Infusionsoft Cookbook
eBook - ePub

Infusionsoft Cookbook

  1. 474 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Infusionsoft Cookbook

About this book

Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

About This Book

  • Maximize client engagement by automating lead capture and follow-up
  • Collect information and set up lead scoring in Infusionsoft to enhance your marketing interactions to build more clients
  • Set up online shopping carts, manage your online store, and enhance user experience

Who This Book Is For

If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.

What You Will Learn

  • Set up and configure features that will enhance new user creation using Infusionsoft
  • Attract leads and build your list efficiently
  • Understand the different strategies to sell and get paid
  • Create amazing customer experiences by following up and automating messages
  • Master techniques to use Infusionsoft for internal administrative functions
  • Make better business decisions by mastering the reporting functionality
  • Save time and simplifying day-to-day usage using Infusionsoft
  • Get to know the Ninja hacks while working with Infusionsoft efficiently.

In Detail

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively.

Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers.

You'll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder.

Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!

Style and approach

A recipe-based guide that covers real-life scenarios on optimising marketing automation, lifecycle management, lead generation, inventory management, and adding ecommerce functionality

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Infusionsoft Cookbook


Table of Contents

Infusionsoft Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers, and more
Why subscribe?
Free access for Packt account holders
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Pre-Flight Checks
Introduction
Setting up your user signature
Getting ready
How to do it...
How it works...
There's more...
Configuring your calendar
How to do it...
How it works...
There's more...
Connecting your Facebook account
How to do it...
How it works...
See also
Connecting your Twitter account
How to do it...
How it works...
See also
Configuring your company's logo
Getting ready
How to do it...
How it works...
There's more...
Configuring the CAN-SPAM address block
How to do it...
How it works...
There's more...
Creating new users
How to do it...
How it works...
There's more...
2. Critical Tools for Mastery
Introduction
Creating custom fields
How to do it...
How it works...
There's more...
See also
Using merge fields
Getting ready
How to do it...
How it works...
There's more...
See also
Using campaign merge fields
Getting ready
How to do it...
How it works...
There's more...
See also
Using campaign links
Getting ready
How to do it...
How it works...
There's more...
Creating tags for database segmentation
How to do it...
How it works...
There's more...
Using internal forms for workflow
Getting ready
How to do it...
How it works...
There's more...
See also
Using note templates for workflow
Getting ready
How to do it...
How it works...
There's more...
See also
Creating great user experiences with tasks
Getting ready
How to do it...
How it works...
There's more...
Installing campaign templates from the Marketplace
Getting ready
How to do it...
How it works...
There's more...
Connecting web forms together
Getting ready
How to do it...
How it works...
There's more...
See also
Chaining campaigns together
Getting ready
How to do it...
How it works...
There's more...
Working daily out of My Day
Getting ready
How to do it...
How it works...
There's more...
See also
3. Attracting Leads and Building Your List
Introduction
Creating a Contact Us form
Getting ready
How to do it...
How it works...
There's more...
See also
Building a lead magnet delivery
Getting ready
How to do it...
How it works...
There's more...
See also
Maximizing social sharing of your e-mails
Getting ready
How to do it...
How it works...
There's more...
See also
Collecting leads from in-person events
Getting ready
How to do it...
How it works...
There's more...
See also
Leveraging offline media for lead generation
Getting ready
How to do it...
How it works...
There's more...
See also
Creating a simple referral request
Getting ready
How to do it...
How it works...
There's more...
See also
Building an automated Twitter offer
Getting ready
How to do it...
Part 1
Part 2
Ho...

Table of contents

  1. Infusionsoft Cookbook

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Yes, you can access Infusionsoft Cookbook by Paul Sokol in PDF and/or ePUB format, as well as other popular books in Computer Science & Computer Science General. We have over one million books available in our catalogue for you to explore.