Archive for the tag: Tutorial

How to Create Emails Using Your Contact List in Your CRM – Keap Tutorial

autoresponder 13 Comments »

Keap enables you to send a personalized email directly from the contact record. This allows you to conveniently reach out to a client directly from Keap, instead of switching between email tools to get work done.

You can choose to send the email from any user in your application. Just create a subject line, preview text, and add your personalized message to the email. You also have the option of adding your signature block to the footer of the email.

Keap is on a mission to simplify growth for millions of small businesses. For 17 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

URLs: Linkedin: https://www.linkedin.com/company/keapgrowing/
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing

We released exciting new features for Infusionsoft and Keap in February. Watch to learn about all the new features and how they can grow your business. Links to each feature can be found below:

Infusionsoft
0:30 Dynamic content recap (Infusionsoft & Keap)
https://help.infusionsoft.com/help/liquid-syntax?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

1:25 Responsive web forms (Infusionsoft & Keap)
Infusionsoft— https://help.infusionsoft.com/help/february-27-2020-infusionsoft-by-keap?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310
Keap— https://help.keap.com/help/february-27-2020-keap?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

2:20 Deleting quotes
https://help.infusionsoft.com/help/delete-a-quote-in-draft?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

2:40 Disconnecting WePay accounts
https://help.infusionsoft.com/help/keap-payments-setup?utm_source=youtube&utm_medium=social&utm_campaign=featurerelease&utm_term=februaryfeaturerelease&utm_content=200310

3:10 Add shipping address to invoices and quotes
https://help.infusionsoft.com/help/add-shipping-address-to-invoices-and-quotes?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

3:37 Rename option in campaign builder (Infusionsoft & Keap)
https://help.infusionsoft.com/help/campaign-builder-tips-and-tricks?utm_source=youtube&utm_medium=social&utm_campaign=featurerelease&utm_term=februaryfeaturerelease&utm_content=200310#renaming-elements

Keap
3:49 Snooze on Keap Business Line
https://help.keap.com/help/keap-mobile-snooze-with-auto-replies?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

4:49 Text message templates on mobile
https://help.keap.com/help/keap-mobile-message-templates?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

5:33 Campaign page redesign
https://help.keap.com/help/campaign-details?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

5:46 Smart forms moved
https://help.keap.com/help/smart-forms?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

6:07 Keap Grow UI updates
https://help.keap.com/help/dashboard?utm_source=youtube&utm_medium=social&utm_campaign=featurereleases&utm_term=februaryfeaturereleases&utm_content=200310

Greg Jenkins’ Dynamic Content demo https://www.youtube.com/watch?v=pTVG9dexSg0&feature=youtu.be&fbclid=IwAR09Zs5M18jXNtfryioXDHW0d-tynk0m9ZB9cSx7zgyKqCX5-kDSp5e-J8U

Last month’s January Release Video – https://www.youtube.com/watch?v=CC154k6QvXA&feature=youtu.be

Keap is on a mission to simplify growth for millions of small businesses. For 18 years, we have been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small business serves more than 200,000 users globally with its Keap and Infusionsoft by Keap products.

Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=200309&utm_content=social

Check out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=200309&utm_content=social

LinkedIn: https://www.linkedin.com/company/keap-growing
Facebook: https://www.facebook.com/keap
Instagram: https://www.instagram.com/keap
Twitter: https://twitter.com/keapgrowing
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Infusionsoft & Salesforce Tutorial: Zapier is the Key to Integrating the Two

autoresponder 3 Comments »

Infusionsoft provides complete CRM (Customer Relationship Management) features, but often enough you need to integrate Infusionsoft campaigns with other systems. Our team faced this situation on a project for a client whose sales team uses Salesforce. They wanted the automated campaigns the Infusionsoft provides, but they did NOT want to migrate their sales team from Salesforce.

The tool for integrating these systems is Zapier. It has some easy to use feature for connecting the applications involved in the solution. This included LanderApp, Infusionsoft and Salesforce.

