Get Started Quickly (and Easily) With Infusionsoft

Once you are familiar with WHERE things are in Infusionsoft, learning HOW to use the software becomes easy. Take this tour of the software through the eyes of a new customer rather than someone considering buying the software (which was probably the last time you took a tour of the software).

Configuring DKIM and SPF is an important step for improved email deliverability. If you have a new Infusionsoft account, set up DKIM and SPF ASAP. If you have had Infusionsoft for a while, use this module to help you through steps to double check that you have DKIM and SPF set up in your account. If you do not, set them up at this time.

Setting up your email signature in Infusionsoft will save you time and make you more efficient in your overall use of the software. This is a step by step for setting up a useful email signature inside your Infusionsoft application.

Step by step direction to create a branded email template in the drag and drop email builder. Once you have your branding set up in Infusionsoft, you are getting very close to building and launching your marketing efforts using your new Infusionsoft application!

Thoughtful setup of the Branding Center in Infusionsoft makes for efficient use of your software later. This module will walk you through complete setup of your Branding Center in your software application.

This is a review of having permission to market to your contacts and also some tips when it comes to sending your first email out of Infusionsoft.

Learn the most common ways that Infusionsoft customers prepare their mailing list for import into Infusionsoft and learn tips and best practices for preparing the data for importing.

Infusionsoft does not automatically check for and merge duplicate contact records. This module will walk you through the simple process so you can keep your database clean.

This will walk you through the process for importing information into Infusionsoft.

Tips and best practices for tagging contacts in Infusionsoft. This is helpful information as you prepare to import your data.

Learn how to search your contact database quickly, easily and effectively!

The Sales Pipeline feature in Infusionsoft is enabled in the Complete edition and the Deluxe Sales edition of the software. This module will walk you through setting up your sales pipeline in Infusionsoft.

Learn how to quickly and easily prepare an email you you plan to send out as a Broadcast in the Marketing => Templates section of Infusionsoft.

This module is a high level overview of Campaign Builder. This will help you quickly and easily build your first campaign in Infusionsoft in the next module.

It's time to build your forst campaign in Infusionsoft! This module will walk you through the steps for doing so.

It is best practice to TEST every campaign you build before you LAUNCH. This module will show you how to easily do this.

It's time to launch your first campaign! In this module we will cover the steps for launching your first campaign. These are also the step to launch ALL of your campaigns going forward.

This module explains what Infusionsoft Analytics are, where to find them in your application, and how to implement the code on your website quickly and easily.

This module explains what the eCommerce section of Infusionsoft is/does.

Learn how to set up the products and/or services that you plan to sell online using your Infusionsoft application.

Step by step for setting up your Shopping Cart Theme, your Order Form theme and order forms in your Infusionsoft application.

Taking another tour of the software now that we are much more experienced!

Closing thoughts and what you should do next.