Search icon Close icon
Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.
Checkout

Change country

Modal Close icon
Country selected Country selected
country flag United States
Country selected
country flag Great Britain
Country selected
country flag India
Country selected
country flag Germany
Country selected
country flag France
Country selected
country flag Canada
Country selected
country flag Russia
Country selected
country flag Spain
Country selected
country flag Brazil
Country selected
country flag Australia
Country selected
country flag Singapore
Country selected
country flag Canary Islands
Country selected
country flag Hungary
Country selected
country flag Ukraine
Country selected
country flag Luxembourg
Country selected
country flag Estonia
Country selected
country flag Lithuania
Country selected
country flag South Korea
Country selected
country flag Turkey
Country selected
country flag Switzerland
Country selected
country flag Colombia
Country selected
country flag Taiwan
Country selected
country flag Chile
Country selected
country flag Norway
Country selected
country flag Ecuador
Country selected
country flag Indonesia
Country selected
country flag New Zealand
Country selected
country flag Cyprus
Country selected
country flag Denmark
Country selected
country flag Finland
Country selected
country flag Poland
Country selected
country flag Malta
Country selected
country flag Czechia
Country selected
country flag Austria
Country selected
country flag Sweden
Country selected
country flag Italy
Country selected
country flag Egypt
Country selected
country flag Belgium
Country selected
country flag Portugal
Country selected
country flag Slovenia
Country selected
country flag Ireland
Country selected
country flag Romania
Country selected
country flag Greece
Country selected
country flag Argentina
Country selected
country flag Netherlands
Country selected
country flag Bulgaria
Country selected
country flag Latvia
Country selected
country flag South Africa
Country selected
country flag Malaysia
Country selected
country flag Japan
Country selected
country flag Slovakia
Country selected
country flag Philippines
Country selected
country flag Mexico
Country selected
country flag Thailand
Country selected
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Newsletter Hub
Free Learning
Arrow right icon
timer SALE ENDS IN
0 Days
:
00 Hours
:
00 Minutes
:
00 Seconds
Home > Programming > CRM > Infusionsoft Cookbook
Infusionsoft Cookbook
Infusionsoft Cookbook

Infusionsoft Cookbook: Over 88 recipes for effective use of Infusionsoft to mitigate your CRM needs, marketing automation, conducting online business optimally

Arrow left icon
Profile Icon Paul Sokol
Arrow right icon
$60.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.9 (11 Ratings)
Paperback Oct 2015 474 pages 1st Edition
eBook
$43.19 $47.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m
Arrow left icon
Profile Icon Paul Sokol
Arrow right icon
$60.99
Full star icon Full star icon Full star icon Full star icon Half star icon 4.9 (11 Ratings)
Paperback Oct 2015 474 pages 1st Edition
eBook
$43.19 $47.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m
eBook
$43.19 $47.99
Paperback
$60.99
Subscription
Free Trial
Renews at $19.99p/m

What do you get with Print?

Product feature icon Instant access to your digital copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Redeem a companion digital copy on all Print orders
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning

Contact Details

Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Table of content icon View table of contents Preview book icon Preview Book

Infusionsoft Cookbook

Chapter 2. Critical Tools for Mastery

In this chapter, we will cover the following topics:

  • Creating custom fields
  • Using merge fields
  • Using campaign merge fields
  • Using campaign links
  • Creating tags for database segmentation
  • Using internal forms for workflow
  • Using 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

Introduction

Now that we've ensured the user configuration is complete, we can begin to learn about the critical tools for mastery of automation experience design. The recipes in future chapters assume an understanding of the fundamental tactics introduced in this chapter.

There are two types of Infusionsoft users, and they use different tools for their needs.

The first type and target audience for this cookbook are the builders. These are the users who design and implement the automated experiences. These are the types of folks that would take a recipe out of this cookbook and use it for their business.

The second type of user is the end user. End users are the sales representatives and administrators who work daily with Infusionsoft. Often, they use things created by a builder are used by end users to stay organized, grow sales and save time.

Understanding both user types is critical in building a powerful automated experience. Therefore, mastery of both tool types is essential.

