"Finding your Sweet Spot: The importance of Lead Qualification" by T. HeinkensTheFamily
Qualifying is all about gathering insights necessary to make a good judgment.
Should you sell to a given prospect? What is the best course of action to close a deal? Is this prospect a good fit for your offer? Is it a viable sales opportunity?
Only after you've qualified someone can you really know whether it's worth to invest your time and effort into trying to sell to this prospect.
During this 45 min. Workshop, Thibault will give you the 7 steps to efficiently qualify your leads and improve your sales startegy.
"Finding your Sweet Spot: The importance of Lead Qualification" by T. HeinkensTheFamily
Qualifying is all about gathering insights necessary to make a good judgment.
Should you sell to a given prospect? What is the best course of action to close a deal? Is this prospect a good fit for your offer? Is it a viable sales opportunity?
Only after you've qualified someone can you really know whether it's worth to invest your time and effort into trying to sell to this prospect.
During this 45 min. Workshop, Thibault will give you the 7 steps to efficiently qualify your leads and improve your sales startegy.
Innovation and technology have teamed up to provide rock solid, search engine optimized website design at reasonable prices. This presentation covers the 5 main principles that drive this innovation.
"Winning The Professional Services Sale" with Aaron Ross & Ago CluytensAaron Ross
* Discover the #1 mistake consultants / sellers make
* Find out what the top–5% of rainmakers do
* Learn a simple messaging "mind trick”
* The “three pillars” of successful lead generation
* Bringing in revenue
Ali Noel is going to help you create your video strategy. Ali leads Wistia's customer success program, which aims to form delightful partnerships with customers and ensure they're achieving hardworking video goals through the optimization of Wistia's product. In addition to being users of the HubSpot Marketing product and CRM, Ali and her team work with customers to leverage both HubSpot and Wistia together in efforts throughout all stages of the funnel. She also leads teams on video marketing trainings, including HubSpot, and several of Wistia's agency partners.
SMM08. Better on Monday: Your Journey from Good to Great Starts NowSalesLoft
The difference between good and great is that great reps know they’re good but don't rest on their laurels. They hunger to get better and find new things to learn from new people and run towards challenges rather than stagnate. Join us to dig into what you can commit to doing today that you otherwise have been unwilling to do to achieve greatness.
In this session, you will learn how:
. Greatness starts with self-confidence and belief
. Practice makes Profits
. Greatness is habit forming and how to work on it.
"Tips & Tricks to optimize your Sales Cycle" By Clarissa SteinhöfelTheFamily
A well developed, well managed sales cycle is critical to the health of any business. It gives you clear visibility of what deals you have at each stage of the process – and where the hold ups are.
Identifying the key steps and stages of sales cycle according to your product can really help you to improve sales efficiency and help you or your salespeople sell more. So where should you start?
During this 45 min. workshop, Clarissa from Teamleader CRM will share with you hands-on advices to set-up efficiently your sales cycle:
- How to structure your sales cycle according to your business
- Ramping your sales
- Tips & tricks to optimise your salesflow
- How to choose the right tools for your business
- Examples of sales funnels
Optimize Your Funnel By Getting Inside Your Buyer's HeadDavid Skok
Part of finding product/market fit is turning early wins into repeatable, scalable, and profitable sales. In this talk given as part of the Heavybit speaker series, I discuss how to shorten the time to customer conversion from trials, freemium and open source products.
Desktop Vs Cloud ? It's no longer a choice! How to win with both.Matthew Smith
This is "Desktop Vs Cloud ? It's no longer a choice! How to win with both." by reiwise on Vimeo, the home for high quality videos and the people who...
DotYeti.com | How to generate more leads with conversion-rate optimizationRoy Selbach
This presentation is for you if:
- You did not increase your website/campaign conversion rates by at least 30% YoY
- You are only focused in driving visitors, but never analyzed your data
- If you are not able to scale the results from your website
- If you want to grow exponentially with your business
- If you want to design or develop better websites
DotYeti.com is the most creative, on-demand and efficient
graphic design platform, accessible for a flat monthly fee.
www.dotyeti.com
Innovation and technology have teamed up to provide rock solid, search engine optimized website design at reasonable prices. This presentation covers the 5 main principles that drive this innovation.
