Brian Jambor - Drag & Drop Branding

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  • Maybe it’s because I was the General Manager at Light Speed Interactive. We used Zoho, Salesforce, Mailchimp, built our own CRM, and finally went with Infusionsoft. I was at Light Speed Interactive for 5 years and was responsible for our Infusionsoft deployment. I KNOW the struggle of having to learn yet another system and trying to get the most out of it.
  • Or maybe it’s because I’veconsulted over 1,800 Small Businesses on Infusionsoft and taught them how it could plug into their business to help them save time. Maybe it’s because I worked at Infusionsoft for 4 years and have used the software to grow our partner channel by 40% year over year using Infusionsoft. My team and I used Infusionsoft to collect leads, we used it for our partner recruitment, we used it to conduct surveys, we used it to educate new partners, we used it for our newsletter, and we even used it to build Infusionsoft campaigns for our partners. I’m intimately familiar with how the software works and what it takes to get one of my staff ramped up on it.
  • This is a picture of my parent’s Pizza Restaurant. They had it for 19 years. When I had a baseball game, my parents couldn’t attend. When I won 1st place in the pioneer derby for Boy Scouts, my Aunt was there but my parents were at work. This is how I remember my mom…
  • This is how I remember my mom… and I know that if they had a little automation, they could have had time to attend my baseball games. I want EVERY small business owner to save time by automating their business so they can invest back into their family and loved ones.
  • So this is what I can offer you…5 years of experience teaching people about Infusionsoft and using it myself, and a deep passion for helping small businesses succeed.
  • We’ll start off with a solid foundation.
  • Next we’ll build on our foundation.
  • Then we’ll add on top of what we know
  • Finally, we’ll cover some additional tools to make it easy.
  • At the end, I’ll give you a url where you can download my slides, along with the list of tools that I’m going to give you. I’ll also provide you with my contact information if you want to connect today or after ICON. There will also be time for Q&A at the end.
  • What is the branding center?Infusionsoft’s new Branding Center consolidates all your default templates, giving you an easy way to create and edit design styles from one place. Default templates include emails, forms, landing pages, thank you pages and direct mail pieces. You can also manage default logos and communication footers from here.http://ug.infusionsoft.com/article/AA-01232/0/Default-styling-and-branding-for-emails.html
  • Do each of yourwebforms start out like this?
  • Do you always ask for a phone number on all of your webforms? The branding center lets you create default templates to help you save time.
  • How many of you have ever seen this?How many of you are tired of replacing this with your logo, and your colors?
  • All of your webforms, emails, etc. can start from the same template saving you time.
  • How do you find it?Click on the master nav, found in the top left by clicking on the Infusionsoft logo.
  • Once you have the master nav open, look for the “Branding Center” under the “Admin” section.
  • This is the branding center. Here you can edit manytemplates used in Infusionsoft, including web forms, emails, landing pages, letters, order form and thank you pages.
  • Pick which template you want to edit and click the “edit” link next to that template.
  • When you click on the edit link, you’ll be taken to the drag and drop builder where you can edit your default template.
  • How else can you get to the drag-and-drop web form builder?
  • Just a reminder, if you have questions about something I’ve covered, write it down because there will be time at the end for questions.
  • There are two primary ways that you can access the drag-and-drop web form builder. The branding center is the first primary way.
  • The second primary way to find the drag-and-drop web form builder is in the Campaign Builder.Click on the Infusionsoft logo and then in the master nav menu, navigate to the “Campaign Builder” under the “Marketing” section.
  • This is the campaign builder campaigns screen.
  • In the top right, you’ll see two buttons. Let’s zoom in on those buttons…
  • The button on the left takes you to the Infusionsoft Marketplace. Here you can import pre-configured campaigns, find third party integrations, and find Infusionsoft Certified Partners that can setup Infusionsoft for you.
  • The button titled “Add a Campaign” is where we’re going. This is where you go to create a new campaign in Infusionsoft. This is the second primary way to find the drag-and-drop builder.
  • This screen allows you to create a campaign.
  • You’ll need to give your campaign a name. I recommend naming one “Sandbox”. This is where you can go to play. You should be able to delete all elements of this campaign in the future.
  • For your other campaigns, I recommend a series of prefixes to help you know where things are at. I like to use the following format:ToFu (Top of the Funnel – LeadGen)/MoFu (Middle of the Funnel)/BoFu (Bottom of the Funnel). Medium means what type of format. I could have used Social, Pay-Per-Click, etc. Come up with whatever works best for you so you can easily find and edit your campaigns later.
  • Who knows what the scariest thing is as a writer? A blank sheet of paper. What is the scariest thing as a sales and marketing professional? A blank Infusionsoft canvas. Let’s walk through how to setup a drag-and-drop web form on the canvas.
