Infusionsoft Training 101 & 201 – Tina Forsyth

Question and Answer

What is here’s?

here’s is Now the thing – as much as I love Infusionsoft (and I really do love Infusionsoft) it can be a tough application to learn how to use (and many folks struggle with it!) Most software systems out there are pretty easy to learn – you can either jump in and figure it out on your own or they have a series to simple tutorials to get you started..

How does here’s love?

Now here’s the thing – as much as I love Infusionsoft (and I really do love Infusionsoft) it can be a tough application to learn how to use (and many folks struggle with it!) Most software systems out there are pretty easy to learn – you can either jump in and figure it out on your own or they have a series to simple tutorials to get you started.

What is the case?

the case is That’s not with Infusionsoft..

How does the case not?

That’s not the case with Infusionsoft.

What is you?

you is Why might ask?.

How does you might ask??

Why you might ask?

What is Infusionsoft?

Infusionsoft is is an amazing “all in one” tool that has more features than any other system that I’ve ever come accross- this makes it a powerful business building system BUT it also makes it harder to learn..

How does Infusionsoft is?

Infusionsoft is an amazing “all in one” tool that has more features than any other system that I’ve ever come accross- this makes it a powerful business building system BUT it also makes it harder to learn.

What is I’ve?

I’ve is (And quite honestly, heard many complaints from people over the years because of this.) So when it comes to learning Infusionsoft you have a couple of options: Work your way through the over 500 articles and videos that Infusionsoft offers in their Help Center (which is an amazing resource!).

How does I’ve heard?

(And quite honestly, I’ve heard many complaints from people over the years because of this.) So when it comes to learning Infusionsoft you have a couple of options: Work your way through the over 500 articles and videos that Infusionsoft offers in their Help Center (which is an amazing resource!)

What is a specialized training?

a specialized training is Or take that will tell you what you need to know *now* in a few short hours..

How does a specialized training take?

Or take a specialized training that will tell you what you need to know *now* in a few short hours.

What is option?

option is And really, either is fine depending on how you like to learn..

How does option is?

And really, either option is fine depending on how you like to learn.

What is me,?

me, is For I prefer to have someone tell me exactly what I need to know (and what I don’t need to worry about now!) so that I can jump in and start using it right away vs..

How does me, prefer?

For me, I prefer to have someone tell me exactly what I need to know (and what I don’t need to worry about now!) so that I can jump in and start using it right away vs.

What is videos and articles?

videos and articles is trying to wade through training trying to figure it out on my own..

How does videos and articles trying?

trying to wade through training videos and articles trying to figure it out on my own.

What is we?

we is Which is why have been doing Infusionsoft Training for 3 years now and are really excited about our newly updated programs..

How does we is?

Which is why we have been doing Infusionsoft Training for 3 years now and are really excited about our newly updated programs.

What is We?

We is have two options for training, you are welcome to join either one (or both if it make sense to do so): Infusionsoft 101 – Fundamentals Training The focus of this training is to teach you the “basics” – how to use the essential features of Infusionsoft so that you can do daily tasks such as sending broadcasts, setup follow-up sequences, create products, create webforms and more..

How does We have?

We have two options for training, you are welcome to join either one (or both if it make sense to do so): Infusionsoft 101 – Fundamentals Training The focus of this training is to teach you the “basics” – how to use the essential features of Infusionsoft so that you can do daily tasks such as sending broadcasts, setup follow-up sequences, create products, create webforms and more.

What is we?

we is Plus cover how to setup a brand-new account along with tips for transitioning from another system to Infusionsoft..

How does we cover?

Plus we cover how to setup a brand-new account along with tips for transitioning from another system to Infusionsoft.

What is here?

here is Start if you are new to Infusionsoft, just getting your own account or are a Virtual Assistant, Online Business Manager or other virtual support professional who needs to use it with your clients..

How does here Start?

Start here if you are new to Infusionsoft, just getting your own account or are a Virtual Assistant, Online Business Manager or other virtual support professional who needs to use it with your clients.

What is Infusionsoft 201 –?

Infusionsoft 201 – is Advanced Training Now that you know the basics it’s time to really put Infusionsoft to work for you..

How does Infusionsoft 201 – know?

Infusionsoft 201 – Advanced Training Now that you know the basics it’s time to really put Infusionsoft to work for you.

What is I’ve?

I’ve is As said before, the power of this tool is in it’s ability to truly automate many of your marketing activities..

How does I’ve said?

As I’ve said before, the power of this tool is in it’s ability to truly automate many of your marketing activities.

What is this training?

this training is In we will cover strategies for follow-up, creating Campaigns, using the CRM feature (and in particular the Opportunities module to automate your sales process), managing affiliates (what Infusionsoft calls Referral Partners) as well as tips for analytics, reporting, plugins and other “goodies.” Great for those who have Infusionsoft already and know you aren’t using it to it’s full capabilities yet, as well as Virtual Assistants, Online Business Managers or other virtual support professional who really want to impact the growth of their clients businesses. Let’s break it down you so you can see exactly what you’ll be learning in each session. Infusionsoft 101 – Fundamentals (aka the Basics) Here’s what you will learn in this program: Session #1 – Strategy & Setup The top 5 features you MUST know about in Infusionsoft..

