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Learning Path: Learning Infusionsoft

Video Description

Extend your business and marketing skills with Infusionsoft

In Detail

Infusionsoft is sales and marketing automation software. This Video Learning Path will help you improve the customer experience, making them wanting to buy from them.

This Video Learning Path 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.

We then move onto 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.

Later, we demonstrate tactics such as campaigns, satisfaction survey, and birthday wishes. Finally, we will 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.

Prerequisites: You need to be comfortable to learn new software and need to have a sales and marketing mindset.

Resources: Code downloads and errata:

  • Infusionsoft Fundamentals

  • Real World Infusionsoft


    This path navigates across the following products (in sequential order):

  • Infusionsoft Fundamentals (2h 51m)

  • Real World Infusionsoft (5h 32m)

  • Table of Contents

    1. Chapter 1 : Infusionsoft Fundamentals
      1. The Course Overview 00:04:40
      2. Setting Up Your User Signature 00:02:49
      3. Configuring Your Calendar 00:01:31
      4. Connecting to Social Networks Facebook and Twitter 00:01:59
      5. Configuring Your Company's Logo 00:03:41
      6. Configuring the CAN-SPAM Address Block 00:02:13
      7. Creating New Users? 00:01:55
      8. Creating Custom Fields 00:07:12
      9. Using Merge Fields 00:01:59
      10. Using Campaign Merge Fields 00:02:11
      11. Using Campaign Links 00:03:19
      12. Creating Tags for Database Segmentation 00:03:07
      13. Using Internal Forms and Note Templates for Workflow 00:04:27
      14. Creating Great User Experiences with Tasks 00:05:39
      15. Working Daily Out of My Day 00:05:52
      16. Installing Campaign Templates from the Marketplace 00:04:53
      17. Connecting Web Forms Together 00:04:16
      18. Chaining Campaigns Together 00:03:57
      19. Creating a Contact Us Form 00:07:02
      20. Building a Lead Magnet Delivery 00:12:29
      21. Setting Up Web Analytics 00:01:17
      22. Collecting Leads from In-Person Events 00:07:18
      23. Leveraging Offline Media for Lead Generation 00:10:02
      24. Building an Inbound Phone Call Lead Capture 00:09:36
      25. Creating a Simple Referral Request 00:14:42
      26. Building an Automated Twitter Offer 00:16:26
      27. Growing Your Social Following 00:09:56
      28. Creating a PPC Lead Generation Funnel 00:17:24
    2. Chapter 2 : Real World Infusionsoft
      1. The Course Overview 00:06:01
      2. Setting Up Your Merchant Account 00:06:07
      3. Creating Products and Subscription 00:08:27
      4. Building Order Forms 00:06:41
      5. Implementing an Automated Cart Abandon Follow-Up 00:08:58
      6. Collecting Failed Automated Billing Attempts 00:09:14
      7. Creating a One-Click Upsell 00:12:07
      8. Building a One-Click Upsell or Downsell Chain 00:13:54
      9. Creating an Evergreen Sales Funnel with an Expiring Offer 00:08:25
      10. Setting Up a Sales Pipeline 00:16:09
      11. Working Sales Opportunities 00:08:02
      12. Building the Perfect Sales Rep Dashboard 00:13:17
      13. Using Round Robins for Sales Teams 00:08:48
      14. Setting Up Lead Scoring 00:09:02
      15. Saving Time with FAQ Workflows 00:10:41
      16. Merging Custom Opportunity Fields into E-mails 00:09:38
      17. Automating Based on Lead Score Achievement 00:10:30
      18. Building a Long-term Prospect Nurture 00:20:38
      19. Sending Automated Appointment Reminders 00:11:55
      20. Segmenting by Last Purchase Date 00:10:01
      21. Building a New Customer Welcome Campaign 00:07:20
      22. Creating a Customer Satisfaction Survey 00:15:17
      23. Asking for Testimonials Automatically 00:14:22
      24. Setting Up a Birthday Collection Mechanism 00:13:35
      25. Building Automated Happy Birthday Messages 00:11:00
      26. Updating a Soon-to-be-Expired Credit Card Automatically 00:11:37
      27. Re-engaging Inactive E-mails in Your Database 00:15:22
      28. Building a Vaynerchuk Opt-out 00:04:55
      29. Setting Up a Basic Referral Partner Program 00:11:47
      30. Building a Referral Partner Sign-Up Form 00:09:39
      31. Collecting W-9 Forms from Referral Partners Automatically 00:08:32