Creating custom fields

At its core, Infusionsoft is a CRM (short for Customer Relationship Management) system. In other words, it is a database of humans that contains information about their interactions with a business.

In this database, there are common pieces of information that all businesses would need to know about an individual: first/last name, addresses, phone numbers, e-mail addresses, and so on. There are even more interesting pieces of data as well, such as the person's birthday or their spouse's name.

However, there are pieces of data a business might need to collect that don't exist out of the box. Take a dog trainer for example. They might want to store a dog's name on the dog owner's contact record.

This recipe will show you how to create a custom data field on a contact record. A custom field can be merged into a communication or a task, submitted on a form, used as a search/report filter, and used to route automation logic.

How to do it...

  1. Hover over...

Using merge fields

Merging contact information into an automated communication can be an extremely powerful tool to create a relevant, personal experience for the recipient. It can also ruin the customer experience if not properly implemented. As a tool itself, it thrives on context and so merge fields always need to be used strategically.

While this recipe specifically covers how to insert a merge field into an e-mail, the concept extends to any object with merging capabilities (tasks, letters, and so on).

Getting ready

We need to edit an e-mail inside a campaign.

How to do it...

  1. Place the cursor where we want to merge some information.
  2. Next to the Subject line, click on Merge; this will open a tool palette:
    How to do it...
  3. Click on the merge field category containing the field we want to insert.
  4. Click on the name of the merge field we want to insert. This will insert a variable that looks like this: ~xxx.xxx~.

How it works...

Before Infusionsoft sends the e-mail, it will replace any of these merge field code with...

Using campaign merge fields

Sometimes, there is information that needs to be merged into a communication or process that is the same for all contacts that flow through a campaign. The date and location of an event is an example of this kind of information because that information is fixed for all contacts flowing through the campaign. A campaign merge field is the tool we can leverage for this kind of data.

Getting ready

We need to be inside a campaign.

How to do it...

  1. Click on the Campaign dropdown in the upper-left corner of the page and select Merge Fields...:
    How to do it...
  2. Click on the green Add Merge Field button.
  3. Give the new field a label. This is what will be displayed in the merge tool palette. For example, if this field were to hold the date of an event, the label could be event date.
  4. Give the new field a value. This is what will be merged into a communication or process. For example, if the date of an event is January 1, the value can be January 1st.
  5. Click on the save icon (floppy disk) in the right...

Using campaign links

Quite often in a marketing, e-mail we will set the same URL multiple times, sometimes across multiple e-mails too. A campaign link is the tool we can leverage for these kinds of links to ensure easy maintenance and reusability.

This recipe has two parts: creating the campaign link and inserting it into an e-mail.

Getting ready

We need to be inside a campaign.

How to do it...

  1. Click on the Campaign dropdown in the upper-left corner of the page and select Links...:
    How to do it...
  2. Click on the green Add Link button.
  3. Give the new link a name. This is what will be displayed in the campaign link dropdown when setting a link in an e-mail.
  4. Give the new link a destination URL. This is where contacts will go when they click on this campaign link.
  5. Give the new link a description. Be sure to provide enough context behind why we are creating the link and how it is used.
  6. Click on the Save button in the right column to add the link to this campaign.
  7. Click on the Close button at the bottom of the Campaign Link...

Introduction

Now that we've ensured the user configuration is complete, we can begin to learn about the critical tools for mastery of automation experience design. The recipes in future chapters assume an understanding of the fundamental tactics introduced in this chapter.

There are two types of Infusionsoft users, and they use different tools for their needs.

The first type and target audience for this cookbook are the builders. These are the users who design and implement the automated experiences. These are the types of folks that would take a recipe out of this cookbook and use it for their business.

The second type of user is the end user. End users are the sales representatives and administrators who work daily with Infusionsoft. Often, they use things created by a builder are used by end users to stay organized, grow sales and save time.

Understanding both user types is critical in building a powerful automated experience. Therefore, mastery of both tool types is essential.

Creating custom fields

At its core, Infusionsoft is a CRM (short for Customer Relationship Management) system. In other words, it is a database of humans that contains information about their interactions with a business.