How does this training will cover?

In this training we will cover strategies for follow-up, creating Campaigns, using the CRM feature (and in particular the Opportunities module to automate your sales process), managing affiliates (what Infusionsoft calls Referral Partners) as well as tips for analytics, reporting, plugins and other “goodies.” Great for those who have Infusionsoft already and know you aren’t using it to it’s full capabilities yet, as well as Virtual Assistants, Online Business Managers or other virtual support professional who really want to impact the growth of their clients businesses. Let’s break it down you so you can see exactly what you’ll be learning in each session. Infusionsoft 101 – Fundamentals (aka the Basics) Here’s what you will learn in this program: Session #1 – Strategy & Setup The top 5 features you MUST know about in Infusionsoft.

What is setup tasks?

setup tasks is What are necessary, and which ones are optional..

How does setup tasks are?

What setup tasks are necessary, and which ones are optional.

What is the basic setup features –?

the basic setup features – is Review including how to configure Infusionsoft to handle more than one merchant account, setting set up signatures and more!.

How does the basic setup features – Review?

Review the basic setup features – including how to configure Infusionsoft to handle more than one merchant account, setting set up signatures and more!

What is Insider secrets?

Insider secrets is for customizing your account..

How does Insider secrets customizing?

Insider secrets for customizing your account.

What is Session #2 –?

Session #2 – is Templates, Tags & Broadcasts Understanding tags and how they are the foundation for success in Infusionsoft..

How does Session #2 – tags?

Session #2 – Templates, Tags & Broadcasts Understanding tags and how they are the foundation for success in Infusionsoft.

What is your tags and email templates?

your tags and email templates is How to name and sort (and why this is so important to setup right from day one.) How to create and send a broadcast, including setting up your email templates..

How does your tags and email templates name?

How to name and sort your tags and email templates (and why this is so important to setup right from day one.) How to create and send a broadcast, including setting up your email templates.

What is automated links?

automated links is How to use within broadcasts to track your customers behaviors and tailor your marketing efforts..

How does automated links use?

How to use automated links within broadcasts to track your customers behaviors and tailor your marketing efforts.

What is a follow up sequence?

a follow up sequence is How to set up and how the right setup will convert more prospects into customers..

How does a follow up sequence set up?

How to set up a follow up sequence and how the right setup will convert more prospects into customers.

What is business owner?

business owner is (What doesn’t want more conversions?) Session #3 – Campaign Builder Part 1: Webforms & Opt-ins Campaign Builder essentials (the backbone of your Infusionsoft account!) <– This is ESPECIALLY important if you are continuing to use the legacy features of Infusionsoft (which are no longer being supported) 3 easy steps to create webforms that can be used for list building opt-ins, registrations or various other promotions..

How does business owner doesn’t want?

(What business owner doesn’t want more conversions?) Session #3 – Campaign Builder Part 1: Webforms & Opt-ins Campaign Builder essentials (the backbone of your Infusionsoft account!) <– This is ESPECIALLY important if you are continuing to use the legacy features of Infusionsoft (which are no longer being supported) 3 easy steps to create webforms that can be used for list building opt-ins, registrations or various other promotions.

What is custom fields,?

custom fields, is Creating and using including a few small setup tips that can make a big difference!.

How does custom fields, Creating?

Creating and using custom fields, including a few small setup tips that can make a big difference!

What is voice broadcasting?

voice broadcasting is How to use (a powerful connection strategy.) Session #4 – Campaign Builder Part 2: Setting up Products How to properly setup products, connect to thank you pages and create your purchase action items..

How does voice broadcasting use?

How to use voice broadcasting (a powerful connection strategy.) Session #4 – Campaign Builder Part 2: Setting up Products How to properly setup products, connect to thank you pages and create your purchase action items.

What is setup?

setup is (Learn tips that will save you hours of frustration!) Shopping Cart vs..

How does setup (Learn?

(Learn setup tips that will save you hours of frustration!) Shopping Cart vs.

What is Forms –?

Forms – is Order the advantages to using both and how to configure them..

How does Forms – Order?

Order Forms – the advantages to using both and how to configure them.

What is subscriptions (daily,?

subscriptions (daily, is How to create weekly, monthly or yearly recurring product) – and, a few insider tips to keep you from making common mistakes that mess them up..

How does subscriptions (daily, create?

How to create subscriptions (daily, weekly, monthly or yearly recurring product) – and, a few insider tips to keep you from making common mistakes that mess them up.

What is payment?

payment is Learn how to set up plans, coupons/discounts and shipping..

How does payment Learn?

Learn how to set up payment plans, coupons/discounts and shipping.

What is Session #5 –?

Session #5 – is Transitioning to Infusionsoft How to transition from an existing cart (e.g. 1ShoppingCart) to Infusionsoft, including what you can (and cannot) transition..

How does Session #5 – transition?

