Tag: Automations

Infusionsoft Cookbook – Chapter 8.6 – Managing Campaign Model Variations With Versioning

An esoteric function of the campaign builder is the ability to save different campaign model configurations. This can be helpful when reusing common elements of a campaign but other elements change. For example, seasonal promotions or a product launch. It is also helpful when innovating and improving an existing model. It allows us to safely make changes to the model that can be rolled back if necessary.

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 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.