This tutorial video reviews the workflow that starts with a LanderApp opt-in form creating a new contact in Infusionsoft which creates a new lead in Salesforce. It reviews creating the new contact in Infusionsoft which begins a campaign that sends email messages to the contact over the following weeks. As the contact watches a series of 7 videos, the contact is tagged in Infusionosft with via Zapier creates notes in the corresponding Salesforce lead record. With zero access to Infusionsoft, the sales team has full visibility to this sales funnel activity and can response accordingly.

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Jorge Lazaro Diaz is president and founder of Larry Jacob Internet Marketing. He’s an Infusionsoft Certified Consultant and a Memberium Certified Implementation Partner. He hosts his video blogs / podcasts, “Defining Infusionsoft Success” and “Transforming Small Business Thinking.”

He runs a digital marketing agency meeting the Infusionsoft membership website needs of Keap and Infusionsoft by Keap users. He and his team have developed extensive expertise building Infusionsoft powered membership sites having developed extensive expertise using systems like Memberium, AccessAlly, WPFusion, WishList Member.

Jorge and his team have a real passion for working with owner-led businesses, working to leave them feeling empowered and confident about their future.

Jorge and his team of membership site specialist can be reached at +1.305.998.6860 or via their website at www.LarryJacob.com.

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Video Rating: / 5

Use the template shown in the video – https://automate.io/bots/add-new-facebook-leads-infusionsoft-contacts

Using Automate.io, you can now *add your new Facebook leads as contacts on your Infusionsoft CRM*.

Don’t have an Automate.io account? Create your free account here – https://automate.io/app/signup

Interested in automating even more Facebook Lead Ads & Infusionsoft use-cases quickly? Check this page – https://automate.io/integration/facebook-lead-ads/infusionsoft

Create Bot for Facebook Lead Ads Infusionsoft Integration – https://youtu.be/0ILRAOZSsqY?t=30

Test your bot is correctly Assigning Facebook Leads as Infusionsoft Contacts – https://youtu.be/0ILRAOZSsqY?t=140
*
So you want to add your new Facebook leads as contacts on your Infusionsoft CRM. But do you really have the time to do that manually for every new lead? It can be quite tiresome! That’s where Automate.io comes in. It’s a simple tool to connect your favorite web apps. To begin, visit this page, click on the use case box and click on the Get Started Button.

To begin, you will see the Add Accounts screen. Here you will add your Infusionsoft & Facebook Lead Ads accounts to Automate.io. Authorize these apps by clicking on the ‘Connect’ button and entering your credentials. We always keep your data secure with bank-level encryption.

After successfully authenticating your apps, you will land on the Configure page. Here, you will configure the specific data that you want to transfer from your Facebook leads to Infusionsoft. Once you complete this step successfully, Automate.io will add every new Facebook lead as a contact on Infusionsoft.

First, let’s focus on Facebook Lead Ads which is our trigger app. It is used to define when your automation should start. This automation, also called a Bot, starts when there is a new lead on Facebook. Now coming to Infusionsoft, it’s the action app, which defines what action should happen in the workflow. In our case, we want to add or update a contact on Infusionsoft whenever there is a new lead on Facebook. By the way, there are many actions available here. You can make use of them for any other tasks.

Now, select the Facebook page and form from which you want to collect lead data. And map the necessary fields to your Infusionsoft CRM. If your lead has agreed to receive emails from you, you can set Opt In to ‘Yes’. For a more detailed view of your leads, you can map Facebook lead data to fields like phone number, Job title, Address, etc. This helps you segment your leads properly and run more specific, targeted marketing campaigns in the future.

We’ve now set up our bot. So go ahead and click Done. Now, let’s test it out. Now, come back to your Automate.io dashboard. Perfect! Let’s check our Infusionsoft. There you go! Your bot will now run in the background and do all the work for you. If you want to try out this automation, click on the link below to get started quickly.
*
Liked the tutorial? Don’t forget to subscribe to our channel for more videos on how to connect your favorite web apps! Automate.io is a simple tool that helps businesses and people become more productive by automating their time consuming tasks.

Over 11,000 users from companies like Uber, Intel, Google and more trust Automate.io to connect their favorite web apps like Facebook Lead Ads, Google Sheets, Gmail, Salesforce, MailChimp and hundreds more!

#FacebookLeadAdsInfusionsoftIntegration
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Infusionsoft / AppointmentCore Tutorial Part 1: Scheduling Time with Prospects

autoresponder 1 Comment »

Infusionsoft and AppointmentCore together form a great combination for inviting contacts to schedule time on your calendar. The tools are nicely integrated so you can have people schedule time and have it trigger Infusionsoft campaigns or actions set to respond as needed. The number of ways you can use it is endless. You can even configure it so AppointmentCore takes a payment using Infusionsoft E-Commerce features and doesn’t allow the appointment to be scheduled until the payment is approved. Very nice.

**************

Jorge Lazaro Diaz is president and founder of Larry Jacob Internet Marketing. He’s an Infusionsoft Certified Consultant and a Memberium Certified Implementation Partner. He hosts his video blogs / podcasts, “Defining Infusionsoft Success” and “Transforming Small Business Thinking.”

He runs a digital marketing agency meeting the Infusionsoft membership website needs of Keap and Infusionsoft by Keap users. He and his team have developed extensive expertise building Infusionsoft powered membership sites having developed extensive expertise using systems like Memberium, AccessAlly, WPFusion, WishList Member.

Jorge and his team have a real passion for working with owner-led businesses, working to leave them feeling empowered and confident about their future.

Jorge and his team of membership site specialist can be reached at +1.305.998.6860 or via their website at www.LarryJacob.com.

**************
Video Rating: / 5

In this video, I’ll show you how to set up your KEAP CRM. If you don’t have KEAP, you can watch to see if it might be right for you.

KEAP by Infusionsoft offers a few plans.

📣This video description contains affiliate links and I will be compensated if you make a purchase after clicking on my links.

Check out KEAP: https://bit.ly/2TDlFAO

Also, my brothers Jeff and Paul Helvin build out KEAP / Infusionsoft funnels for real estate along with building real estate agent websites and helping with real estate marketing. 702-917-0755 | BallenBrands.com

🔔 Subscribe to this channel and learn more about marketing including niche websites, SEO, affiliate marketing, real estate marketing, blogging and so much more: https://www.youtube.com/loriballen
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About Lori Ballen:

Enjoy this video from Lori Ballen: real estate agent, speaker, trainer, and 6-figure affiliate marketer. Lori has a real estate team at Keller Williams in Las Vegas, NV. Lori is a real estate coach and brings videos on KW command, Keller Williams technology.

Disclosure: Lori Ballen is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. Lori has affiliate relationships with other companies, people, and brands and when you click a link, she and her companies may receive a direct benefit.
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E-mail: lori@loriballen.com
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Instagram: http://bit.ly/2Zq3jo8
___

👋 About This Channel:

The new real estate agent advice and information contained on this YouTube Channel and the resources offered for download or viewing through this Channel is educational and informational purposes only.​

This channel was created by Lori Ballen, a marketer, blogger, and social media expert who specializes in search engine optimization. Lori teaches others how to follow The Ballen Method to digital marketing. From her Las Vegas real estate team to her affiliate marketing business, to her shampoo business, to her Keto for weight loss coaching company, Lori practices what she preaches on a daily business.

#loriballen #realestatecoach #realestateagent
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Automatizaciones ACTIVE CAMPAIGN – Tutorial completo.

autoresponder 22 Comments »

Active Campaign es la herramienta que te va a permitir llevar tu Email Marketing a otro nivel.

Gracias a las automatizaciones podrás tener control de las comunicaciones con tus suscriptores de una forma mucho más avanzada.

