Infusionsoft cookbook: over 88 recipes to effectively use infusionsoft to meet your CRM needs, marketing automation, and conduct online business optimally

Cover
 Copyright
 Credits
 About the Author
 Acknowledgments
 About the Reviewers
 www.PacktPub.com
 Table of Contents
 Preface
 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 workflowUsing 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 followingBuilding 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 teamsSaving 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 ExperiencesIntroduction
 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