  • The first thing you have to do is click on the Goals menu.
  • There are many campaign goals to choose from. The goals help you tell the story as to what is happening in your campaign. The next thing you have to do is drag a goal to the canvas.
  • Each goal icon has a default goal method indicated by the smaller icon. The goal method provides the function of the goal. In our example, we chose the sign up for newslettergoal which has a web form submission as the default goal method.
  • You can always change the goal method for any goal that you drag onto the canvas. Just click the small icon and choose a different goal method. Because of this, it really doesn't matter which goal icon you drag over onto the campaign canvas because you can always change the goal method associated with it.
  • This is what the final product looks like. The goal is whatever you choose, and the goal method in purple is “Submits a Web Form”.
  • Who’s ready to get to the drag-and-drop web form builder? We’re finally ready. All you have to do is double click on this goal.
  • This is the drag-and-drop builder screen. Look familiar? It’s the same screen that we viewed in the branding center. You’ll notice that we’re starting out with the same form we built out in the branding center. It even has the same fields. Now it’s time for us to get to work. Let me show you how to build a web form that will generate leads for you.
  • Before I show you how to build a web form in the drag-and-drop web form builder, let’s take apart a web form to see what the difference is between a web form that will help convert traffic from your website into leads vs a web form that just sits alone and barren on your website.Just a reminder, if you have questions about something I’ve covered, write it down because there will be time at the end for questions.
  • How many of you attended Jay Baer’s breakout session on Wednesday morning titled:“Youtility 2.0: How Smart Companies Sell More by Selling Less”?I’m going to use a webform that Jay had on his website last month and show you how he generates leads.
  • There are five main elements that Jay uses to successfully convert traffic to his website into warm leads that he can provide Youtility to.
  • The most importing thing in any webform is the title. The title has to catch your audience’s attention and provide Youtility, or in other words, a substantial amount of perceived value to your visitor.
  • You should provide some supportive text after the title to validate to your visitor that they are indeed making the right decision by providing you with their email address. Let’s pick it apart:
  • Jay sets proper expectations on how frequently the subscriber is going to receive emails. In this case, daily. You can choose to tell your audience how frequent they should expect your emails, be it daily, weekly, monthly, quarterly, etc.Jay also validates the decision by providing additional value. He offers a gift as an immediate download that provides instant gratification for signing up to his daily One Thing email list.
  • The next thing Jay does is he utilizes what is called a “hero shot”. A “hero shot” is a supporting image that helps convey the value your visitor is going to receive when they opt-in to your marketing. In this case, Jay uses an image of his book Youtility.There are several tools to online you can use to create a professional “hero shot”. I’ll share them with you at the end of my presentation.
  • As we move down the form, you’ll notice that Jay is offering a high perceived value with a low barrier to entry. In this case, the barrier to entry is your first name, your last name, and your email address.Generally speaking, the higher the perceived value, and the lower the barrier to entry, the higher your web forms will convert.
  • Last but not least, Jay has modified his “submit” button to a direct call to action that corresponds with his offer. He could have easily had the button read: “Instant Download”, or “I want my free gift”, or “I’m ready for One Thing”. You get the idea.
  • Those are the 5 elements of a successful, high converting webform. Now let’s go back to the drag-and-drop webform builder and I’ll show you how easy it is to build something like that in Infusionsoft.
  • We’re back at the Campaign Builder in Infusionsoft on the canvas. We’ve dragged one of our goals onto the canvas and selected a goal method of: “Submits a Web Form”. We double click on the goal and we’re taken to the drag-and-drop builder.
  • This is the drag-and-drop web form builder. Let’s look at all of the sections.
  • There are two sections to the format tab. The first section allows you to format text similar to the way you would in Microsoft Word.
  • The second section is titled: “Layout & Style” and allows you to change the colors and overall style of your web form. When you click on the “Layout & Style” button, you’ll see a pop-up menu appear with two sections: “Layout” & “Style”.
  • The layout section allows you to add a header or a footer, and adjust the form width and field width, along with how the labels are positioned.
  • They style section allows you to choose a style that matches your website.
  • I can edit any of the style and set it up to match my company colors and style. After I’ve made any changes, I can save it as a new style easily.
  • The “Guess from Image” button allows me to select any image I’ve added to my webform and it auto-magically picks colors that match the photo I added.
  • I simply add a photo, click the “Guess from Image” button a few times…. And I’ll end up with something like…
  • This. A great looking webform that matches the image I uploaded.
  • If you want to format your text, or change your layout and style, use the format tab. The next tab is the Insert tab.
  • The insert tab allows you to add inline images to your text, along with inline dividers and tables, along with some special characters.
