Infusionsoft Fundamentals
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Infusionsoft Fundamentals

Learn about its fundamental functionality and lead generation from one of the world's foremost Infusionsoft experts
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
7 students enrolled
Created by Packt Publishing
Last updated 1/2017
Current price: $10 Original price: $125 Discount: 92% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 3 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Start off by setting up the initial application and then set up and configure a new user.
  • In-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.
  • Shows time-saving campaign tactics
  • Explore the workflow of critical tools.
  • Builds an inbound phone call lead capture
View Curriculum
  • Skilled Infusionsoft users will be able to pick up a bunch of indispensable tips and tricks.
  • This course is a deep-dive into the Infusionsoft technology with a healthy dose of strategic lessons that can be applied to any automation system. Each video covers a specific topic in full detail.

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. 

Who is the target audience?
  • This course is for people who are new to Infusionsoft and who wish to get hands-on with the tool, and for experts looking to level up their skill set. Beginners who are looking to use the tool for automation and to improve their day-to-day marketing activities such as lead generation will find the fundamentals valuable.
Compare to Other Infusionsoft Courses
Curriculum For This Course
28 Lectures
Getting Started
4 Lectures 10:57

This will give overview of the entire 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)
Finishing Up
3 Lectures 07:48

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
Common Tools
5 Lectures 17:45

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
3 Lectures 15:57

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

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
Time-Saving Campaign Tactics
3 Lectures 13:11

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
Online Lead Generation
3 Lectures 20:46

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

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
Offline Lead Generation
3 Lectures 26:54

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
Social Lead Generation
4 Lectures 58:25

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
About the Instructor
Packt Publishing
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Packt has been committed to developer learning since 2004. A lot has changed in software since then - but Packt has remained responsive to these changes, continuing to look forward at the trends and tools defining the way we work and live. And how to put them to work.

With an extensive library of content - more than 4000 books and video courses -Packt's mission is to help developers stay relevant in a rapidly changing world. From new web frameworks and programming languages, to cutting edge data analytics, and DevOps, Packt takes software professionals in every field to what's important to them now.

From skills that will help you to develop and future proof your career to immediate solutions to every day tech challenges, Packt is a go-to resource to make you a better, smarter developer.

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