Introduction

Now that we've ensured the user configuration is complete, we can begin to learn about the critical tools for mastery of automation experience design. The recipes in future chapters assume an understanding of the fundamental tactics introduced in this chapter.

There are two types of Infusionsoft users, and they use different tools for their needs.

The first type and target audience for this cookbook are the builders. These are the users who design and implement the automated experiences. These are the types of folks that would take a recipe out of this cookbook and use it for their business.

The second type of user is the end user. End users are the sales representatives and administrators who work daily with Infusionsoft. Often, they use things created by a builder are used by end users to stay organized, grow sales and save time.

Understanding both user types is critical in building a powerful automated experience. Therefore, mastery of both tool types is essential.