Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad. Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad.
Tag: CRM
Infusionsoft Cookbook – Chapter 4.7 – Building A One-click Upsell Or Down sell Chain
Similar to the previous recipe, we can create a series of one-click offers for additional upsell or down sell opportunities. This is a great strategy when we have a variety of complementary products/services that enhance the original purchase. Since this recipe is simply an extension of the previous recipe’s strategy (and to avoid a needless duplication of steps), we are going to begin with that existing structure and build from there. The strategic context of this recipe is to offer a payment plan on the initial upsell product if the customer declines the original upsell and offer a higher ticket item if they do choose the original upsell.
Infusionsoft Cookbook – Chapter 4.6 – Creating A One-Click Upsell
An easy way to boost revenue is to present another offer immediately after a successful purchase. When we allow that additional purchase to be made with a single click, it capitalizes on the excitement and momentum of their previous purchase; having the customer submit another form would introduce unnecessary friction. For this recipe, we are going to first create a payment plan, then create an action set to generate the upsell product order, and finally connect it all within a campaign. Once this is done, we’ll connect the one-click upsell to the order form.
Infusionsoft Cookbook – Chapter 4.5 – Collecting Failed Automated Billing Attempts
When using payment plans or selling subscriptions, it is critical to have a failed billing recovery process in place to ensure that money isn’t slipping through the cracks. Infusionsoft has billing triggers available that can automate based on a failed payment attempt to streamline this process.
Infusionsoft Cookbook – Chapter 4.4 – Implementing An Automated Cart Abandon Follow-Up
When selling products online, people may fall out during the checkout process and not complete their order. This is just something that comes with the territory, which is similar to the fact that people will unsubscribe from your lists occasionally. By implementing an automated follow-up when people fail to complete their purchase, we can recoup sales that would have otherwise never occurred.
Infusionsoft Cookbook – Chapter 4.3 – Building Order Forms
An order form is a special type of web form that collects credit card information securely and, in most cases, processes a payment. This recipe has two parts. First, we are going to create a theme for our order form. The theme is the visual skin of the order form. Next, we are going to create an order form using this theme.
Infusionsoft Cookbook – Chapter 4.2 – Creating Products And Subscriptions
Now that our merchant account is set up, we can lay the foundation for the different types of selling available. Whether we are selling products through the shopping cart, order forms, opportunities, having the products and/or subscriptions configured unlocks the selling power of Infusionsoft.This recipe has two versions. The first version is for a single purchase product such as a consumable, a one-off service, or a digital asset. The second version is for a recurring purchase product such as a program subscription or monthly service.
Infusionsoft Cookbook – Chapter 4.1 – Setting Up Your Merchant Account
The best way to collect payment for our goods and services using Infusionsoft is to connect a merchant account, so we can accept credit cards.
There are many different providers in the world, and Infusionsoft works with a handful of them. The setup is similar for all providers, and the only difference is the specific credentials each one uses. After completing this recipe, we will be able to collect payment through the shopping cart and order forms.
Infusionsoft Cookbook – Chapter 3.10 – Setting Up Web Analytics
Keap has some built-in web tracking that creates anonymous visitor profiles per device. When someone opts in through a web form, if there is a visitor profile for that device, Keap will merge their visitor activity into the contact record. This allows us to dig deeper into the browsing behavior of our database. This recipe shows how to find the web analytics tracking code so it can be placed on your website(s).
Infusionsoft Cookbook – Chapter 2.11 – Working Daily Out Of My Day
To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity. For this recipe, we are focusing on the workflow of someone who receives tasks to call new leads and must indicate the results via a note template or internal form. The recipe will take us through one call task. To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity.