Ideal for those who have already had some prior exposure, Advanced Infusionsoft Implementation aims to introduce more challenging concepts involving internal workflow use cases and reporting abilities. It also provides some unsupported hacks.
About the Author
Paul Sokol is an electrical engineer by trade and the Campaign Builder Mad Scientist at Infusionsoft―a moniker earned due to his breadth of knowledge. His first experience with Infusionsoft was when he cofounded jiveSYSTEMS―a business-class video e-mail platform―in 2008 while obtaining his master's degree in signal processing from the University of Central Florida. The company still exists today and is successfully running very efficiently thanks to the automation capabilities of Infusionsoft.
Since joining Infusionsoft formally as an employee in June 2011, he has provided over 1,000 hours of small business consulting and helped launch more than 200 clients with Infusionsoft. He has authored numerous blog posts, been a guest on many webinars, and taught from stage at live events, such as Infusionsoft's annual ICON. Currently, he works in the product development department as one of the first data scientists of the company.
Besides being a universally recognized trailblazer in automated experience design, he is also a generous philanthropist, talented musician, and respected heavy metal advocate. His purpose is to believe in the dreams of others and empower their greatest possibilities. His mission is to have a positive impact on individuals, communities, and the world via love, sharing, and contribution to others.
Originally a Florida native, Paul currently lives in Chandler, Arizona, with his two cats Beebo and Winston. When he isn't working or running his charity Keep Children Rockin, he can be found drumming in the local black metal band Elivagar and being part of the growing Arizona heavy metal scene.
A hard bounced e-mail does no good to an e-mail marketer. Using automation, we can use an e-mail bounce as an opportunity to reconnect with someone.
We can configure a general engagement timer that you can start upon any meaningful click in any e-mail. Let's explore how to set up the segmentation mechanism.
Historically, people have used Tags for newsletter management, but this makes it extremely difficult for the e-mail recipient to choose what they want. Let's see a better way to build a true preferences center.
We can minimize poor hiring fits early by making applicants jump through a simple hoop in the application process. This way you can only actually interview those applicants who follow instructions.
You can track operational marketing expenses directly to orders to have closed-loop Return on Investment reporting. Learn how Lead Sources work.
Over time, a database can collect duplicate records for one reason or another. Let's see how to check for duplicates in the database.
Once you've checked the system for duplicates, you can merge contact records. Let's see what that entails.
You can save different versions of campaigns for various reuse purposes. Learn about this esoteric.
There is no need to have a Start goal for any campaigns that re-engage your existing list. Let's see how easy it is to add a group of contacts to a specific campaign sequence.
All searches and reports function the same way regarding how you make a query and how you can display the results. Let's explore how to set up a saved search or report.
Now that you know how to make a saved search or report, we can add these to our User dashboard.
A user's dashboard is extremely robust and powerful when you know how to use it. Let's explore all the available functionality.
Any opportunity to save time and speed up the workflow should be taken advantage of. Even something simple like the initial loading page can save users a click (or more) and get them working faster!
For common searches or reports that are mostly for tracking purposes, we can have those come to our inbox directly. It's simple to set this up.
Being able to tell who is in a campaign is critical for general reporting and tracking. Let's see how to pull a report of who is in a campaign.
Being able to tell who is in (or has been in) a specific campaign sequence is critical for general reporting and tracking. Let's see how to pull a report of sequence history.
Being able to tell who is waiting to receive a specific campaign item is critical for general reporting and tracking. Let's see how to pull a report of who is queued to receive a specific sequence step.
Being able to tell who has received a specific campaign item is critical for general reporting and tracking. Let's see how to pull a report of who has received a specific sequence step.
Being able to tell who has achieved a certain campaign milestone is critical for general reporting and tracking. Let's see how to pull a report of who has achieved a specific campaign goal.
The built-in Confirmation functionality within Campaign Builder is limited. Let's see how to leverage legacy Confirmation links inside a Campaign Builder e-mail.
The built-in unsubscribe functionality within Campaign Builder is limited. Let's see how to leverage legacy Opt Out links inside a Campaign Builder e-mail.
While the functionality isn't super reliable due to individual e-mail clients, it is possible to run automation based on an e-mail open. Let's explore how to set this up.
If you have a date field on a web form or landing page, the visitor will have to carefully submit their date in proper format. This doesn't work in the real world. Let's see how to use a code snippet to add a visual calendar picker to any form.
While we can control the look/feel of a form's Submit button, sometimes you want to use a pretty graphic. Let's see how a simple CSS snippet can afford us this little trick.
There is an esoteric social sharing function inside Infusionsoft. We can leverage this tool still by manually building a link.
Sometimes you want to make an unsubscribe link show in odd places. Using this hack you'll be able to make anything a formal unsubscribe link.
Load times between the sales page and order form matter. What if there was a way to combine both into a single page without causing overwhelm?
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