Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Chapter 2. Critical Tools for Mastery

In this chapter, we will cover the following topics:

  • Creating custom fields

  • Using merge fields

  • Using campaign merge fields

  • Using campaign links

  • Creating tags for database segmentation

  • Using internal forms for workflow

  • Using 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