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Getting Started Guide
What you will learn in this course

Are you new to Infusionsoft? If your company just bought Infusionsoft, this is the place to start! There are some getting started steps you should take and we'll walk you through each of them. During this session you will learn things like:

 

  • Navigating Infusionsoft
  • Setting up new users and customizing profiles
  • Linking Infusionsoft to your social media accounts
  • Customizing additional company settings and information

 

We will use the New Customer Getting Started Guide as the course outline.

Begin the Getting Started Guide

 

 

 

Creating Email Templates
 
What you will learn in this course

Do you want to make your emails look more professional? If you do, then this course is for you. You will learn things like:

  • Creating reusable, branded templates
  • Email design best practices
  • How to send an email broadcast

This free, live online course is designed to help beginners and those looking to sharpen their skills with the drag and drop email builder. We will teach you how to make your emails better and how to get them out quickly and to the largest audience possible.

 

The Campaign Builder
 
What you will learn in this course

Do you have trouble picturing what your campaign is going to look like when you are finished with it. With the new Campaign Builder you can see exactly what each piece looks like as you build it. During this course we will learn things like:

  • How to navigate the Campaign Builder
  • How to identify your goals and then put them in a campaign.
  • How to make sure your campaign is running the way it's supposed to.

This free, live online course is for any skill level and will teach you the importance and functionality of the new drag and drop campaign builder.

 

Writing Killer Copy
 
What you will learn in this course

This is one of the most popular course in the Virtual Academy. If you have ever had a hard time figuring out what you want to say or how to say it, then this is the course for you. During this course we will learn things like:

  • Getting past the hairy, blank page monster.
  • What to say, how to say it and when?
  • How important personality is in your copy.

This free, live online course perfect for anyone who wants to sharpen their copy writing skills. We will teach you how to get started on writing copy that will help you convert prospects into customers.

 

Building Better Landing Pages and Web Forms
 
What you will learn in this course

Are you struggling with making your webforms fit with the rest of your website. If so, we may have the answer for you with the new Landing Page Builder. During this course we will learn things like:

  • What should go on a landing page and why.
  • How to publish your landing page yourself.
  • How to use webpages to capture prospect information.

This free, live online course is for the beginner. We will teach you how to make a clean landing page to collect prospect data that can be converted into action.

 

E-Commerce Setup
 
What you will learn in this course

Are you ready to start selling stuff with Infusionsoft? If you are, then you need to attend this course! During this course we will learn things like:

  • How you can manage your online products.
  • What it takes to launch your online store.
  • How to automate your order follow-up.

This free, live online course is designed to help the beginner as they get started selling online. We will teach you how to take advantage of the new and improved features of our e-commerce module.

 

Managing Your Sales Team
 
What you will learn in this course

Have you ever lost a sale because a lead or prospect fell through the cracks? If so you are not alone, but it doesn't need to happen. During this course we will learn things like:

  • How to design your sales process.
  • Maximizing your opportunities by automating your processes.
  • How to effectively forecast and close more deals.

This free, live online course is perfect as you begin to build your sales process inside of Infusionsoft. We will teach you how to close the loop so you never lose a sale because a prospect gets lost in the shuffle.

 

Drag & Drop Builder
 
What you will learn in this course

Creating professional looking messaging is important when communicating with your customers. Whether it be emails, landing pages, or web forms, you can use the Infusionsoft Drag & Drop Builder to quickly and easily create your communication pieces. In this session you will learn:

  • How to access the Drag & Drop builder to create different marketing pieces
  • What each snippet does
  • How to create reusable color styles
  • How to copy email / landing pages you have previously created

This free, live online course is perfect as you begin to build your marketing collateral inside of Infusionsoft.

 

Launching Your Referral Partners
 
What you will learn in this course

Are you ready to really grow your business? The Infusionsoft Referral Partner module helps you extend your marketing reach through partner relationships. It includes tools to help you enroll, equip, track, and reward the referral partners (affiliates) who help sell your products. It works hand-in-hand with the CRM and E-Commerce components to automatically track referrals and commissions. During this course we will learn things like:

  • What to consider when launching a referral partner program
  • How to create a referral program using Infusionsoft
  • How your referral partners can promote your products

This free, live online course is perfect as you begin to build your referral partner program inside of Infusionsoft. We will teach you how to leverage a referral partner program so you can grow your reach and make more sales.