Infusionsoft Cookbook

Book Image

Infusionsoft Cookbook

By : Paul Sokol

Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Infusionsoft Cookbook

Infusionsoft Cookbook

Credits

About the Author

About the Author

Acknowledgments

Acknowledgments

About the Reviewers

About the Reviewers

www.PacktPub.com

www.PacktPub.com

Preface

Free Chapter

Pre-Flight Checks

Pre-Flight Checks

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

Critical Tools for Mastery

Critical Tools for Mastery

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

Attracting Leads and Building Your List

Attracting Leads and Building Your List

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

Selling Products Online and Getting Paid

Selling Products Online and Getting Paid

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

Selling with a Sales Team

Selling with a Sales Team

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

Wowing New Customers with Great Experiences

Wowing New Customers with Great Experiences

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

Wowing Existing Customers with Great Experiences

Wowing Existing Customers with Great Experiences

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

Administrative - Conquer Internal Chaos

Administrative - Conquer Internal Chaos

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

Your Dashboard and Reporting - Make Better Decisions

Your Dashboard and Reporting - Make Better Decisions

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

Pushing the System with Hacks

Pushing the System with Hacks

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

Customer Reviews

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About the Reviewers

Dimitar Iliev has more than 10 years of experience in web development and LAMP stack. He is a PhD graduate in information security from Kyonggi University, Seoul, South Korea. He is currently living in Bulgaria. Besides working as a freelancer, Dimitar positions himself as a various API integration expert, problem solver, and web application architect. For the past three years, he has been deeply engaged in providing web development support for businesses using Infusionsoft CRM and sales system. Currently, Dimitar is a partner of a newborn company, http://www.wickedreports.com/, which provides deep tracking and analysis for Infusionsoft customers and beyond, to help businesses understand which marketing strategies work better than others. In case of any queries, Dimitar may be contacted via e-mail at <[email protected]>.

Julian Mills is a marketer at heart who realized back in 2009 that he needed a way to automate online marketing for his clients, and this led him to Infusionsoft. Unlike most marketers, Julian has a techie streak and is more than happy to get stuck in and figure out the techie stuff. Based in the UK, Julian is an Infusionsoft Certified Partner and enjoys helping a range of clients to transform and grow their businesses with Infusionsoft. Julian can be reached at www.JulianMills.co.uk.