How to set up an infusionsoft campaign in 5 easy steps


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Struggling with or wondering how to build your first Infusionsoft Marketing Campaign? Here's help to get you started. 5 simple steps to build your Infusionsoft Campaign.

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How to set up an infusionsoft campaign in 5 easy steps

  1. 1. krist Kristen Poborsky How to set up an Infusionsoft campaign in 5 easy steps Do you have Infusionsoft set up and wondering how to set up an Infusionsoft campaign using the campaign builder? Or, are you considering purchasing Infusionsoft and wondering how easy it is to build marketing funnels? Previously I wrote about Getting Started with Inf usionsof t where I outlined the steps on getting your application set up and even included a checklist of what you need to do. In this article we're going to dive right into the campaign builder and how to set up a campaign in 5 easy steps. It can seem overwhelming when you plan and build your f irst campaign, me tell you it is sooooo much easier than it was a f ew years ago bef ore they created the campaign builder! The f olks at Inf usionsof t took what once was a tricky mullti-step process and created a visual, drag & drop interf ace which allows you to build a marketing and sales process f rom start to f inish; including emails, landing pages and much more. Here’s how to set up an Infusionsoft campaign in 5 easy steps: 1. Start with a Plan For Your Infusionsoft Campaign: Bef ore you get started you’ll want to know what your goals are f or your campaign, most of ten they f all into the f ollowing categories: An up-sell into a product or program A f ollow-up f or a product purchase Delivery of a product or program Sending reminders about an upcoming event Once you’ve def ined your goals you ‘ll want to plan the number or times you’ll want to touch your customer or prospect and whether your touches are via email or live f rom you or someone on your team. Planning Tip # 1: Use a mind map sof tware such as Glif f y to map out your campaign, especially if it a
  2. 2. complicated one Planning Tip # 2: Start craf ting your email copy bef ore adding it to your email campaign - this gets you thinking about what you want to say and how of ten you want to deliver it. Plus I f ind it much easier to look at the copy in one place bef ore adding it into the campaign itself . Planning Tip # 3: Get a second opinion - especially f rom someone who is experienced in Inf usionsof t campaigns. Need help with your campaign? Give me a call and set up a session to pick my brain and see how I can help you build a better Inf usionsof t campaign and marketing f unnels. Its also a good idea to go ahead and start building the f oundation of your campaign and come back, revisit and tweak your copy a f ew times bef ore you add it to your campaign. Good copy takes time and caref ul thought. 2. Build The Foundation For Your Infusionsoft Campaign You’ll want to include some of these into your campaign depending on what goal it is achieving f or you. Most of ten you will want Set up your goal as either a web-f orm is f illed out , a product is purchased or a tag is applied Then in the f irst sequence I usually like to use it to tag (see example above) your contact if that hasn’t been used to start the campaign. Then I like to build the second sequence with the f ollow up emails and keep the touch points separated so that you can easily see what the actions the sequence is perf orming. Use notes and naming the sequence to clearly def ine the outcomes of each sequence so that you can easily go in and make changes and add copy later on. Af ter they have completed the campaign I recommend removing the tag unless you want them to continue to loop back through the campaign as in the example above which is actually triggered to start over again when the looping tag is applied at the end.
  3. 3. Campaign Tip: Plan your naming conventions f or your campaigns bef ore you start building them. You’ll want a good naming strategy in place so that your campaigns are organized and clearly marked so anyone using your system will know what they are f or. 3. Create Tags For Your Infusionsoft Campaign Tagging keeps your contacts organized and allows you see where they have been in your marketing f unnel. Bef ore you start building tags its a good idea to have thought out your naming conventions f or your tags, just like you did f or your campaigns. It’s smart to have your tags and campaigns organized and named so anyone on your team will know which campaign is which. Stop and take a f ew minutes to think ahead, what will your marketing look like in 1 year, 3 or 5 years? You could potentially end up with thousands of records. And, you want to make sure you and your team can make sense of it. I have been in Inf usionsof t applications where there campaigns and tagging were haphazardly set up and it wound up as a mess! The best thing you can do right now is to establish a proper naming convention. You need to set up a plan and document how you name items within Inf usionsof t, and stick to it. This way, anyone, including a team member or outside consultant is able f ollow your methodology so that the naming is consistent throughout your entire Inf usionsof t application I suggest creating creating conventions that tell you when the campaign was created and keeping names as short as possible. Creating a standard naming convention and documenting it will save you headaches down the road. Tip: Here is a naming convention I like to use: yyyy mm: then the name of campaign or tag. Why? because it will stay sorted by year and then month when you build the campaign. And I love to use this when I have copied a campaign again and again and need to keep it organized while using the name campaign name. Advanced tip: Add lead scoring to build more inf ormation about your contacts actions When you set up lead scoring it works like this: when a tag is applied or removed, the score is updated in real time, by adding and subtracting points f rom your contact records based on the criteria you determined when you set up lead scoring. The score is assigned to a contact record based upon their actions and it is also displayed on the contact's opportunity record. You can use lead scoring to track how hot a prospect is as they move through your marketing f unnels. 4. Add Content to Your Infusionsoft Campaign Af ter reviewing and massaging your copy f or your marketing f unnel and you are happy with it, its time to add it to your campaign. I’m hoping that you have set up your branding center when you did your initial Inf usionsof t set up. Using the branding center saves you SOOOOO much time when using the campaign builder in Inf usionsof t. Basically when you have your branding center set up it automatically creates your email template in your campaign f or you so all you need to do is to add your copy. Here’s a quick peak at the branding center I have set up for a client of mine:
  4. 4. When you have added in your copy it is a good idea to do a quick preview and send a test in two dif f erent browsers so that you can be sure your f ormat is consistent and looks good. Plus, I f ind it is so much dif f erent to look at your copy in your inbox rather than on the inital docuement you wrote. So use this opportunity to review and tweak what you have written. Tip: Keep your emails short and to the point. Write to your audience in a conversational tone. Learn more about how to write your emails in this article: 5. Review and Test Your Campaign TEST TEST TEST - I can’t emphasize this enough! Reviewing and testing your campaign is essential because you want to make sure it works and that your customer has a good experience. I like to do this by adding my name and then heading over to my records and reviewing the emails and when they will be sent to me to make sure they are scheduled to go out when planned. Note that the only emails you will see in your record will be the ones in the f ollow up sequence you are currently in. So if you have multiple sequences then you will want to add yourself to the other sequences so you can look at them in your record. About Kristen Poborsky: Kristen and her team are experts at helping you generate more leads so you can turn them into clients. She has developed a 3-step process that helps clients build their lists by generating more website traf f ic and opt-ins. Need Infusionsoft help? Want to talk to me about getting more traffic,
  5. 5. leads & clients using this an other strategies from my tool box? Book time with me right here... Be sure to take the website quiz! You’ll f ind out what you might be missing and get a copy of her FR*EE report: The Essential Guide to Making Money With Your Website. Here’s to more leads, more clients & more money!