Learning Path: Learning Infusionsoft
4.6 (35 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
232 students enrolled

Learning Path: Learning Infusionsoft

Extend your business and marketing skills by learning tactics to keep your customers motivated using Infusionsoft
Highest Rated
4.6 (35 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
232 students enrolled
Created by Packt Publishing
Last updated 3/2017
English [Auto]
Current price: $139.99 Original price: $199.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 8.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • 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
Course content
Expand all 59 lectures 08:23:30
+ Infusionsoft Fundamentals
28 lectures 02:51:43

This video will provide an overview of the course.

Preview 04:40

Every Infusionsoft user has a configurable user signature that can be leveraged within communications. We will explore how to configure this.

Setting Up Your User Signature

Every Infusionsoft user has a calendar that shows different types of activities. We will explore how to adjust the different available settings.

Configuring Your Calendar

Every Infusionsoft user can also be connected to Twitter or Facebook. We will explore how to make these connections.

Connecting to Social Networks Facebook and Twitter

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.

Preview 03:41

Legally, every e-mail that is delivered from Infusionsoft has to contain the physical mailing address of the company that sent it. We will now learn how to configure this address.

Configuring the CAN-SPAM Address Block

As a business grows, it will need to add more users to the system for different purposes. We will learn how to add new admin and regular users.?

Creating New Users?

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.

Preview 07:11

Personalizing communications and workflow items is one of the main benefits of an automated CRM. Let's explore how Infusionsoft personalizes messages with merge fields. 

Using Merge Fields

Sometimes, there is information to merge into a communication or process that is the same for all people in a campaign. Let's explore how to use campaign merge fields. 

Using Campaign Merge Fields

Often you'll link to the same place in many different e-mails. As a time-saving tactic, let's explore how to use campaign links.

Using Campaign Links

Being able to segment your database is a key function of any CRM. Let's see how to create tags that can be used for segmentation.

Creating Tags for Database Segmentation

Not everything can be automated. By intentionally designing tasks for the end user inside Infusionsoft, you can ensure that daily operations are smooth and easy.

Creating Great User Experiences with Tasks

When an end user has a lot of appointments, tasks or opportunities to work, the My Day view can greatly speed up productivity.

Working Daily Out of My Day

Infusionsoft has a rich library of pre-built campaign models for a variety of business objectives. Let's see how to install these templates.

Preview 05:00

There are many tactics that require taking someone through a series of web forms. Infusionsoft can intelligently track someone through a series of forms to avoid asking for duplicate information.

Connecting Web Forms Together

It is very common for one campaign to start or stop another. Let's explore the cleanest way to do this using tags.

Chaining Campaigns Together

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.

Preview 07:02

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.

Preview 04:27

A common lead generation strategy is to offer some resource for free, in exchange for someone's e-mail. A masterful automated experience designer will make the delivery of this free offer (lead magnet) behavior-based.

Building a Lead Magnet Delivery

Infusionsoft, much like Google or Facebook, has a tracking pixel that it uses to extract visitor and known contact data from website traffic. We're going to find the pixel code to be placed on a website.

Setting Up Web Analytics

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.

Preview 07:18

Any physically printed ad or flyer should have, if space permits, a short URL and QR code, allowing interested readers to get more. Let's build a simple lead generation mechanism for a flyer.

Leveraging Offline Media for Lead Generation

To capture inbound phone calls and properly route them is a key business function. Let's see how to build a workflow to capture and sort calls from leads.

Building an Inbound Phone Call Lead Capture

Referrals have a higher conversion rate than a normal lead. Let's see how to systematically ask for and collect referrals from customers.

Preview 14:41

Twitter has built-in integration with Infusionsoft for one of its ad products. Let's see how to set up both the Infusionsoft and Twitter side of things.

Building an Automated Twitter Offer

When people are on your e-mail list, that's a low-hanging fruit for getting them to follow you on a social channel. Let's see how we can do this automatically.

Growing Your Social Following

Collecting leads from Pay-Per-Click (PPC) doesn't show someone's level of engagement. Let's see how we can use a multi-step funnel to bubble up the hottest leads.

Creating a PPC Lead Generation Funnel
+ Real World Infusionsoft
31 lectures 05:31:47

This video will an overview of the entire course 

Preview 06:00

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

Setting Up Your Merchant Account

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

Creating Products and Subscription

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.

Building Order Forms

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.

Preview 08:58

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

Collecting Failed Automated Billing Attempts

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.

Creating a One-Click Upsell

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

Building a One-Click Upsell or Downsell Chain

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.

Creating an Evergreen Sales Funnel with an Expiring Offer

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.

Setting Up a Sales Pipeline

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

Working Sales Opportunities

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.

Building the Perfect Sales Rep Dashboard

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.

Using Round Robins for Sales Teams

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.

Setting Up Lead Scoring

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.

Saving Time with FAQ Workflows

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.

Merging Custom Opportunity Fields into E-mails

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

Automating Based on Lead Score Achievement

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.

Building a Long-term Prospect Nurture

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

Sending Automated 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.

Segmenting by Last Purchase Date

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

Building a New Customer Welcome Campaign

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.

Creating a Customer Satisfaction Survey

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

Asking for Testimonials Automatically

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

Setting Up a Birthday Collection Mechanism

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.

Building Automated Happy 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.

Updating a Soon-to-be-Expired Credit Card Automatically

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.

Re-engaging Inactive E-mails in Your Database

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

Building a Vaynerchuk Opt-out

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.

Setting Up a Basic Referral Partner Program

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

Building a Referral Partner Sign-Up Form

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.

Collecting W-9 Forms from Referral Partners Automatically
  • 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.

Who this course is for:
  • If you are interested in learning new software and have a sales and marketing mindset, then this is the perfect course for you!