  • The next section is the Snippets section. You’ll notice there is a “snippets” section and a “field snippets” section. These sections give you the ability to add content to your webform. You can add text and graphical content in the “snippets” section, and field content in the “field snippets” section.The spotlight snippet allows you to drag in an image that is left or right justified of the text.
  • The YouTube snippet allows you to easily drop a YouTube video onto your webform.
  • The social media snippet allows you to add social media share and follow icons to your webform.
  • When one of your visitors clicks the tweet button, this is what they see…
  • I’m going to give you a tool at the end of this presentation that will allow you to customize what people tweet about you if they share your form on twitter.
  • That’s a 10k foot overview of snippets. Last but not least, let’s talk about Field Snippets.
  • Field snippets allow you to add additional fields to your webform. You can easily make the fields required if you want. Here is an example of how to add name fields to your web form.
  • I can also add radio buttons and apply tags in Infusionsoft based on whichever option is selected.
  • I can do the same thing with checkboxes in Infusionsoft. I can add them, then based on what someone selects, I can apply a tag to that contact to segment out my marketing so that I’m sending the right message to the right person at the right time.
  • Now that you’ve learned the basics, you’ll be able to create an attractive web form for your website that will not only look great, but convert your visitors into leads for your business.
  • When I build web forms in Infusionsoft, there are a few tools I use to help me speed up the process. Don’t worry about writing them all down because I’ll give you a url at the end that has all of this information on it. Also, Just a reminder, if you have questions about something I’ve covered, write it down because there will be time at the end for questions.
  • Jing is a tool that allows you to grab your logo off of your website. Jing isn’t designed for you to break copyright law and take other people’s images. You should have the intellectual property rights to use an image before you “jing it” off of the internet.
  • ColorZilla allows you to find out what the hex code is for the colors on your website and copy them into Infusionsoft.
  • Want a custom tweet? Create a hyperlink in any of your text and set the url to the following: https://twitter.com/intent/tweet?text=[INSERT_TWEET_HERE]Pro Tip: Setup a text link on your Thank You page asking those who opt-in to your form to promote it on twitter.
  • There area lot of book cover creation (hero shot) companies out there. MyECoverMaker.com is one of the easiest I’ve found to use.
  • You learned where the branding center was and how you can use it to save time. You will no longer be stuck with the default web forms or the Infusionsoft green email template.
  • You learned how to navigate to the campaign builder and choose a goal with the submits a web form goal method.
  • You learned about the 5 elements that make a web form convert and discovered the secret sauce of high perceived value vs low point of entry.
  • Finally, we covered some tools you can use to save time and make more money with your webforms.
  • For a list of all of the tools included in this presentation, along with this slide deck and information on how to contact me, please visit: http://bit.ly/draganddropwebform.
  • Brian Jambor - Drag & Drop Branding

    1. 1. The Ultimate Event for Small Business Success. Not all web forms are created equal Learn the basics of creating web forms that convert! Brian Jambor Sr. Manager, Partner Experience Infusionsoft @brianjambor
    2. 2. The Ultimate Event for Small Business Success. Why was I asked to speak? Light Speed Interactive
    3. 3. The Ultimate Event for Small Business Success. Why was I asked to speak? 40% Partner GROWTH 4 Years @ Infusionsoft
    4. 4. The Ultimate Event for Small Business Success. Why do I do this?
    5. 5. The Ultimate Event for Small Business Success. Why do I do this?
    6. 6. The Ultimate Event for Small Business Success. What can I offer you? 5
    7. 7. The Ultimate Event for Small Business Success. What are you going to get out of this? Using the Branding Center to Save Time
    8. 8. The Ultimate Event for Small Business Success. What are you going to get out of this? Where to Find the Builder Using the Branding Center to Save Time
    9. 9. The Ultimate Event for Small Business Success. What are you going to get out of this? Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time
    10. 10. The Ultimate Event for Small Business Success. What are you going to get out of this? Tools to Help Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time
    11. 11. The Ultimate Event for Small Business Success. What happens at the end? Tools to Help Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time • Slides • URL with list of Tools • My contact info • Q&A
    12. 12. The Ultimate Event for Small Business Success. Using the Branding Center to Save Time Using the Branding Center to Save Time
    13. 13. The Ultimate Event for Small Business Success. The Branding Center
    14. 14. The Ultimate Event for Small Business Success. What if you could go from this?
    15. 15. The Ultimate Event for Small Business Success. To this!
    16. 16. The Ultimate Event for Small Business Success. You can also go from this…
    17. 17. The Ultimate Event for Small Business Success. To this…, every time.
    18. 18. The Ultimate Event for Small Business Success.
