A Beginners Guide to Infusionsoft – 10 First Steps

Reading Time: 25 minutes

 

If you have landed here, it probably means you just bought Infusionsoft (and you might be confused as to how to get started) or you are considering buying Infusionsoft and are wondering how it works. You have come to the right place. I will give you a play-by-play of how to get started in order to get the most out of Infusionsoft by Keap, and save yourself a lot of time and money.

What is Infusionsoft and what can it do?

 

Infusionsoft is a CRM (Customer Relationship Management) Tool. That means it is a place where you can store all the data about your customers. Names, email address, physical address, birthdays, and other data relevant to your business. You may also hear people call it Keap. Keap is a new name for the company, and Infusionsoft is one of their original CRM tool offerings. It is also their most powerful CRM tool.

 

It is an exceptionally powerful tool for small to medium businesses. Not only can it store information but it can automate many things that you normally do in your business. Selling products & services, taking payments, sending emails, creating letters, and where it really shines is in creating very in-depth automation sequences.

 

The kind of automation sequences, that when setup correctly, automate cash flow for your business.

 

Now that we know what Infusionsoft is and what it does, let’s discuss the 10 first steps you should do inside Infusionsoft.

 

Warning: There is nothing sexy or appealing about the first 5 steps. In fact, they are pretty boring. But doing them right now will save you a lot of time and headaches later down the road.

Step 1 – Administrative Settings

 

The very first thing you should do, before you add any contacts, or start creating any campaigns is to setup your administrative settings. These are settings that will be used in multiple locations throughout the application. So, if you set them up now, they will auto-populate into several important areas.

 

NOTE: I will not be discussing every setting in the sections I talk about in this article. That would force you to read an 8-hour novel. Instead I will only be discussing the ones that are vital to most businesses. So if you see a setting on the pages we go through that I don’t discuss, it means you should just leave it in it’s default configuration, or it may be something that is specific to your business.

 

To get to these settings, click on the main navigation icon in the upper left corner of the screen, and under Admin, click on Settings. You will find all three of these settings under the Application Settings submenu.

 

Administrative Settings 1

 

The settings you need to pay particular attention to are:

  • Company Info – You will add your company name, address, phone, email, and website here.
  • Time Zone – You need to set the time zone for where your company is located. This will help so that when you look at events or when tags were added you can see the exact time in your time zone.
  • Privacy & Compliance – If you do anything that requires you to follow HIPAA Security procedures or GDPR policies then you will need to turn those on here.

 

Now that the hard part (just kidding) is out of the way let’s set up your company branding.

Step 2 – Branding Center

 

The next step is to setup branding for your company. This gives you a single location to setup all kinds of default templates that will make your email building and campaign building go much faster. It is best to do these now, as it will help create consistency in your communications with clients, and consistency is one of the keys to success in business.

 

This is also the step that will probably take you the longest and is the most boring. Just keep reminding yourself that doing it now will save tons of time in the future, and having consistent branding is a huge necessity for any business.

 

To get to these settings, click on the main navigation icon in the upper left corner of the screen, and under Admin, click on Branding Center.

 

Branding Center

 

There are three sections in the Branding Center. Default Templates, Logos, and Footers.

 

You will want to go to Logos first and upload your logo. I recommend setting your logo as the default for all three logo locations:

  • Logo Snippet – You can use the logo snippet in various email, web form, and other builders to add your logo to those pages. By uploading it here, you only have to add it once instead of every time. Another benefit is that if your logo ever changes you only need to change it in this location and it will update everywhere you used the logo snippet.
  • External Pages – This is shown on opt-in and opt-out screens, digital product delivery screens, and invoices. Again, putting it here means you only need to update it in one place if anything ever changes.
  • Sign-In Pages – This is shown on all sign-in screens, such as when logging into Infusionsoft by Keap or Referral Partner applications.

 

After your logo is updated you will go to the Default Templates.