In this database, there are common pieces of information that all businesses would need to know about an individual: first/last name, addresses, phone numbers, e-mail addresses, and so on. There are even more interesting pieces of data as well, such as the person's birthday or their spouse's name.

However, there are pieces of data a business might need to collect that don't exist out of the box. Take a dog trainer for example. They might want to store a dog's name on the dog owner's contact record.

This recipe will show you how to create a custom data field on a contact record. A custom field can be merged into a communication or a task, submitted on a form, used as a search/report filter, and used to route automation logic.

How to do it...

  1. Hover over the Infusionsoft symbol...

Using merge fields

Merging contact information into an automated communication can be an extremely powerful tool to create a relevant, personal experience for the recipient. It can also ruin the customer experience if not properly implemented. As a tool itself, it thrives on context and so merge fields always need to be used strategically.

While this recipe specifically covers how to insert a merge field into an e-mail, the concept extends to any object with merging capabilities (tasks, letters, and so on).

Getting ready

We need to edit an e-mail inside a campaign.

How to do it...

  1. Place the cursor where we want to merge some information.

  2. Next to the Subject line, click on Merge; this will open a tool palette:

  3. Click on the merge field category containing the field we want to insert.

  4. Click on the name of the merge field we want to insert. This will insert a variable that looks like this: ~xxx.xxx~.

How it works...

Before Infusionsoft sends the e-mail, it will replace any of these merge field code with...

Using campaign merge fields

Sometimes, there is information that needs to be merged into a communication or process that is the same for all contacts that flow through a campaign. The date and location of an event is an example of this kind of information because that information is fixed for all contacts flowing through the campaign. A campaign merge field is the tool we can leverage for this kind of data.

Getting ready

We need to be inside a campaign.

How to do it...

  1. Click on the Campaign dropdown in the upper-left corner of the page and select Merge Fields...:

  2. Click on the green Add Merge Field button.

  3. Give the new field a label. This is what will be displayed in the merge tool palette. For example, if this field were to hold the date of an event, the label could be event date.

  4. Give the new field a value. This is what will be merged into a communication or process. For example, if the date of an event is January 1, the value can be January 1st.

  5. Click on the save icon (floppy disk) in the right...

Using campaign links

Quite often in a marketing, e-mail we will set the same URL multiple times, sometimes across multiple e-mails too. A campaign link is the tool we can leverage for these kinds of links to ensure easy maintenance and reusability.

This recipe has two parts: creating the campaign link and inserting it into an e-mail.

Getting ready

We need to be inside a campaign.

How to do it...

  1. Click on the Campaign dropdown in the upper-left corner of the page and select Links...:

  2. Click on the green Add Link button.

  3. Give the new link a name. This is what will be displayed in the campaign link dropdown when setting a link in an e-mail.

  4. Give the new link a destination URL. This is where contacts will go when they click on this campaign link.

  5. Give the new link a description. Be sure to provide enough context behind why we are creating the link and how it is used.

  6. Click on the Save button in the right column to add the link to this campaign.

  7. Click on the Close button at the bottom of the Campaign Link...

Creating tags for database segmentation

The more targeted and relevant our marketing is, the more effective it will be. In order to segment the database so we can be targeted and relevant, Infusionsoft uses tags. A tag can be thought of as a specific list or specific segment of people within your database.

We can apply or remove a tag manually from an individual or a group of individuals. A campaign can automatically apply or remove a tag as well.

Besides segmentation, a tag can route automation logic or filter a search/report. They can also be used as a goal within a campaign to start or stop it.

In short, understanding how to create a tag is a critical skill for automated experience design.

How to do it...

  1. Hover over the Infusionsoft symbol in the upper-left corner of the page, navigate to the CRM column, and click on Settings in the bottom row:

  2. Click on Tags in the left-hand side menu:

  3. Click on the green Add Tag button:

  4. Give the tag a meaningful name.

  5. Add the tag to a tag category by selecting...

Using internal forms for workflow

An internal form is just like a normal web form, but it can only be submitted by a user inside Infusionsoft. While creating process workflows, especially task-based workflows, a well-placed internal form can create a time-saving experience for the Infusionsoft user, thus improving productivity.