    19. 19. The Ultimate Event for Small Business Success.
    20. 20. The Ultimate Event for Small Business Success.
    21. 21. The Ultimate Event for Small Business Success.
    22. 22. The Ultimate Event for Small Business Success.
    23. 23. The Ultimate Event for Small Business Success. How else can you get to the drag-and-drop web form builder?
    24. 24. The Ultimate Event for Small Business Success. Where to find the Drag & Drop Builder Where to Find the Builder Using the Branding Center to Save Time
    25. 25. The Ultimate Event for Small Business Success.
    26. 26. The Ultimate Event for Small Business Success.
    27. 27. The Ultimate Event for Small Business Success.
    28. 28. The Ultimate Event for Small Business Success.
    29. 29. The Ultimate Event for Small Business Success.
    30. 30. The Ultimate Event for Small Business Success.
    31. 31. The Ultimate Event for Small Business Success. Create a Campaign
    32. 32. The Ultimate Event for Small Business Success.
    33. 33. The Ultimate Event for Small Business Success. ToFu/MoFu/Bofu-Medium-Title_Goes_Here
    34. 34. The Ultimate Event for Small Business Success.
    35. 35. The Ultimate Event for Small Business Success.
    36. 36. The Ultimate Event for Small Business Success.
    37. 37. The Ultimate Event for Small Business Success. Goal Method
    38. 38. The Ultimate Event for Small Business Success. Goal Method
    39. 39. The Ultimate Event for Small Business Success.
    40. 40. The Ultimate Event for Small Business Success.
    41. 41. The Ultimate Event for Small Business Success.
    42. 42. The Ultimate Event for Small Business Success. How to Create Web forms that convert! Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time
    43. 43. The Ultimate Event for Small Business Success. Anatomy of a GREAT webform
    44. 44. The Ultimate Event for Small Business Success. 5 Elements that make it convert 3 1 2 4 5
    45. 45. The Ultimate Event for Small Business Success. Headline that provides high value 1
    46. 46. The Ultimate Event for Small Business Success. Frequency + Supportive Value 2
    47. 47. The Ultimate Event for Small Business Success. Frequency + Supportive Value “Get our daily, One Thing email + a gift for immediate download: a free ebook called ‘21 Quotes That Will Change the Way You Think About Marketing’ based on Jay’s new book, Youtility.”
    48. 48. The Ultimate Event for Small Business Success. Amazing Hero Shot 3
    49. 49. The Ultimate Event for Small Business Success. Low Point of Entry 4
    50. 50. The Ultimate Event for Small Business Success. Sign Up – I will not submit to you :-P 5
    51. 51. The Ultimate Event for Small Business Success. 5 Elements that make it convert 3 1 2 4 5
    52. 52. The Ultimate Event for Small Business Success.
    53. 53. The Ultimate Event for Small Business Success.
    54. 54. The Ultimate Event for Small Business Success. 1
    55. 55. The Ultimate Event for Small Business Success. 2
    56. 56. The Ultimate Event for Small Business Success.
    57. 57. The Ultimate Event for Small Business Success.
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    59. 59. The Ultimate Event for Small Business Success. 3
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    62. 62. The Ultimate Event for Small Business Success.
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    72. 72. The Ultimate Event for Small Business Success.
    73. 73. The Ultimate Event for Small Business Success.
    74. 74. The Ultimate Event for Small Business Success. Tools to Help Tools to Help Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time
    75. 75. The Ultimate Event for Small Business Success. Jing http://www.techsmith.com/jing.html
    76. 76. The Ultimate Event for Small Business Success. ColorZilla https://addons.mozilla.org/en-US/firefox/addon/colorzilla/
    77. 77. The Ultimate Event for Small Business Success. Click to Tweet https://twitter.com/intent/tweet?text=[INSERT_TWEET_HERE]
    78. 78. The Ultimate Event for Small Business Success. Creating a Hero Shot http://www.myecovermaker.com
    79. 79. The Ultimate Event for Small Business Success. What did you get out of this? Using the Branding Center to Save Time
    80. 80. The Ultimate Event for Small Business Success. What did you get out of this? Where to Find the Builder Using the Branding Center to Save Time
    81. 81. The Ultimate Event for Small Business Success. What did you get out of this? Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time
    82. 82. The Ultimate Event for Small Business Success. What did you get out of this? Tools to Help Create Web forms that Convert Where to Find the Builder Using the Branding Center to Save Time
    83. 83. The Ultimate Event for Small Business Success. Slides, Tools, and More http://bit.ly/draganddropwebform Brian Jambor Sr. Manager, Partner Experience Infusionsoft w: 480.499.6670 c: 480.277.3605 @brianjambor facebook.com/workwithbrianjambor

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