"Winning The Professional Services Sale" with Aaron Ross & Ago CluytensAaron Ross
* Discover the #1 mistake consultants / sellers make
* Find out what the top–5% of rainmakers do
* Learn a simple messaging "mind trick”
* The “three pillars” of successful lead generation
* Bringing in revenue
Ali Noel is going to help you create your video strategy. Ali leads Wistia's customer success program, which aims to form delightful partnerships with customers and ensure they're achieving hardworking video goals through the optimization of Wistia's product. In addition to being users of the HubSpot Marketing product and CRM, Ali and her team work with customers to leverage both HubSpot and Wistia together in efforts throughout all stages of the funnel. She also leads teams on video marketing trainings, including HubSpot, and several of Wistia's agency partners.
SMM08. Better on Monday: Your Journey from Good to Great Starts NowSalesLoft
The difference between good and great is that great reps know they’re good but don't rest on their laurels. They hunger to get better and find new things to learn from new people and run towards challenges rather than stagnate. Join us to dig into what you can commit to doing today that you otherwise have been unwilling to do to achieve greatness.
In this session, you will learn how:
. Greatness starts with self-confidence and belief
. Practice makes Profits
. Greatness is habit forming and how to work on it.
"Tips & Tricks to optimize your Sales Cycle" By Clarissa SteinhöfelTheFamily
A well developed, well managed sales cycle is critical to the health of any business. It gives you clear visibility of what deals you have at each stage of the process – and where the hold ups are.
Identifying the key steps and stages of sales cycle according to your product can really help you to improve sales efficiency and help you or your salespeople sell more. So where should you start?
During this 45 min. workshop, Clarissa from Teamleader CRM will share with you hands-on advices to set-up efficiently your sales cycle:
- How to structure your sales cycle according to your business
- Ramping your sales
- Tips & tricks to optimise your salesflow
- How to choose the right tools for your business
- Examples of sales funnels
Optimize Your Funnel By Getting Inside Your Buyer's HeadDavid Skok
Part of finding product/market fit is turning early wins into repeatable, scalable, and profitable sales. In this talk given as part of the Heavybit speaker series, I discuss how to shorten the time to customer conversion from trials, freemium and open source products.
Desktop Vs Cloud ? It's no longer a choice! How to win with both.Matthew Smith
This is "Desktop Vs Cloud ? It's no longer a choice! How to win with both." by reiwise on Vimeo, the home for high quality videos and the people who...
DotYeti.com | How to generate more leads with conversion-rate optimizationRoy Selbach
This presentation is for you if:
- You did not increase your website/campaign conversion rates by at least 30% YoY
- You are only focused in driving visitors, but never analyzed your data
- If you are not able to scale the results from your website
- If you want to grow exponentially with your business
- If you want to design or develop better websites
DotYeti.com is the most creative, on-demand and efficient
graphic design platform, accessible for a flat monthly fee.
www.dotyeti.com
SNB05. A Different Vantage Point: Improve Meetings for EveryoneSalesLoft
Join SalesLoft's Taylor Thompson (Sales Executive) and Meiling Arounnarath (Product Owner) for the compelling story as to why Taylor started reviewing his sales recordings once he got access to Meeting Intelligence in SalesLoft...and why you should too.
You'll learn why Meeting Intelligence helps make meetings better for everyone: customer facing roles, managers, and most importantly, customers.
They'll have bonus content as well. The team from Dogpatch Advisors is sharing how they helped personalize SalesLoft's GTM for Meeting Intelligence.
Desktouch
(الطلب العرض والمرونة (عينة
هذا التصميم للمعاينه فقط، للطلب يُمكن مراسلتي من خلال موقع خمسات أو احدى مواقع التواصل الإجتماعي.
- https://www.about.me/islam.reda
- https://khamsat.com/user/eslam_reda
Selling Marketing Automation to the C-SuiteMarketo
A marketing automation platform can be instrumental in helping you achieve business goals, work more efficiently, and increase the return on your marketing campaigns. But how do you make the case for marketing automation to your executive team?
Check out this presentation to discover how to create a strategy for getting your C-suite on board with marketing automation.
