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Infusionsoft Cookbook

Book Description

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

    Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

    Table of Contents

    1. Infusionsoft Cookbook
      1. Table of Contents
      2. Infusionsoft Cookbook
      3. Credits
      4. About the Author
      5. Acknowledgments
      6. About the Reviewers
      7. www.PacktPub.com
        1. Support files, eBooks, discount offers, and more
          1. Why subscribe?
          2. Free access for Packt account holders
      8. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the color images of this book
          2. Errata
          3. Piracy
          4. Questions
      9. 1. Pre-Flight Checks
        1. Introduction
        2. Setting up your user signature
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Configuring your calendar
          1. How to do it...
          2. How it works...
          3. There's more...
        4. Connecting your Facebook account
          1. How to do it...
          2. How it works...
          3. See also
        5. Connecting your Twitter account
          1. How to do it...
          2. How it works...
          3. See also
        6. Configuring your company's logo
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Configuring the CAN-SPAM address block
          1. How to do it...
          2. How it works...
          3. There's more...
        8. Creating new users
          1. How to do it...
          2. How it works...
          3. There's more...
      10. 2. Critical Tools for Mastery
        1. Introduction
        2. Creating custom fields
          1. How to do it...
          2. How it works...
          3. There's more...
          4. See also
        3. Using merge fields
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Using campaign merge fields
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Using campaign links
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Creating tags for database segmentation
          1. How to do it...
          2. How it works...
          3. There's more...
        7. Using internal forms for workflow
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        8. Using note templates for workflow
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        9. Creating great user experiences with tasks
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        10. Installing campaign templates from the Marketplace
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        11. Connecting web forms together
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        12. Chaining campaigns together
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        13. Working daily out of My Day
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      11. 3. Attracting Leads and Building Your List
        1. Introduction
        2. Creating a Contact Us form
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Building a lead magnet delivery
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Maximizing social sharing of your e-mails
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Collecting leads from in-person events
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Leveraging offline media for lead generation
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Creating a simple referral request
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        8. Building an automated Twitter offer
          1. Getting ready
          2. How to do it...
            1. Part 1
            2. Part 2
          3. How it works...
          4. There's more...
          5. See also
        9. Growing your social media following
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        10. Building an inbound phone call lead capture
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        11. Creating a PPC lead generation funnel
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        12. Setting up web analytics
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      12. 4. Selling Products Online and Getting Paid
        1. Introduction
        2. Setting up your merchant account
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        3. Creating products and subscriptions
          1. Getting ready
          2. How to do it...
            1. The single purchase version of this recipe
            2. The recurring purchase version of this recipe
          3. How it works…
          4. There's more…
        4. Building order forms
          1. Getting ready
          2. How to do it...
            1. Part 1 – creating the order form theme
            2. Part 2 – building the order form
          3. How it works...
          4. There's more...
          5. See also
        5. Implementing an automated cart abandon follow-up
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Collecting failed automated billing attempts
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Creating a one-click upsell
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        8. Building a one-click upsell or downsell chain
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      13. 5. Selling with a Sales Team
        1. Introduction
        2. Setting up a sales pipeline
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Working sales opportunities
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Using round robins for sales teams
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Saving time with FAQ workflows
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Sending automated appointment reminders
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Merging custom opportunity fields into e-mails
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        8. Setting up lead scoring
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        9. Automating based on lead score achievement
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        10. Building a long-term prospect nurture
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      14. 6. Wowing New Customers with Great Experiences
        1. Introduction
        2. Segmenting by last purchase date
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Building a new customer welcome campaign
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Creating a customer satisfaction survey
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Asking for testimonials automatically
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Setting up a birthday collection mechanism
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Building automated Happy Birthday messages
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      15. 7. Wowing Existing Customers with Great Experiences
        1. Introduction
        2. Updating a soon-to-be-expired credit card automatically
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Re-engaging inactive e-mails in your database
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Building a Vaynerchuk opt-out
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Setting up a basic referral partner program
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Building a referral partner sign-up form
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      16. 8. Administrative - Conquer Internal Chaos
        1. Introduction
        2. Reconciling hard bounced e-mail addresses
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Tracking e-mail engagement levels
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Filtering out new hire applicants
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Creating a true e-mail preferences center
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        6. Using lead sources to track ROI
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Managing campaign model variations with versioning
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        8. Adding groups of contacts to a campaign sequence
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        9. Checking for duplicate contact records
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        10. Cleaning up duplicate contact records
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        11. Collecting W-9 forms from referral partners automatically
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      17. 9. Your Dashboard and Reporting - Make Better Decisions
        1. Introduction
        2. Creating a saved search or report
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Adding custom statistics to your dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Configuring your dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        5. Setting a user's default start page
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Automating saved search or report delivery
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        7. Building the perfect sales rep dashboard
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        8. Reporting on who is in a campaign
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        9. Reporting on who is in (or was in) a specific campaign sequence
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        10. Reporting on who is queued to receive a specific campaign step
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        11. Reporting on who received a specific campaign step
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        12. Reporting on who completed a specific campaign goal
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      18. 10. Pushing the System with Hacks
        1. Introduction
        2. Creating a custom confirmation link inside campaign builder
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        3. Creating a custom unsubscribe link inside campaign builder
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        4. Triggering automation from an e-mail open
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        5. Sending form submissions to different thank you pages based on custom fields
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        6. Adding a calendar dropdown to date type fields on forms
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Hiding order forms until a link is clicked
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        8. Using images as form submit buttons
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        9. Making any text a social sharing link
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        10. Making any link an unsubscribe link
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
        11. Creating an evergreen sales funnel with an expiring offer
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
          5. See also
      19. Index