against unfriendly folks. We have a Terms of Service describing your (and our) behavior and rights related to content, privacy, and laws. To use this service, you must agree to abide by our TOS.