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.
Category: Chapter 7
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.
Infusionsoft Cookbook – Chapter 7.1 – Updating A Soon-To-Be-Expired Credit Card Automatically
Collecting overdue payments can be expensive and time consuming. An innocent reason for the card on file to fail is simply that it has expired. By automatically giving customers the opportunity to update a card, we can provide a better customer experience and lower operating costs. This recipe is primarily intended for companies that sell using subscriptions or payment plans.