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.
Tag: Automations
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.
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.