Think of this as an opportunity to analyze your list of contacts and segment your list accordingly. Check out my post on RFM analysis for more info here. Step 2 — Setup Your Dashboard Your Infusionsoft dashboard should be the first thing you see every time you login to Infusionsoft. If not, consult their Users Guide to find out how to change your default settings to display your dashboard immediately upon login.
Every business has its own unique stats that are critical to day-to-day operations and marketing tracking. But there are a few I belive every business should have:. You can add all of these stats and more to your dashboard right inside Infusionsoft.
Just think of your dashboard as the place where you quickly display all of the key information from all of your Sales Reports, Orders Reports, Lead Reports, etc inside your application. This is a campaign for tracking hard bounces, soft bounces, unsubscribes, email blocks, and various other email status information about your contacts.
This is where you will want to apply a tag to every contact if their email status information changes. For example, say I sign up on your website but I accidentally mistype my email address. This will likely result in any initial emails your Infusionsoft tries to send to me resulting in a Hard Bounce. I just like to set it up that way for a visual of Email Status Issues.
Think of this as your welcoming party for all of your potential new customers. Follow Up will allow you to continue to engage with your contacts and to move them down additional sales sequences as you build Customer Lifetime Value. If not, consult their Users Guide to find out how to change your default settings to display your dashboard immediately upon login.
Every business has its own unique stats that are critical to day-to-day operations and marketing tracking. But there are a few I belive every business should have:. You can add all of these stats and more to your dashboard right inside Infusionsoft.
Just think of your dashboard as the place where you quickly display all of the key information from all of your Sales Reports, Orders Reports, Lead Reports, etc inside your application. This is a campaign for tracking hard bounces, soft bounces, unsubscribes, email blocks, and various other email status information about your contacts.
This is where you will want to apply a tag to every contact if their email status information changes. For example, say I sign up on your website but I accidentally mistype my email address. This will likely result in any initial emails your Infusionsoft tries to send to me resulting in a Hard Bounce. I just like to set it up that way for a visual of Email Status Issues.
Think of this as your welcoming party for all of your potential new customers. Follow Up will allow you to continue to engage with your contacts and to move them down additional sales sequences as you build Customer Lifetime Value. I recommend at least one follow up campaign that reaches out to your customers once per month at the very least. Then you can get more sophisticated and create separate follow-up campaigns that go out on a bi-weekly or even weekly basis for your most engaged contacts.
My goal here is simply to give you an idea of how to structure your Infusionsoft marketing system. Hi Jason, Thanks for the blog about Infusion Soft. We use it for everything from member on boarding, to CRM and email marketing. Do you have any advice to get us up to speed and using the tools within it.
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