How to install pre-built campaigns

  1. Go to Marketing > Campaign Builder

  2. Click the Go to the Strategy Guide button.

  3. Follow the Strategy Guide and click on a campaign. You will be brought to the Infusionsoft marketplace in order to download the campaign.

  4. To download the campaign into your application, click the Install button below the campaign preview/description. A pop-up selecting your compatible Infusionsoft Application will appear. Confirm that your application is selected, and click the Begin Install button.
  5. Your new campaign is ready to customize. It will appear in the list of campaigns.

  6. All campaigns will have instructions on what needs to be customized. Just explore the campaign and read the notes for more details.

  7. When you are ready to go live with your campaign, just click the Publish button to make it live.
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