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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

Creating a Contact Us form


Every website needs to have some method for people to make general inquiries. This is particularly important for service-based businesses that operate locally. If a website is missing a simple Contact Us form, that means good leads from our hard-earned traffic are slipping away. Fixing this hole in our online presence creates another lead channel for the business.

Getting ready

We need to be editing a new campaign and have some manner of getting a form on our site (either ourselves or via the webmaster).

How to do it...

  1. Drag out a new, web form goal and sequence.

  2. Connect them as shown in the following image and rename all elements for visual clarity:

  3. Double-click on the web form goal to edit its content.

  4. Add four fields to the form:

    • First Name

    • Last Name

    • Email

    • Phone (can be left as optional)

    The following screenshot shows these four fields:

  5. Create a custom Text Area field for inquiry comments.

  6. Add this custom field to the form using the Other snippet and leave as optional...

Visually different images
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Infusionsoft Cookbook
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