This presentation walks the Entrepreneur through the steps to raising Angel and Venture Capital. Topics include assessing the ability to raise capital, assessing the company's value, and a checklist for funding success.
How Small Businesses Define and Achieve SuccessInfusionsoft
What is success for a small business owner? Take a look this this free research report provided by Infusionsoft & Emergent, which uncovers:
- How small business owners define success
- Challenges to small business success
- Overcoming challenges through technology and coaching
- And more!
For more small business insights and ideas delivered to your inbox weekly, subscribe at http://pages.infusionsoft.com/learn
Lifecycle Marketing for Nonprofit organizations to drive donations and volunt...Infusionsoft
Creating a marketing strategy that attracts interest, educates benefactors and increase donations in your nonprofit is essential.This presentation reviews the Lifecycle Marketing framework specifically as it relates to nonprofit organizations. It includes the steps involved in each phase and benefits of implementation in your nonprofit. In the face-to-face presentation we dive deep into email structure including killer subject lines, effective copy and great calls to action. If you’re looking to transform your nonprofit and take it to the next level you need to treat it like a business and implement marketing practices that drive results.
Joe Manna guides users through the Infusionsoft Marketplace and understanding how they can generate leads, save time and increase sales with the solutions on there.
Top 3 Ways to Align Sales and Marketing Teams for Rapid GrowthDemandbase
In this session, Demandbase’s Stephanie Quinn, Sr. Director of Integrated and Digital Marketing, Devin Rosenberg, Director of Sales, and Kevin Rooney, Senior Director of Sales Development will share how sales and marketing shapes their day-to-day and what key areas are needed for true alignment.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.\
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
Financial curveballs sent many American families reeling in 2023. Household budgets were squeezed by rising interest rates, surging prices on everyday goods, and a stagnating housing market. Consumers were feeling strapped. That sentiment, however, appears to be waning. The question is, to what extent?
To take the pulse of consumers’ feelings about their financial well-being ahead of a highly anticipated election, ThinkNow conducted a nationally representative quantitative survey. The survey highlights consumers’ hopes and anxieties as we move into 2024. Let's unpack the key findings to gain insights about where we stand.
SEO as the Backbone of Digital MarketingFelipe Bazon
In this talk Felipe Bazon will share how him and his team at Hedgehog Digital share our journey of making C-Levels alike, specially CMOS realize that SEO is the backbone of digital marketing by showing how SEO can contribute to brand awareness, reputation and authority and above all how to use SEO to create more robust global marketing strategies.
Mastering Multi-Touchpoint Content Strategy: Navigate Fragmented User JourneysSearch Engine Journal
Digital platforms are constantly multiplying, and with that, user engagement is becoming more intricate and fragmented.
So how do you effectively navigate distributing and tailoring your content across these various touchpoints?
Watch this webinar as we dive into the evolving landscape of content strategy tailored for today's fragmented user journeys. Understanding how to deliver your content to your users is more crucial than ever, and we’ll provide actionable tips for navigating these intricate challenges.
You’ll learn:
- How today’s users engage with content across various channels and devices.
- The latest methodologies for identifying and addressing content gaps to keep your content strategy proactive and relevant.
- What digital shelf space is and how your content strategy needs to pivot.
With Wayne Cichanski, we’ll explore innovative strategies to map out and meet the diverse needs of your audience, ensuring every piece of content resonates and connects, regardless of where or how it is consumed.
In this presentation, Danny Leibrandt explains the impact of AI on SEO and what Google has been doing about it. Learn how to take your SEO game to the next level and win over Google with his new strategy anyone can use. Get actionable steps to rank your name, your business, and your clients on Google - the right way.
Key Takeaways:
1. Real content is king
2. Find ways to show EEAT
3. Repurpose across all platforms
5 big bets to drive growth in 2024 without one additional marketing dollar AND how to adapt to the biggest shifting eCommerce trend- AI.
1) Romance Your Customers - Retention
2) ‘Alternative’ Lead Gen - Advocacy
3) The Beautiful Basics - Conversion Rate Optimization
4) Land that Bottom Line - Profitability
5) Roll the Dice - New Business Models
The session includes a brief history of the evolution of search before diving into the roles technology, content, and links play in developing a powerful SEO strategy in a world of Generative AI and social search. Discover how to optimize for TikTok searches, Google's Gemini, and Search Generative Experience while developing a powerful arsenal of tools and templates to help maximize the effectiveness of your SEO initiatives.
