Infusionsoft Cookbook电子书

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

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