Infusionsoft Fundamentals aims to provide those who are new to Infusionsoft with an introduction to the tool.
This video is a practical, step-by-step guide; it starts by focusing on initial user setup and helps you master key tool competencies in easy stages. Afterwards, it transitions into different recipes for lead generation. The video also walks you through online, offline, and social-lead generation.
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. He has authored numerous blog posts, been a guest on many webinars, and taught from stage at live events, such as Infusionsoft's annual ICON. Currently, he is works in the product development department as one of the first data scientists of the company. Besides being a universally recognized trailblazer in automated experience design, he is also a generous philanthropist, talented musician, and respected heavy metal advocate. His purpose is to believe in the dreams of others and empower their greatest possibilities. His mission is to have a positive impact on individuals, communities, and the world via love, sharing, and contribution to others. Originally a Florida native, Paul currently lives in Chandler, Arizona with his two cats Beebo and Winston. When he isn't working or running his charity Keep Children Rockin, he can be found drumming in the local black metal band Elivagar and being part of the growing Arizona heavy metal scene.
Every Infusionsoft user has a configurable user signature that can be leveraged within communications. We will explore how to configure this.
Every Infusionsoft user has a calendar that shows different types of activities. We will explore how to adjust the different available settings.
Every Infusionsoft user can also be connected to Twitter or Facebook. We will explore how to make these connections.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
When an end user has a lot of appointments, tasks or opportunities to work, the My Day view can greatly speed up productivity.
Infusionsoft has a rich library of pre-built campaign models for a variety of business objectives. Let's see how to install these templates.
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.
It is very common for one campaign to start or stop another. Let's explore the cleanest way to do this using tags.
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.
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.
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.
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.
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.
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.
Referrals have a higher conversion rate than a normal lead. Let's see how to systematically ask for and collect referrals from customers.
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.
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.
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.
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