Master Class in Infusionsoft

Execute three quick starts in Infusionsoft to achieve a fast return on investment: import 100 plus contacts and broadcast to them. Finally, add at least 20 contacts to a campaign.

Explore the branding center to manage default templates like campaign, broadcast, and single emails, plus web forms, with the cookie cutter analogy, template library, and legacy follow-up sequences.

Edit the campaign email in Infusionsoft by switching to a simple, left-aligned layout, removing unwanted blocks, adding a banner and signature, and configuring merge fields and plain text.

Create a one-off broadcast email by copying the default campaign email from a template and updating the branding center preview for a tag list, save search, or contact group.

Create a single one-off email by editing the branding center template, pulling in the campaign builder template, and loading the default campaign email with header off for a plain-text look.

Discover why follow up sequence emails are legacy in Infusionsoft and how to switch to the campaign builder, ensuring you use the new campaign mode.

Access the branding center to edit the template library email and create reusable templates for newsletters and product launches. Copy from the default campaign email, save, and reuse templates later.

Learn how to edit the email confirmation template in Infusionsoft, adjust the greeting and subject line, edit permission messaging, and save changes back to the branding center.

Explore how to customize the Infusionsoft campaign form by adjusting the web form layout, label alignment, and submit button text, and choose between hosted or external thank-you pages.

Learn to migrate away from the legacy form in Infusionsoft by removing fields, repurposing the submit button, and guiding consultants to avoid legacy forms in favor of campaign builder.

Learn how to edit the default internal web form in branding center, align labels to the right, connect fields to the CRM, and trigger campaigns, sequences, and tags before saving.

Customize the default campaign landing page in Infusionsoft by matching logo colors, adding email and first name fields, and linking to a thank-you or web page.

Create a campaign letter for direct mail in an Infusionsoft campaign. Use mail merge with addresses, add a logo, and print on color laser printers with windowed envelopes.

Configure the order form's thank you page in Infusionsoft, choosing hosted or on-site options, and set a default landing page with branding elements like the logo and purple title theme.

Manage your logos in the branding center by editing the default logo, adding new images, and saving changes. Use logo snippets for emails, landing pages, web forms, and login areas.

Configure the Infusionsoft email footer by selecting logo visibility, choosing a logo color, and entering a partner or affiliate code to tailor footer links.

Export a clean csv file for Infusionsoft from Mailchimp, including first name, last name, email, phone, web address, company name, dog's name, and cat's name.

Learn to import data into Infusionsoft from a CSP file, map fields, create custom fields, assign records, and set permission and tagging for compliant email campaigns.

Tag your imported contact list in Infusionsoft by loading the import via safe search, selecting all contacts, applying a chosen tag (not just subscribers), and processing the queued actions.

Learn to use tags and tag categories in Infusionsoft to segment your list, track every prospect action, and implement scalable naming conventions for future growth.

Learn a practical Infusionsoft tagging and naming framework that ensures future clarity and team readability. Define descriptive tag categories and front-loaded names to prevent confusion and renaming later.

Discover how to create tag categories and multiple tags at once in Infusionsoft, including importing tags via a CSP file or adding them individually.

Plan a tag naming convention using a two-column spreadsheet (tag category and tag name); export as a CSP file, then import and map fields in Infusionsoft to create tags.

Master the quick search in crm to rapidly find contacts by name, phone, or email, view quick cards, add notes, and switch to searching orders or subscriptions.

Learn to use interactive and grid views in Infusionsoft to manage contacts, edit details, and track notes, tasks, appointments, emails, orders, campaigns, tags, and scores in a streamlined workflow.

Navigate the contact record in Infusionsoft by accessing the top row for contact details and the bottom row for activity, including orders, emails, campaigns, and lead tracking.

Learn how to create and move company records in Infusionsoft, assign primary contacts, and link contacts to the correct company for accurate opportunity tracking.

Explore opportunities and e-commerce opportunities in Infusionsoft, from stage-based and demo requests to quotes and nurturing, and learn to set up opportunities for high-ticket sales.

Assign opportunities to the right people by marking them as sales reps in Infusionsoft, using the admin users area to add them to the sales rep group.

Explore how the visitor area in CRM shows which visitors visited tracked pages without identifying them, and compare this to the more powerful lead generation module in marketing.