As a small business grows, there is a need to add more users to Infusionsoft.
Author: Paul Sokol
Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.
Infusionsoft Cookbook – Chapter 1.5 – Configuring The CAN-SPAM Address Block
Legally, every e-mail that comes from an Infusionsoft e-mail server must contain the address of the company sending it and a link for the recipient to unsubscribe from future mailings. It is important to ensure that the address we set is real and can receive physical mails to protect the business legally should any disputes arise.
Infusionsoft Cookbook – Chapter 1.4 – Configuring Your Company’s Logo
One of the most common marketing assets used in your messaging is your company’s logo. To save time while creating messages and stay consistent with your branding, there is a Branding Center where we can upload an image to be the company’s logo. The system uses this logo where appropriate.
Infusionsoft Cookbook – Chapter 1.3 – Connecting Your Facebook and Twitter Accounts
Infusionsoft can leverage your Facebook & Twitter account in the following two ways:
➡ First, you can post an e-mail broadcast, landing page, or web form out to your account
➡ Second, you can point a Social snippet inside an e-mail to your account and build your social network
Connecting your Facebook & Twitter account to your user profile ensures you can maximize the social functions within the program.
Infusionsoft Cookbook – Chapter 1.2 – Configuring Your Calendar
Each user has a calendar that will show any scheduled tasks, appointments, or sales opportunities. The calendar settings can be configured to ensure smoother daily operations.
Infusionsoft Cookbook – Chapter 1.1 – Setting Up Your User Signature
Each user inside Infusionsoft has their own profile that contains a customizable signature, which can be merged into automated communications, such as letters and e-mails. Having a user’s signature set will save time when configuring those communications.