The more targeted and relevant our marketing is, the more effective it will be. In order to segment the database so we can be targeted and relevant, Infusionsoft uses tags. A tag can be thought of as a specific list or specific segment of people within your database. We can apply or remove a tag manually from an individual or a group of individuals. A campaign can automatically apply or remove a tag as well. Besides segmentation, a tag can route automation logic or filter a search/report. They can also be used as a goal within a campaign to start or stop it. In short, understanding how to create a tag is a critical skill for automated experience design.
Category: Chapter 2
Infusionsoft Cookbook – Chapter 2.4 – Using Campaign Links
Quite often in a marketing, e-mail we will set the same URL multiple times, sometimes across multiple e-mails too. A campaign link is the tool we can leverage for these kinds of links to ensure easy maintenance and reusability. This recipe has two parts: creating the campaign link and inserting it into an e-mail.
Infusionsoft Cookbook – Chapter 2.3 – Using Campaign Merge Fields
Sometimes, there is information that needs to be merged into a communication or process that is the same for all contacts that flow through a campaign. The date and location of an event is an example of this kind of information because that information is fixed for all contacts flowing through the campaign. A campaign merge field is the tool we can leverage for this kind of data.
Infusionsoft Cookbook – Chapter 2.2 – Using Merge Fields
Merging contact information into an automated communication can be an extremely powerful tool to create a relevant, personal experience for the recipient. It can also ruin the customer experience if not properly implemented. As a tool itself, it thrives on context and so merge fields always need to be used strategically. While this recipe specifically covers how to insert a merge field into an e-mail, the concept extends to any object with merging capabilities (tasks, letters, and so on).
Infusionsoft Cookbook – Chapter 2.1 – Creating Custom Fields
At its core, Infusionsoft is a CRM (short for Customer Relationship Management) system. In other words, it is a database of humans that contains information about their interactions with a business. In this database, there are common pieces of information that all businesses would need to know about an individual: first/last name, addresses, phone numbers, e-mail addresses, and so on. There are even more interesting pieces of data as well, such as the person’s birthday or their spouse’s name. However, there are pieces of data a business might need to collect that don’t exist out of the box. Take a dog trainer for example. They might want to store a dog’s name on the dog owner’s contact record. This recipe will show you how to create a custom data field on a contact record. A custom field can be merged into a communication or a task, submitted on a form, used as a search/report filter, and used to route automation logic.