Campaign How To's

Basic and advanced articles that teach you how to use the 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 automate your en...
Campaign builder - canvas tips and tricks
Important ! You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply marketing objectives that when accomplis...
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. ...
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...
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 statuses 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 ...
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
These options can be found by clicking on the Actions button drop-down while in a campaign. Create Reporting Widget This creates a reporting widget on your dashboard so that you can track the effectiveness of the campaign more easily. Sa...
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... Hold on the Shift key and click and drag your mouse to select multiple items. Once items are selected, right-click on one of the selected elements, and choose the option to 'Duplicate...
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...
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...
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 by Keap needs to evaluate the information available and use...
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 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 confidence ...
Liquid syntax / dynamic content
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)
Campaign SMS Automation with Twilio
Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...