How to set up an infusionsoft campaign

www.kristenpoborsky.com
• 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 Infusionsoft
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
first campaign, me tell you it is sooooo much easier than
it was a few years ago before they created the campaign
builder!
• The folks at Infusionsoft took what once was a tricky
mullti-step process and created a visual, drag & drop
interface which allows you to build a marketing and sales
process from start to finish; 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:
• Before you get started you’ll want to know what your
goals are for your campaign, most often they fall into the
following categories:
• An up-sell into a product or program
• A follow-up for a product purchase
• Delivery of a product or program
• Sending reminders about an upcoming event

• Once you’ve defined 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
from you or someone on your team.
• Planning Tip #1: Use a mind map software such as
Gliffy to map out your campaign, especially if it a
complicated one
• Planning Tip #2: Start crafting your email copy before
adding it to your email campaign - this gets you thinking
about what you want to say and how often you want to
deliver it. Plus I find it much easier to look at the copy in
one place before adding it into the campaign itself.

• Planning Tip #3: Get a second opinion - especially from
someone who is experienced in Infusionsoft
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 Infusionsoft campaign and
marketing funnels.
• Its also a good idea to go ahead and start building the
foundation of your campaign and come back, revisit and
tweak your copy a few times before you add it to your
campaign. Good copy takes time and careful 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 for you. Most
often you will want Set up your goal as
• either a web-form is filled out ,
• a product is purchased
• or a tag is applied
• Then in the first 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 follow
up emails and keep the touch points separated so that
you can easily see what the actions the sequence is
performing. Use notes and naming the sequence to
clearly define the outcomes of each sequence so that
you can easily go in and make changes and add copy
later on.
• After 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 for your
campaigns before 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 for.

• 3. Create Tags For Your Infusionsoft Campaign
• Tagging keeps your contacts organized and allows you
see where they have been in your marketing funnel.
• Before you start building tags its a good idea to have
thought out your naming conventions for your tags, just
like you did for 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 few 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 Infusionsoft 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 Infusionsoft, and stick to it. This
way, anyone, including a team member or outside consultant
is able follow your methodology so that the naming is
consistent throughout your entire Infusionsoft 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
information 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 from 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 funnels.

• 4. Add Content to Your Infusionsoft Campaign
• After reviewing and massaging your copy for your
marketing funnel 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
Infusionsoft set up. Using the branding center saves you
SOOOOO much time when using the campaign builder
in Infusionsoft. Basically when you have your branding
center set up it automatically creates your email template
in your campaign for you so all you need to do is to add
your copy.

• When you have added in your copy it is a good idea to
do a quick preview and send a test in two different
browsers so that you can be sure your format is
consistent and looks good. Plus, I find it is so much
different 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 follow 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 traffic 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 find 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!
• http://kristenpoborsky.com/

How to set up an infusionsoft campaign

Recommended

Recommended

More Related Content

What's hot

What's hot (18)

Similar to How to set up an infusionsoft campaign

Similar to How to set up an infusionsoft campaign (20)

More from Matt Stan

More from Matt Stan (20)

Recently uploaded

Recently uploaded (20)

How to set up an infusionsoft campaign