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Sokol - Infusionsoft cookbook: over 88 recipes to effectively use infusionsoft to meet your CRM needs, marketing automation, and conduct online business optimally

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Sokol Infusionsoft cookbook: over 88 recipes to effectively use infusionsoft to meet your CRM needs, marketing automation, and conduct online business optimally
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Infusionsoft cookbook: over 88 recipes to effectively use infusionsoft to meet your CRM needs, marketing automation, and conduct online business optimally: summary, description and annotation

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Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Pre-Flight Checks; Introduction; Setting up your user signature; Configuring your calendar; Connecting your Facebook account; Connecting your Twitter account; Configuring your companys logo; Configuring the CAN-SPAM address block; Creating new users; Chapter 2: Critical Tools for Mastery; Introduction; Creating custom fields; Using merge fields; Using campaign merge fields; Using campaign links; Creating tags for database segmentation

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Infusionsoft Cookbook

Infusionsoft Cookbook

Copyright 2015 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: October 2015

Production reference: 1261015

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78355-089-0

www.packtpub.com

Credits

Author

Paul Sokol

Reviewers

Dimitar Iliev

Julian Mills

Commissioning Editor

Kunal Parikh

Acquisition Editor

Kevin Colaco

Content Development Editor

Zeeyan Pinheiro

Technical Editor

Gaurav Suri

Copy Editor

Dipti Mankame

Project Coordinator

Nidhi Joshi

Proofreader

Safis Editing

Indexer

Priya Sane

Graphics

Abhinash Sahu

Production Coordinator

Komal Ramchandani

Cover Work

Komal Ramchandani

About the Author

Paul Sokol is an electrical engineer by trade and the Campaign Builder Mad Scientist at Infusionsofta moniker earned due to his breadth of knowledge. His first experience with Infusionsoft was when he cofounded jiveSYSTEMSa business-class video e-mail platformin 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. He has authored numerous blog posts, been a guest on many webinars, and taught from stage at live events, such as Infusionsoft's annual ICON. Currently, he is works in the product development department as one of the first data scientists of the company.

Besides being a universally recognized trailblazer in automated experience design, he is also a generous philanthropist, talented musician, and respected heavy metal advocate. His purpose is to believe in the dreams of others and empower their greatest possibilities. His mission is to have a positive impact on individuals, communities, and the world via love, sharing, and contribution to others.

Originally a Florida native, Paul currently lives in Chandler, Arizona with his two cats Beebo and Winston. When he isn't working or running his charity Keep Children Rockin, he can be found drumming in the local black metal band Elivagar and being part of the growing Arizona heavy metal scene.

To become part of Paul's Inner Circle, join his "Under the Hair" newsletter at http://www.iscookbook.com/newsletter.

Acknowledgments

I want to first acknowledge the elder brother I never had, Will, for suggesting me to apply at Infusionsoft some years ago. His creation of that possibility started me on a journey for which I am eternally grateful.

A huge shout-out to Jordan Hatch for doing internal review of the chapter drafts and believing in my dream. Thank you. I'd also like to thank Marc Chesley, Greg Head, and the legal team at Infusionsoft for their blessings on this project.

Major thanks to Kevin, Manasi, and the team at Packt publishing. You've all been delightful to work with. Big thanks to the "beta tester" readers whom Packt recruited to ensure that this book is supremely valuable.

I want to acknowledge all my fellow Infusionites, former and current. We've all pushed ahead something with the potential to legitimately improve the lives and families of small businesses. High five!

To all the partners in the Infusionsoft ecosystem, thank you for everything you do every day. You're also helping Infusionsoft push ahead, and I'm excited that you've got this book. May it bring abundance to you and your clients.

To the lovely Infusionsoft customers, thanks for dreaming big and picking up this book. I hope it helps you get organized, grow sales, and save time faster.

I want to acknowledge my best friend on the West Coast, Rich Thurman, for always motivating me to think big and for being a great guy in general. His friendship has seen me at my worst and at my best, and there never has been any judgment in our friendship. Thanks buddy!

Finally, I want to acknowledge and thank my parents, Kathy and Kevin Sokol, for being amazing. I love you both very much.

To read a special foreword for this book written by Rich, go to http://www.iscookbook.com/forward-2015.

About the Reviewers

Dimitar Iliev has more than 10 years of experience in web development and LAMP stack. He is a PhD graduate in information security from Kyonggi University, Seoul, South Korea. He is currently living in Bulgaria. Besides working as a freelancer, Dimitar positions himself as a various API integration expert, problem solver, and web application architect. For the past three years, he has been deeply engaged in providing web development support for businesses using Infusionsoft CRM and sales system. Currently, Dimitar is a partner of a newborn company, >.

Julian Mills is a marketer at heart who realized back in 2009 that he needed a way to automate online marketing for his clients, and this led him to Infusionsoft. Unlike most marketers, Julian has a techie streak and is more than happy to get stuck in and figure out the techie stuff. Based in the UK, Julian is an Infusionsoft Certified Partner and enjoys helping a range of clients to transform and grow their businesses with Infusionsoft. Julian can be reached at www.JulianMills.co.uk.

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