Estas automatizaciones te permiten definir una serie de acciones que sucederán según las personas en tu lista van interactuando con los emails que les mandes.

Según si lo abren o no, si pulsan en un determinado enlace, si responden a tu mail, y muchísimas más acciones, vas a poder realizar unas cosas u otras según decidas.

Todo ello de una forma automática.

Entra en el mundo del marketing automation (o la automatización del marketign) con esta herramienta.

Conoce las automatizaciones de activecampaign con este vídeo para que puedas decidir si se ajusta a lo que necesitas para tu negocio.

Si quieres echar un vistazo a Activecampaign, puedes visitar:

http://www.monetizados.com/ir/activecampaign

Si quieres ver un post completo con toda la información sobre esta plataforma de email marketing automation, entra en:

Active Campaign – La herramienta perfecta para automatizar tu Email Marketing

Y para muchos más artículos relacionados con el SEO, Monetización de blogs y herramientas avanzadas, entra en:

Inicio

o contacta conmigo en las siguientes redes sociales:


http://www.facebook.com/monetizados
http://plus.google.com/+javierEN
Video Rating: / 5

– Set-up the Facebook lead ads to ActiveCampaign Zap from the video: http://zpr.io/gw5RF

***

– Give Zapier a try for free: http://zpr.io/gbS9A
– Zapier’s data & privacy policies: http://zpr.io/gbS9y & http://zpr.io/gbS9K

As exciting as new leads are, adding them to a CRM can be some of the most mundane work you do. But, it’s vital to the sales team, account managers, marketers, and really, the entire company.

Well, with Zapier, you can connect Facebook lead ads to ActiveCampaign so that instead of uploading a CSV of new leads—or worse, manually creating them—it just happens automatically.

If you don’t know Zapier, it’s an automation tool that makes connecting all your apps happen in a matter of clicks.

And Zapier’s going to help me send my leads from Facebook to ActiveCampaign with a Zap—an automated workflow.

All I’ll need to do is connect my Facebook and ActiveCampaign accounts. Then, we’ll match up information from my new lead to the fields in ActiveCampaign.

First things first, I’ll connect my Facebook account. We have links to our privacy and data policies in the description but basically, we keep your account information secure with bank-level encryption—we don’t take chances with your information.

Facebook’s connected and tested so let’s pick the page we want Zapier to monitor for new leads. This down caret button means I have to select the Facebook page from a list. Now we just pick a sample lead to use as we set-up ActiveCampaign.

Next, we connect to ActiveCampaign—this gives Zapier permission to create a new contact. Now that we’re connected, we select the ActiveCampaign list we want this contact to go to.

When you see this button, that means you can grab information from the first step, from Facebook, to populate this field. Email address is required for ActiveCampaign, so let’s get that from our Typeform.

You can add even more information if you click on “Show advanced options”. I’ll do that real quick for all my lead’s information so my contact in ActiveCampaign can be as detailed as possible.

When I click test, we’re actually going to create a contact in ActiveCampaign, so keep that in mind when you test your Zaps, too; Zapier is actually making the action happen.

Looks like a success, so let’s check out ActiveCampaign…and there it is. We just connected Facebook lead ads to ActiveCampaign in almost no time.

Now, every time a lead responds to one of my ads, Zapier will send the lead to ActiveCampaign, creating contacts.

To set this Zap up, I used a Zap Template. They make it faster to create a workflow, and come with the apps and actions all ready to go. If you clicked on “Build A Zap” or your editor looks a little different, don’t worry, the principles are all the same.