Many of the recipes in this book leverage internal forms, so understanding the experience of submitting one is a key to building a great workflow.

Getting ready

We need to look at a full contact record, not in My Day.

How to do it...

  1. Scroll down to the Tasks section of the contact record.

  2. In the Form Submissions section, select the form we need to submit on the Internal Forms... dropdown and click on the Fill Out button:

  3. Fill out the form with the information it requires.

  4. Click on the green Save button at the bottom of the form.

How it works...

Submitting an internal form will update the contact fields provided by the user and trigger any associated automation.

There's more...

Using note templates for workflow

A note template is like a big red AUTOMATION button. Any time we need to automate or track something and we aren't sure how to do it, we can create a note template. Applying a note template can trigger an e-mail, a task, the application of a tag, and so on.

Many of the recipes in this book leverage note templates, so understanding the experience of applying one to a contact record is a key to building a great workflow.

Getting ready

We need to look at a full contact record, not in My Day.

How to do it...

  1. Scroll down to the Tasks section of the contact record.

  2. In the Notes section, select the note we need to apply using the Note Template... dropdown and click on the Add Note button:

How it works...

Applying the note will add the predefined information to the contact's note history and trigger any associated automation.

There's more...

If we click on Add Note without selecting a note template from the dropdown, a pop-up window will open. The user can manually type a...

Left arrow icon

Page 1 of 14

Right arrow icon

Description

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You’ll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!

Who is this book for?

If you want to excel in the use of Infusionsoft to develop a set of common applications or project types and solutions effectively, this book is perfect for you. This book will empower you to provide better results for your clients, faster! It is assumed that you are familiar with and use Infusionsoft.

What you will learn

  • Set up and configure features that will enhance new user creation using Infusionsoft
  • Attract leads and build your list efficiently
  • Understand the different strategies to sell and get paid
  • Create amazing customer experiences by following up and automating messages
  • Master techniques to use Infusionsoft for internal administrative functions
  • Make better business decisions by mastering the reporting functionality
  • Save time and simplifying daytoday usage using Infusionsoft
  • Get to know the Ninja hacks while working with Infusionsoft efficiently.
Estimated delivery fee Deliver to United States

Economy delivery 10 - 13 business days

Free $6.95

Premium delivery 6 - 9 business days

$21.95
(Includes tracking information)

Product Details

Country selected
Publication date, Length, Edition, Language, ISBN-13
Publication date : Oct 30, 2015
Length: 474 pages
Edition : 1st
Language : English
ISBN-13 : 9781783550890
Category :
Programming
Concepts :
CRM
Tools :
Infusionsoft

What do you get with Print?

Product feature icon Instant access to your digital copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Redeem a companion digital copy on all Print orders
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning

Contact Details

Modal Close icon
Payment Processing...
tick Completed

Shipping Address

Billing Address

Shipping Methods
Estimated delivery fee Deliver to United States

Economy delivery 10 - 13 business days

Free $6.95

Premium delivery 6 - 9 business days

$21.95
(Includes tracking information)

Product Details

Publication date : Oct 30, 2015
Length: 474 pages
Edition : 1st
Language : English
ISBN-13 : 9781783550890
Category :
Programming
Concepts :
CRM
Tools :
Infusionsoft

Packt Subscriptions

See our plans and pricing
Modal Close icon
$19.99 billed monthly
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Simple pricing, no contract
START FREE TRIAL
BUY NOW
$199.99 billed annually
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts
START FREE TRIAL
BUY NOW
$279.99 billed in 18 months
Feature tick icon Unlimited access to Packt's library of 7,000+ practical books and videos
Feature tick icon Constantly refreshed with 50+ new titles a month
Feature tick icon Exclusive Early access to books as they're written
Feature tick icon Solve problems while you work with advanced search and reference features
Feature tick icon Offline reading on the mobile app
Feature tick icon Choose a DRM-free eBook or Video every month to keep
Feature tick icon PLUS own as many other DRM-free eBooks or Videos as you like for just $5 each
Feature tick icon Exclusive print discounts
START FREE TRIAL
BUY NOW

