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
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Index

A

  • Acceptable Usage Policy (AUP)
    • about / There's more...
  • automated appointment reminders
    • sending / Sending automated appointment reminders, How to do it..., There's more...
  • automated cart abandon follow-up
    • implementing / Implementing an automated cart abandon follow-up, How to do it..., There's more...
  • automated Happy Birthday messages
    • building / Building automated Happy Birthday messages, Getting ready, How to do it..., There's more...
  • automated Twitter offer
    • building / Building an automated Twitter offer, Part 1, Part 2, How it works..., There's more...
  • automation
    • based on, lead score achievement / Automating based on lead score achievement, How to do it..., There's more...
    • triggering, from e-mail open / Triggering automation from an e-mail open, How to do it..., There's more...

B

  • Billing Automation trigger
    • about / There's more...
  • birthday collection mechanism
    • setting up / Setting up a birthday collection mechanism, Getting ready, How to do it..., How it works...
  • Bit.ly
    • about / How to do it...
  • bounced e-mail addresses
    • reconciling / Reconciling hard bounced e-mail addresses, How to do it..., How it works..., There's more..., See also
  • builders
    • about / Introduction

C

  • calendar
    • configuring / Configuring your calendar
  • calendar dropdown
    • adding, to date type fields on forms / Adding a calendar dropdown to date type fields on forms, Getting ready, There's more...
  • campaign builder
    • custom confirmation link, creating / Creating a custom confirmation link inside campaign builder, How to do it..., There's more...
    • custom unsubscribe link, creating / Creating a custom unsubscribe link inside campaign builder, Getting ready, How to do it..., There's more..., See also
  • campaign links
    • using / Using campaign links, How to do it..., How it works...
    • about / Using campaign links
  • Campaign Merge Field
    • about / There's more...
  • campaign merge fields
    • using / Using campaign merge fields, How to do it..., There's more..., See also
    • about / Using campaign merge fields
  • campaign model variations
    • managing, with versioning / Managing campaign model variations with versioning, How to do it..., How it works..., There's more...
  • campaign reporting
    • defining / Reporting on who is in a campaign, How to do it..., See also
  • campaigns
    • chaining / Chaining campaigns together, How to do it..., How it works..., There's more...
  • campaign sequence
    • reporting / Reporting on who is in (or was in) a specific campaign sequence, How to do it..., There's more..., See also
    • Active / There's more...
    • Queued / There's more...
    • Done / There's more...
  • campaign templates
    • installing, from Marketplace / How it works...
  • CAN-SPAM address block
    • configuring / Configuring the CAN-SPAM address block, How to do it..., How it works...
  • company's logo
    • configuring / Configuring your company's logo, How it works...
  • components, referral partner program
    • defining / Setting up a basic referral partner program
    • commission program / Setting up a basic referral partner program
    • referral tracking links / Setting up a basic referral partner program
  • contacts
    • queued, for receiving next step in sequence / Reporting on who is queued to receive a specific campaign step, How to do it..., See also
  • Contact Us form
    • creating / Creating a Contact Us form, How to do it..., How it works..., See also
  • custom confirmation link
    • creating, inside campaign builder / Creating a custom confirmation link inside campaign builder, How to do it..., There's more...
  • Customer Relationship Management (CRM)
    • about / Creating custom fields
  • customer satisfaction survey
    • creating / Creating a customer satisfaction survey, How to do it..., How it works..., There's more...
  • customer welcome campaign
    • building / Building a new customer welcome campaign, How to do it..., There's more...
  • custom fields
    • creating / Creating custom fields, How to do it..., There's more..., See also
  • custom statistics
    • adding, to dashboard / Adding custom statistics to your dashboard, How to do it..., There's more...

D

  • dashboard
    • custom statistics, adding to / Adding custom statistics to your dashboard, How to do it..., There's more...
    • configuring / Configuring your dashboard, How to do it..., How it works..., There's more...
  • database segmentation
    • tags, creating for / Creating tags for database segmentation, How to do it...
  • decaying lead score
    • about / There's more...
  • deduping process
    • about / How to do it...
  • default start page, user
    • setting / Setting a user's default start page, How to do it..., There's more...
  • downsell chain
    • building / Building a one-click upsell or downsell chain, How to do it..., How it works...
  • duplicate contact records
    • checking / Checking for duplicate contact records, Getting ready, How to do it..., There's more..., See also
    • cleaning up / Cleaning up duplicate contact records, How to do it..., How it works..., There's more...
  • dynamic lead scoring
    • about / There's more...

