Infusionsoft for Outlook Messaging
Infusionsoft for Microsoft Office Outlook® Messaging & Features This document contains the official words and information that should be used to guide communications regarding the Infusionsoft for Microsoft Office Outlook®.
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Table of Contents Table of Contents ................................................................................................................................................................................. 2 Infusionsoft for Microsoft Office Outlook Summary ..................................................................................................................... 3 Full Description...................................................................................................................................................................................... 3 Target Audience .................................................................................................................................................................................... 3 Price .......................................................................................................................................................................................................... 3 Installation Instructions ...................................................................................................................................................................... 3 Benefits & Features.............................................................................................................................................................................. 3 Centralize Contacts & Communications ............................................................................................................................................ 4 1. View and create Infusionsoft contact records from Outlook. ................................................................................. 4 2.
View a complete contact profile within Outlook......................................................................................................... 5
3.
Save Outlook emails in Infusionsoft. ............................................................................................................................... 7
Trigger Sales Automation........................................................................................................................................................................ 8 4. Add notes, tasks and appointments. ............................................................................................................................... 8 5.
Upload file attachments to Infusionsoft from Outlook. .......................................................................................... 10
6.
View, start and stop follow-up sequences in Infusionsoft from Outlook. ......................................................... 11
7.
Segment contacts for targeted follow-up. ................................................................................................................... 12
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Infusionsoft for Microsoft Office Outlook Summary The Infusionsoft for Microsoft Office Outlook add-on product helps users boost productivity and save time by allowing them to access customer information and trigger sales automation campaigns directly from Microsoft Office Outlook.
Full Description The Infusionsoft for Microsoft Office Outlook® helps users boost productivity and save time by seamlessly integrating their Outlook email account with their Infusionsoft application so they can access customer information, centralize email communications and trigger follow-up actions and campaigns automatically.
Target Audience All Infusionsoft customers that use Microsoft Outlook for email can benefit from this add-on product.
Price Free
Installation Instructions Part 1: Activate the Add-On From Your Infusionsoft Application: 1. Navigate to Admin -> Infusionsoft Account. You must be an administrator to access this. 2. Click the “View Plug-ins” button, select Outlook Integration and click “Buy This.” 3. Enter your contact information on the cart page, click “Next” and then “Buy Now.” 4. Once the purchase process is complete, a screen will display in your application. Select the users that should be able to access the add-on. Part 2: Install the Add-On To Your Local Computer: 5. Download and install the Outlook.Setup.exe to your local computer. 6. When the install is finished, open Microsoft Outlook. A popup window will open. Enter your Infusionsoft username, password and application name.
Benefits & Features Centralize Contacts & Communications Get organized and maintain a complete, accurate history of contact relationships by centralizing contact information and email history in one central location. Trigger Sales Automation Get more done with easy access to marketing and sales automation tools that save time and boost productivity.
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Centralize Contacts & Communications Get organized and maintain a complete, accurate history of your interactions with contacts by centralizing and syncing your contact information and email history in one system.
1. View and create Infusionsoft contact records from Outlook. Need
Customers who use Outlook as their primary email system want to access contact information from Infusionsoft while working in Outlook and easily add new contacts to Infusionsoft.
Feature
The Infusionsoft for Outlook sidebar allows users to see contact information from Infusionsoft and create new contact records on the fly. View Contact Profiles When working from Outlook, users can simply click on an email to pull up the associated Infusionsoft contact record in the sidebar. The information displayed includes name, email address, phone number, address, local time and current local weather. Users can also search for specific contact records from the sidebar. Create New Contacts Records If the contact doesn’t have a record in Infusionsoft, a button will appear in the sidebar to “Add to Infusionsoft.” When clicked, a window will open with a form to enter the contact’s information. The contact will be added to Infusionsoft and the profile will display in the sidebar. An “Add Person” button is also displayed in the Outlook ribbon.
Benefit
Users can access contact information from Infusionsoft and new create contact records directly from Outlook. This simplifies workflow, saves time and boosts productivity.
When working from Outlook, simply click on an email to pull up the associated Infusionsoft contact record in the sidebar. The information displayed includes name, contact information, local time and current weather.
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Users can add a new contact to Infusionsoft on the fly by clicking “Add Person,” filling out the form and clicking “Add to Infusionsoft.”
