Contact Form 7 Setup and Configuration
The purpose of this task was to add a form to the homepage to enable contacts to indicate interest in working with the company.
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Create Infusionsoft Thank You Emails
The first goal of this task was to see what is possible for adding forms to the client’s WordPress account with the Divi WordPress page builder. Next, the client wanted to have email notifications created in Infusionsoft to send a Thank You email when someone filled out a form on their website.
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Update Header Image and Page Copy
The goal with this task was to update copy in several places throughout the site, as well as update an image in the header with new information.
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Looking for Infusionsoft Expert
The goal of this task was to build out several Infusionsoft campaigns based on criteria provided by the client.
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Infusionsoft Management
The purpose of this task was to assist the client with several items related to their Infusionsoft account.
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Infusionsoft Forms and Campaigns Setup
My client’s first goal was to create a client intake questionnaire, which serves to provide several key pieces of information related to the services my client offers to their customers. A secondary goal was to set up a referral form where my client’s business partners could fill out information for leads who are interested in his services.
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Resolve WordPress Backup Challenges
My client was having challenges with the BackWPup plugin failing on backing up their large photo gallery.
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WordPress Theme Styling and Updates
This client needed someone to complete several miscellaneous design requests on their WordPress site. To be clear, this was not coming up with new designs, but tweaking an existing site to improve the look, based on clear direction from the client.
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Training Program Infusionsoft Setup
The main goal for this task was to automate various aspects of a training program that were previously being handled manually by the client. Steps that needed to be automated included sending emails to contacts, scheduling online meetings, and receiving NPS survey results to help my client know what his customers think of various aspects of the course.
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Update Leadpage Infusionsoft Implementation
This client had a Leadpage that applied a tag whenever a contact signed up to watch their webinar, which sent an email with a link to watch the webinar. The desired setup was to have someone be taken directly to the page that allows them to watch the webinar, without needing to click an email link. The contact still needed to receive tagging for having started and completed the video (via MyFusion Helper), as well as the rest of the campaign elements. The main goal was to eliminate the Welcome email.
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