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Infusionsoft Training for Beginners

Name: Infusionsoft Training for Beginners
Rating: 3.8 (68 reviews)

An intense Infusionsoft training guide that shows how to get started with Infusionsoft quickly.

Created byDean Soto

Last updated 8/2016

English

English [Auto],

What you'll learn

Start to use Infusionsoft to automate the sales process.
Automate several common business functions to save time and make more money
Set up multiple campaigns that qualify and sell leads.

Course content

8 sections • 33 lectures • 4h 55m total length

Introduction12:36
discover how Infusionsoft builds automated systems and assets that qualify leads, automate sales, and add value to existing customers, moving beyond newsletters, autoresponders, and CRM.
Infusionsoft Quick Overview (A Tour of the App)10:17
Explore Infusionsoft's core pieces: dashboard, CRM, opportunities, referrals, and the campaign builder—and learn how to use it as a sales and marketing machine with practical, money-making campaigns and e-commerce setup.
My Guarantee to You!0:12

Introduction to the Infusionsoft CRM12:06
E-Commerce and Products Overview7:20
Explore Infusionsoft's e-commerce setup, focusing on products, checkout, payments, shipping, and promotions, and learn how to configure digital and physical products, subscriptions, pricing, taxes, and inventory.
Broadcast and Lead Source Tracking9:07
Custom Fields and Why You Want to Use Them! (Wisely)9:10
The Shopping Cart and Order Forms10:50
Learn how the Infusionsoft shopping cart and order forms differ, customize themes, set pricing, and tailor thank-you pages, labels, and shipping options.
Using Billing Action to Gather Data, Make Decisions and Know Your Customer6:32
Using Web Analytics to Track Activity3:53
Learn to set up Infusionsoft web analytics with tracking codes in your site header to monitor unique visitors, page views, email confirmations, and lead sources.
How to Clean Up Your Data By Getting Rid of Duplicates1:50
Clean up duplicate contact records in Infusionsoft using the data cleanup tool under admin. Select strict matching, review results, and merge duplicates carefully to avoid data loss.
Default Templates Overview2:37
Explore the branding center in the admin area to set default templates for campaign, broadcast, and confirmation emails, customize logos and the Infusionsoft footer, and adjust web forms.

September 2015 Update - The New Campaign Builder Interface10:31
Infusionsoft training for beginners highlights the new campaign builder interface with templates, a simplified four-item workflow (goal, sequence, email confirmation, notes), and improved tagging.
Introduction to the Campaign Builder9:22
Master the Infusionsoft campaign builder to design campaigns, set goals, and automate sequences from customer actions like purchases and indicators of interest, using templates and tags.
Using Web Forms to Qualify and Engage Prospects Automatically11:28
Learn to use Infusionsoft forms and landing pages to qualify leads and engage prospects by collecting name, email, phone, buying or selling intent, and timeframes, then tagging for follow-up.
Web Forms Continued - Automating Action Based on Data15:19
Automate lead routing in Infusionsoft with web forms and campaign actions. Use form data to trigger emails and follow-ups across zero to three, three to six, and six months plus.
Why I Prefer to Use Tags More Than Anything Else in Campaign Builder8:20
Tags Tags Tags (How do they Work?
Another Example of Why I Like to Use Tags As Goals (Over Other Types of Goals)9:42
Just another example of why I like triggering sequences with tags for goals.

Walkthrough of the Default Pipeline Settings5:33
You may or may not have or need an official pipeline, but this lecture will take you through the intitial setup for a true sales pipeline for opportunities in Infusionsoft.
Creating the Steps of Your Pipeline7:23
Configure Infusionsoft's sales pipeline, detailing stages from contacted to won or lost, including podcast invites, webinars, and product partnerships, with target days, probabilities, and round-robin routing.
Using the Campaign Builder to Automate Your Pipeline (and a Little Peak of Mine)14:55
Learn to automate your sales pipeline with Infusionsoft's campaign builder, using templates and recommended stages to manage opportunities, sequences, emails, and scheduling for podcasts and webinars.

Part 1 Understanding Your Customer Satisfaction Through Net Promoter Score10:33
Create a net promoter score survey in the infusionsoft campaign builder to classify customers as promoters, neutrals, or detractors and tailor follow-ups.
Part 2 Understanding Your Customer Satisfaction Through Net Promoter Score15:34
Set up Net Promoter Score campaigns in Infusionsoft by tagging contacts as promoter, neutral, or detractor, and routing them through targeted emails, tasks, and form-based rules.