For more information on Zapier, this Zap Template, and more resources, check out the description. We hope this helps you be more productive!
Video Rating: / 5

▶️ Cómo funciona Active Campaign | Tutorial español | Cómo usar Active Campaign | Email marketing |

autoresponder 8 Comments »

▶️ Cómo funciona Active Campaign | Tutorial español | Cómo usar Active Campaign | Email marketing |

¿Cómo funciona active campaign ? ¿ Cómo usar ACTIVE CAMPAIGN ?
Pruébalo gratis. No se requiere tarjeta de crédito. Configuración instantánea.
▶️ Accede a prueba gratuita aquí: http://bit.ly/automatlink
La herramienta de automatización de email y funnel marketing más potente. Vemos en breve cómo es Active Campaign y como usar esta herramienta de marketing.
✅ Aprender Active Campaign
✅ Automatismos
✅ Email marketing
✅ Tutorial de Active Campaign
Con ActiveCampaign tienes todas las herramientas de e-mail marketing, automatización y CRM que necesitas para crear una experiencia increíble para tus clientes.
Automatización, Personalización, Segmentación, Orquestación ActiveCampaign
Usa una segmentación precisa para encontrar a los prospectos adecuados y hacer que tu audiencia crezca. Captura su atención con mensajes que coincidan con su perfil.

Para agendar con Juanjo Amengual y contactar para que te gestione tu automatismo :
▶️ http://www.comovender.info
▶️ https://www.juanjoamengual.es

Mapa de la automatización
El Mapa de la Automatización Es la primera y única herramienta que te permite ver cómo se conectan las automatizaciones entre sí. Eso facilita la edición de tu marketing − y que encuentres nuevas oportunidades para expandir tu negocio.

Objetivos de automatización
Formularios de Inscripcíon
Monitoreo del sitio web
Públicos Personalizados de Facebook

Cultivar y educar
Fomenta tu relación con tu audiencia ofreciéndole orientación personalizada. Ayúdales a que conozcan qué les puedes ofrecer para satisfacer sus necesidades.

Segmentación de listas para email
Envía a las personas exactamente lo que quieren ver
Las explosiones de email ya no son efectivas. Cuando tratas a todos por igual, los contactos se preguntan “¿por qué tendría que importarme?” Cuando envías exactamente lo que sabes que quieren, ellos escuchan lo que tienes que decir.

Contenido Dinámico
Contenido Predictivos Beta
Monitoreo de eventos del sitio web
Mensajes Del Sitio

Convertir y cerrar
A medida que crezca su confianza en ti, ofrece a los miembros individuales de tu audiencia llamadas a la acción oportunas para que tomen el siguiente paso contigo.

Contacto & Puntuación de leads
Probabilidad de Ganar
Split Action
Atribución
Salesforce App

Marketing conversacional
Conversa en tiempo real
El chat en vivo, el email y una bandeja de entrada unificada te permiten conectar las conversaciones que tienes con tus clientes directamente con ActiveCampaign.¿Qué puedes hacer con el marketing conversacional?
Cuando tu tecnología tiene una conexión estrecha con ActiveCampaign, puedes combinar la automatización con tu chat en vivo.

SMS
Pruebas A/B
Envíos Predictivos
Ecommerce
La automatización recupera tu tiempo
Facilita la gestión de marketing. Configura una serie de bienvenida con automatización de correo electrónico, segmenta tus contactos o usa flujos de trabajo simples para automatizar las acciones de marketing que nadie tiene tiempo de hacer.

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https://hotm.art/neuroventassociales
✅ Facebook https://hotm.art/Facebookexpert
🧡 Mira el último vídeo, … y más visto : http://bit.ly/marketingenyoutube

Te enseño a aplicar el Marketing de una manera sencilla, directa y orientada a ventas.Primero una llamada, luego un Skype o Zoom y a aumentar las ventas…
http://www.comovender.info
—————-
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Video Rating: / 5

Cómo funciona Active Campaign | Tutorial español | Email Marketing

autoresponder 5 Comments »

Crea campañas de email y automatizaciones con Active Campaign 🔥🎁 https://bit.ly/3kmh0P7

¿Cómo funciona active campaign ? ¿ Cómo usar ACTIVE CAMPAIGN ?
Pruébalo gratis. No se requiere tarjeta de crédito.

