Get Started Quickly (and Easily) With Infusionsoft

What to do - and when - so you are monetizing your Infusionsoft software investment quickly and easily.
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Instructed by Jessica Maes Business / Other
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  • Lectures 30
  • Length 4 hours
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 5/2015 English

Course Description

Time is money. If you are paying for an Infusionsoft software application you will want to get it to produce a return on your investment (ROI) as soon as possible.

A common challenge that new customers face is knowing what to do - and when - to quickly get up and running with the software.

In this course, we will walk through the exact process for getting started quickly and easily with Infusionsoft.

  • This is a basic level Infusionsoft software training course. This course is perfect for new Infusionsoft customers who are ready to set up their software quickly and begin using it in their business. If you are currently working with your Kickstart coach, this course will help you accomplish more with your coach because you will not have to spend your Kickstart consulting hours on app setup or basic app training.
  • This course is also useful for existing customers who do not feel they are using the software to it fullest capabilities. You likely do note have all of the foundations in place which is holding you back from being efficient in the software.
  • This course will also be useful for people considering Infusionsoft so you can see how easy it is to get up and running with the software when you have a system to follow.

Included are 30 Modules and over 4 hours of training. Also, as a student in this course, you have access to an Infusionsoft Certified Consultant (Jessica Maes) who has over 5 years of experience using Infusionsoft daily through our course discussion area.

What are the requirements?

  • Students who have an Infusionsoft software application to log into will benefit the most from this course
  • Students who are Infusionsoft users and have a basic plan for what they want to do with the software will benefit from this course

What am I going to get from this course?

  • Confidently navigate around inside of an Infusionsoft software application
  • Import and modify contact data in Infusionsoft
  • Send a broadcast email
  • Build and launch a campaign
  • Sell products using the Infusionsoft shopping cart (for customers with the eCommerce or complete version)
  • Create a sales pipeline (for customers with the sales or complete version)

Who is the target audience?

  • New Infusionsoft customers who are looking for getting started guidance
  • Existing Infusionsoft customers who feel they are underutilizing the software
  • Business owners who are interested in determining if Infusionsoft is a good fit for their sales and marketing automation needs
  • If you are an advanced Infusionsoft user, this couse is likely not for you
  • If you are not an Infusionsoft user and have no plans to become an Infusionsoft user, this course is not for you

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction

Meet your course instructor Jessica Maes and learn about her background and expertise on the topic of basic Infusionsoft training.


Discover the objectives of this basic lever Infusionsoft training and what you will be able to get done by following the Modules in this course.

Section 2: Infusionsoft Basics (Even If You're Not A Brand New User)

Logging into Infusionsoft for the first time is the perfect time to set up some of the very basic foundations in your software application. This is an overview of the process and this will also show you how to re-enable the Initial Setup tool if you previously skipped it.


Once you are familiar with WHERE things are in Infusionsoft, learning HOW to use the software becomes easy. Take this tour of the software through the eyes of a new customer rather than someone considering buying the software (which was probably the last time you took a tour of the software).


Configuring the My Nav section of your main menu panel will save you an incredible amount of time as you navigate around in the software. This module will walk you through the process and also suggest what to put in the panel for now (since it's so early in the process).


Setting up your email signature in Infusionsoft will save you time and make you more efficient in your overall use of the software. This is a step by step for setting up a useful email signature inside your Infusionsoft application.


Step by step direction to create a branded email template in the drag and drop email builder. Once you have your branding set up in Infusionsoft, you are getting very close to building and launching your marketing efforts using your new Infusionsoft application!


Thoughtful setup of the Branding Center in Infusionsoft makes for efficient use of your software later. This module will walk you through complete setup of your Branding Center in your software application.

4 questions

A review of information covered in this section of the course.

Section 3: Launching Your Infusionsoft CRM

This is a review of having permission to market to your contacts and also some tips when it comes to sending your first email out of Infusionsoft.


Learn the most common ways that Infusionsoft customers prepare their mailing list for import into Infusionsoft and learn tips and best practices for preparing the data for importing.


Tips and best practices for tagging contacts in Infusionsoft. This is helpful information as you prepare to import your data.


This will walk you through the process for importing information into Infusionsoft.


Infusionsoft does not automatically check for and merge duplicate contact records. This module will walk you through the simple process so you can keep your database clean.


Learn how to search your contact database quickly, easily and effectively!


The Sales Pipeline feature in Infusionsoft is enabled in the Complete edition and the Deluxe Sales edition of the software. This module will walk you through setting up your sales pipeline in Infusionsoft.

4 questions

This quiz is designed to recap this session.

Section 4: Launching Your Infusionsoft Marketing

Learn how to quickly and easily prepare an email you you plan to send out as a Broadcast in the Marketing => Templates section of Infusionsoft.


This is a step by step guide to send a broadcast email from your Infusionsoft application.


This module explains what email throttling is and how to plan accordingly as you are getting ready to send your first email out of Infusionsoft.


This module is a high level overview of Campaign Builder. This will help you quickly and easily build your first campaign in Infusionsoft in the next module.


It's time to build your forst campaign in Infusionsoft! This module will walk you through the steps for doing so.


It is best practice to TEST every campaign you build before you LAUNCH. This module will show you how to easily do this.


It's time to launch your first campaign! In this module we will cover the steps for launching your first campaign. These are also the step to launch ALL of your campaigns going forward.


This module explains what Infusionsoft Analytics are, where to find them in your application, and how to implement the code on your website quickly and easily.

4 questions

This is a review of the information covered in this section of the course.

Section 5: Launching Your Infusionsoft eCommerce (Optional)

This module explains what the eCommerce section of Infusionsoft is/does.


This is a step by step guide for setting up Payment Types in your Infusionsoft application.


Learn how to set up the products and/or services that you plan to sell online using your Infusionsoft application.


Step by step for setting up your Shopping Cart Theme, your Order Form theme and order forms in your Infusionsoft application.


An important Module that gives you a plan for working through ALL linked on the eCommerce Setup page in your Infusionsoft application.

Launching Your Infusionsoft eCommerce Quiz
4 questions
Section 6: Putting It All Together

Taking another tour of the software now that we are much more experienced!


Closing thoughts and what you should do next.

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Instructor Biography

Jessica Maes, Writer, Infusionsoft Trainer, Marketing Consultant

I have been a small business owner for over 10 years. Working from home, part time, and nearly exclusively online, I have gone from billing $80/month to $8000/month and beyond. My "secret sauce" has been to "stand out from the crowd" as an industry expert.

This doesn't happen overnight!

Being an industry and thought leader requires mastering your industry, publishing an eBook on your area of expertise as your "calling card", and connecting with your audience in a big way. I published my first book in 2007 and to date have written and published 6 eBooks on Amazon.

In addition to writing and publishing 6 books on Amazon, I write a popular blog for Infusionsoft software users. There are over 4000 visits to this blog every month and readers learn tips and how-tos for using this email marketing software.

In addition to writing and publishing eBooks and blogging, I am a highly sought after software trainer and online marketing consultant. I specialize in training and consulting on the marketing automation software Infusionsoft - a sales and marketing automation software used by over 25000 businesses worldwide.

Would you like to stand out in your crowd and connect with your audience in a big way? My Udemy classes are designed with this goal in mind. I want to help you succeed in a fraction of the time it took me. I have been there, done that, and now it's time to share the secrets!

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