Learning Path: Learning Infusionsoft
- 8.5 hours on-demand video
- Full lifetime access
- Access on mobile and TV
- Certificate of Completion
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- Discover strategies to wow new and existing customers
- Sell products online and get paid
- Get to know eCommerce Plumbing and automation
- Create a customer satisfaction surveyIn-depth explanation of how to master common tools such as campaign links, campaign merge fields, internal forms, and My Day
- Generate leads offline, online, and using social media
Every Infusionsoft account can be configured with the company's logo, which is used in various places around the software. We will see where you go to upload the logo.
A CRM is nothing more than a database. Sometimes a business needs to store data that isn't available out of the box. Adding custom data fields to the database is easy.
Infusionsoft has a rich library of pre-built campaign models for a variety of business objectives. Let's see how to install these templates.
Nearly every website can benefit from a contact form. Let's see how to build a simple form with automated task generation for follow-up.
Sometimes a user will need to manually trigger automation. In these cases, an internal form or note template can be handy. Let's see how to use these tools.
In the whirlwind of a live event, the sooner you can add a new lead to your database the better. Let's see how to build a quick-add form that you can use directly from your phone.
Referrals have a higher conversion rate than a normal lead. Let's see how to systematically ask for and collect referrals from customers.
Following up with someone if they fall out during the checkout process is a great way to recover sales. Let's see how to modify an existing sales campaign and add a cart abandon mechanism.
Creating a survey for recently purchased product to When we can understand how satisfied or not the customer is, we can adjust the customer experience and take steps to make things right. One way to require this information is with the Customer satisfaction survey. Let’s create a Customer Satisfaction survey for a recently purchased product.
- You need to be comfortable to learn new software and need to have a sales and marketing mindset.
- No prior knowledge of Infusionsoft is required.
Infusionsoft is sales and marketing automation software. This Video Learning Path aims to provide those who are new to Infusionsoft with an introduction to the tool.
Packt’s Video Learning Paths are a series of individual video products put together in a logical and stepwise manner such that each video builds on the skills learned in the video before it.
Learning Infusionsoft starts by focusing on initial user setup and helps you master key tool competencies in easy stages.
We then move onto an interesting discussion on how to sell products online and earn good money. We’ll look at some techniques such as eCommerce Plumbing and automation to help you attract customers.
Later, we demonstrate tactics such as campaigns, satisfaction survey, and birthday wishes. Finally, we will take a look at various re-engagement tactics that can be applied to your system to keep long-time, faithful customers motivated and on board.
By the end of this Video Learning Path, you will learn to improve customer experience and sell products online.
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.
- If you are interested in learning new software and have a sales and marketing mindset, then this is the perfect course for you!