2. View a complete contact profile within Outlook. Need
Before emailing a contact a sales person often wants to review the contact history to see their past interactions. Toggling between the two systems is time consuming; users want an easy way to access this information directly from Outlook.
Feature
The sidebar in allows users to view a comprehensive contact profile from Infusionsoft that includes:
Pending Tasks & Appointments
Notes & Completed Items
Uploaded Files and Documents
Follow-up Sequences
Tags
The history is displayed directly underneath the contact information in the sidebar. Benefit
Sales people no longer have to toggle between Outlook and Infusionsoft to get a full picture of past interactions with a contact.
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The sidebar displays a comprehensive contact profile including tasks, appointments, notes, tags and more.
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3. Save Outlook emails in Infusionsoft. Need
Infusionsoft users that work primarily through Outlook want to save a history of their emails in Infusionsoft but don’t want to go through the hassle of copying each email to the notes section of a contact record. They want an easy way to save copies of sent and received emails to specific contact records in Infusionsoft for future reference.
Feature
Infusionsoft for Microsoft Office Outlook® allows users to save a copy of a sent or received email in Infusionsoft with the click of a button. From Outlook, simply open an email then go to the Infusionsoft ribbon at the top of the page and click “Record E-mail.” A window will open with options to save the communication to the corresponding contact record in Infusionsoft.
Benefit
With two simple clicks, users can save a copy of a sent or received email to specific contact record in Infusionsoft for future reference. This saves time and ensures all communications with a contact are recorded in Infusionsoft.
Users can easily save a copy of sent or received emails to a specific contact record in Infusionsoft.
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Trigger Sales Automation Get more done with easy access to marketing and sales automation tools with Outlook that save time and boost productivity.
4. Add notes, tasks and appointments. Need
Infusionsoft users want to create tasks and appointments in Infusionsoft while working in their Outlook account.
Feature
Tasks & Appointments Users can now create tasks and appointments in their Infusionsoft account directly from their Outlook sidebar. Simply click “Your Pending Tasks & Appointments” and the click the “+” button. This will display a screen to add a task or appointment. Users can also update existing tasks and appointments by adding more detailed notes or by assigning to another Infusionsoft user. Notes Users can also create notes in the sidebar that can be applied to contact records in Infusionsoft.
Benefit
Keeping track of sales interactions is now centralized and more efficient. Users will save time and improve follow up by creating tasks, scheduling appointments, and adding notes directly from Outlook.
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Users will save time by adding tasks and appointments directly from Outlook.
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5. Upload file attachments to Infusionsoft from Outlook. Need
Infusionsoft users want to save all of the documents relevant to their sales activities in Infusionsoft.
Feature
Users can now add files to the File Box for a contact record in Infusionsoft directly from Outlook. Additionally, several smart settings help manage image attachments and other attachment types. Users can upload email attachments, such as signed contacts/agreements.
Benefit
Users save time by not having to search through email to find signed contracts or other customer paperwork.
The sidebar allows users to add important files directly to a person’s File Box.
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6. View, start and stop follow-up sequences in Infusionsoft from Outlook. Need
From Outlook, Infusionsoft users need to see the past marketing communications their contacts have already received and have complete control over current and future messages.
Feature
Users can now view a list of past marketing communications and see a list of pending messages sequences for each contact in Outlook. Users can also view the details of a sequence, add a contact to a new sequence, and/or remove them from a current sequence.
Benefit
This ensures that users capture every opportunity. For example, a sales users who just got off the phone with a prospect can immediately add that contact to a “pricing follow-up” automated sequence. Taking immediate action makes lead generation and nurturing efforts more effective, which drives more sales.
In the sidebar, users can view all past and pending marketing messages for each contact. Users can also add and/or remove follow-up sequences.
11
7. Segment contacts for targeted follow-up. Need
Sales people often learn valuable information about contacts via email and want to record that data in Infusionsoft for segmentation purposes.
Feature
The sidebar allows users to add tags to a customer record in Infusionsoft for segmentation purposes. Existing tags are displayed directly underneath the contact information in the sidebar.
Benefit
Sales people can tag contact records for segmentation purposes to ensure their contacts receive relevant, targeted messages.
