Have you struggled to wrangle the beast that is Keap Campaign Builder. Join me for this chilled out stroll through Keap’s powerful automation feature.
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This 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/
