We’ve all been there at some point. You know, that fight or flight moment when you’re using a product and you suddenly get stuck and need to decide whether you’ll figure it out yourself or ‘give in’ and contact customer support. We understand this dilemma.
As entrepreneurs, we know that asking for help isn’t always easy. This is why we invest many resources into our customer service and want to make sure that you fully leverage them while using Infusionsoft.
Infusionsoft is the only all-in-one sales and marketing software of its kind for small businesses. Sometimes with all this horsepower, you might find yourself faced with the decision to ask for help. Whenever you need help, we’ve got you covered. Here are five ways you get your Infusionsoft questions solved quickly and easily.
1. Search the Infusionsoft User Guide & Knowledge Base
The Infusionsoft Knowledge Base is well maintained with plenty of article updates, current screenshots and tutorials that you’ll actually read. Simply head to ug.infusionsoft.com, browse for your desired topic on the left or search for your topic in the search box.
2. Watch videos in the Infusionsoft Video Library
In addition to our help articles, we have built a very robust support library on video. It’s perfect for new users as well as veterans brushing up on more advanced topics. The videos are organized and always available if you need a quick lesson on a feature of Infusionsoft.
3. Chat live with Infusionsoft Technical Support
A recent customer support enhancement we now offer is our live support chat. From within Infusionsoft, you can easily start a chat session with a support representative via the Help menu and click the Support Chat Online button. Be sure to allow pop-ups from Infusionsoft in your browser so you can open up the chat session.
4. For non-urgent matters, submit a support case
Sometimes you don’t need an immediate answer or you’re just curious about something in your Infusionsoft account. For those types of questions, you can submit a support case and we’ll respond via email usually within a few days. To get started, go to the Help menu and click Submit a Support Case.
5. Give us a call.
Finally, we offer free phone-based support to all customers. We answer several hundred calls a day and plan to answer a lot more. Our friendly support staff is available during business hours and we have expanded international phone support, too. Click here to view our phone numbers and hours of availability.
We always listen to your feedback and look for better ways to serve you. One of the things you have shared feedback about was our live support chat experience. As a result, we recently added an audible notification when a support agent is chatting with you. While this change might seem small to some, it’s one of the ways we innovate and constantly improve our service for you.
In our 2013 Spring Release, we added interactive tutorials while you use Infusionsoft. These are pretty cool and will definitely help you get comfortable with the software, especially if you’re new to it. These will be available once your application receives our next software update, which will be during the next month.
In addition our support resources, we have third-party Certified Consultants who can also help you. They are proven experts who you can count on to give you additional strategy and support outside the scope of Infusionsoft. They all have a solid foundation in Infusionsoft, share our core values and are eager to help your business succeed. Find a consultant in the Infusionsoft Marketplace.
The next time you need help with Infusionsoft, you now know where to go. If you have any questions on how to get help from Infusionsoft (or suggestions for us to improve), let us know in the comments below.
Photo Credit: lamazone
Read more about this post, How to Get Help & Support from Infusionsoft on The Infusionsoft Blog.