Learning Path: Learning Infusionsoft

Infusionsoft works with major merchant gateway providers to process credit cards directly within the software. Let's see how to setup a merchant account.

We will lay the foundation for the different types of selling available.

Order Forms allow you to automatically collect and process payments online. Automation can also be triggered from a successful order. Let's see how to setup a basic order form.

Sometimes, an automated payment fails for some reason. Having an automated process in place to recover these payments can keep receivables down.

Selling additional offers immediately upon successful order is a great way to boost average order value. Let's explore how to build a one-click upsell mechanism.

You aren't limited to a single one-click offering. Having a chain of possible upsells or downsells can easily boost Customer Lifetime Value.

There are ways to have an offer that legitimately expires for individuals but can be running constantly in the background.  Let's see how to build a mechanism that does this automatically.

A pipeline is an operational notion for tracking something (person, event, and so on) through a fixed series of milestones to achieve a certain end goal. Let's explore how to setup a sales pipeline so users can follow up with their leads/prospects and close more deals.

Properly working an opportunity record is easy and empowers solid reporting. Let's see how simple it is to work an Opportunity record.

Keeping a sales rep focused on the pipeline of leads is important to see good productivity. Let's explore how to setup a user's dashboard to be the "ground control" for each salesperson.

When you have leads flowing in automatically, to keep things fair, you can control the distribution of new leads to your sales team. Let's see how round robins work to pass out leads.

If a sales rep has a larger pipeline, knowing which contacts to focus on first can be challenging. Lead scoring can help sales reps focus on the prospects who are most engaged and so should be reached out to first. Let's setup a basic lead scoring schema.

Frequently asked questions occur in every business. A great way to save time and provide consistent experiences is by templating each answer and triggering them to send. Let's see how to setup this kind of mechanism.

Similar to a Contact record, you can create custom Opportunity fields based on your business. Let's explore how to merge Opportunity fields into an e-mail.

Lead scoring is not only a handy tool for the sales team, but can also be used for automation to enhance their efforts.

Not everyone is ready to buy right away, especially if you sell a high-ticket item. Let's see how to build an automated nurture that runs in the background to your sales pipeline.

Scheduling an appointment is no good unless the other person actually shows up. Let's see how to automatically send appointment reminders.

Knowing how long ago someone purchased is very handy. We can automatically build a timer that keeps track of someone's purchase recency.

Communicating with a customer upon purchase and beyond is critical to build a solid relationship. Let's see a simple new customer welcome example.

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.

Testimonials can be leveraged in your marketing and sales efforts. Let's see how to automatically collection testimonials.

Knowing someone's birthday affords a lot of fun options for customer experience. Let's see how we can automatically collect birthdays.

Once you have someone's birthday, it’s easy to have a message go out each year to celebrate. Let's see how we can automatically schedule birthday messages.

We can save time and money by attempting to collect an updated credit card automatically. This can prevent failed charges and minimize recovery hours. Setting up a credit card update e-mail is easy to do.

An inactive e-mail address doesn't do a database much good. Let's see how to automatically re-engage people once we've identified they've gone cold.

Gary Vaynerchuk had the neat idea to call people who opt out. Let's see how to streamline this operational process.

Infusionsoft has a built-in commission module called Referral Partners. Let's see how to setup a basic program for commissions on a product that has a sales page.

Now that we have a basic referral partner program setup, let's see how people can automatically sign up to be a referral partner.

Quite often the tax man needs to know when you are making referral partner payments. Let's see how to automatically collect any necessary tax document.