Customer Hub Protect Your Content

What We’ll Be Talking About Customer Hub is a powerful content management system that is fully integrated with Infusionsoft. In this class you’ll learn how to leverage the power of Customer Hub in your business. We will be discussing: Permissions Basic Setup Partials (conditional content within your pages) Styling Order / Subscription management

What is it? A way to display or protect dynamic content based on tags and subscriptions inside Infusionsoft Integrate Facebook features –Comments –Activity Feed –Live Stream Billing management

Dynamic Content Membership Site –Paid or free (from opt in) access to protected content Customer Portal –Access to customer resources based on purchases –Invoice and billing management –Dynamic upsells

Types of Content Pages –Complete pages that can be linked to in the top level navigation Partials –A snippet of reusable content that can be merged into multiple Pages Pages and Partials Can Contain –Images -.jpg,.gif, and.png –Video - Plus version includes an all-in-one video hosting, streaming, and delivery service that allows you to store videos –Audio - (.wav,.mp3) –Member files – protect files based on permission settings

Customization & Styling Choose a custom domain Choose from 3 different themes Customize colors Customize order of navigation menu Add your custom logo Add company info

Basic Setup Customer Hub uses the API –A way for other systems to talk with Infusionsoft API Setup –Main Nav -> Admin Settings -> Application

Manage Subscriptions & Billing Let your customers: Add / Update Credit Cards Payoff invoices View subscriptions Download invoices Edit Profile

Permissions Based on Tags –Can be added anytime the contact does something that Infusionsoft can track –Webforms, Link Click, Landing Pages, Purchases, etc Based on active Subscription –Purchased through 1 of the 5 ways –Must be active

Adding New Users Create an Action Set –Send an HTTP Post to another server Apply a tag –Apply a “Customer hub member” tag Send an –Include login details – Login Link, Username and Password –Username is their address –Password is dynamically generated