Frequently bought together

Infusionsoft Cookbook
Infusionsoft Cookbook
Read more
Oct 2015 474 pages
Full star icon 4.9 (11)
eBook
eBook
  • eBook eBook $43.19
  • Paperback Paperback $60.99
$43.19 $47.99
$60.99
WordPress Search Engine Optimization- Second Edition
WordPress Search Engine Optimization- Second Edition
Read more
Oct 2015 318 pages
Full star icon 4 (3)
eBook
eBook
  • eBook eBook $29.69
  • Paperback Paperback $49.99
$29.69 $32.99
$49.99
Stars icon
Total $ 110.98
Infusionsoft Cookbook
$60.99
WordPress Search Engine Optimization- Second Edition
$49.99
Total $ 110.98 Stars icon

Table of Contents

11 Chapters
1. Pre-Flight Checks Chevron down icon Chevron up icon
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
2. Critical Tools for Mastery Chevron down icon Chevron up icon
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 workflow
Using 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
3. Attracting Leads and Building Your List Chevron down icon Chevron up icon
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 following
Building an inbound phone call lead capture
Creating a PPC lead generation funnel
Setting up web analytics
4. Selling Products Online and Getting Paid Chevron down icon Chevron up icon
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
5. Selling with a Sales Team Chevron down icon Chevron up icon
5. Selling with a Sales Team
Introduction
Setting up a sales pipeline
Working sales opportunities
Using round robins for sales teams
Saving 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
6. Wowing New Customers with Great Experiences Chevron down icon Chevron up icon
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
7. Wowing Existing Customers with Great Experiences Chevron down icon Chevron up icon
7. Wowing Existing Customers with Great Experiences
Introduction
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
8. Administrative - Conquer Internal Chaos Chevron down icon Chevron up icon
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
Managing campaign model variations with versioning
Adding groups of contacts to a campaign sequence
Checking for duplicate contact records
Cleaning up duplicate contact records
Collecting W-9 forms from referral partners automatically
9. Your Dashboard and Reporting - Make Better Decisions Chevron down icon Chevron up icon
9. Your Dashboard and Reporting - Make Better Decisions
Introduction
Creating a saved search or report
Adding custom statistics to your dashboard
Configuring your dashboard
Setting a user's default start page
Automating saved search or report delivery
Building the perfect sales rep dashboard
Reporting on who is in a campaign
Reporting on who is in (or was in) a specific campaign sequence
Reporting on who is queued to receive a specific campaign step
Reporting on who received a specific campaign step
Reporting on who completed a specific campaign goal
10. Pushing the System with Hacks Chevron down icon Chevron up icon
10. Pushing the System with Hacks
Introduction
Creating a custom confirmation link inside campaign builder
Creating a custom unsubscribe link inside campaign builder
Triggering automation from an e-mail open
Sending form submissions to different thank you pages based on custom fields
Adding a calendar dropdown to date type fields on forms
Hiding order forms until a link is clicked
Using images as form submit buttons
Making any text a social sharing link
Making any link an unsubscribe link
Creating an evergreen sales funnel with an expiring offer
Index Chevron down icon Chevron up icon
Index

