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.
Tag: Automations
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.
Infusionsoft Cookbook – Chapter 4.5 – Collecting Failed Automated Billing Attempts
When using payment plans or selling subscriptions, it is critical to have a failed billing recovery process in place to ensure that money isn’t slipping through the cracks. Infusionsoft has billing triggers available that can automate based on a failed payment attempt to streamline this process.
Infusionsoft Cookbook – Chapter 4.4 – Implementing An Automated Cart Abandon Follow-Up
When selling products online, people may fall out during the checkout process and not complete their order. This is just something that comes with the territory, which is similar to the fact that people will unsubscribe from your lists occasionally. By implementing an automated follow-up when people fail to complete their purchase, we can recoup sales that would have otherwise never occurred.
Infusionsoft Cookbook – Chapter 3.9 – Creating A PPC Lead Generation Funnel
Having a progressive funnel allows the hottest leads to move at their own pace while normal leads can be nurtured and bubbled up over time. Pay Per Click (PPC) can be very expensive but those costs can be minimized over time using a progressive funnel. For this recipe, let’s pretend we are a service-based company (like a plumbing business) running PPC ads so people can request a service call.
Infusionsoft Cookbook – Chapter 3.8 – Building An Inbound Phone Call Lead Capture
Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad. Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking. The context behind why someone might call is important, so for this recipe let’s pretend people are calling in to schedule a free consultation from an ad.
Infusionsoft Cookbook – Chapter 3.7 – Growing Your Social Media Following
“In this age of technology, relationships are king. The more channels we can connect with someone, the greater the potential for a relationship. By intentionally asking people to follow us, we can systematically build more communication channels to the database.
For this recipe, let’s pretend we want to invite people to follow us on Twitter.”
Infusionsoft Cookbook – Chapter 3.6 – Building An Automated Twitter Offer
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.
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.