Example Gift and Thank You Card Campaign6:27
Explore Infusionsoft gift sequences that tag new customers, test spend thresholds, and automatically send postcards, gifts, and emails to create a personalized, repeatable customer experience.
Example of How to Automate When Someone Submits an Application3:39
Example of How to Sell Prospects Based on Their Click Activity12:53
Learn how to use Infusionsoft scoring and link-click tracking to segment prospects, nurture them through indoctrination and biweekly emails, and trigger targeted sales sequences with timely offers.
Example of How to Sell Prospects Based on Their Lead Score Automatically5:39
Example of Counting How Many Times Someone Bought a Product13:33
Case Study: Adding Months Worth of Valuable Campaigns to Triple Thread Co.15:18
Automate long-term customer engagement with Infusionsoft’s campaign builder, setting and forgetting evergreen sequences for months or years—welcome emails with promo codes, monthly promotions, and surveys for new buyers.

Let's Create a Campaign Based on Your Specific Business Case4:11
Share your specific use case to tailor Infusionsoft campaigns, automating client interactions from web forms to email sequences and improving accuracy, speed, and value.
Bonus Lecture: My Infusionsoft Resource Guide3:00
An easy to follow guide that reiterates some of the concepts outlined in the course. It also gives example sites that are using Infusionsoft to automate nearly everything in their business. There are also some quick resources to extend the power of infusionsoft. I am always adding things to this document as time goes by.

Requirements

You will need to be comfortable with technology and learning a new type of software.
You will need to have a marketing and sales mindset in order to get the most out of this course (or be willing to learn).

Description

The best Infusionsoft training for beginners to create their very first automated marketing funnel. This course is designed, not to teach you the technical aspects of Infusionsoft, but to show you how you can utilize the campaign builder within Infusionsoft to:

Set up forms to capture all kinds of leads.
Automatically sell to leads based on whether they are cold, warm, or hot.
Assign tasks to your staff based on the needs of your customers.
Gauge the activity of leads and sell to them based on what they do
And much mire...

This is not a course to show you all of the technical aspects of Infusionsoft, it's about making a winning campaign to make your first sale.

This course is heavily sales focused. It's the best Infusionsoft training if you want to learn how to use the Infusionsoft campaign builder to create automate sales systems that work, respond to, and sell to your customers while you sleep.

While we go through some of the user interface, we push through to how to make money (which is the fun and most important part of using Infusionsoft).

What's in the course?

Over 15+ engaging videos
Overview of the Infusionsoft appplication
Example automated sales campaigns that are based on real cases
Real-life campaign examples from my business that made over half a million dollars in sales in 2014.
I consistently ad new course material based on student needs.
and more...

Why take this course?

It's the best Infusionsoft training for those that want to start making sales. I made this training specifically because I've seen so many new companies hop onto the automation marketing wagon but have no idea what to do.

This software is is powerful and has the potential to not only make more sales for you, but to also give you your life back. Using this software requires a mindset shift. It requires that you see it as your opportunity to build "sales assets" that work for you like little robots that take care of your customers.

However, it all starts with sales and if you haven't used this software to make money yet - then you need this course.

If you are new to Infusionsoft, considering Infusionsoft, or looking for the best Infusionsoft training to learn how to actually use it to make sales - you need this training.

Who this course is for:

You should take this course if you have Infusionsoft or are interested in using Infusionsoft in your business
You should take this course if you want to learn sales and marketing fundamentals and how it applies to marketing automation.
You should take this course if you are okay with with an easy amount of technical learning.
You should NOT take this course if you don't already have an established business.
Do NOT take this course if you are not willing to create systems to automate parts of your business.

Infusionsoft Training for Beginners

What you'll learn

Explore related topics

Course content

Introduction and Mindset3 lectures • 23min

Infusionsoft Particulars (The Boring But Foundational Stuff)9 lectures • 1hr 3min

Campaign Builder Winning Campaigns (This is Where the Fun and Profit Happens!)6 lectures • 1hr 5min

Sales Pipeline and Opportunities Intro3 lectures • 28min

Examples of How to Qualify and Sell to Leads2 lectures • 29min

Introduction to Advanced Sales and Marketing Examples2 lectures • 26min

Specific Case Studies and My Own Campaigns I'm Working On6 lectures • 57min

Conclusion and **Bonus**2 lectures • 7min

Requirements

Description

Who this course is for: