Infusionsoft Cookbook

coverpage

Infusionsoft Cookbook

Credits

About the Author

Acknowledgments

About the Reviewers

www.PacktPub.com

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Chapter 1. Pre-Flight Checks

Introduction

Setting up your user signature

Configuring your calendar

Connecting your Facebook account

Connecting your Twitter account

Configuring your company's logo

Configuring the CAN-SPAM address block

Creating new users

Chapter 2. Critical Tools for Mastery

Introduction

Creating custom fields

Using merge fields

Using campaign merge fields

Using campaign links

Creating tags for database segmentation

Using internal forms for workflow

Using note templates for workflow

Creating great user experiences with tasks

Installing campaign templates from the Marketplace

Connecting web forms together

Chaining campaigns together

Working daily out of My Day

Chapter 3. Attracting Leads and Building Your List

Introduction

Creating a Contact Us form

Building a lead magnet delivery

Maximizing social sharing of your e-mails

Collecting leads from in-person events

Leveraging offline media for lead generation

Creating a simple referral request

Building an automated Twitter offer

Growing your social media following

Building an inbound phone call lead capture

Creating a PPC lead generation funnel

Setting up web analytics

Chapter 4. Selling Products Online and Getting Paid

Introduction

Setting up your merchant account

Creating products and subscriptions

Building order forms

Implementing an automated cart abandon follow-up

Collecting failed automated billing attempts

Creating a one-click upsell

Building a one-click upsell or downsell chain

Chapter 5. Selling with a Sales Team

Introduction

Setting up a sales pipeline

Working sales opportunities

Using round robins for sales teams

Saving time with FAQ workflows

Sending automated appointment reminders

Merging custom opportunity fields into e-mails

Setting up lead scoring

Automating based on lead score achievement

Building a long-term prospect nurture

Chapter 6. Wowing New Customers with Great Experiences

Introduction

Segmenting by last purchase date

Building a new customer welcome campaign

Creating a customer satisfaction survey

Asking for testimonials automatically

Setting up a birthday collection mechanism

Building automated Happy Birthday messages

Chapter 7. Wowing Existing Customers with Great Experiences

Introduction

Updating a soon-to-be-expired credit card automatically

Re-engaging inactive e-mails in your database

Building a Vaynerchuk opt-out

Setting up a basic referral partner program

Building a referral partner sign-up form

Chapter 8. Administrative - Conquer Internal Chaos

Introduction

Reconciling hard bounced e-mail addresses

Tracking e-mail engagement levels

Filtering out new hire applicants

Creating a true e-mail preferences center

Using lead sources to track ROI

Managing campaign model variations with versioning

Adding groups of contacts to a campaign sequence

Checking for duplicate contact records

Cleaning up duplicate contact records

Collecting W-9 forms from referral partners automatically

Chapter 9. Your Dashboard and Reporting - Make Better Decisions

Introduction