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

https://yoursite.customerhub.net/web_services/add_user

• Apply a tag– Apply a “Customer hub member” tag

• Send an email– Include login details – Login Link, Username and

Password– Username is their email address– Password is dynamically generated