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Infusionsoft Mastery

Day 2 Orders & E-Commerce. Infusionsoft Mastery. Tune-Up Launch Funnels E-Commerce Setup, Order Forms or Shopping Cart Upsells Reporting Surveys. The Day’s Agenda. Nothing New Just Be Ready to Talk Money. What You Should Have. Make Sure Your Forms are Dupe Free

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Infusionsoft Mastery

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  1. Day 2 Orders & E-Commerce Infusionsoft Mastery

  2. Tune-Up Launch Funnels E-Commerce Setup, Order Forms or Shopping Cart Upsells Reporting Surveys The Day’s Agenda

  3. Nothing New Just Be Ready to Talk Money What You Should Have

  4. Make Sure Your Forms are Dupe Free Find Duplicates Through Data Cleanup Tune-Up lead capture

  5. Possibly Rename Some Things

  6. Use Saved Searches to Determine Broadcasting (Not whole d-base) Export your whole d-base once a month, contacts, tags, orders AT LEAST Most other exports don't give you enough to care about. General Practices

  7. Get Market’s Attention Get Affiliates Involved List Building Big Payoff Training as a Group is More Powerful Part of Something (Experience) Why should you “launch”?

  8. Give Out Good Stuff to Attract Attention Make Sure Your Free Content Builds a Need/Desire For the Paid Content Drip It Out Slowly So They Get Used to Hearing From You and Looking Forward to Hearing From You Pre launch setup

  9. Build Anticipation for the Cart Open Process People’s First Order Upsell Them For Extra Income Scarcity, Scarcity, Scarcity… Cut The Cart Off Opening the cart

  10. Go Into Delivery Mode with That Group and Make the Others Wish They’d Bought So They Will Next Time Use Blogging & Other Social Media to Make Sure Everyone Knows About It List Testimonials Constantly & Keep Adding Delivering the product

  11. Ease of Use • What Can You Sell? • Product or Product + Subscription • Design & Layout Control • Can’t Scratch Categories • Can’t Self Host The Cart • Payment Processing • Paypal • Multiple Cart Skins for Merchant Accounts Shopping Cart or Order Foms?

  12. Providing a Store Front • More Than 1 Thing at a Time • Bundle Links • Products, Skin, Promo Code, Checkout Type • Paypal – Only Products • Checks • Discounts & Upsells Cool Shopping Cart Features

  13. Email Confirmation or Delivery of Goods Tagging Sequencing Do You Need to Send Any Posts or Actions Try to Keep Actions in Sets or Sequences to Reduce Form Dependency Cart Actions

  14. Better at Capturing the Sale of 1 Product Good for Direct Response Marketing Higher Degree of Customization Full Customization if Self Hosted Can Have More Fields Including Checkboxes Terms & Conditions / Initials Order Forms

  15. Choose Fields Select Product or Subscription Duplicate Matching – ALWAYS EMAIL!!!!!!!! Notifications – Who Needs to Do Something or Know About This? Internal Use? – To Manage an Employee Process Thanks Page Shipping Design Header & Footer Form Options

  16. On Success • Tag & Segment • Run Actions • Remove Sequences & Tags Meant for Prospects • On Failure • Tag Interest & Attempt • Maybe nothing? Success & Failure Actions

  17. Basic Purchases Trial Periods Bundled Purchases 1-Click Up-Sells Order Action Set Ordering Types

  18. Membership Management Decline Handling Expired Cards Add Cards Credit Card Triggers & Retries

  19. Kunaki – CD’s & DVD’s – Anywhere for $6 • Molding Box – Anything + Customer Service • Full Packages • CD’s & DVD’s Produce • Bottles & Cans Produce • Books Produce • Shirts • Toys Fulfillment Options

  20. What is Purpose or Message? Layout & Design Copy, Images & Video Form & Programming Split Tests – Only Self Hosted Infusionsoft Analytics Setup Order Pages

  21. First: Address Prescribed Tune-Ups that Apply • The Goal is to Have • 3 Order Forms Up • 3 Shopping Cart Links Up • 2 One-Click Upsells • Do Something to Fulfill Your Orders • Fulfillment Send • Thank You Messages • Create a Report Let’s Get to Work!

  22. Product or Subscription Name Conversion Add Tags & Triggers Tune-up e-commerce

  23. De-Couple Order Fulfillment Sequences Credit Card Triggers

  24. Buy From Your Form • Did the Money Make it All the Way to Your Gateway? • Does the Contact Look Right? • Is There Enough Data? (If You’re Shipping) • Did the Actions Run? • Was an Email Sent? • Fill It Out Again Differently, Try to Break It • Are Your Split Tests & Analytics in Place? • Is Your Reporting in Place? Testing

  25. Create Payment Plan in Shopping Cart Create a Webform Create Product Bundle Add Code to Site 1 Click Upsells

  26. What Should You Track? Why? Home Page Reports Reporting

  27. MTD Leads MTD Orders MTD Subscriptions MTD Income Active Subscriptions Revenue Forcast Report Affiliates Affiliate Sales Create a few basic reports

  28. Basic Surveys • Custom Fields & Action Checkboxes • Conditions Can Help you Re-Use Custom Fields By Converting Them To Tags • Reporting Isn’t Easy but Infusionsoft Usage is Extremely High • External Survey • Do Outside Then Import • Pro: Generally Better & More Visual Reporting • Con: Depending on Importability, Bad Infusionsoft Usage • Customized Survey • API Can Do Pretty Much Anything You Want (Ask D-Base) • Just Remember, in the End it’s 100 Custom Fields • Con: Hard to Build • Pro: Can Trigger Actions or Conditions in Infusionsoft Surveys

  29. Any Questions or Insights That are Good for the Group? Come Talk to Me or Bob for anything else. Come Back Tomorrow at 9:00 AM for Squeeze Pages, Launch Funnels, Ordering, 1-Clicks Enjoy Your Night here in Costa Rica! Thank You Again!

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