Campaign Goals

Campaign goals initiate the automation contained in the Campaign Sequence it is connected to

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A list of available Campaign Goals
There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Web Form Submitted - Web forms are either hosted on your website or by Keap. When a web form is submitted,...
 Create a Web Form to Capture Leads
  A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information! Keap's web forms are mobile responsive, so your form look...
Make better web forms
Guest Author:  Edward Bell Client Success Manager & On-boarding Coach Launch Business Automation Web forms are often overlooked or oversimplified because they’re ‘necessary’. But getting them right can mean ...
 Campaign Goals - Tag Applied
  Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a campaign sequence or be manually updated by an Infusionsoft user. Tags can be applied to individual contact records or through a...
 Campaign Goals - Email Link Clicked
  The links you add to campaign sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one campaign sequence to another. All of the email l...
 Campaign Goals - Note Applied
  A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templates can also be used to initiate autom...
 Campaign Goals - Task Completed
  A task completed goal allows you to require specific tasks be completed before the campaign will continue. Because tasks can have varied outcomes, this goal can be used to create different automation paths depending on the outcome, such ...
 Campaign Goals - Product Purchased
  Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API . Pro Tips!  A purchase goal can be satisfied by a gene...
 Campaign Goals - Opportunity Stage Moved
  Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a c...
 Campaign Goals - Web Page Automation
  Important Note! This feature does not work when the user is using the Safari web browser. Safari has a setting called "Prevent Cross Site Tracking" enabled by default which prevents this goal from being triggered. You ca...
 Campaign Goals - API
  API Goals in campaign builder are ways to connect your app integrations to your campaign sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the Big...
 Campaign Goals - Quote Status
  A Quote status goal can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = accepted with no payment required Accepted (Payme...
Campaign Goals - Email Opened
With Infusionsoft’s Email Opened goal, you can respond when someone opens your email, not just when they click on a link. This ensures you send the right communication at the time that someone engages with your email content. Dra...
Creating a web form with Firefox
With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox.  You have two options: Option 1:   Click here to download Chrome Option 2: Click here to learn how to create a Landing page to use as a Web Form.&n...
Create a failed purchase goal
Follow up on those incomplete purchases. Now you can create a sequence that lets you trigger automation based on a failed purchase. You can set up the sequence to immediately send an email, apply a tag, or run other automation.
 Campaign Process: Create an Order
Automating the creation of an order can help you save more time in your sales process. The automation is built by creating a sequence in the Campaign Builder that allows for an order to be created and invoiced automatically based on a goal or trigger that you configure. Setting up this automation frees up time from having to manually create purchase orders for clients.