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Users can view a list of tags currently applied to a contact record. They can also add new tags to ensure each contact receives targeted follow-up.
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Table of Contents Table of Contents ................................................................................................................................................................................. 2 Infusionsoft for Microsoft Office Outlook Summary ..................................................................................................................... 3 Full Description...................................................................................................................................................................................... 3 Target Audience .................................................................................................................................................................................... 3 Price .......................................................................................................................................................................................................... 3 Installation Instructions ...................................................................................................................................................................... 3 Benefits & Features.............................................................................................................................................................................. 3 Centralize Contacts & Communications ............................................................................................................................................ 4 1. View and create Infusionsoft contact records from Outlook. ................................................................................. 4 2.
View a complete contact profile within Outlook......................................................................................................... 5
3.
Save Outlook emails in Infusionsoft. ............................................................................................................................... 7
Trigger Sales Automation........................................................................................................................................................................ 8 4. Add notes, tasks and appointments. ............................................................................................................................... 8 5.
Upload file attachments to Infusionsoft from Outlook. .......................................................................................... 10
6.
View, start and stop follow-up sequences in Infusionsoft from Outlook. ......................................................... 11
7.
Segment contacts for targeted follow-up. ................................................................................................................... 12
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Infusionsoft for Microsoft Office Outlook Summary The Infusionsoft for Microsoft Office Outlook add-on product helps users boost productivity and save time by allowing them to access customer information and trigger sales automation campaigns directly from Microsoft Office Outlook.
Full Description The Infusionsoft for Microsoft Office Outlook® helps users boost productivity and save time by seamlessly integrating their Outlook email account with their Infusionsoft application so they can access customer information, centralize email communications and trigger follow-up actions and campaigns automatically.
Target Audience All Infusionsoft customers that use Microsoft Outlook for email can benefit from this add-on product.
Price Free
Installation Instructions Part 1: Activate the Add-On From Your Infusionsoft Application: 1. Navigate to Admin -> Infusionsoft Account. You must be an administrator to access this. 2. Click the “View Plug-ins” button, select Outlook Integration and click “Buy This.” 3. Enter your contact information on the cart page, click “Next” and then “Buy Now.” 4. Once the purchase process is complete, a screen will display in your application. Select the users that should be able to access the add-on. Part 2: Install the Add-On To Your Local Computer: 5. Download and install the Outlook.Setup.exe to your local computer. 6. When the install is finished, open Microsoft Outlook. A popup window will open. Enter your Infusionsoft username, password and application name.
Benefits & Features Centralize Contacts & Communications Get organized and maintain a complete, accurate history of contact relationships by centralizing contact information and email history in one central location. Trigger Sales Automation Get more done with easy access to marketing and sales automation tools that save time and boost productivity.
3
Centralize Contacts & Communications Get organized and maintain a complete, accurate history of your interactions with contacts by centralizing and syncing your contact information and email history in one system.
1. View and create Infusionsoft contact records from Outlook. Need
Customers who use Outlook as their primary email system want to access contact information from Infusionsoft while working in Outlook and easily add new contacts to Infusionsoft.
Feature
The Infusionsoft for Outlook sidebar allows users to see contact information from Infusionsoft and create new contact records on the fly. View Contact Profiles When working from Outlook, users can simply click on an email to pull up the associated Infusionsoft contact record in the sidebar. The information displayed includes name, email address, phone number, address, local time and current local weather. Users can also search for specific contact records from the sidebar. Create New Contacts Records If the contact doesn’t have a record in Infusionsoft, a button will appear in the sidebar to “Add to Infusionsoft.” When clicked, a window will open with a form to enter the contact’s information. The contact will be added to Infusionsoft and the profile will display in the sidebar. An “Add Person” button is also displayed in the Outlook ribbon.
Benefit
Users can access contact information from Infusionsoft and new create contact records directly from Outlook. This simplifies workflow, saves time and boosts productivity.
When working from Outlook, simply click on an email to pull up the associated Infusionsoft contact record in the sidebar. The information displayed includes name, contact information, local time and current weather.
4
Users can add a new contact to Infusionsoft on the fly by clicking “Add Person,” filling out the form and clicking “Add to Infusionsoft.”
