7 Infusionsoft MythsInfusionsoft has quickly become a dominant player in the Email Marketing and CRM scene for Small Business. Its popularity has soared, especially in the last few years. And rightly so — Infusionsoft remains the most comprehensive tool for small business marketing available. Even still, there are quite a lot of myths and misunderstandings floating around out there. Maybe that’s what happens when you become a $50 million per year (and growing!) business? Or maybe that’s what happens after you secure a huge piece of capital funding from a prestigious firm like Goldman Sachs?

In any case, I wanted to dispel 7 common myths about Infusionsoft that I come across pretty frequently.

1. It’s only for large businesses.

This is patently false. In fact, I would argue exactly the opposite. Infusionsoft is designed specifically for small businesses doing less than $5M-$10M in sales per year. I’m sure there are plenty of businesses doing quite a bit more than those figures that could still benefit from Infusionsoft, but these numbers give you a general idea. If your business is doing anything between $100,000 and $10,000,000 per year in annual revenue, Infusionsoft is for you.

2. It’s not a reliable email sender.

Here’s another major falsehood I see quite often. 9 times out of 10 when I come across someone complaining about Infusionsoft email deliverability problems, it’s user error. The good news is Infusionsoft goes to great lengths to protect its email reputation. The bad news is their protectionist methods mean you as the user must learn how this process works and what it means for your email marketing strategy. Unlike most basic email marketing systems, Infusionsoft does require some fine-tuning before you send that first email broadcast.

3. It’s just for email marketing.

Infusionsoft offers so much more than just email marketing. Really, Infusionsoft is designed to give you a complete and holistic view of every single customer/contact on your list. This is 360 degrees of marketing intelligence — not just a tool for sending out your best copy. Infusionsofit is a CRM, Ecommerce System, Contact Manager, Marketing Manager, and Email Marketing Tool all rolled into one.

4. It’s impossible to learn.

The truth? It’s definitely not plug-and-play easy to learn, but that certainly doesn’t mean it’s impossible. The classic “computer programming” term GIGO applies here — Garbage In, Garbage Out. If you want a high-powered marketing tool, you’re going to have to learn how to use it. If you want dramatically better results, you’re going to have to invest in it. Anyone who thinks that there’s a way to get massive results without doing much at all is in for a major reality check.

5. It’s easy to master.

While I do insist that Infusionsoft is easier to learn than most would have you believe, I won’t lie — it’s not easy to master. That’s why I’ve listed this one as “Infusionsoft Myth #5.” There’s so much horsepower inside the Infusionsoft CRM System, and some of it you’ll probably never need to “master” completely to get great results. But put in some time and effort, and you definitely can master it.

6. It’s plug and play.

Once again, it’s so important to realize that there’s no such thing as a “plug and play” Web Marketing tool. You’ve either got to put in a lot of effort yourself (small business owner) or you’ve got to hire someone to manage it for you (Infusionsoft Consultant). Either approach is perfectly fine, but don’t think for a second that you can somehow get away with neither.

7. It’s too expensive.

Infusionsoft does require a monthly fee of at least $200 per month plus a setup fee of about $2000 to get started. Both of these fees are well worth it. For the $200-$300 per month, you get the world’s greatest Small Business CRM & Email Marketing System. And for about a $2000 one-time fee, you get coaching and implementation help from the Infusionsoft team. Both are well worth the cost. If these figures seem beyond your reach, your business is probably not at the right stage to even consider using a tool like this.

For all of the outstanding and positive reviews of Infusionsoft you can find online, there are some folks posting some negative comments and feedback about the software. Almost always, I find these comments point to one of these 7 myths.

If you’re not an Infusionsoft user already, I strongly suggest checking out this Infusionsoft demo here.

About the Author

Jason Clegg is the CEO & Founder of Convert With Content. He's on a MISSION to help small businesses convert tire-kickers into lifetime customers & raving fans with #ConvertWithContent marketing systems that work!

  1. Hi Jason,

    I’ve been an IFS user since June 2011. I often email small campaigns (15-40 people) to colleagues, not just customers. I’m meticulous about subject lines and never include anything that will be suspect. My spam score is almost always -0.9 or 1.1, which is partly because of IFS being “graylisted” – whatever that means.

    My deliverability, however, is only around 40%. Even to their big corporate servers that know me and my ISP! I’m always calling my colleagues and finding that the majority of them didn’t get the email I just sent, even though they want it and are looking for it.

    Any suggestions?


  2. Hi Wendy,

    Thanks for the comment. Yes, you’re right about email deliverability issues with Infusionsoft. I do believe they’ve dramatically improved the issue in the last 12-18 months, but I suppose the results are different for every user depending on your own “Domain Deliverability Score” as well.

    Do you have a “Bounce Tracking Campaign” setup in Infusionsoft? This is something you’d need to setup manually. Like many things with Infusionsoft, the real horsepower of IFS requires some manual setup. Bounce Tracking is something Infusionsoft does really well, but getting feedback/data about your bounces is not automatic. You’d first need to setup tagging for any emails that bounce. I like to use 1 separate tag for every type of bounce — there are 5-10 different bounce types you can track. Then setup a campaign that will register those tags being applied and even send you an email to notify you of the most critical types of bounces.

    This is a nice way to get a bird’s eye view of who is bouncing and why.

    If that doesn’t solve/address your issue, I would consider contacting your host to see if there’s an issue with your domain getting flagged by different ISPs for some reason.

    Hope that helps!

  3. Hi Jason,

    Doesn’t this contradict your point 2, that deliverability rates are down to the user not infusionsoft.

    From my experience, I have to disagree with this statement too. I switched from Campaign Monitor earlier this year to infusion soft, and my open rates are significantly down (by over 20% in some instances).

    When I look at email addresses with live.com domains, NONE of them have been opened.

    I strongly believe infusionsoft has delivery issues in comparison to other providers out there and I will be doing some split testing to work out if it makes more sense for me to move back to CM.

    Be good to hear your thoughts.


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