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Infusionsoft Cookbook

Infusionsoft Cookbook

By : Sokol
4.9 (11)
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Infusionsoft Cookbook

Infusionsoft Cookbook

4.9 (11)
By: Sokol

Overview of this book

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!
Table of Contents (12 chapters)
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11
Index

Setting up your user signature

Each user inside Infusionsoft has their own profile that contains a customizable signature, which can be merged into automated communications, such as letters and e-mails. Having a user's signature set will save time when configuring those communications.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. Hover over the person symbol in the upper-right corner of the page and select Edit My Profile as shown in the following screenshot:
    How to do it...
  2. Click on the Signatures tab to display the plain text and HTML signatures.
  3. Configure the user signatures.
  4. Click on Save at the bottom of the page.

The following screenshot shows a preview of an HTML signature:

How to do it...

How it works...

Every communication sent affords us an opportunity to personalize it with one of the users' signatures (such as a sales representative signing off in an e-mail). When this occurs, the system will use whatever is set in this area of the user profile. In most cases, you can choose which signature type you want to merge—either the plain text or the full HTML signature, as shown in the following screenshot:

How it works...

There's more...

There are many HTML e-mail signature generators and templates available online. To save time, use those as a starting point.

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Infusionsoft Cookbook
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