Infusionsoft Campaign Builder Demo
autoresponder September 14th. 2020, 8:46pmThis is easily the most useful and loved feature of Infusionsoft. If you’re going to buy Infusionsoft, it’s because of this feature.
The campaign builder is a flowchart tool that lets you visually design your marketing campaigns based on goals your prospects and customers are taking. For example, you might have a goal for them to first fill out a form on your site. When they do this, you want to send them a few emails and encourage them to purchase a low-dollar product shortly after.
This is a VERY simplified version of what’s possible with this tool, but the main thing to remember is that you have the ability to automate from the following triggers:
– Webform is submitted
– Product is purchased
– Link in an email is clicked
– Tag is applied
– Webpage on your site is viewed (by an existing contact in the – CRM)
– Quote is viewed or accepted
– Prospect reaches a certain flame score
– Internal user completes a task or a note
And when any one of those triggers fires off, you can have – Infusionsoft automate any of the following:
– Send an email
– Create a note or task
– Apply a tag
– Assign the contact to an owner
– Integrate with a 3rd party (send a text message, letter, thank you card, etc)
– Create a fulfillment list
This is by far the most useful tool in Infusionsoft and perhaps one of the most useful tools for digital marketers.
I won’t say Infusionsoft was the first to build a tool like this, but it was the first to bring it to small businesses (as far as I know). Since it’s release in 2012, there have been at least half a dozen other tools in the market that have tried to replicate this tool and take market share.
Learn more here: https://www.blickdigital.com/ultimate-infusionsoft-review/

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September 14th, 2020 at 9:16 pm
Brett, you are such a great teacher! Thank you for making Infusionsoft less overwhelming for the beginner user. New subscriber here, and I can't wait to dive into more of your videos and your blog. Thank you!
September 14th, 2020 at 9:50 pm
I see you're using the classic interface. Have you used the new interface? Does it affect the campaign builder? We've been considering the change to the new one because it looks so much better and intuitive but tech support is always very vague and inconsistent on what will no longer work and if campaigns will be broken