Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

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Infusionsoft Cookbook
Paul Sokol
Oct, 2015 | 474 pages
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Table of Contents (18 chapters)
Infusionsoft Cookbook
Infusionsoft Cookbook
Credits
Credits
About the Author
About the Author
Acknowledgments
Acknowledgments
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Pre-Flight Checks
Pre-Flight Checks
Introduction
Setting up your user signature
Configuring your calendar
Connecting your Facebook account
Connecting your Twitter account
Configuring your company's logo
Configuring the CAN-SPAM address block
Creating new users
2
Critical Tools for Mastery
Critical Tools for Mastery
Introduction
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
3
Attracting Leads and Building Your List
Attracting Leads and Building Your List
Introduction
Creating a Contact Us form
Building a lead magnet delivery
Maximizing social sharing of your e-mails
Collecting leads from in-person events
Leveraging offline media for lead generation
Creating a simple referral request
Building an automated Twitter offer
Growing your social media following
Building an inbound phone call lead capture
Creating a PPC lead generation funnel
Setting up web analytics
4
Selling Products Online and Getting Paid
Selling Products Online and Getting Paid
Introduction
Setting up your merchant account
Creating products and subscriptions
Building order forms
Implementing an automated cart abandon follow-up
Collecting failed automated billing attempts
Creating a one-click upsell
Building a one-click upsell or downsell chain
5
Selling with a Sales Team
Selling with a Sales Team
Introduction
Setting up a sales pipeline
Working sales opportunities
Using round robins for sales teams
Saving time with FAQ workflows
Sending automated appointment reminders
Merging custom opportunity fields into e-mails
Setting up lead scoring
Automating based on lead score achievement
Building a long-term prospect nurture
6
Wowing New Customers with Great Experiences
Wowing New Customers with Great Experiences
Introduction
Segmenting by last purchase date
Building a new customer welcome campaign
Creating a customer satisfaction survey
Asking for testimonials automatically
Setting up a birthday collection mechanism
Building automated Happy Birthday messages
7
Wowing Existing Customers with Great Experiences
Wowing Existing Customers with Great Experiences
Introduction
Updating a soon-to-be-expired credit card automatically
Re-engaging inactive e-mails in your database
Building a Vaynerchuk opt-out
Setting up a basic referral partner program
Building a referral partner sign-up form
8
Administrative - Conquer Internal Chaos
Administrative - Conquer Internal Chaos
Introduction
Reconciling hard bounced e-mail addresses
Tracking e-mail engagement levels
Filtering out new hire applicants
Creating a true e-mail preferences center
Using lead sources to track ROI
Managing campaign model variations with versioning
Adding groups of contacts to a campaign sequence
Checking for duplicate contact records
Cleaning up duplicate contact records
Collecting W-9 forms from referral partners automatically
9
Your Dashboard and Reporting - Make Better Decisions
Your Dashboard and Reporting - Make Better Decisions
Introduction
Creating a saved search or report
Adding custom statistics to your dashboard
Configuring your dashboard
Setting a user's default start page
Automating saved search or report delivery
Building the perfect sales rep dashboard
Reporting on who is in a campaign
Reporting on who is in (or was in) a specific campaign sequence
Reporting on who is queued to receive a specific campaign step
Reporting on who received a specific campaign step
Reporting on who completed a specific campaign goal
10
Pushing the System with Hacks
Pushing the System with Hacks
Introduction
Creating a custom confirmation link inside campaign builder
Creating a custom unsubscribe link inside campaign builder
Triggering automation from an e-mail open
Sending form submissions to different thank you pages based on custom fields
Adding a calendar dropdown to date type fields on forms
Hiding order forms until a link is clicked
Using images as form submit buttons
Making any text a social sharing link
Making any link an unsubscribe link
Creating an evergreen sales funnel with an expiring offer
Index
Index

Saving time with FAQ workflows

Quite often in business, there are Frequently Asked Questions (FAQs) that must be answered. A novel way to save time, get organized, and grow sales is by automating those types of e-mails.

Normally, each time one of those questions is asked, someone has to manually type the answer and send it. A savvier business may have a swipe file of common answers that can be copied/pasted to save time.

This recipe leverages the power of a note template to automatically trigger a pre-authored e-mail answering a common question.

Getting ready

We need to be logged into Infusionsoft, inside a specific account, and inside the campaign builder.

How to do it...

  1. Drag out a new note template goal, a new sequence, and connect; rename accordingly:

  2. Double-click on the note template goal and configure with the appropriate context; click on the green Save button:

  3. Double-click into the sequence and drag out a new Email step; rename accordingly:

  4. Double-click into the e-mail and write the answer...

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