How to set up an infusionsoft campaign in 5 easy steps
krist enpoborsky.com http://kristenpoborsky.com/how-to-set-up-an-infusionsoft-campaign/
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
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
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.
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
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:
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,
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!