Recommendations for you

Left arrow icon
Fundamentals of Object-Oriented Programming - C++
Fundamentals of Object-Oriented Programming - C++
Read more
May 2025 7hrs 6mins
Full star icon 5 (1)
Video
Video
  • Video Video $32.99
$32.99
Debunking C++ Myths
Debunking C++ Myths
Read more
Dec 2024 226 pages
Full star icon 5 (1)
eBook
eBook
  • eBook eBook $28.79
  • Paperback Paperback $39.99
$28.79 $31.99
$39.99
Go Recipes for Developers
Go Recipes for Developers
Read more
Dec 2024 350 pages
eBook
eBook
  • eBook eBook $28.79
  • Paperback Paperback $39.99
$28.79 $31.99
$39.99
50 Algorithms Every Programmer Should Know
50 Algorithms Every Programmer Should Know
Read more
Sep 2023 538 pages
Full star icon 4.5 (64)
eBook
eBook
  • eBook eBook $35.99
  • Paperback Paperback $49.99
  • Hardcover Hardcover $49.99
$35.99 $39.99
$49.99
$49.99
Mastering JavaScript Variable Declarations - Insights into VAR, LET, and CONST in 2025
Mastering JavaScript Variable Declarations - Insights into VAR, LET, and CONST in 2025
Read more
Feb 2026 5hrs 19mins
Video
Video
  • Video Video $120.99
$120.99
Asynchronous Programming with C++
Asynchronous Programming with C++
Read more
Nov 2024 424 pages
Full star icon 5 (1)
eBook
eBook
  • eBook eBook $30.59
  • Paperback Paperback $41.99
$30.59 $33.99
$41.99
Modern CMake for C++
Modern CMake for C++
Read more
May 2024 504 pages
Full star icon 4.6 (14)
eBook
eBook
  • eBook eBook $35.99
  • Paperback Paperback $49.99
$35.99 $39.99
$49.99
Learn Python Programming
Learn Python Programming
Read more
Nov 2024 620 pages
Full star icon 3.7 (3)
eBook
eBook
  • eBook eBook $28.79
  • Paperback Paperback $39.99
$28.79 $31.99
$39.99
Learn to Code with Rust
Learn to Code with Rust
Read more
Feb 2026 66hrs 46mins
Full star icon 5 (1)
Video
Video
  • Video Video $74.99
$74.99
Modern Python Cookbook
Modern Python Cookbook
Read more
Jul 2024 818 pages
Full star icon 4.9 (18)
eBook
eBook
  • eBook eBook $39.59
  • Paperback Paperback $54.99
$39.59 $43.99
$54.99
Right arrow icon

Customer reviews

Top Reviews
  • Top Reviews
  • Most Recent
Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.9
(11 Ratings)
5 star 90.9%
4 star 9.1%
3 star 0%
2 star 0%
1 star 0%
Filter icon Filter
Top Reviews
  • Top Reviews
  • Most Recent

Filter reviews by

Amazon Customer Dec 28, 2019
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I have pulled my hair out with Infusionsoft. It is such a blank slate that getting a handle on getting started has been tough (even for someone who usually learns very quickly). There are so many options within the system for any given process and so little explanation built-in that I found myself really fumbling in the dark and uncertain about whether or not I was choosing the right settings and options until I bought this book. The book is sooooo very clear, explains so much! I also worried about how recent or current the book is since I understand that Infusionsoft has fairly recently made some significant changes to its user interface, but at time of writing (late December 2019), the book's descriptions and visuals were all either exact or close enough that I've been able to follow and implement. This book made a huge difference in how I felt about being an Keap Infusionsoft user. The company really should buy it as a help manual and gift it to every new user. It is more helpful than the required onboarding training. Recommend highly.
Amazon Verified review Amazon
Buyer R Jun 21, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Paul is a genius! Even an experienced user can benefit from this book.
Amazon Verified review Amazon
Philsvine Feb 04, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
InfusionSoft is recognised as being difficult to learn. It is of course very powerful when applied with full knowledge and can individualise the Customer Relationship Manager. Then the customers feel like they are being addressed by someone who understands their needs.Paul's book is very well structured and takes us through how to understand and manage InfusionSoft step by step.It is an invaluable resource.
Amazon Verified review Amazon
Marion Hauser Mar 08, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Paul is awesome - he writes simple instructions on how to work in Keap. It can be overwhelming to start - getting this book helped. Also, Paul offers consultations via Zoom - and that has been amazingly helpful! Thanks for your expertise!
Amazon Verified review Amazon
Amazon Customer May 27, 2016
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Just skimming through this book has given me so many ideas on how to improve my Infusionsoft account!! I highly recommend this for anyone looking to build some really cool automation into their business!
Amazon Verified review Amazon

