Infusionsoft gives you the ability to plan out a strategy to chase different sections of your target market. Infusionsoft is much more than just simple email marketing software. It creates a program process for you giving you more time to generate sales. With the help of Infusionsoft, you can collect data about all your customers. Let us see how beginners can get started with the Infusionsoft.
Import Your List
The very first step for using Infusionsoft is importing your list of contacts, and you will also be required to export it from the system that you were using before. It is important as you collect a lot of data from your old marketing database and install it on your new platform (Infusionsoft).
Tools that Infusionsoft Provides to Spread Your Business
1. Drag and Drop E-mail Builder
While dealing with customers, it is so important to create professional emails, web forms, and landing pages. Drag & drop email builder will help you in creating such pieces, for that you must know:
- How to create marketing pieces.
- Snippet work.
- Creating reusable color styles.
- Copying previously created email and landing pages.
2. E-Mail Template Creation
For beginners, it will be good, if their emails are attractive and they have the basic knowledge of how to create reusable branded template and how to send email broadcast. This way they can get the largest possible audience.
3. Campaign Builder
It allows you to build your campaigns. However, you must know the steps of creating an Infusionsoft campaign. Let us briefly go through those steps.
Steps to Build an Infusionsoft Campaign
1. Plan for Your Campaign
You must know the aim of the campaign and can use Gliffy software to map out your campaign. Craft your mail before adding it to the campaign. It will tell what you want to say and deliver.
2. Create Follow-up Campaign
After completing initial sequence put it through follow-up campaign. Follow-up will give you the facility to merge your contacts and move them as a down additional sales sequence. You should create at least one follow-up campaign that reaches your customer every month.
3. Create Tags
Tagging keeps your contacts in a sequential manner and allows you to see where they have been in your marketing funnel.
4. Set up Dashboard
Set up your dashboard with saved searches that help you find the information you are searching for efficiently such as:
- Pipeline stages report
- Email status report
- Recent activity report
- Tasks list
- Date created report
- Learn how to use various features such as Note Templates, Tasks, Campaigns, Calendar, and the Tags that are provided.
5. Landing Pages
Landing page builder allows you to make, and your web forms fit every website you want. It also allows you to publish landing page yourself. It teaches you to make a clean landing page that collects data and transfer it into action.
It is a tool designed to sell online. You can manage your online products, launch your online products and can automate your order follow-up.
7. Referral Link Partners
Your referral partner and your partner relationship in Infusionsoft exponentially increases approach and reach of your marketing campaign and programs.It consists of the various tools that allow you to enroll, equip, track, and reward the referral partners who promote your product. It works along with CRM and e-commerce features to track referrals and commissions. For this, you must know how and when to launch a referral partner.
8. Mobiles and Payments
Infusionsoft also allows you to conduct your business through the Infusionsoft mobile app. With it, you can collect payments with an integrated mobile card reader. You can create lead forms, pages, and emails with templates optimized for display. Infusionsoft is integrated and provides invoicing, billing, collection, and communication all in one place.
These are a few ways how beginners can get started with Infusionsoft. It is very easy to work with this software. Once you know about it entirely, you will face no problem as a beginner in working with it. Though the learning curve is simple, before you begin, know how to work with it so that you don’t face any difficulty.