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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

Collecting leads from in-person events


In-person events are frequently chaotic. Having an easy-to-access lead capture form can provide confidence that each new connection we make will be properly added to our database.

Getting ready

We need to be editing a new campaign.

How to do it...

  1. Drag out a 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 the following fields to the form:

    • First Name

    • Last Name

    • Company

    • Email

    • Phone

  5. Click on the Submit button to change the call to action.

  6. Change the Button Label to Add New Lead and select Center alignment; click on Save.

  7. Add a Title snippet above all the fields and provide some instruction for the visitor. Remember, the only visitor will be internal employees/contractors:

  8. Click on the Thank-you Page tab at the top-left of the page.

  9. Remove all elements and replace with a single Title snippet with a confirmation message:

  10. Click on the Draft...

Visually different images
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Infusionsoft Cookbook
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