Once we have someone’s birthday on the file, it is very easy to schedule an automated message around their birthday each year. For this recipe, we are going to build a mechanism that schedules an automated birthday e-mail annually.
Tag: Automations
Infusionsoft Cookbook – Chapter 6.5 – Setting Up A Birthday Collection Mechanism
When we have a person’s birthday on file, it enables us to build goodwill by providing timely birthday messages. Combined with other data it can be used to provide a more targeted experience. For example, if we have the birthday of someone who is not yet a customer, we might send them a birthday discount in an attempt to get that first purchase.
Infusionsoft Cookbook – Chapter 6.4 – Asking For Testimonials Automatically
Social proof is one of the most persuasive tools for marketing. When potential customers can read about another customer’s experience in their own words, it greatly increases trust in our products or services. Having a system to automatically ask for testimonials can provide us with a steady stream of social proof that can be used throughout our marketing efforts.
Infusionsoft Cookbook – Chapter 6.3 – Creating A Customer Satisfaction Survey
When we understand how satisfied (or not) a customer is, we can adjust the customer experience to ask for a testimonial/referral or take steps to make things right. One way to acquire this information is with a customer satisfaction survey. A customer satisfaction survey can be requested for each purchase, after a general period of time (for example annually) or a customer interaction. It all depends on the specific business. For the context of this recipe, we are creating a survey for a recently purchased product.
Infusionsoft Cookbook – Chapter 6.2 – Building A New Customer Welcome Campaign
Anytime a customer receives their product or is delivered a service, we have an opportunity to make them feel appreciated and increase the chances of future business. By making that appreciation known over time, we greatly increase the chances of future business. While a welcome campaign can use many different communication channels, for this recipe, we are only going to be contacting the customer via e-mail.
Infusionsoft Cookbook – Chapter 6.1 – Segmenting By Last Purchase Date
When we can segment our customer database based on someone’s most recent purchase, 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 lake of data.
Infusionsoft Cookbook – Chapter 5.9 – Building A Long-Term Prospect Nurture
To close out this chapter on selling with Infusionsoft, we are going to implement a strategy ensuring that if someone is not ready to buy now, they don’t slip through the cracks and become a totally lost prospect. After all, just because they don’t buy now, doesn’t mean they can’t in the future. The high-level strategy behind a long-term prospect nurture is to reach out every once in a while with a small bit of value and make it easy for the person to request a phone call. For the context of this recipe, we are going to be building a six-month nurture that delivers three quality online resources. Of course, this recipe is easy to extend longer depending on the nature of our customer’s buying cycle.
Infusionsoft Cookbook – Chapter 5.8 – Automating Based On Lead Score Achievement
Once we have lead scoring set up, we can also automate based on a contact achieving a certain lead score. For this recipe, we are going to send the opportunity owner, in this case a sales rep, an e-mail notification when one of their leads achieves the highest lead score possible (5 flames).
Infusionsoft Cookbook – Chapter 4.7 – Building A One-click Upsell Or Down sell Chain
Similar to the previous recipe, we can create a series of one-click offers for additional upsell or down sell opportunities. This is a great strategy when we have a variety of complementary products/services that enhance the original purchase. Since this recipe is simply an extension of the previous recipe’s strategy (and to avoid a needless duplication of steps), we are going to begin with that existing structure and build from there. The strategic context of this recipe is to offer a payment plan on the initial upsell product if the customer declines the original upsell and offer a higher ticket item if they do choose the original upsell.
Infusionsoft Cookbook – Chapter 4.6 – Creating A One-Click Upsell
An easy way to boost revenue is to present another offer immediately after a successful purchase. When we allow that additional purchase to be made with a single click, it capitalizes on the excitement and momentum of their previous purchase; having the customer submit another form would introduce unnecessary friction. For this recipe, we are going to first create a payment plan, then create an action set to generate the upsell product order, and finally connect it all within a campaign. Once this is done, we’ll connect the one-click upsell to the order form.