E

  • e-mail engagement levels
    • tracking / Tracking e-mail engagement levels, How to do it..., How it works..., See also
  • e-mails
    • social sharing, maximizing on / Maximizing social sharing of your e-mails, How to do it..., How it works..., There's more...
    • custom opportunity fields, merging into / Merging custom opportunity fields into e-mails, How to do it..., How it works..., There's more..., See also
  • email preferences center
    • creating / Creating a true e-mail preferences center, How to do it..., There's more...
  • end users
    • about / Introduction
  • Escape Hatch tag
    • about / There's more...
  • evergreen sales funnel
    • creating / Creating an evergreen sales funnel with an expiring offer, How to do it..., How it works...

F

  • Facebook account
    • connecting / Connecting your Facebook account, See also
  • failed automated billing attempts
    • collecting / Collecting failed automated billing attempts, How to do it..., There's more...
  • FAQ workflows
    • time, saving with / Saving time with FAQ workflows, Getting ready, How to do it..., There's more..., See also
  • Filebox
    • about / There's more...
  • form submissions
    • sending, to different thank you pages based on custom fields / Sending form submissions to different thank you pages based on custom fields, How to do it..., How it works...
  • form submit buttons
    • images, using as / Using images as form submit buttons, How it works...
  • Frequently Asked Questions (FAQs)
    • about / Saving time with FAQ workflows

G

  • Goo.gl
    • about / How to do it...
  • great user experiences
    • creating, with tasks / Creating great user experiences with tasks, How to do it..., There's more...
  • groups of contacts
    • adding, to campaign sequence / Adding groups of contacts to a campaign sequence, How to do it..., How it works...

I

  • images
    • used, as form submit buttons / Using images as form submit buttons, How it works...
  • in-person events
    • leads, collecting from / Collecting leads from in-person events, How to do it..., There's more...
    • about / Collecting leads from in-person events
  • inactive e-mails
    • re-engaging, in database / Re-engaging inactive e-mails in your database, How to do it..., How it works...
  • inbound phone call lead capture
    • building / Building an inbound phone call lead capture, How to do it..., There's more...
  • Infusionsoft
    • about / Introduction
    • users, creating / Creating new users, How it works...
  • Infusionsoft Certified Partner
    • about / There's more...
  • internal forms
    • using, for workflow / Using internal forms for workflow, There's more..., See also
    • about / Using internal forms for workflow

L

  • landing page
    • about / There's more...
  • last purchase date
    • segmenting by / Segmenting by last purchase date, How to do it..., How it works..., See also
  • lead generation
    • offline media, leveraging for / Leveraging offline media for lead generation, How to do it..., There's more...
  • Lead Generation Card
    • about / Building an automated Twitter offer
  • lead magnet
    • about / Building a lead magnet delivery
    • forms / Building a lead magnet delivery
  • lead magnet delivery
    • building / Building a lead magnet delivery, How to do it..., There's more..., See also
  • leads
    • collecting, from in-person events / Collecting leads from in-person events, How to do it..., There's more...
  • lead scoring
    • setting up / Setting up lead scoring, How to do it..., How it works..., There's more...
  • lead sources
    • used, for tracking ROI / Using lead sources to track ROI, How to do it..., How it works..., There's more..., See also
  • Lifecycle Marketing
    • about / Introduction
    • Attract / Introduction
    • Sell / Introduction
    • Wow / Introduction
  • link
    • creating, as Twitter share / Making any text a social sharing link, How to do it...
  • login, Infusionsoft customers
    • URL / There's more...
  • logo snippet
    • about / There's more...
  • long-term prospect nurture
    • building / Building a long-term prospect nurture, Getting ready, How to do it..., How it works..., There's more..., See also

M

  • Marketplace
    • campaign templates, installing from / Installing campaign templates from the Marketplace, How it works...
  • merchant account
    • setting up / Setting up your merchant account, How to do it..., How it works..., There's more...
    • about / Setting up your merchant account
  • merge fields
    • using / Using merge fields, There's more...
  • My Day
    • working / Working daily out of My Day, How to do it..., There's more..., See also

N

  • new hire applicants
    • filtering / Filtering out new hire applicants, How to do it..., There's more...
  • note template
    • using / There's more...
  • note templates
    • using, for workflow / Using note templates for workflow, How it works...

O

  • OAuth
    • using / How it works...
  • offline media
    • leveraging, for lead generation / Leveraging offline media for lead generation, Getting ready, How to do it..., There's more...
  • one-click upsell
    • creating / Creating a one-click upsell, Getting ready, How to do it..., How it works..., There's more...
    • building / Building a one-click upsell or downsell chain, How to do it..., How it works...
  • order forms
    • about / There's more..., Building order forms
    • building / Building order forms, Getting ready, Part 2 – building the order form, There's more..., See also
    • hiding / Hiding order forms until a link is clicked, Getting ready, How to do it..., There's more...
  • order form theme
    • creating / Part 1 – creating the order form theme
  • OR logic
    • using / There's more...

