puzzle on red background


3 min read

What Can Partner Edition Do for you?

by Curtis Miller

Partner Edition was built for the Infusionsoft Certified Partner community to help effectively managing and supporting Infusionsoft clients, acquiring new Infusionsoft clients, getting them to measurable value faster, and scaling the Partner’s business to serve more clients more effectively It has hours of data and research into how Partners manage their clients and campaigns on a day-to-day basis.

Marketplace campaigns page

The Marketplace campaigns page is the first page that a Partner will see when logging into Partner Edition.

campaign marketplace

This page holds all of their campaign data from Marketplace, which includes how many times the campaign has been installed, how many times the campaign has been published and which installs have contacts running through the campaign. Partners quickly filter, sort, and search for campaigns that they want to drill into for more data analysis. When you click into a campaign the details you see consist of two primary topics; install summary and contacts summary. Then you see each install with the relevant information for that install.

campaign details

Campaign bundles

The bundles page is another great tool on the campaigns page. The bundles page is where partners can create packages of Marketplace campaign templates to install into their clients account quickly and efficiently.

campaign bundles

You are also able to create a cart link that can sell a new Infusionsoft account with the selected campaigns directly into the account as well. This will save partners around 33 percent of setup time, compared to similar steps the old way.

Clients page

The clients page is where partners can get a view of all their clients in one place. They also have the ability to see Customer Health Scores (CHS) and set up campaigns or implement previously built bundles to help boost their clients. When you click on a client you will be presented with a better breakdown of a client's Customer Health Score. You also can see their campaign performance metrics for all of the campaigns on the Infusionsoft account and see all of the data revolving around those campaigns. Company details is also displayed here so you can see more about the client you are working with.


How can customers benefit?

Partner Edition is currently released to all of our Certified Partners. Infusionsoft customers will benefit from Partner Edition right away from all of the features built to help Partners. Want to find a Partner? There are a few options: Marketplace houses many different campaigns built by Partners for customers, as well as listings for Partners along with their specialties; Business Heroes, formerly known as user groups, is a great way to meet local Partners and sync up with them on a regular basis; the Facebook Infusionsoft Certified Partner group is full of Partners that love to work with Infusionsoft customers; and the last way is word-of-mouth. If another small business is being helped by a Partner and you feel they may be a good fit with your company get in contact with them—Partners are a great wealth of a knowledge.

Was this post helpful?

Subscribe to our newsletter

Fresh small business insights and ideas delivered weekly to your inbox, gratis.

Loading spinner Loading spinner

Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

Clate Mask signature

To your success,
Clate Mask
CEO + Co-Founder