3.8 out of 5
3.8
39 reviews on Udemy

Master Class in Infusionsoft

Created By Multi-Award Winning Infusionsoft Certified Consultant Marc P Summers
Instructor:
Marc P Summers
238 students enrolled
English [Auto-generated]
How to use all the features of Infusionsoft with ease
How to create Campaigns to market your product and services
How to create Order Forms and subscriptions
How to manage their contacts effectively
How to develop marketing strategies to receive a better ROI from your application

Taking you from novice to expert in your Infusionsoft application are some 61 modules to enhance your skills and strategy. In taking this course you too get to work 1:1 with Multi Award Winning Infusionsoft Consultant Marc P Summers, which would normally cost you thousands. The modular approach of the course allows you to jump between subjects as and when you need them in your business. Start with the Getting Started Module, so you can get the basics but also understand how the course works when you move to the more advanced levels.

The Course Modules Include:

  • Getting Started With Infusionsoft
  • Infusionsoft Quick Wins
  • Branding Center
  • Import Your List
  • Segmentation
  • CRM / Contacts
  • CRM / Companies
  • Opportunities
  • Referral Partners
  • Visitors
  • CRM Reports
  • CRM Settings
  • Campaign Builder
  • Email Broadcasts
  • eCommerce

Getting Started

1
Welcome!
2
Create Your Infusionsoft ID
3
Log In
4
Infusionsoft Setup Wizard

Infusionsoft Starts – Quick Wins

1
Infusionsoft Starts – Quick Wins

Branding Center

1
Branding Center Overview
2
Create Campaign Email
3
Create Broadcast Email
4
Create Single Email
5
Destroy Follow Up Sequence Email!
6
Create Template Library Email
7
Create Email Confirmation Email
8
Create Campaign Form
9
Destroy Legacy Form!
10
Create Internal Webform
11
Create Campaign Landing Page
12
Create Campaign Letter
13
Create Order Form Thank You
14
Upload Logo
15
Configure Email Footer

Import Your List

1
Obtain A CSV File
2
Import CSV File
3
Tag Your Imported List

Segmentation

1
Introduction to Tags
2
Tag Naming Convention
3
Creating Multiple Tags At The Same Time
4
Importing Tags

CRM / Contacts

1
Quick Search
2
Interactive View & Grid View
3
Contact Record Navigation

CRM / Companies

1
Introduction to Company Records

Opportunities

1
Opportunity Overview
2
Setting Up Sales Reps

Referral Partners

1
Referral Partner Overview

Visitors

1
Visitors Overview

CRM Reports

1
Reports Overview

CRM Settings

1
Settings Overview

Campaign Builder

1
Campaign Builder Overview
2
What are Leadsources, Goals, Sequences & Notes?
3
Goals In Details
4
Connecting Goals to Sequences
5
How Complex Can My Sequence Be?
6
What do the 3 different colors mean?
7
Can I clone Goals and Sequences?
8
Creating A WebForm
9
Creating a Call Request Sequence
10
Sending an email or free report after a form is completed
11
How to use a Link Click Goal
12
What are all the processes I can use in a Sequence
13
How to use campaigns from the Infusionsoft Marketplace
14
All sorts of timers

Email Broadcasts

1
How to send a 1-off email broadcast (new beta email broadcast)
2
How to send a 1-off email broadcast (old email broadcast system)

eCommerce

1
eCommerce Overview
2
eCommerce Settings
3
eCommerce Settings - Taxes
4
Taxes, Shipping & Fulfilment
5
Payment Plans, Discounts, Free Trials & Upsells
6
Adding your first products
7
Setting up your Order Form Theme
8
Setting up your 1st Order Form
9
Sending Quotes To Your Customers Via Email (and enabling them to pay it online)
You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
3.8
3.8 out of 5
39 Ratings

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30-Day Money-Back Guarantee

Includes

5 hours on-demand video
1 article
Full lifetime access
Access on mobile and TV
Certificate of Completion