An esoteric function of the campaign builder is the ability to save different campaign model configurations. This can be helpful when reusing common elements of a campaign but other elements change. For example, seasonal promotions or a product launch. It is also helpful when innovating and improving an existing model. It allows us to safely make changes to the model that can be rolled back if necessary.
Author: Paul Sokol
Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.
Infusionsoft Cookbook – Chapter 8.5 – Using Lead Sources To Track ROI
There is a fairly popular John Wanamaker quote floating around the Internet that reads as follows:” “Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” “What he is referring to is his inability at the time to track which marketing assets were providing a return on the investment. Fortunately, thanks to Infusionsoft, we can track the cost for different lead sources, which can be used for native Return On Investment (ROI) reporting right in the software.
Infusionsoft Cookbook – Chapter 8.4 – Creating A True E-mail Preferences Center
The e-mail subscription management options available out of the box with Infusionsoft are limited because they do not show current subscription status. Traditionally, Infusionsoft users use tags to track someone’s e-mail subscription. However, if we use a custom field to track subscription status, we can build a web form that operates like a true e-mail preference center.
Infusionsoft Cookbook – Chapter 8.3 – Filtering Out New Hire Applicants
Our small business doesn’t need any employees that cannot follow basic instructions. Those are the kinds of employees that can cause all sorts of problems in many different areas of the business. In fact, even considering them for an interview is a big waste of time. Fortunately, with Infusionsoft, we can create a simple hoop for a new applicant to jump through to make sure that they can follow basic instructions. The idea behind this recipe is to position the initial application submission as a two-step process, where the applicant has to confirm their e-mail address in order to reach step two.
Infusionsoft Cookbook – Chapter 8.2 – Tracking E-mail Engagement Levels
When we can segment our database based on someone’s engagement with your e-mails, it unlocks an entire world of automation potential. This information can be used to plan promotions, automatically switch paths, or simply enhance an existing report for a deeper layer of insight. This type of segmentation cannot easily be performed retroactively, so the sooner a business implements this recipe, the sooner they begin building their pool of data.
Infusionsoft Cookbook – Chapter 8.1 – Reconciling Hard Bounced E-mail Addresses
When an e-mail bounces, this means it was not delivered for one reason or another. There are different kinds of bounces for different situations. A hard bounce means the e-mail address flat out doesn’t exist. Think of it like a Return to Sender when trying to send something in the post to an address that doesn’t exist. There are many reasons why a once-valid e-mail address stops working. However, just because an e-mail stops working doesn’t mean that we shouldn’t try and continue a relationship with the person. Unfortunately, most businesses don’t place a high priority on contacting and recovering a working e-mail address. This can result in false list statistics. For example, if we have 100 people but 15 are hard bounced, we really only have 85 people who can be reached via e-mail. Not only does this bad data throw off reporting, it can also lead to a bloated and, effectively, useless database. The good news is that with Infusionsoft, we can automatically catch e-mails when they hard bounce and assign a task to someone to contact the person to collect a working e-mail.
Infusionsoft Cookbook – Chapter 7.5 – Building A Referral Partner Sign-Up Form
Once our referral partner commissions and links are set up, we can begin manually adding referral partners and sending them their login information. However, we will save a bunch of time if we give people a web form where they can sign themselves up to be a referral partner.
Infusionsoft Cookbook – Chapter 7.4 – Setting Up A Basic Referral Partner Program
Infusionsoft has a built-in referral partner (affiliate) module on certain versions of the software. This makes it easy for a business to track who is referring whom. Also, if orders are being recorded inside Infusionsoft as well, it empowers the automatic calculation of commissions. There are two components that must be set up before we start adding referral partners:* Commission program: This is where we tell Infusionsoft how much to pay out for specific products and subscriptions.* Referral tracking links: This is where we can set up different URLs for our referral partners to promote.
Infusionsoft Cookbook – Chapter 7.3 – Building A Vaynerchuk Opt-Out
The strategy behind this recipe was inspired by a gentleman named Gary Vaynerchuk; hence, his name is used.
His idea was, after people have opted out from e-mails, to call them on the phone, apologize, and listen. This kind of experience, when done properly, can actually have people ask to re-join the list.
It is very easy to build a mechanism like this using Infusionsoft.
Infusionsoft Cookbook – Chapter 7.2 – Re-Engaging Inactive E-mails In Your Database
Just as a gardener is used to trimming away leaves from their flowers, list attrition is part of the e-mail marketing game. There are lots of people that say, The money is in the list. While this is partially true, the money is actually in the relationship with the list. When we are talking about an e-mail list, especially if that is the main communication channel, it is critical to regularly find inactive e-mail addresses and attempt to get them engaging again. This is important for two reasons. First, it obviously helps the bottom line to have an active e-mail list. Second, it helps with inbox placement with the major ISPs. Spam filters are getting more advanced and when lots of e-mails are sent but never opened or clicked (among other things), it can cause a high junk folder placement. For the context of this recipe, we are targeting people on the general newsletter list who haven’t clicked anything in the past 120 days.