Use this SOP for Frequently Asked Questions by Customers
What is my username and password? Or I cannot login.
- Step 1 – Search for the user’s email and name in Infusionsoft. Go to additional info tab, look for the username and password and try logging it in. If failed, go to Step 2
- Step 2 – Reset Username and password in WordPress – https://www.youtube.com/watch?v=P_05r2FvFaQ
Wrong Membership Level – https://rmrs1.com/wrong-membership-level/
Resend emails from campaigns – https://rmrs1.com/infusionsoft-resend-email-sequence/
Change email address – https://rmrs1.com/infusionsoft-updating-contacts-email-address/
Change credit card details – Send to Yuri and disable user’s subscription in Infusionsoft.
User wants to avail of the 30-minute one-on-one coaching with Antonio. User upgraded to TPIB after taking The Formula. Send Antonio’s scheduler if user paid $295 above for the course.
Backup link for TPIB $297 (PayPal) if one on the website is not working – https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=757JBHBARDMZJ