Infusionsoft Cookbook – Chapter 8.4 – Creating A True E-mail Preferences Center

The e-mail subscription management options available out of the box with Infusionsoft are limited because they do not show current subscription status. Traditionally, Infusionsoft users use tags to track someone’s e-mail subscription. However, if we use a custom field to track subscription status, we can build a web form that operates like a true e-mail preference center.

Infusionsoft Cookbook – Chapter 8.3 – Filtering Out New Hire Applicants

Our small business doesn’t need any employees that cannot follow basic instructions. Those are the kinds of employees that can cause all sorts of problems in many different areas of the business. In fact, even considering them for an interview is a big waste of time. Fortunately, with Infusionsoft, we can create a simple hoop for a new applicant to jump through to make sure that they can follow basic instructions. The idea behind this recipe is to position the initial application submission as a two-step process, where the applicant has to confirm their e-mail address in order to reach step two.

Infusionsoft Cookbook – Chapter 6.5 – Setting Up A Birthday Collection Mechanism

When we have a person’s birthday on file, it enables us to build goodwill by providing timely birthday messages. Combined with other data it can be used to provide a more targeted experience. For example, if we have the birthday of someone who is not yet a customer, we might send them a birthday discount in an attempt to get that first purchase.

Infusionsoft Cookbook – Chapter 6.4 – Asking For Testimonials Automatically

Social proof is one of the most persuasive tools for marketing. When potential customers can read about another customer’s experience in their own words, it greatly increases trust in our products or services. Having a system to automatically ask for testimonials can provide us with a steady stream of social proof that can be used throughout our marketing efforts.

Infusionsoft Cookbook – Chapter 6.3 – Creating A Customer Satisfaction Survey

When we understand how satisfied (or not) a customer is, we can adjust the customer experience to ask for a testimonial/referral or take steps to make things right. One way to acquire this information is with a customer satisfaction survey. A customer satisfaction survey can be requested for each purchase, after a general period of time (for example annually) or a customer interaction. It all depends on the specific business. For the context of this recipe, we are creating a survey for a recently purchased product.

Infusionsoft Cookbook – Chapter 3.9 – Creating A PPC Lead Generation Funnel

Having a progressive funnel allows the hottest leads to move at their own pace while normal leads can be nurtured and bubbled up over time. Pay Per Click (PPC) can be very expensive but those costs can be minimized over time using a progressive funnel. For this recipe, let’s pretend we are a service-based company (like a plumbing business) running PPC ads so people can request a service call.

Infusionsoft Cookbook – Chapter 3.6 – Building An Automated Twitter Offer

Twitter has an ad product called a Lead Generation Card where users can redeem offers directly from within their feed. This sends their name, username, and e-mail to whomever is running the offer. Infusionsoft has built-in integration that makes it easy to automatically follow up with new leads acquired in this way. However, a Lead Generation Card is not an ad by itself. It has to be attached to a promoted tweet. Meaning you can use the same Lead Generation Card across many different ads. Similar to a strategy, an offer is all about context. For this recipe we are going to pretend that the offer on the Lead Generation Card is for the user to redeem an e-book.