People who bought this also bought

Left arrow icon
50 Algorithms Every Programmer Should Know
50 Algorithms Every Programmer Should Know
Read more
Sep 2023 538 pages
Full star icon 4.5 (64)
eBook
eBook
  • eBook eBook $35.99
  • Paperback Paperback $49.99
  • Hardcover Hardcover $49.99
$35.99 $39.99
$49.99
$49.99
Event-Driven Architecture in Golang
Event-Driven Architecture in Golang
Read more
Nov 2022 384 pages
Full star icon 4.9 (10)
eBook
eBook
  • eBook eBook $35.99
  • Paperback Paperback $49.99
$35.99 $39.99
$49.99
The Python Workshop Second Edition
The Python Workshop Second Edition
Read more
Nov 2022 600 pages
Full star icon 4.6 (20)
eBook
eBook
  • eBook eBook $37.79
  • Paperback Paperback $51.99
$37.79 $41.99
$51.99
Template Metaprogramming with C++
Template Metaprogramming with C++
Read more
Aug 2022 480 pages
Full star icon 4.6 (13)
eBook
eBook
  • eBook eBook $34.19
  • Paperback Paperback $46.99
$34.19 $37.99
$46.99
Domain-Driven Design with Golang
Domain-Driven Design with Golang
Read more
Dec 2022 204 pages
Full star icon 4.4 (18)
eBook
eBook
  • eBook eBook $32.39
  • Paperback Paperback $44.99
$32.39 $35.99
$44.99
Right arrow icon

About the author

Profile icon Paul Sokol
Paul Sokol
LinkedIn icon
Paul Sokol is an electrical engineer by trade and the Campaign Builder Mad Scientist at Infusionsofta moniker earned due to his breadth of knowledge. His first experience with Infusionsoft was when he cofounded jiveSYSTEMSa business-class video e-mail platformin 2008 while obtaining his master's degree in signal processing from the University of Central Florida. The company still exists today and is successfully running very efficiently thanks to the automation capabilities of Infusionsoft. Since joining Infusionsoft formally as an employee in June 2011, he has provided over 1,000 hours of small business consulting and helped launch more than 200 clients with Infusionsoft. He has authored numerous blog posts, been a guest on many webinars, and taught from stage at live events, such as Infusionsoft's annual ICON. Currently, he works in the product development department as one of the first data scientists of the company. Besides being a universally recognized trailblazer in automated experience design, he is also a generous philanthropist, talented musician, and respected heavy metal advocate. His purpose is to believe in the dreams of others and empower their greatest possibilities. His mission is to have a positive impact on individuals, communities, and the world via love, sharing, and contribution to others. Originally a Florida native, Paul currently lives in Chandler, Arizona, with his two cats Beebo and Winston. When he isn't working or running his charity Keep Children Rockin, he can be found drumming in the local black metal band Elivagar and being part of the growing Arizona heavy metal scene. To become part of Paul's Inner Circle, join his "Under the Hair" newsletter at http://www.iscookbook.com/newsletter.
Read more
See other products by Paul Sokol
Get free access to Packt library with over 7500+ books and video courses for 7 days!
Start Free Trial

FAQs

What is the digital copy I get with my Print order? Chevron down icon Chevron up icon

When you buy any Print edition of our Books, you can redeem (for free) the eBook edition of the Print Book you’ve purchased. This gives you instant access to your book when you make an order via PDF, EPUB or our online Reader experience.

What is the delivery time and cost of print book? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela
What is custom duty/charge? Chevron down icon Chevron up icon

Customs duty are charges levied on goods when they cross international borders. It is a tax that is imposed on imported goods. These duties are charged by special authorities and bodies created by local governments and are meant to protect local industries, economies, and businesses.

Do I have to pay customs charges for the print book order? Chevron down icon Chevron up icon

The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges? Chevron down icon Chevron up icon

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

  • If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
  • Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.
How can I cancel my order? Chevron down icon Chevron up icon

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy? Chevron down icon Chevron up icon

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

  1. If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
  2. Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
  3. You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
  4. Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
  5. If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
  6. Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

What tax is charged? Chevron down icon Chevron up icon

Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela
Modal Close icon
Modal Close icon