Twitter has an ad product called a Lead Generation Card where users can redeem offers directly from within their feed. This sends their name, username, and e-mail to whomever is running the offer. Infusionsoft has built-in integration that makes it easy to automatically follow up with new leads acquired in this way. However, a Lead Generation Card is not an ad by itself. It has to be attached to a promoted tweet. Meaning you can use the same Lead Generation Card across many different ads. Similar to a strategy, an offer is all about context. For this recipe we are going to pretend that the offer on the Lead Generation Card is for the user to redeem an e-book.
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 3.5 – Creating A Simple Referral Request
Social proof is very persuasive. People tend to trust their friends and family more about a buying decision than anything else. Having a system to ask for referrals from your existing customers is a great way to lower customer acquisition costs because referrals are normally easier to close.
Infusionsoft Cookbook – Chapter 3.4 – Leveraging Offline Media For Lead Generation
Despite the proliferation of the Internet and smartphones, offline media can still be an extremely powerful lead generation channel. Strategically placing a URL somewhere within a letter, billboard, and so on gives us the ability to collect leads automatically.
Infusionsoft Cookbook – Chapter 3.3 – Collecting Leads From In-Person Events
In-person events are frequently chaotic. Having an easy-to-access lead capture form can provide confidence that each new connection we make will be properly added to our database.
Infusionsoft Cookbook – Chapter 3.2 – Building A Lead Magnet Delivery
A lead magnet is exactly what it sounds like: it is something designed to attract new leads like a magnet. Offering some digital resource in exchange for contact information is a common example of a lead magnet. A lead magnet can take many different forms, such as: PDF, E-book, Slideshow, Audio file. This is by no means an exhaustive list. Automating the delivery and follow-up of a lead magnet is a simple and very powerful way to save time and get organized. This recipe shows how to build a mechanism for capturing interested leads, delivering an online lead magnet via e-mail, and following up with people who download it.
Infusionsoft Cookbook – Chapter 3.1 – Creating A Contact Us Form
Every website needs to have some method for people to make general inquiries. This is particularly important for service-based businesses that operate locally. If a website is missing a simple Contact Us form, that means good leads from our hard-earned traffic are slipping away. Fixing this hole in our online presence creates another lead channel for the business.
Infusionsoft Cookbook – Chapter 2.11 – Working Daily Out Of My Day
To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity. For this recipe, we are focusing on the workflow of someone who receives tasks to call new leads and must indicate the results via a note template or internal form. The recipe will take us through one call task. To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity.
Infusionsoft Cookbook – Chapter 2.10 – Chaining Campaigns Together
More often than not, when one campaign ends or reaches a certain point, another separate campaign has to respond accordingly.
A master builder not only has a clear strategy to chain campaigns together, they also leave plenty of breadcrumbs for others to follow and understand what is occurring.
Infusionsoft Cookbook – Chapter 2.9 – Connecting Web Forms Together
There are many reasons to create a multistep web form experience. As a conversion optimization tactic, progressively collecting information can help you identify the hottest leads while the automation handles those who drop off.
Infusionsoft Cookbook – Chapter 2.8 – Installing Campaign Templates From The Marketplace
Some of the recipes in the following chapters can be implemented faster by using the prebuilt campaign templates as a starting point for the strategy’s framework.