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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

Configuring the CAN-SPAM address block

Legally, every e-mail that comes from an Infusionsoft e-mail server must contain the address of the company sending it and a link for the recipient to unsubscribe from future mailings. It is important to ensure that the address we set is real and can receive physical mails to protect the business legally should any disputes arise.

How to do it...

  1. Hover over the Infusionsoft symbol in the upper-left corner of the page, navigate to the Marketing column and click on Settings in the bottom row as shown in the following screenshot:
    How to do it...
  2. Click on Email Defaults option in the Template Settings menu on the left-hand side of the page.
  3. Fill in the contact information you would like to display at the bottom of every e-mail:
    How to do it...
  4. The Layout dropdown at the bottom of the Address Block fields lets you choose how the CAN-SPAM block displays; you can choose between a one-line and multiline layout. The preceding image is showing a preview of the one-line layout.
  5. Scroll to the bottom of the page and click on Save.

How it works...

This is the specific area designed to set the CAN-SPAM address block for all e-mails sent by Infusionsoft. This ensures that all e-mails being sent are legally compliant with the CAN-SPAM laws. Otherwise, a user would be at legal risk if they experience excessive spam complaints.

There's more...

While the Company and Phone fields are available, they are not required. Only the address fields highlighted in orange are required.

In the Email section beneath the Address Block section of this page, there are some miscellaneous settings we might want to familiarize ourselves with. In particular, we can set the default opt-in (confirmation) and opt-out links to save time while creating e-mails. This is also where we would go to find the action trigger to cook the Building a Vaynerchuk opt-out recipe found in Chapter 7, Wowing Existing Customers with Great Experiences.

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