Infusionsoft Fundamentals [Video]

Infusionsoft Fundamentals [Video]

Paul Sokol

Learn about its fundamental functionality and lead generation from one of the world's foremost Infusionsoft experts
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Video Details

ISBN 139781787125452
Course Length2 hours 51 minutes

Video Description

Infusionsoft Fundamentals aims to provide those who are new to Infusionsoft with an introduction to the tool.

This video 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. Afterwards, it transitions into different recipes for lead generation. The video also walks you through online, offline, and social-lead generation.

Style and Approach

This course is a deep-dive into the Infusionsoft technology with a healthy dose of strategic lessons that can be applied to any automation system. Each video covers a specific topic in full detail.

Table of Contents

Getting Started
The Course Overview
Setting Up Your User Signature
Configuring Your Calendar
Connecting to Social Networks (Facebook and Twitter)
Finishing Up
Configuring Your Company's Logo
Configuring the CAN-SPAM Address Block
Creating New Users
Common Tools
Creating Custom Fields
Using Merge Fields
Using Campaign Merge Fields
Using Campaign Links
Creating Tags for Database Segmentation
Workflow
Using Internal Forms and Note Templates for Workflow
Creating Great User Experiences with Tasks
Working Daily Out of My Day
Time-Saving Campaign Tactics
Installing Campaign Templates from the Marketplace
Connecting Web Forms Together
Chaining Campaigns Together
Online Lead Generation
Creating a Contact Us Form
Building a Lead Magnet Delivery
Setting Up Web Analytics
Offline Lead Generation
Collecting Leads from In-Person Events
Leveraging Offline Media for Lead Generation
Building an Inbound Phone Call Lead Capture
Social Lead Generation
Creating a Simple Referral Request
Building an Automated Twitter Offer
Growing Your Social Following
Creating a PPC Lead Generation Funnel

What You Will Learn

  • Start off by setting up the initial application and then set up and configure a new user.
  • In-depth explanation of how to master common tools such as campaign links, campaign merge fields, internal forms, and My Day.
  • Generate leads offline, online, and using social media.
  • Shows time-saving campaign tactics
  • Explore the workflow of critical tools.
  • Builds an inbound phone call lead capture

Authors

Table of Contents

Getting Started
The Course Overview
Setting Up Your User Signature
Configuring Your Calendar
Connecting to Social Networks (Facebook and Twitter)
Finishing Up
Configuring Your Company's Logo
Configuring the CAN-SPAM Address Block
Creating New Users
Common Tools
Creating Custom Fields
Using Merge Fields
Using Campaign Merge Fields
Using Campaign Links
Creating Tags for Database Segmentation
Workflow
Using Internal Forms and Note Templates for Workflow
Creating Great User Experiences with Tasks
Working Daily Out of My Day
Time-Saving Campaign Tactics
Installing Campaign Templates from the Marketplace
Connecting Web Forms Together
Chaining Campaigns Together
Online Lead Generation
Creating a Contact Us Form
Building a Lead Magnet Delivery
Setting Up Web Analytics
Offline Lead Generation
Collecting Leads from In-Person Events
Leveraging Offline Media for Lead Generation
Building an Inbound Phone Call Lead Capture
Social Lead Generation
Creating a Simple Referral Request
Building an Automated Twitter Offer
Growing Your Social Following
Creating a PPC Lead Generation Funnel

Video Details

ISBN 139781787125452
Course Length2 hours 51 minutes
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