Silver Course 201 - Customer Marketing

14 Sep 2022 - 14 Sep 2022 , 9:00 AM – 10:30 AM

Infusion SILVER Training

The SILVER Level Two training course builds on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.

Contact Management

  • The Sales Person
  • Account Management
  • Business Management and Administration
  • Creating an Event in the Contact Management 
    • How does a Staff Member know about a Follow-up Event?
  • Reporting on Contact Management 
  • How can I use Contact Management for my Staff?


  • Credit Card Surcharge
  • Finance Charges
  • Credit Management

Electronic Marketing

  • Personalisation
  • Meeting Your Legal Obligations
  • Setting Up Your Customers
  • Setting up Your Products
  • Exporting Your Data
  • How Can We Use the Data?
  • To Use the Email Export with MailChimp
  • Further Refine the Schedule
  • CSV Files
  • Importing Data into Mailchimp – and beyond
  • Creating a List 
  • Creating a List – Notifications
  • Importing Your List 
  • Locate Your CSV File From the MailChimp Folder 
  • Match the Fields
  • Report on the Data Import 
  • Identify Issues with the Data
  • Uploading Templates
  • Customise the Template if Needed
  • Upload Pictures and Insert Links
  • Create Your Own Campaign
    • Your Campaign is now being Processed!
  • Performance Reporting

SMS Bulk Text Message


Pricing & Venue




September 2022 - Level 2 - Silver

Infusion stood out for us mainly due to the job costing facility however it was also important that we had system that was date based, that we could improve the management of our stock holding, better manage the equipment that we serviced and have something that was well supported and relatively easy for our team to use. It certainly ticked those boxes and more.

Kathy Shailer, Branch Manager - Hyspecs

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