Campaign Builder

Articles

 Campaign Builder Terminology
  The campaign builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single campaign to aut...
 Campaign Builder Knowledge Requirements
  When constructing your campaign, build objects moving from the left side of the canvas, to the right side of the canvas. If you have a large campaign and need more canvas area to work with, hold right-click with your mouse and move y...
Add Someone To A Campaign
Automatically adding someone to a campaign How someone is  added to a campaign is dictated by a goal in a campaign. For example,  in the campaign below, the first goal is for a person to fill out a web form to request information. Once ...
Connecting Objects In The Campaign Builder
A campaign is assembled by arranging a series of goals and sequences on the campaign canvas . After the campaign objects are in place, they are connected together to define one or more paths. Campaign connections are created sequentially, moving fr...
Publish A Campaign
When sequences, communications, goals and other items in the campaign builder are created a status slider button will be at the top right of each configuration page. The best practice is to keep the slider in Draft mode until editing has been comple...
 Decision Diamonds
When you create a campaign, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Infusionsoft needs to evaluate the information available and...
Install Pre-Built Campaigns
Go to Marketing > Campaign Builder Click the Go to the Strategy Guide button. Follow the Strategy Guide and click on a campaign. You will be brought to the Infusionsoft marketplace in order to download the campaign. To download ...
 Testing Decision Diamonds
  Infusionsoft offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confide...
 Campaign Walkthrough Part 1 - Capture Leads
  We will capture prospects with a Landing Page, offering a free report titled, “ 7 Mistakes New Pool Owners Make That Cost Them Money ." In exchange for their email address, we will provide to them a free PDF document. Drag t...
 Campaign Walkthrough Part 2 - Nurture Prospects
  Now that we have a web form goal, let's connect it to an automated sequence. Drag an Email Confirmation  onto the canvas to the right of the landing page.   Now, click and drag a Sequence to the right of the Email ...
Campaign Walkthrough Part 3 - Convert Sales
Let's convert the prospect into a customer. Drag a Product purchased goal onto the campaign canvas to the right of the Sequence and give it a name   Double-click the goal and set up the purchase goal. In this example, the goal is sati...
Copy Campaign Content
To copy and paste elements from within a campaign... Left click your mouse and select the objects you want to copy   Once items are selected, right-click on one of the selected elements, and choose the option to 'Duplicate' ...
Rename, Restore And Unpublish Campaigns
Create a Campaign Dashboard Widget to Gain Insight into Your Campaign Open a campaign that you have already published On the top-right of the canvas, click on the Actions  button and select the first option, Create Reporting Widget... ...
Campaign Merge Fields
Campaign merge field s are useful time-savers when information in your campaign changes frequently. For example, if you have five emails in a campaign that all reference a constantly changing date, a campaign merge field will save you from editing a...
Campaign Links
Campaign  links are useful time-savers when hyperlinks in your campaign emails  change frequently. A campaign link works very similarly to a campaign merge field . Pro-Tips! There is no limit to the amount of campaign links you can...
Republishing Campaigns FAQ
A common question customers ask is "What happens when I make a change to an existing campaign and then re-publish it?" This article will answer specific questions that are commonly associated with re-publishing a campaign. Can I change t...
Why Are Contacts Queued In My Campaign
A contact that is entered into a campaign can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Pro-tip! Click any animated gif or ...
How to Build a Looping Campaign
How to setup a campaign that will send and/or run an action continually. Pro tip! Click any image to view larger Create your campaign Navigate to Marketing > Campaign Builder Click on “Create my own Campaign” Name the campai...
How To Create Action Sets And Rules
Action sets can be used both inside and outside of a campaign in order to give you access to additional actions. The most common uses are to create orders for up-sells or running an action if a field is blank. Navigate to CRM > Settings C...
Purchase A Product Or Service For Another Guest Or Attendee
Use case: Selling tickets to Seminars and Training events where the buyer is not necessarily the attendee. Please Note! This only works with Order Forms as the shopping cart requires a lot of customized code to achieve different thank you pages b...
 Invisible reCAPTCHA Update In Infusionsoft
Infusionsoft web forms and landing pages have been updated to utilize Google's Invisible reCAPTCHA . This below icon will be visible in the lower right corner of the web page that includes an Infusionsoft web form, or a landing page that has In...
Campaign Builder Checklist
The Campaign Checklist helps you feel more confident hitting the 'Publish' button by automatically reviewing your campaign for common errors. Additionally, if a campaign contains a tag entry goal to start the campaign, Infusionsoft will prom...
How To Link Web Forms Together
Here are the steps to use when linking multiple Web Forms together using the Hidden Field Snippet. Create web form capturing information to be passed   Navigate to Marketing > Campaign Builder Click on “Create my own...