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
About the Author
About the Reviewers


Infusionsoft is the premiere all-in-one sales and marketing software for small business. Inside this all-in-one tool, beats the heart of a customer database, surrounded by an e-commerce platform with automation capabilities flowing throughout. Needless to say there is a lot that can be done using Infusionsoft.

This cookbook is designed to help you learn more about the system and get you to the end results your business is looking for faster.

What this book covers

Chapter 1, Pre-Flight Checks, ensures that you have everything configured to ensure maximum functionality. So, even a skilled user should start with this chapter.

Chapter 2, Critical Tools for Mastery, has the tools that are used in many of the recipes. Even if you are a skilled user, it would be wise to give this chapter a quick skim to ensure that you are familiar with all these tools.

Chapter 3, Attracting Leads and Building Your List, Infusionsoft teaches a three-phase framework named Lifecycle Marketing. The first of three phases is Attract, and all the recipes in this chapter are designed to help your lead generation efforts.

Chapter 4, Selling Products Online and Getting Paid, explains the second phase of Lifecycle Marketing, Sell. This chapter deals primarily with e-commerce selling.

Chapter 5, Selling with a Sales Team, shows that Infusionsoft is a very powerful tool for managing a sales force, even if you are the lone salesperson. This chapter focuses on selling with a human-managed pipeline.

Chapter 6, Wowing New Customers with Great Experiences, explains the final phase of Lifecycle Marketing, Wow. All the recipes in this chapter focus on providing world-class experiences for your new customers.

Chapter 7, Wowing Existing Customers with Great Experiences, extends the final phase of Lifecycle Marketing, Wow. All recipes in this chapter are focused around providing world-class experiences for your existing customers.

Chapter 8, Administrative – Conquer Internal Chaos, provides some streamlined recipes to tame your internal processes. Infusionsoft is often overlooked for its powerful workflow and process automation.

Chapter 9, Your Dashboard and Reporting – Make Better Decisions, will empower you to search and report confidently because an important discipline in automated experience design is extracting performance data and using that to inform improvements.

Chapter 10, Pushing the System with Hacks, is a grab bag of unsupported Infusionsoft hacks. These little tactics, when properly executed, can empower some amazing automated experiences.

What you need for this book

You will need an Infusionsoft account and an active login. Preferably, a login with admin rights to ensure that you have proper permissions to configure all the recipes in this book. At the very least, if you are not an admin, you'll want permissions to use the campaign builder, as a lot of recipes are implemented from there.

Who this book is for

Intended for those who have at least a cursory understanding of Infusionsoft and already know how to use the visual drag and drop builders (campaign builder, e-mail builder, and so on). Perhaps you've set up a couple of things already and want to take it to the next level. Maybe you are very fluent in the software but lack the high-level strategic understanding of how to take your business and automate it for the better. If you are a certified partner that has been around for a long time, this book will empower you to provide better results for your clients, faster!


In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Click on the name of the merge field we want to insert; this will insert a variable that looks like"

New terms and important words are shown in bold for example, Infusionsoft. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "Hover over the Infusionsoft symbol in the upper-left corner of the page, navigate to the Admin column, and click on Settings in the bottom row."


Warnings or important notes appear in a box like this.


Tips and tricks appear like this.

Reader feedback

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Downloading the color images of this book

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