Advanced Infusionsoft Implementation
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Advanced Infusionsoft Implementation

Get the most out of Infusionsoft
5.0 (1 rating)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
21 students enrolled
Created by Packt Publishing
Last updated 5/2017
Current price: $10 Original price: $125 Discount: 92% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 2.5 hours on-demand video
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Explore Infusionsoft's administrative capabilities.
  • Discuss some best practices related to emails and campaign management and bust some operational myths.
  • Explore the Infusionsoft dashboard and its reporting capabilities.
  • Master dashboard fundamentals
  • Learn more about unsupported automation link hacks and other code-based tweaks
  • Discuss link hacks (a great aid in campaign management)
View Curriculum
  • Beginners who are looking to use the tool for automation and to improve their day-to-day activities such as reporting will find the fundamentals valuable. Skilled Infusionsoft users will pick up a bunch of tips and tricks.

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.

Who is the target audience?
  • This course is for people who are new to Infusionsoft and who wish to get hands-on with the tool, as well as experts looking to level up their skill-set.
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Curriculum For This Course
29 Lectures
E-mail Hygiene
4 Lectures 23:10

This video will give an overview of entire course.

Preview 02:00

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.

Reconciling Hard Bounced E-mail Addresses

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.

Tracking E-mail Engagement Levels

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.

Creating a True E-mail Preferences Center
Creating a True E-mail Preferences Center
4 Lectures 28:23

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.

Preview 16:01

You can track operational marketing expenses directly to orders to have closed-loop Return on Investment reporting. Learn how Lead Sources work.

Using Lead Sources to Track ROI

Over time, a database can collect duplicate records for one reason or another. Let's see how to check for duplicates in the database.

Checking for Duplicate Contact Records

Once you've checked the system for duplicates, you can merge contact records. Let's see what that entails.

Cleaning Up Duplicate Contact Records
Campaign Management
2 Lectures 08:06

You can save different versions of campaigns for various reuse purposes. Learn about this esoteric.

Preview 05:50

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.

Adding Groups of Contacts to a Campaign Sequence
Dashboard Fundamentals
5 Lectures 22:51

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.

Preview 09:21

Now that you know how to make a saved search or report, we can add these to our User dashboard.

Adding Custom Statistics to Your Dashboard

A user's dashboard is extremely robust and powerful when you know how to use it. Let's explore all the available functionality.

Configuring Your Dashboard

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!

Setting a User’s Default Start Page

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.

Automating Saved Search or Report Delivery
Campaign Builder Reporting
5 Lectures 10:54

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.

Preview 03:20

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.

Reporting on Who is in (or was in) a Specific Campaign Sequence

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.

Reporting on Who Is Queued to Receive a Specific Campaign 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.

Reporting on Who Received a Specific Campaign 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.

Reporting on Who Completed a Specific Campaign Goal
Link Hacks
3 Lectures 17:19

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.

Preview 08:24

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.

Creating a Custom Unsubscribe Link inside Campaign Builder

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.

Triggering Automation from an E-mail Open
Grab Bag
3 Lectures 13:46

If we have any custom fields with fixed values, we can leverage those values to create a redirect switch using JavaScript. Let's see how this small bit of code works.

Preview 09:08

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.

Adding a Calendar Dropdown to Date Type Fields on Forms

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.

Using Images as Form Submit Buttons
More Link Hacks
3 Lectures 12:21

There is an esoteric social sharing function inside Infusionsoft. We can leverage this tool still by manually building a link.

Preview 05:11

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.

Making any Link an 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?

Hiding Order Forms until a Link is Clicked
About the Instructor
Packt Publishing
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Packt has been committed to developer learning since 2004. A lot has changed in software since then - but Packt has remained responsive to these changes, continuing to look forward at the trends and tools defining the way we work and live. And how to put them to work.

With an extensive library of content - more than 4000 books and video courses -Packt's mission is to help developers stay relevant in a rapidly changing world. From new web frameworks and programming languages, to cutting edge data analytics, and DevOps, Packt takes software professionals in every field to what's important to them now.

From skills that will help you to develop and future proof your career to immediate solutions to every day tech challenges, Packt is a go-to resource to make you a better, smarter developer.

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