Session #5 – Transitioning to Infusionsoft How to transition from an existing cart (e.g. 1ShoppingCart) to Infusionsoft, including what you can (and cannot) transition.

What is Common pitfalls?

Common pitfalls is in the transition process and how to avoid them..

How does Common pitfalls avoid?

Common pitfalls in the transition process and how to avoid them.

What is Guided plan and checklist?

Guided plan and checklist is to make the transition process seamless (and as stress free as possible.) How to clean up your data once you are finished importing..

How does Guided plan and checklist make?

Guided plan and checklist to make the transition process seamless (and as stress free as possible.) How to clean up your data once you are finished importing.

What is Infusionsoft 201 –?

Infusionsoft 201 – is Fuel for Growth (aka Advanced Training) Here’s what you will learn in this program: Session #1 – Automated Marketing Strategy What automated marketing means and how some simple strategies can start to increase sales right away..

How does Infusionsoft 201 – will learn?

Infusionsoft 201 – Fuel for Growth (aka Advanced Training) Here’s what you will learn in this program: Session #1 – Automated Marketing Strategy What automated marketing means and how some simple strategies can start to increase sales right away.

What is strategy?

strategy is How to create an automated follow-up that takes people from prospect to client without you have to do a thing (other than the initial setup – that requires some work of course ?.

How does strategy create?

How to create an automated follow-up strategy that takes people from prospect to client without you have to do a thing (other than the initial setup – that requires some work of course ?

What is upsell?

upsell is How to and encourage multiple purchases during the order process (no more “one time only” purchases.) The power of your thank-you pages and how to leverage them for increased sales and visibility..

How does upsell encourage?

How to upsell and encourage multiple purchases during the order process (no more “one time only” purchases.) The power of your thank-you pages and how to leverage them for increased sales and visibility.

What is Session #2 –?

Session #2 – is Campaign Builder Bring your Automated Marketing Plan to life with this powerful feature built right into Infusionsoft (new as of the April 2012 release!) When (and why) to use the Campaign Builder..

How does Session #2 – built right?

Session #2 – Campaign Builder Bring your Automated Marketing Plan to life with this powerful feature built right into Infusionsoft (new as of the April 2012 release!) When (and why) to use the Campaign Builder.

What is setup?

setup is How to a Campaign from start-to-finish using Infusionsoft’s visual mapping process..

How does setup finish using?

How to setup a Campaign from start-to-finish using Infusionsoft’s visual mapping process.

What is An overview?

An overview is of all components of a Campaign including goals, sequences, tags and such (including what pieces you MUST have in place each time.) Session #3 – CRM & Sales Management A tour of the Customer Relationship Management (CRM) features of Infusionsoft..

How does An overview including?

An overview of all components of a Campaign including goals, sequences, tags and such (including what pieces you MUST have in place each time.) Session #3 – CRM & Sales Management A tour of the Customer Relationship Management (CRM) features of Infusionsoft.

What is the Opportunities Module?

the Opportunities Module is How to use to automate and manage the sales process (via Sale Stages.) Defining and creating Actions for each Sales Stage..

How does the Opportunities Module use?

How to use the Opportunities Module to automate and manage the sales process (via Sale Stages.) Defining and creating Actions for each Sales Stage.

What is the Reporting?

the Reporting is Using features to track Sales and the Fulfillment Processes..

How does the Reporting Using?

Using the Reporting features to track Sales and the Fulfillment Processes.

What is Session #4 –?

Session #4 – is Managing Affiliates (aka Referral Partners) Simple tricks that will make setting up affiliates a snap..

How does Session #4 – tricks?

Session #4 – Managing Affiliates (aka Referral Partners) Simple tricks that will make setting up affiliates a snap.

What is setup?

setup is How to your Infusionsoft system to automatically allow affiliates to register for your program..

How does setup automatically allow?

How to setup your Infusionsoft system to automatically allow affiliates to register for your program.

What is the affiliate resource center?

the affiliate resource center is How to customize (and why you should)..

How does the affiliate resource center customize?

How to customize the affiliate resource center (and why you should).

What is The importance of affiliate?

The importance of affiliate is redirects and how to create them..

How does The importance of affiliate redirects?

The importance of affiliate redirects and how to create them.

What is payout?

payout is How to generate reports and update the system once they have been paid..

How does payout generate?

How to generate payout reports and update the system once they have been paid.

What is Session #5 –?

Session #5 – is Analytics, Plugins & Other “Goodies” How to use the analytics and reporting features in Infusionsoft to track what is work (and not working) in your marketing efforts. How to use the new Social Media features in Infusionsoft (very cool!) How to create order and credit card failure “triggers” (and automate the collections process.) Using Landing Pages with Infusionsoft..

How does Session #5 – use?

Session #5 – Analytics, Plugins & Other “Goodies” How to use the analytics and reporting features in Infusionsoft to track what is work (and not working) in your marketing efforts. How to use the new Social Media features in Infusionsoft (very cool!) How to create order and credit card failure “triggers” (and automate the collections process.) Using Landing Pages with Infusionsoft.