Get Started Quickly (And Easily) With Infusionsoft

What to do - and when - so you are monetizing your Infusionsoft software investment quickly and easily.

What you'll learn
Confidently navigate around inside of an Infusionsoft software application.
Import and modify contact data in Infusionsoft.
Send a broadcast email.
Build and launch a campaign.
Sell products using the Infusionsoft shopping cart (for customers with the eCommerce or complete version).
Create a sales pipeline (for customers with the sales or complete version).
Requirements
Students who have an Infusionsoft software application to log into will benefit the most from this course. If you do not have an account to log into, you can access a sandbox account. Search "Infusionsoft Sandbox Application" online to find the link.
Students who are Infusionsoft users and have a basic plan for what they want to do with the software will benefit from this course.
Description
Time is money. If you are paying for an Infusionsoft software application you will want to get it to produce a return on your investment (ROI) as soon as possible.A common challenge that new customers face is knowing what to do - and when - to quickly get up and running with the software. In this course, we will walk through the exact process for getting started quickly and easily with Infusionsoft.This is a basic level Infusionsoft software training course. This course is perfect for new Infusionsoft customers who are ready to set up their software quickly and begin using it in their business. If you are currently working with your Kickstart coach, this course will help you accomplish more with your coach because you will not have to spend your Kickstart consulting hours on app setup or basic app training.This course is also useful for existing customers who do not feel they are using the software to it fullest capabilities. You likely do note have all of the foundations in place which is holding you back from being efficient in the software.This course will also be useful for people considering Infusionsoft so you can see how easy it is to get up and running with the software when you have a system to follow.Included are 30 Modules and over 4 hours of training. Also, as a student in this course, you have access to an Infusionsoft Certified Consultant (Jessica Maes) who has over 5 years of experience using Infusionsoft daily through our course discussion area.

Overview

Section 1: Introduction

Lecture 1 Course Objectives

Lecture 2 Meet Your Instructor - Jessica Maes, Infusionsoft Certified Consultant

Lecture 3 Logging Into Infusionsoft For The 1st Time

Section 2: Infusionsoft Basics (Even If You're Not A Brand New User)

Lecture 4 Taking A 30,000 Foot Software Tour (Even If You Have Already Taken One Already)

Lecture 5 How To Set Up DKIM and SPF

Lecture 6 How To Create Your Email Signature

Lecture 7 How To Create A Branded Email Template

Lecture 8 How To Set Up Your Branding Center

Lecture 9 Permission To Market and Email Throttling In Infusionsoft

Section 3: Launching Your Infusionsoft CRM

Lecture 10 Preparing Your Data For Import Into Infusionsoft

Lecture 11 How To Check For Duplicate Contact Records In Infusionsoft

Lecture 12 How To Import Your Data Into Infusionsoft

Lecture 13 All About Infusionsoft Tags

Lecture 14 How To Search For Contacts In Infusionsoft

Lecture 15 How To Create A Sales Pipeline In Infusionsoft (Optional)

Section 4: Launching Your Infusionsoft Marketing

Lecture 16 How To Prep and Send A Broadcast Email

Lecture 17 Campaign Builder Overview

Lecture 18 How To Build Campaigns

Lecture 19 How To Test Campaigns

Lecture 20 How To Launch Campaigns

Lecture 21 Infusionsoft Analytics

Section 5: Launching Your Infusionsoft eCommerce (Optional)

Lecture 22 eCommerce Overview

Lecture 23 eCommerce Setup - Products

Lecture 24 eCommerce Setup - Themes and Order Forms

Section 6: Putting It All Together

Lecture 25 Software Overview Revisited

Lecture 26 Course Wrap Up

New Infusionsoft customers who are looking for getting started guidance.,Existing Infusionsoft customers who feel they are underutilizing the software.,Business owners who are interested in determining if Infusionsoft is a good fit for their sales and marketing automation needs.,If you are an advanced Infusionsoft user, this course is likely not for you.,If you are not an Infusionsoft user and have no plans to become an Infusionsoft user, this course is not for you.