Sunday, May 9th, 2021

Infusionsoft Training – How To Get Started

Infusionsoft is a robust platform that may be difficult to know where to begin. If you like to know more about Infusionsoft training, the good news is that there are lots of straightforward things to have a solid foundation.

Whether you have tried Infusionsoft or you are new to this kind of software, here are some of the things to know for you to get started:

Start Setting Up Your Dashboard

The first thing you’ll see after signing in to Infusionsoft is the dashboard. Your dashboard does not need to look the way it looks. You may customize it the way you want it to be. That includes pipeline stages, custom statistics, saved searches, daily tasks, contacts, usage stats, reports, and more.

Import All of Your Contacts

Automated email marketing is a primary feature of Infusionsoft. Of course, if the contacts are not in Infusionsoft, you cannot do much email marketing. If you have not done so, you should import contacts to your Infusionsoft account.

Before uploading your list, you have to ensure that it is clean. It means going through your list and ensuring that you have permission to email them that they have engaged with your emails. If they do not meet one or other criteria, there is nothing to worry about. It just means that you can separate those who do not meet the requirements in a separate list. You can place them in your re-engagement campaign in Infusionsoft.

Make Sure to Strategize Your Tags

When using Infusionsoft, you should know what tags are. Even if the labels can be confusing, you should see the concept of labels and how they work. The secret is they are not complicated, and there are lots of ways you may use them.

If you have mastered the basics of the tags already, it is now time to implement strategies around your tags. You want to be as deliberate and thoughtful as possible once you create labels. If you have been using tags for quite some time, but realize they have gotten a little messy, it is time for a spring cleaning. You should know how to organize the tags correctly.

Send Email Broadcasts

For those who don’t know about an email broadcast, it could be anything. It can be a seasonal sale reminder, one-time coupon offer or code or a regular newsletter. If you have not sent one yet, this is the right time to do it.

You have a regular design and a copy. It will not take you more time to send email broadcasts. If you do not have any clue about what you want for your email, it might take about an hour to send.

Infusionsoft is easy to learn and master. All you need to do is to know the basics to get started.

Now that you are knowledgeable about Infusionsoft training, it’s time to know more about email marketing. You can get free training at

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