Last updated 3/2017MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHzLanguage: English | Size: 1.08 GB | Duration: 8h 24m

Extend your business and marketing skills by learning tactics to keep your customers motivated using Infusionsoft

What you'll learn

Discover strats to wow new and existing customers

Sell products online and get paid

Get to know eCommerce Plumbing and automation

Create a customer satisfaction surveyIn-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

Requirements

You need to be comfortable to learn new software and need to have a sales and marketing mindset.

No prior knowledge of Infusionsoft is required.

Description

Infusionsoft is sales and marketing automation software. This Video Learning Path aims to provide those who are new to Infusionsoft with an introduction to the tool.

Packt’s Video Learning Paths are a series of individual video products put together in a logical and stepwise manner such that each video builds on the skills learned in the video before it.

Learning Infusionsoft starts by focusing on initial user setup and helps you master key tool competencies in easy stages.

We then move onto an interesting discussion on how to sell products online and earn good money. We’ll look at some techniques such as eCommerce Plumbing and automation to help you attract customers.

Later, we demonstrate tactics such as campaigns, satisfaction survey, and birthday wishes. Finally, we will take a look at various re-engagement tactics that can be applied to your system to keep long-, faithful customers motivated and on board.

By the end of this Video Learning Path, you will learn to improve customer experience and sell products online.

About the Author

Paul Sokol is an electrical eeer by trade and the Campaign Builder Mad Scientist at Infusionsoft―a moniker earned due to his breadth of knowledge. His first experience with Infusionsoft was when he cofounded jiveSYSTEMS―a business-class video e-mail platform―in 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.

Overview

Section 1: Infusionsoft Fundamentals

Lecture 1 The Course Overview

Lecture 2 Setting Up Your User Signature

Lecture 3 Configuring Your Calendar

Lecture 4 Connecting to Social Networks Facebook and Twitter

Lecture 5 Configuring Your Company's Logo

Lecture 6 Configuring the CAN-SPAM Address Block

Lecture 7 Creating New Users?

Lecture 8 Creating Custom Fields

Lecture 9 Using Merge Fields

Lecture 10 Using Campaign Merge Fields

Lecture 11 Using Campaign Links

Lecture 12 Creating Tags for Database Sntation

Lecture 13 Creating Great User Experiences with Tasks

Lecture 14 Working Daily Out of My Day

Lecture 15 Installing Campaign Templates from the Marketplace

Lecture 16 Connecting Web Forms Together

Lecture 17 Chaining Campaigns Together

Lecture 18 Creating a Contact Us Form

Lecture 19 Using Internal Forms and Note Templates for Workflow

Lecture 20 Building a Lead Magnet Delivery

Lecture 21 Setting Up Web Analytics

Lecture 22 Collecting Leads from In-Person Events

Lecture 23 Leveraging Offline Media for Lead Generation

Lecture 24 Building an Inbound Phone Call Lead Capture

Lecture 25 Creating a Simple Referral Request

Lecture 26 Building an Automated Twitter Offer

Lecture 27 Growing Your Social Following

Lecture 28 Creating a PPC Lead Generation Funnel

Section 2: Real World Infusionsoft

Lecture 29 The Course Overview

Lecture 30 Setting Up Your Merchant Account

Lecture 31 Creating Products and Subscription

Lecture 32 Building Order Forms

Lecture 33 Implementing an Automated Cart Abandon Follow-Up

Lecture 34 Collecting Failed Automated Billing Attempts

Lecture 35 Creating a One-Click Upsell

Lecture 36 Building a One-Click Upsell or Downsell Chain

Lecture 37 Creating an Evergreen Sales Funnel with an Expiring Offer

Lecture 38 Setting Up a Sales Pipeline

Lecture 39 Working Sales Opportunities

Lecture 40 Building the Perfect Sales Rep Dashboard

Lecture 41 Using Round Robins for Sales Teams

Lecture 42 Setting Up Lead Scoring

Lecture 43 Saving with FAQ Workflows

Lecture 44 Meg Custom Opportunity Fields into E-mails

Lecture 45 Automating Based on Lead Score Achievement

Lecture 46 Building a Long-term Prospect Nurture

Lecture 47 Sending Automated Appointment Rders

Lecture 48 Snting by Last Purchase Date

Lecture 49 Building a New Customer Welcome Campaign

Lecture 50 Creating a Customer Satisfaction Survey

Lecture 51 Asking for Testimonials Automatically

Lecture 52 Setting Up a Birthday Collection Mechanism

Lecture 53 Building Automated Happy Birthday Messages

Lecture 54 Updating a Soon-to-be-Expired Credit Card Automatically

Lecture 55 Re-engaging Inactive E-mails in Your Database

Lecture 56 Building a Vaynerchuk Opt-out

Lecture 57 Setting Up a Basic Referral Partner Program

Lecture 58 Building a Referral Partner Sign-Up Form

Lecture 59 Collecting W-9 Forms from Referral Partners Automatically

If you are interested in learning new software and have a sales and marketing mindset, then this is the perfect course for you!

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