Aprende a crear estrategias de email marketing con #ActiveCampaign, una de las mejores y más profeisonales herramientas de Marketing automation e #EmailMarketing

Tutorial Active Campaign en Español
00:41 Crear cuenta gratis de Active Campaign
01:05 Planes de Active Campaign
02:24 Registrar nueva cuenta en Active Campaign
04:40 Automatizaciones, campañas, listas, deals, sitio, formularios
07:00 Importar contactos Active Campaign
09:29 Cómo usar los Tags en Active Campaign ?
12:09 Crear listas en Active Campaign
13:26 Crear campaña de email
15:00 Cómo diseñar un email marketing
18:40 Enviar y programar campañas de email
20:35 Curso profefesional Active Campaign

Curso Email automation con Active Campaign 🔥🎁 https://bit.ly/3kmh0P7
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Keap / Infusionsoft Tutorial: Ultimate Webinar Campaign (Campaign In A Day – Box Out Marketing)

autoresponder 5 Comments »

Tyler Garns, former VP of Marketing at Infusionsoft (he even managed Infusionsoft’s own Infusionsoft account for years) shows you how to build the Ultimate Webinar Campaign. He is widely regarded as the first Infusionsoft ninja. Is this video too long? Would you rather have more concise consulting / tutorials?
Click the link below to get an exclusive trial and get access to our library of expert tutorials, weekly consulting and access to a network of our private Facebook group so you can get more out of your Infusionsoft / Keap Investment: https://www.boxoutmarketing.com/step-2-kickstart-offer/
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Video Rating: / 5

How To Use ACTIVECAMPAIGN LISTS (2020 Tutorial)

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In this short tutorial, I’ll show you that most marketers have been using lists the wrong way & that you actually only need two lists.

Get the ActiveCampaign Cheat Sheet here:
📩 https://maxvan.co/qaol

Tool used:
🔗 ActiveCampaign: https://maxvan.co/activecampaign

All other tools I use:
🧰 https://maxvan.co/toolbox

Liked this video? Give it a thumbs up & consider subscribing for more tutorials:
🤗 https://maxvan.co/subscribe

#activecampaign #marketingautomation

___________
Disclaimer: I use every single product or tool I recommend, and most of the links I share are affiliate links. You pay the same amount if you click those links and I get a few bucks to support my coffee addiction ☕

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ActiveCampaign Goals: Full Tutorial (With Examples)

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Get the ActiveCampaign Cheat Sheet here: https://maxvan.co/qaol
Automation that I showed at 04:33: https://maxvan.co/f3q9

In this tutorial, you’ll learn how you can use goals inside ActiveCampaign. I’ll explain what they are, what you can use them for, plus 4 cool use cases.

Tools mentioned (affiliate links):
🔗 ActiveCampaign: https://maxvan.co/activecampaign
🔗 Deadline Funnel: https://maxvan.co/deadlinefunnel

All other tools I use:
🧰 https://maxvan.co/toolbox

Liked this video? Give it a thumbs up & consider subscribing for more tutorials:
🤗 https://maxvan.co/subscribe

EMAIL MARKETING – ACTIVECAMPAIGN | ACTIVE CAMPAIGN TUTORIAL FOR BEGINNERS 2020

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Email Marketing – Activecampaign. In today’s video, let me walk you through on how to create an Email Marketing form, list, and welcome email. Make sure to create your free trial account now and practice with me https://mbsy.co/activecampaign/77901855

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😱 Email Marketing Step By Step Guide – Email Marketing For Beginners (Mailchimp Tutorial) https://youtu.be/-tX_IsY8Sik

😱How To Setup An Autoresponder In Mailchimp – Create A Mailchimp Automated Emails : https://youtu.be/dZGDog0qHW0

😱Mailchimp Landing Page Tutorial 2020: https://youtu.be/iDKKkJ_iUyc

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