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...