P

  • payment gateway
    • about / There's more...
  • Pay Per Click (PPC)
    • about / Creating a PPC lead generation funnel
  • pipeline
    • about / Setting up a sales pipeline
  • Pipeline Automation trigger
    • about / There's more...
  • PPC lead generation funnel
    • creating / Creating a PPC lead generation funnel, How to do it..., There's more...
  • product options
    • fixed / There's more…
    • typed / There's more…
  • products and subscriptions
    • creating / Creating products and subscriptions, How to do it...
    • single purchase version / The single purchase version of this recipe
    • purchase version, recurring / The recurring purchase version of this recipe, How it works…, There's more…

Q

  • QR code
    • creating / There's more...

R

  • recurring event
    • about / There's more...
  • referral partner program
    • setting up / Setting up a basic referral partner program, Getting ready, How to do it..., How it works..., There's more...
  • referral partners
    • W-9 forms, collecting from / Collecting W-9 forms from referral partners automatically, Getting ready, How to do it..., How it works...
  • referral partner sign-up form
    • building / Building a referral partner sign-up form, How to do it..., There's more...
  • referral request
    • creating / Creating a simple referral request, How to do it..., How it works...
  • report
    • creating / Creating a saved search or report, How to do it..., There's more..., See also
  • report delivery
    • automating / Automating saved search or report delivery, How it works..., See also
  • Return On Investment (ROI)
    • about / There's more..., There's more...
  • ROI
    • tracking, lead sources used / Using lead sources to track ROI, How to do it..., How it works..., There's more..., See also
  • round robins
    • using, for sales team / Using round robins for sales teams, How to do it..., How it works..., There's more..., See also

S

  • sales opportunities
    • working / Working sales opportunities, How to do it..., There's more..., See also
  • sales pipeline
    • setting up / Setting up a sales pipeline, How to do it..., There's more...
    • New Opportunity / Setting up a sales pipeline
    • Contacting / Setting up a sales pipeline
    • Engaging / Setting up a sales pipeline
    • Qualified / Setting up a sales pipeline
    • Quote Sent / Setting up a sales pipeline
    • Quote Finalizing / Setting up a sales pipeline
    • Quote Accepted / Setting up a sales pipeline
    • Deposit Secured (Win) / Setting up a sales pipeline
    • Lost / Setting up a sales pipeline
  • sales rep dashboard
    • building / Building the perfect sales rep dashboard, How to do it..., How it works..., There's more...
  • sales team
    • round robins, using for / Using round robins for sales teams, How to do it..., How it works..., There's more..., See also
  • saved search
    • creating / Creating a saved search or report, How to do it..., There's more..., See also
    • automating / Automating saved search or report delivery, How it works..., See also
  • sequence
    • about / How to do it...
  • social media following
    • increasing / How to do it..., There's more...
  • soon-to-be-expired credit card
    • updating automatically / Updating a soon-to-be-expired credit card automatically, Getting ready, How to do it..., There's more...
  • specific campaign goal completion
    • reporting / Reporting on who completed a specific campaign goal, There's more..., See also
  • specific campaign step, receiving
    • reporting / Reporting on who received a specific campaign step, How to do it..., There's more..., See also

T

  • tag
    • about / Creating tags for database segmentation
  • tags
    • creating, for database segmentation / Creating tags for database segmentation, How to do it...
  • tasks
    • great user experiences, creating with / Creating great user experiences with tasks, How to do it..., There's more...
  • testimonial request
    • performing / Asking for testimonials automatically, How to do it..., How it works..., There's more...
  • traffic source
    • about / How to do it...
  • Twitter account
    • connecting / Connecting your Twitter account
  • Twitter offer goal
    • about / Part 1

U

  • unsubscribe link
    • building / Making any link an unsubscribe link, How to do it..., How it works..., There's more...
  • user group
    • about / There's more...
  • user signature
    • setting up / Setting up your user signature, How to do it..., How it works..., There's more...

V

  • Vaynerchuk opt-out
    • building / Building a Vaynerchuk opt-out, How to do it..., How it works...
  • versioning
    • campaign model variations, managing with / Managing campaign model variations with versioning, How to do it..., How it works..., There's more...

W

  • W-9 forms
    • collecting, from referral partners / Collecting W-9 forms from referral partners automatically, Getting ready, How to do it..., How it works...
    • about / Collecting W-9 forms from referral partners automatically
  • web analytics
    • setting up / Setting up web analytics, How to do it...
  • web form goal
    • about / How to do it...
  • web forms
    • connecting / Connecting web forms together, How to do it..., How it works..., See also
  • workflow
    • internal forms, using for / Using internal forms for workflow, There's more..., See also
    • note templates, using for / Using note templates for workflow, How it works...