2. View a complete contact profile within Outlook. Need
Before emailing a contact a sales person often wants to review the contact history to see their past interactions. Toggling between the two systems is time consuming; users want an easy way to access this information directly from Outlook.
Feature
The sidebar in allows users to view a comprehensive contact profile from Infusionsoft that includes:
Pending Tasks & Appointments
Notes & Completed Items
Uploaded Files and Documents
Follow-up Sequences
Tags
The history is displayed directly underneath the contact information in the sidebar. Benefit
Sales people no longer have to toggle between Outlook and Infusionsoft to get a full picture of past interactions with a contact.
5
The sidebar displays a comprehensive contact profile including tasks, appointments, notes, tags and more.
6
3. Save Outlook emails in Infusionsoft. Need
Infusionsoft users that work primarily through Outlook want to save a history of their emails in Infusionsoft but don’t want to go through the hassle of copying each email to the notes section of a contact record. They want an easy way to save copies of sent and received emails to specific contact records in Infusionsoft for future reference.
Feature
Infusionsoft for Microsoft Office Outlook® allows users to save a copy of a sent or received email in Infusionsoft with the click of a button. From Outlook, simply open an email then go to the Infusionsoft ribbon at the top of the page and click “Record E-mail.” A window will open with options to save the communication to the corresponding contact record in Infusionsoft.
Benefit
With two simple clicks, users can save a copy of a sent or received email to specific contact record in Infusionsoft for future reference. This saves time and ensures all communications with a contact are recorded in Infusionsoft.
Users can easily save a copy of sent or received emails to a specific contact record in Infusionsoft.
7
Trigger Sales Automation Get more done with easy access to marketing and sales automation tools with Outlook that save time and boost productivity.
4. Add notes, tasks and appointments. Need
Infusionsoft users want to create tasks and appointments in Infusionsoft while working in their Outlook account.
Feature
Tasks & Appointments Users can now create tasks and appointments in their Infusionsoft account directly from their Outlook sidebar. Simply click “Your Pending Tasks & Appointments” and the click the “+” button. This will display a screen to add a task or appointment. Users can also update existing tasks and appointments by adding more detailed notes or by assigning to another Infusionsoft user. Notes Users can also create notes in the sidebar that can be applied to contact records in Infusionsoft.
Benefit
Keeping track of sales interactions is now centralized and more efficient. Users will save time and improve follow up by creating tasks, scheduling appointments, and adding notes directly from Outlook.
8
Users will save time by adding tasks and appointments directly from Outlook.
9
5. Upload file attachments to Infusionsoft from Outlook. Need
Infusionsoft users want to save all of the documents relevant to their sales activities in Infusionsoft.
Feature
Users can now add files to the File Box for a contact record in Infusionsoft directly from Outlook. Additionally, several smart settings help manage image attachments and other attachment types. Users can upload email attachments, such as signed contacts/agreements.
Benefit
Users save time by not having to search through email to find signed contracts or other customer paperwork.
The sidebar allows users to add important files directly to a person’s File Box.
10
6. View, start and stop follow-up sequences in Infusionsoft from Outlook. Need
From Outlook, Infusionsoft users need to see the past marketing communications their contacts have already received and have complete control over current and future messages.
Feature
Users can now view a list of past marketing communications and see a list of pending messages sequences for each contact in Outlook. Users can also view the details of a sequence, add a contact to a new sequence, and/or remove them from a current sequence.
Benefit
This ensures that users capture every opportunity. For example, a sales users who just got off the phone with a prospect can immediately add that contact to a “pricing follow-up” automated sequence. Taking immediate action makes lead generation and nurturing efforts more effective, which drives more sales.
In the sidebar, users can view all past and pending marketing messages for each contact. Users can also add and/or remove follow-up sequences.
11
7. Segment contacts for targeted follow-up. Need
Sales people often learn valuable information about contacts via email and want to record that data in Infusionsoft for segmentation purposes.
Feature
The sidebar allows users to add tags to a customer record in Infusionsoft for segmentation purposes. Existing tags are displayed directly underneath the contact information in the sidebar.
Benefit
Sales people can tag contact records for segmentation purposes to ensure their contacts receive relevant, targeted messages.
12
Users can view a list of tags currently applied to a contact record. They can also add new tags to ensure each contact receives targeted follow-up.
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