Infusionsoft Training

This Infusionsoft training is a ‘hands-on’ training course that will teach you all you need to know to competently set up and manage the use of Infusionsoft in your Business.

This is a 2-day full immersion course conducted in a classroom

Tailored Infusionsoft Training

Once you have booked onto the Infusionsoft Training, whenever possible, we will schedule an hour online session with you or a member of your team, to map your desired Marketing, Sales and Customer Services processes so we can set up as much of this automation during the Infusionsoft Training Course. We then can tailor your training so we can teach you to build out your desired marketing, sales and customer services campaigns and assets. 

Develop Your Infusionsoft User Skills

During this 2-Day Infusionsoft training course you will learn all the Infusionsoft fundamentals you need to know to correctly set up and competently use your Infusion application for your business. You will also learn some advanced skills you can use to competently build out marketing, sales and customer services campaigns in your ‘Infusionsoft Campaign Builder’ tool.

Next Course  11th & 12th Dec 2018 9.30-5.00pm

Harben House Hotel – Newport Pagnell, Buckinghamshire, MK169EY

£199+VAT per person 

Infusionsoft Training £199+VAT per person

During this 2-day Infusionsoft Training course, you will learn several new skills to better manage your Infusionsoft application in your business. These include;

1. Infusionsoft Set Up & Getting Started

During this Infusionsoft Training module, you will learn how to;

  • Understand and Navigate all your Menu Options
  • How to get started and correctly set up your Infusionsoft application
  • How to set up your lead scoring so you deal with just warm leads
  • How to set up and manage tasks and appointments
  • How to process letter, queued and order fulfillment jobs

2. Infusionsoft Tagging For Segmentation & Automation

During this module, you will learn how to;

  • Understanding why tagging is so important in Infusionsoft and how to use tags?
  • Using tagging for Segmentation and Automation
  • Using Tags vs Custom Fields for segmentation and/or automation
  • Managing and cleaning your tagging lists 

3. Infusionsoft Campaign Builder

During this Infusionsoft training module you will learn;

  • An overview of Campaign builder
  • How to use Campaigns for external Marketing, Sales and Customer Services
  • How to use Campaigns for Internal Reporting and Business systemisation
  • How to use letters, emails, calls, appointments, tasks, tags, etc in Campaign builder
  • How to use Goals and Sequences inside Campaign builder
  • How to use campaign field timers, campaign date timers and campaign delay timers
  • What is ‘Behavourial Marketing’ and how it helps Targeting and Segmentation
  • How to use campaign decision diamonds and branching for better segmentation
  • How to use Campaign Report for better management decisions
  • How to modify existing campaigns that are live
  • How to use internal forms in Campaigns and for Individual contacts
  • How to automate the lead scoring of contacts and their follow up.

4. Developing Your Infusionsoft Sales Pipeline

During this Infusionsoft training module you will learn;

  • An overview of the Sales Pipeline tools
  • Mapping out and creating your Sales Stages
  • How to build your sales pipeline
  • How to create, add and move a Sales opportunity in your sales pipeline
  • Adding automation to your sales pipeline
  • Sales Pipeline reporting and best practices

5. Infusionsoft E-commerce To Sell Online

During this Infusionsoft training module you will learn;

  • An Overview of the Infusionsoft E-commerce Platform
  • Adding Products
  • Billing set up and automation
  • Merchant Accounts and Gateways Needed (See your options)
  • Infusionsoft Payment and Overview and set up guide
  • Using Paypal for easy ordering
  • Creating online orders and Manual ordersC
  • Managing credit cards, refunds and cancellations
  • Setting up and creating order forms
  • Setting up your shopping cart and store-front
  • Shipping options and fulfillment reports
  • Gross Sales Reporting

6. Setting Up Reporting  On Your Dashboard

During this Infusionsoft training module you will learn;

  • An overview of Reporting and your Dashboard
  • Setting up, saving and managing reports
  • Customising your Dashboard for your specific needs