When we can segment our database based on someone’s engagement with your e-mails, 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 pool of data.
Tag: CRM
Infusionsoft Cookbook – Chapter 8.1 – Reconciling Hard Bounced E-mail Addresses
When an e-mail bounces, this means it was not delivered for one reason or another. There are different kinds of bounces for different situations. A hard bounce means the e-mail address flat out doesn’t exist. Think of it like a Return to Sender when trying to send something in the post to an address that doesn’t exist. There are many reasons why a once-valid e-mail address stops working. However, just because an e-mail stops working doesn’t mean that we shouldn’t try and continue a relationship with the person. Unfortunately, most businesses don’t place a high priority on contacting and recovering a working e-mail address. This can result in false list statistics. For example, if we have 100 people but 15 are hard bounced, we really only have 85 people who can be reached via e-mail. Not only does this bad data throw off reporting, it can also lead to a bloated and, effectively, useless database. The good news is that with Infusionsoft, we can automatically catch e-mails when they hard bounce and assign a task to someone to contact the person to collect a working e-mail.
Infusionsoft Cookbook – Chapter 7.5 – Building A Referral Partner Sign-Up Form
Once our referral partner commissions and links are set up, we can begin manually adding referral partners and sending them their login information. However, we will save a bunch of time if we give people a web form where they can sign themselves up to be a referral partner.
Infusionsoft Cookbook – Chapter 7.4 – Setting Up A Basic Referral Partner Program
Infusionsoft has a built-in referral partner (affiliate) module on certain versions of the software. This makes it easy for a business to track who is referring whom. Also, if orders are being recorded inside Infusionsoft as well, it empowers the automatic calculation of commissions. There are two components that must be set up before we start adding referral partners:* Commission program: This is where we tell Infusionsoft how much to pay out for specific products and subscriptions.* Referral tracking links: This is where we can set up different URLs for our referral partners to promote.
Infusionsoft Cookbook – Chapter 7.3 – Building A Vaynerchuk Opt-Out
The strategy behind this recipe was inspired by a gentleman named Gary Vaynerchuk; hence, his name is used.
His idea was, after people have opted out from e-mails, to call them on the phone, apologize, and listen. This kind of experience, when done properly, can actually have people ask to re-join the list.
It is very easy to build a mechanism like this using Infusionsoft.
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 6.1 – 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 5.7 – Setting Up Lead Scoring
For organizations that are opportunity heavy, it can sometimes be hard for sales reps to know whom they should reach out to first. This is especially true when a sales rep has a large number of opportunities with a next action date for today. To help identify which prospects are the most engaged, and so should be reached out to first, Infusionsoft has the ability to do lead scoring. For the context of this recipe, we want to be scoring leads based on the following activity:* Form submissions* E-mail opens* Link clicks* E-mail unsubscribes