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Get an overview of the New Infusionsoft and the two important modules you need to set up before using Infusionsoft.
Get an overview of the campaign builder in the New Infusionsoft.
Get an overview of the Contacts module in the new Infusionsoft.
Kickstart Call - 08.17.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Finish designing the web form - both the form itself and the thank-you page tab. Mark the form as ready. Click here for the step-by-step article on how to use the web form builder.
2
Finish designing and writing the content for both emails in the follow-up sequence. Mark both emails as ready.
3
Publish the campaign so that all elements are live.
4
Email me when you have everything complete by Tuesday and I'll be happy to take a look to make sure it's all good to go for you at your event.
Kickstart Call - 08.28.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Obtain information from your web developer regarding the warranty registration module on the website and if it has an API that can allow it to integrate with Infusionsoft.
2
Brainstorm a strategy of communication you'd like to build to communicate with certain portions of your contacts.
3
Import your list of vendors into Infusionsoft, being sure to tag them as vendors.
Kickstart Call - 09.06.18
ACTION STEPS TO COMPLETE PRIOR TO NEXT CALL
1
Design a new campaign of your choosing, possibly using the landing page builder. We can review it on the next call.
