Use this SOP for every orders/payments received for paid courses.
- Open Infusionsoft and search for buyer’s profile.
- Click Campaigns
- Check welcome email sent. Open email.
- Try the logins (username & password) if you are able to login without any issues.
- If Login details are blank open the course back end (WordPress)
- Search for the buyer’s account. Make sure nickname and username are not the same because it will cause issues with the login. Change Nickname if it’s the same.
- Reset password. Email the buyer and send login details.
Please watch the video tutorial here:
Send Welcome Email & Welcome Video:
Here’s the script that I use for the welcome video: https://docs.google.com/document/d/1qL9DsdxXul0DsIUaaRJKRyyTQ06mfojdedSyRsDHv10/edit
Here’s a sample welcome video:
This is the sample welcome email that I send to the course buyer:
This is Kat, Antonio’s assistant.
Great to have you in the course! I created this personal video for you: https://youtu.be/FLz_k2nHTPA
Excited to see you grow in the next 30 days!