Infusionsoft Training Session #5 – Broadcasts & Reports

Broadcasting Sending broadcast s allow you to easily communicate your message to a group of tagged contacts at a certain time. You can schedule these to go out immediately, or, you can schedule the for a specific date and time.

Setting Up Your Templates Before you can begin sending your broadcasts, you must first do a few things: 1. The CAN/SPAM Act requires that all include the senders valid physical postal address. Be sure you are in compliance.

Setting Up Your Templates (cont.) 2) Next, you need to make sure you have edited the default template settings, or, uploaded your own. Of course these can modified at anytime and you will most likely continue adding/editing them.

Voice Broadcasting Voice Broadcasting allows you to send a phone message to a prospect or customer. The message can be configured for a live person or an answering machine. Note: You must include in your recording an option to opt-out in accordance with the latest FTC rules.

Reports 1.Saved Reports 2.Marketing Reports 3.Sales Reports 4.Order Reports 5.Affiliate Reports 6.Administrative Reports