Key Takeaways:
Understand how search engines work
Be able to find out where your users search
Know what is required for each discipline of SEO
Feel confident creating an SEO Plan
Confidently measure SEO performance
Short video marketing has sweeped the nation and is the fastest way to build an online brand on social media in 2024. In this session you will learn:- What is short video marketing- Which platforms work best for your business- Content strategies that are on brand for your business- How to sell organically without paying for ads.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
Influencer marketing isn't just for big brands or consumer products anymore. In 2024, marketers face hurdles like escalating paid channel costs, diminishing organic reach, and building trust in their ideal customer accounts. This session offers practical ways to bring influencer marketing into your organization, to provide cost-effective access to niche audiences, countering budget constraints and rising CPMs. We'll discuss the impact of social algorithms on reach, the trust deficit in traditional advertising and how influencer partnerships offer genuine connections with audiences. Attendees will gain actionable insights to integrate influencer marketing into their strategies, leveraging influencers for impactful campaigns in both B2B and B2C environments. Join us to unlock the potential of influencers in navigating the evolving marketing landscape of 2024 and driving meaningful business growth.
Key Takeaways:
- Educate on the various types of influence we can use as marketers
- Establish the problems that make influencers a priority
- Walk through some practical tactics on HOW to run a program leveraging several of these influence channels
Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
The What, Why & How of 3D and AR in Digital CommercePushON Ltd
Vladimir Mulhem has over 20 years of experience in commercialising cutting edge creative technology across construction, marketing and retail.
Previously the founder and Tech and Innovation Director of Creative Content Works working with the likes of Next, John Lewis and JD Sport, he now helps retailers, brands and agencies solve challenges of applying the emerging technologies 3D, AR, VR and Gen AI to real-world problems.
In this webinar, Vladimir will be covering the following topics:
Applications of 3D and AR in Digital Commerce,
Benefits of 3D and AR,
Tools to create, manage and publish 3D and AR in Digital Commerce.
How to Use AI to Write a High-Quality Article that Ranksminatamang0021
In the world of content creation, many AI bloggers have drifted away from their original vision, resulting in low-quality articles that search engines overlook. Don't let that happen to you! Join us to discover how to leverage AI tools effectively to craft high-quality content that not only captures your audience's attention but also ranks well on search engines.
Disclaimer: Some of the prompts mentioned here are the examples of Matt Diggity. Please use it as reference and make your own custom prompts.
How to Use AI to Write a High-Quality Article that Ranks
Brian Jambor - Drag & Drop Branding
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. The Ultimate Event for Small Business Success.
Why was I asked to speak?
Light Speed Interactive
3. The Ultimate Event for Small Business Success.
Why was I asked to speak?
40% Partner GROWTH
4 Years @ Infusionsoft
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. 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. 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. 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. 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. The Ultimate Event for Small Business Success.
Using the Branding Center
to Save Time
Using the Branding Center to Save Time
23. The Ultimate Event for Small Business Success.
How else can you get to the
drag-and-drop web form builder?
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
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. The Ultimate Event for Small Business Success.
Anatomy of a GREAT webform
44. The Ultimate Event for Small Business Success.
5 Elements that make it convert
3
1
2
4
5
45. The Ultimate Event for Small Business Success.
Headline that provides high value
1
46. The Ultimate Event for Small Business Success.
Frequency + Supportive Value
2
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.”
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. The Ultimate Event for Small Business Success.
Jing
http://www.techsmith.com/jing.html
76. The Ultimate Event for Small Business Success.
ColorZilla
https://addons.mozilla.org/en-US/firefox/addon/colorzilla/
77. The Ultimate Event for Small Business Success.
Click to Tweet
https://twitter.com/intent/tweet?text=[INSERT_TWEET_HERE]
78. The Ultimate Event for Small Business Success.
Creating a Hero Shot
http://www.myecovermaker.com
79. The Ultimate Event for Small Business Success.
What did you get out of this?
Using the Branding Center to Save Time
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. 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. 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. 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
Editor's Notes
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.