Real World Infusionsoft
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Real World Infusionsoft

Start maximizing Infusionsoft in your small business sale's efforts
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.
20 students enrolled
Created by Packt Publishing
Last updated 4/2017
Current price: $10 Original price: $125 Discount: 92% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 5.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Discover strategies to wow new and existing customers
  • Sell products online and get paid
  • Get to know eCommerce Plumbing and automation
  • Explore the pipeline fundamentals
  • Create a customer satisfaction survey
View Curriculum
  • This course is for people who are newer to Infusionsoft and who wish to get hands-on with the tool. It’s also great for experts looking to level up their skill set, as skilled Infusionsoft users will be able to pick up a bunch of little tips and tricks.

This course will help you improve the customer experience, making them wanting to buy from them.

We start off with 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. Moving ahead, you’ll see how the same tactics can be effectively implemented in a scenario where a Sales team is involved. Next, we focus on how to provide an unforgettable experience for new customers and make them never go away!
Later, we demonstrate tactics such as campaigns, satisfaction survey, and birthday wishes. Finally, we 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.

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 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 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.
Compare to Other Infusionsoft Courses
Curriculum For This Course
31 Lectures
4 Lectures 27:12

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
2 Lectures 18:11

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
Advanced Offer Tactics
3 Lectures 34:25

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.

Preview 12:06

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
Pipeline Fundamentals
5 Lectures 55:17

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.

Preview 16:09

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
Pipeline Workflow Tactics
2 Lectures 20:19

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.

Preview 10:41

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
Pipeline Automation Tactics
3 Lectures 43:02

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

Preview 10:30

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

Sending Automated Appointment Reminders
Common New Customer Tactics
3 Lectures 32:36

Knowing how long ago someone purchased is very handy. We can automatically build a timer that keeps track of someone's purchase recency.

Preview 10:00

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
Automated Customer Engagement
3 Lectures 38:55

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

Preview 14:21

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
Re-Engagement Tactics
3 Lectures 31:53

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.

Preview 11:37

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
Referral Partner Configuration
3 Lectures 29:57

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.

Preview 11:47

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
About the Instructor
Packt Publishing
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59,034 Students
687 Courses
Tech Knowledge in Motion

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.

Packt Udemy courses continue this tradition, bringing you comprehensive yet concise video courses straight from the experts.