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.
Tag: Tags
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 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 2.10 – Chaining Campaigns Together
More often than not, when one campaign ends or reaches a certain point, another separate campaign has to respond accordingly.
A master builder not only has a clear strategy to chain campaigns together, they also leave plenty of breadcrumbs for others to follow and understand what is occurring.
Infusionsoft Cookbook – Chapter 2.5 – Creating Tags For Database Segmentation
The more targeted and relevant our marketing is, the more effective it will be. In order to segment the database so we can be targeted and relevant, Infusionsoft uses tags. A tag can be thought of as a specific list or specific segment of people within your database. We can apply or remove a tag manually from an individual or a group of individuals. A campaign can automatically apply or remove a tag as well. Besides segmentation, a tag can route automation logic or filter a search/report. They can also be used as a goal within a campaign to start or stop it. In short, understanding how to create a tag is a critical skill for automated experience design.