To close this chapter, we’re going to explore how to automatically collect necessary tax documents from our referral partners. Since the author is American, this recipe is going to be for a U.S. tax form, but the recipe will work for any tax document in any country. Specifically, we are going to be collecting a W-9 form.
Tag: Automations
Infusionsoft Cookbook – Chapter 8.7 – Adding Groups Of Contacts To A Campaign Sequence
Most campaigns start when someone performs a particular action such as filling out a web form. However, there are certain situations where we need to manually add a group of contacts to a particular campaign sequence, such as a product launch to the existing list of customers.
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 6.6 – Building Automated Happy Birthday Messages
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.
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.