Infusionsoft Cookbook by Sokol, Paul -- Read -- Imperial Library of Trantor

Index

Infusionsoft Cookbook

Table of Contents 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

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

How it works... There's more... See also

Growing your social media following

Getting ready How to do it... How it works... There's more... See also

Building an inbound phone call lead capture

Getting ready How to do it... How it works... There's more... See also

Creating a PPC lead generation funnel

Getting ready How to do it... How it works... There's more...

Setting up web analytics

Getting ready How to do it... How it works... There's more...

4. Selling Products Online and Getting Paid

Introduction Setting up your merchant account

Getting ready How to do it... How it works... There's more...

Creating products and subscriptions

Getting ready How to do it...

The single purchase version of this recipe The recurring purchase version of this recipe

How it works… There's more…

Building order forms

Getting ready How to do it...

Part 1 – creating the order form theme Part 2 – building the order form

How it works... There's more... See also

Implementing an automated cart abandon follow-up

Getting ready How to do it... How it works... There's more... See also

Collecting failed automated billing attempts

Getting ready How to do it... How it works... There's more... See also

Creating a one-click upsell

Getting ready How to do it... How it works... There's more... See also

Building a one-click upsell or downsell chain

Getting ready How to do it... How it works... There's more...

5. Selling with a Sales Team

Introduction Setting up a sales pipeline

Getting ready How to do it... How it works... There's more... See also

Working sales opportunities

Getting ready How to do it... How it works... There's more... See also

Using round robins for sales teams

Getting ready How to do it... How it works... There's more... See also

Saving time with FAQ workflows

Getting ready How to do it... How it works... There's more... See also

Sending automated appointment reminders

Getting ready How to do it... How it works... There's more... See also

Merging custom opportunity fields into e-mails

Getting ready How to do it... How it works... There's more... See also

Setting up lead scoring

Getting ready How to do it... How it works... There's more... See also

Automating based on lead score achievement

Getting ready How to do it... How it works... There's more... See also

Building a long-term prospect nurture

Getting ready How to do it... How it works... There's more... See also

6. Wowing New Customers with Great Experiences

Introduction Segmenting by last purchase date

Getting ready How to do it... How it works... There's more... See also

Building a new customer welcome campaign

Getting ready How to do it... How it works... There's more... See also

Creating a customer satisfaction survey

Getting ready How to do it... How it works... There's more...

Asking for testimonials automatically

Getting ready How to do it... How it works... There's more...

Setting up a birthday collection mechanism

Getting ready How to do it... How it works... There's more... See also

Building automated Happy Birthday messages

Getting ready How to do it... How it works... There's more... See also

7. Wowing Existing Customers with Great Experiences

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

Getting ready How to do it... How it works... There's more... See also

Re-engaging inactive e-mails in your database

Getting ready How to do it... How it works... There's more... See also

Building a Vaynerchuk opt-out

Getting ready How to do it... How it works... There's more...

Setting up a basic referral partner program

Getting ready How to do it... How it works... There's more... See also

Building a referral partner sign-up form

Getting ready How to do it... How it works... There's more... See also

8. Administrative - Conquer Internal Chaos

Introduction Reconciling hard bounced e-mail addresses

Getting ready How to do it... How it works... There's more... See also

Tracking e-mail engagement levels

Getting ready How to do it... How it works... There's more... See also

Filtering out new hire applicants

Getting ready How to do it... How it works... There's more... See also

Creating a true e-mail preferences center

Getting ready How to do it... How it works... There's more... See also

Using lead sources to track ROI

Getting ready How to do it... How it works... There's more... See also

Managing campaign model variations with versioning

Getting ready How to do it... How it works... There's more...

Adding groups of contacts to a campaign sequence

Getting ready How to do it... How it works... There's more...

Checking for duplicate contact records

Getting ready How to do it... How it works... There's more... See also

Cleaning up duplicate contact records

Getting ready How to do it... How it works... There's more... See also

Collecting W-9 forms from referral partners automatically

Getting ready How to do it... How it works... There's more...

9. Your Dashboard and Reporting - Make Better Decisions

Introduction Creating a saved search or report

Getting ready How to do it... How it works... There's more... See also

Adding custom statistics to your dashboard

Getting ready How to do it... How it works... There's more... See also

Configuring your dashboard

Getting ready How to do it... How it works... There's more... See also

Setting a user's default start page

Getting ready How to do it... How it works... There's more...

Automating saved search or report delivery

Getting ready How to do it... How it works... There's more... See also

Building the perfect sales rep dashboard

Getting ready How to do it... How it works... There's more... See also

Reporting on who is in a campaign

Getting ready How to do it... How it works... There's more... See also

Reporting on who is in (or was in) a specific campaign sequence

Getting ready How to do it... How it works... There's more... See also

Reporting on who is queued to receive a specific campaign step

Getting ready How to do it... How it works... There's more... See also

Reporting on who received a specific campaign step

Getting ready How to do it... How it works... There's more... See also

Reporting on who completed a specific campaign goal

Getting ready How to do it... How it works... There's more... See also

10. Pushing the System with Hacks

Introduction Creating a custom confirmation link inside campaign builder

Getting ready How to do it... How it works... There's more... See also

Creating a custom unsubscribe link inside campaign builder

Getting ready How to do it... How it works... There's more... See also

Triggering automation from an e-mail open

Getting ready How to do it... How it works... There's more...

Sending form submissions to different thank you pages based on custom fields

Getting ready How to do it... How it works... There's more...

Adding a calendar dropdown to date type fields on forms

Getting ready How to do it... How it works... There's more...

Hiding order forms until a link is clicked

Getting ready How to do it... How it works... There's more...

Using images as form submit buttons

Getting ready How to do it... How it works... There's more...

Making any text a social sharing link

Getting ready How to do it... How it works... There's more... See also

Making any link an unsubscribe link

Getting ready How to do it... How it works... There's more... See also

Creating an evergreen sales funnel with an expiring offer

Getting ready How to do it... How it works... There's more... See also

Index

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