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  • Book Overview & Buying Infusionsoft Cookbook
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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

Automating saved search or report delivery


There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today.

One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and looking at an existing saved search or report.

How to do it...

  1. Using the buttons at the top of the search/report, click on Options and then Email saved search.... This will open a pop-up window:

  2. In the list box of days, select the day(s) we wish to receive the automated e-mail. Hold the Ctrl key and click to select multiple days:

  3. Click on the green Save button.

How it works...

On the morning of the days that have been selected, the user will receive an e-mail with the saved search/report results.

There's more...

To prevent inbox bloat, we can...

CONTINUE READING
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Infusionsoft Cookbook
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