Customer Hub/ Infusionsoft

Website: https://qs101.infusionsoft.com/app/infusionsoftTraining/home

What: Customer Hub/ Infusionsoft is currently used to store ISCA member content.

How to Contact Them:

Use their Free Chat here

Australia Free Call 1800 730 419

Mon-Fri 4.00pm to 10.00am Sydney time

Customer support press 2

Customer Hub/ Infusionsoft Tutorials:

1. How to Create a Template

2. How to Create a Page

3. How to Add Videos to Pages

4. How to Add Files and Add them to Pages

5. How to Add Audio Files and Add them to Pages

6. Manage Your Members Access

7. How to Give Access to Members on Certain Pages

8. Create A Member Group To Access Customer Hub Pages

9. Deactivate a Members Log in Access

10. Forgot Password Process For Members

11. Add A Payment To An Existing Order

12. Create a Manual Order

13. Credit, Adjustment, Refund or Delete Order

14. How to Email from Infusionsoft

How to Use InfusionSoft

• 1. Log into Infusionsoft

  2. Click through to the required section

• • qs101

This is where you can search for coaches details

• • • sandyforster - CustomerHub

This is where you edit the members area on the website. Click Here to see how to edit modules and subpages in the members are

• • marketplace

How to Search for Coaches Information

• 1. Log into Infusionsoft

  2. Click through to the qs101 section of infusionsoft

  3. On the top right hand side you will see a search bar. Enter in the full name or email address of coach and press enter

  4. Click on the coaches name to bring up their information

• 1. Now you can view their profile where you will find Address, Payment & Order Information, Tags, Emails

Directions on how to create pages on Customer Hub in Dropbox here:

Dropbox > Operations Manual 2015 > Admin > Suppliers and Software

How to check how many people have a tag:

http://kristenpoborsky.com/infusion-tutorial-tag-by-date-reporting/