Infusionsoft cookbook over 88 recipes to effectively use of Infusionsoft to meet your CRM needs, marketing automation, and conduct online business optimally

Cover Copyright Credits About the Author Acknowledgments About the Reviewers www.PacktPub.com Table of Contents Preface Chapter 1: Pre-Flight Checks Introduction Setting up your user signature Configuring your calendar Connecting your Facebook account Connecting your Twitter account Configuring your company's logo Configuring the CAN-SPAM address block Creating new users Chapter 2: Critical Tools for Mastery Introduction Creating custom fields Using merge fields Using campaign merge fields Using campaign links Creating tags for database segmentation Using internal forms for workflowUsing note templates for workflow Creating great user experiences with tasks Installing campaign templates from the Marketplace Connecting web forms together Chaining campaigns together Working daily out of My Day Chapter 3: Attracting Leads and Building Your List Introduction Creating a Contact Us form Building a lead magnet delivery Maximizing social sharing of your e-mails Collecting leads from in-person events Leveraging offline media for lead generation Creating a simple referral request Building an automated Twitter offer Growing your social media followingBuilding an inbound phone call lead capture Creating a PPC lead generation funnel Setting up web analytics Chapter 4: Selling Products Online and Getting Paid Introduction Setting up your merchant account Creating products and subscriptions Building order forms Implementing an automated cart abandon follow-up Collecting failed automated billing attempts Creating a one-click upsell Building a one-click upsell or downsell chain Chapter 5: Selling with a Sales Team Introduction Setting up a sales pipeline Working sales opportunities Using round robins for sales teamsSaving time with FAQ workflows Sending automated appointment reminders Merging custom opportunity fields into e-mails Setting up lead scoring Automating based on lead score achievement Building a long-term prospect nurture Chapter 6: Wowing New Customers with Great Experiences Introduction Segmenting by last purchase date Building a new customer welcome campaign Creating a customer satisfaction survey Asking for testimonials automatically Setting up a birthday collection mechanism Building automated Happy Birthday messages Chapter 7: Wowing Existing Customers with Great ExperiencesIntroduction Updating a soon-to-be-expired credit card automatically Re-engaging inactive e-mails in your database Building a Vaynerchuk opt-out Setting up a basic referral partner program Building a referral partner sign-up form Chapter 8: Administrative -- Conquer Internal Chaos Introduction Reconciling hard bounced e-mail addresses Tracking e-mail engagement levels Filtering out new hire applicants Creating a true e-mail preferences center Using lead sources to track ROI

Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

About This Book

• Maximize client engagement by automating lead capture and follow-up
• Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients
• Set up online shopping carts, manage your online store, and enhance user experience

Who This Book Is For

If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.

What You Will Learn

• Set up and configure features that will enhance new user creation using Infusionsoft
• Attract leads and build your list efficiently
• Understand the different strategies to sell and get paid
• Create amazing customer experiences by following up and automating messages
• Master techniques to use Infusionsoft for internal administrative functions
• Make better business decisions by mastering the reporting functionality
• Save time and simplifying day-to-day usage using Infusionsoft
• Get to know the Ninja hacks while working with Infusionsoft efficiently.

In Detail

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively.

Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers.

You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder.

Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!

Style and approach

A recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality

Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

About This Book

• Maximize client engagement by automating lead capture and follow-up
• Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients
• Set up online shopping carts, manage your online store, and enhance user experience

Who This Book Is For

If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.

What You Will Learn

• Set up and configure features that will enhance new user creation using Infusionsoft
• Attract leads and build your list efficiently
• Understand the different strategies to sell and get paid
• Create amazing customer experiences by following up and automating messages
• Master techniques to use Infusionsoft for internal administrative functions
• Make better business decisions by mastering the reporting functionality
• Save time and simplifying day-to-day usage using Infusionsoft
• Get to know the Ninja hacks while working with Infusionsoft efficiently.

In Detail

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively.

Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers.

You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder.

Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!

Style and approach

A recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality

Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally About This Book Maximize client engagement by automating lead capture and follow-up Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients Set up online shopping carts, manage your online store, and enhance user experience Who This Book Is For If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft. What You Will Learn Set up and configure features that will enhance new user creation using Infusionsoft Attract leads and build your list efficiently Understand the different strategies to sell and get paid Create amazing customer experiences by following up and automating messages Master techniques to use Infusionsoft for internal administrative functions Make better business decisions by mastering the reporting functionality Save time and simplifying day-to-day usage using Infusionsoft Get to know the Ninja hacks while working with Infusionsoft efficiently. In Detail Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively.Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers.You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder.Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere! Style and approach A recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimallyAbout This Book Maximize client engagement by automating lead capture and follow-up Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients Set up online shopping carts, manage your online store, and enhance user experienceWho This Book Is For If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.What You Will Learn Set up and configure features that will enhance new user creation using Infusionsoft Attract leads and build your list efficiently Understand the different strategies to sell and get paid Create amazing customer experiences by following up and automating messages Master techniques to use Infusionsoft for internal administrative functions Make better business decisions by mastering the reporting functionality Save time and simplifying day-to-day usage using Infusionsoft Get to know the Ninja hacks while working with Infusionsoft efficiently.In Detail Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!Style and approach A recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally About This BookMaximize client engagement by automating lead capture and follow-upCollect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clientsSet up online shopping carts, manage your online store, and enhance user experienceWho This Book Is ForIf you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft. What You Will LearnSet up and configure features that will enhance new user creation using InfusionsoftAttract leads and build your list efficientlyUnderstand the different strategies to sell and get paidCreate amazing customer experiences by following up and automating messagesMaster techniques to use Infusionsoft for internal administrative functionsMake better business decisions by mastering the reporting functionalitySave time and simplifying day-to-day usage using InfusionsoftGet to know the Ninja hacks while working with Infusionsoft efficiently.In DetailInfusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere! Style and approachA recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally About This Book Maximize client engagement by automating lead capture and follow-up Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients Set up online shopping carts, manage your online store, and enhance user experience Who This Book Is For If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft. What You Will Learn Set up and configure features that will enhance new user creation using Infusionsoft Attract leads and build your list efficiently Understand the different strategies to sell and get paid Create amazing customer experiences by following up and automating messages Master techniques to use Infusionsoft for internal administrative functions Make better business decisions by mastering the reporting functionality Save time and simplifying day-to-day usage using Infusionsoft Get to know the Ninja hacks while working with Infusionsoft efficiently. In Detail Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere! Style and approach A recipe-based guide that covers real-life scenarios on optimising marketing automati .. Key FeaturesBook DescriptionWhat you will learnSet up and configure features that will enhance new user creation using InfusionsoftAttract leads and build your list efficientlyUnderstand the different strategies to sell and get paidCreate amazing customer experiences by following up and automating messagesMaster techniques to use Infusionsoft for internal administrative functionsMake better business decisions by mastering the reporting functionalitySave time and simplifying daytoday usage using InfusionsoftGet to know the Ninja hacks while working with Infusionsoft efficiently.Who this book is forIf you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.