Campaign How To's

Articles

How to 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 downl...
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...
Rename, Restore And Unpublish Campaigns
Save Version Infusionsoft saves each published campaign. You can also save a version when you plan to modify it significantly. A version contains a snapshot of the campaign traffic sources, goals, sequences, and decisions. A version does not stor...
How do I find my Queued contacts and what does it mean?
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." Active These contacts are indicated a...
How to build a looping campaign
How to setup a campaign that will send and/or run an action continually. Create your campaign Navigate to Marketing > Campaign Builder Click on Create my own Campaign Name the campaign Click Save Drag out two Tag Applied g...
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' To co...
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 for action sets are: Purchase Actions Billing Automation Automation Links Run Manually on a search resul...
Campaign links
Campaign links are useful time-savers when hyperlinks in your campaign emails change frequently.  Pro-Tips! There is no limit to the amount of campaign links you can create. A campaign link can only be used in the campaign that it was crea...
How to add someone to a campaign
Automatically adding someone to a campaign Goals dictated   how contact are adding into a campaign. For example, if a campaigns process starts with a "Web form submitted" goal it means that once that form is submitted then the goal h...
How to 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...
Testing Decision Diamonds
Infusionsoft by Keap offers a tool to test decision diamond logic. It's helpful to test decision diamond logic to verify how contacts will move through sequences. From the decision diamond criteria setup, double-click on the decision diamond. ...
Liquid Reference
Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores. (Source: https://help.shopify.com/en/themes/liquid)