Campaign Builder Overviews

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 automate your e...
 Campaign builder - canvas tips and tricks
Move elements If you have a large campaign and need more canvas area to work with, hold right-click with your mouse and move your mouse around. This will move your entire campaign and allow you to see more blank canvas area. To move groups of e...
Campaign Builder - Connecting elements
A campaign is assembled by arranging a series of goals and sequences on the campaign canvas . Campaign tools are connected together to define one or more paths.  Campaign connections are created sequentially, moving from left to right. ...
Campaign Builder - Checklist
The Campaign Checklist reviews your campaign for errors so that you can feel more confident clicking Publish .  Checklist functions Green icons means it passed validation.  Yellow icon represents a suggestion. Red icon indicates a ...
Campaign builder - element statues explained
Goals, sequences, and sequence tools have statuses. By default, all campaign elements start in a Draft status. In order to publish these elements so that your contacts can be added and for the processes to run, the elements must be placed into a ...
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...
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 evaluates the information available and chooses the appro...
 Campaign Builder - New Look
Adding automation to yours sales and marketing processes is one of the best ways to save time and increase revenue for your small business. The Campaign Builder is the tool you use to make that happen and it just got a new look! The campaign builder design has been updated with a clean new look and some intuitive new features that help you create and launch your automated processes quickly and easily.