 

Under Default Templates you will find:

  • Emails – This is where you will setup the templates for emails. I recommend making them look the same across the board, except for the email confirmation template. This may be your logo at the top, a “hi contact” under that, an area for text in the middle, and a signature block at the bottom. Add everything now that should be in every single email you want sent out. It saves having to add it each time in the builder.
    • Single Email – This is the default single email template. It is the most often used template.
    • Follow-Up Sequence Email – This is the default follow-up sequence email.
    • Template Library Email – This is the default template library email.
    • Email Confirmation – This is the default double opt-in confirmation email. It is what people will receive when you add an email confirmation sequence in campaign builder. You should set this up, just in case you ever use that feature. There is a much better way to receive that double opt-in that I will discuss in a later article.
  • Web Forms – This is where you will setup the default appearance for web forms. You have three options in this section.
    • Campaign Form – This is a webform used from Campaign Builder it is one of the two most commonly used forms. Often being the form people fill out for your lead magnets.
    • Legacy Form – This will probably get faded out eventually, and there is really no reason to use this form for anything anymore.
    • Internal Web Form – This is a form for internal use only, it will never be seen by any customers. These forms are often used to quickly submit information into the system by staff members. They can be used for things like creating contacts, updating contacts, and more in-depth automation that will be reserved for a later article.
  • Landing Pages – This is where you can setup default landing pages. A landing page is a page that is created specifically for marketing or advertising. It usually lacks menus and contains a call to action for the customer to do something. You should be using these often in your business to sell products or get email leads. If you will not be using Infusionsoft’s landing pages you can skip this step.
  • Letters – This is default template for letter that you can actually send to your customers through the mail. Yes, as in snail mail.
  • Order Form Thank You Pages – This is the default template for thank you pages. This is what your customers will see by default when they purchase from you, unless you redirect them to a thank you page on your website instead. I highly recommend redirecting to your site for all thank you pages. But you should still fill this out just in case that doesn’t always happen.

 

That was very dull, wasn’t it? I wish I could say the next part was exciting but that would be a lie. It is a very important step though as it will help your email deliverability. If you skip this step you run a much higher risk that your emails will end up in the spam folder instead of the inbox.

Step 3 – Marketing Settings

 

This is where you will set up a few more defaults and will also configure your domain access, and automation for keeping your list clean. It’s about as much fun as trying to milk a cat, but is VITAL to your success.

 

To get to these settings, click on the main navigation icon in the upper left corner of the screen, and under Marketing, click on Settings.

 

Marketing Settings

 

Under Marketing Settings (left side menu) you will find:

  • Default Thank You Pages – these are the messages people will see by default. Make sure these match your branding center templates.
    • Web Form default Thank You message – This is the message customers will see after they fill out a web form. Again, I recommend redirecting your customers to a thank you page on your website instead, but just in case that step is missed, fill this in.
    • Automation Link default Thank You message – This is the default message when your customer clicks an automation link. Once again, you can redirect this, and I highly recommend you do, but fill this out, just in case.
  • Automated List Management – This is where you setup how long to continue to email customers after they have not engaged with you. This is super important as emailing unengaged customers will decrease your email deliverability, and increase the risk of ending up in the spam folder, or even being blocked from sending emails at all. Infusionsoft explains these very well on that page so I will not reiterate it. Instead, I will recommend these settings:
    • Unengaged Marketable Status – 4 months
    • Unengaged Non-Marketable Status – Turn this on and set it to 12 months
  • Email Authentication – This is probably the most important step, it gives Infusionsoft permission to send emails as if they came from your domain. If this is not set, your emails are FAR more likely to end up in the spam folder as email companies will think your email address was spoofed. If you do not manage the DNS of your website yourself you will need to work with your hosting provider to create the CNAME record for this to work. Do NOT skip this step.

 

Under Template Settings (left side menu) you will find:

  • Email Defaults – this is where you will set information that will appear in every email and is required to be there because of CAN-SPAM. Company Name and phone number are optional, but you must set the address at a minimum. I recommend setting the layout to Multi-line as it is easier to read. As with other settings previously mentioned, failure to set this means you will not be in compliance with CAN-SPAM and will directly affect email deliverability and could lead to legal trouble.
  • When Someone Opts Out of All Email Marketing – This is more of an advance setting, but one I recommend setting up immediately. Click on Actions, click on Add New Action, click on Apply/Remove Tag, click on Create a new Tag…, name the tag “Opt-out of All”, under Category next to other type in “Admin”, click on Create this Tag, click on Save, click on Save again. This will apply that tag anytime someone opts-out of everything. You can then use this tag later on as part of your email cleanup to remove contacts that are doing nothing but wasting space in your system.

 

Now that we have the boring parts out of the way it actually starts to get a little exciting. Everyone likes money, and that is what we setup next.

Step 4 – E-Commerce Setup

 

This is where it starts to get real. You will now be setting up how you want to get paid. Obviously, if you are not going to use Infusionsoft for payments you can skip this step. Also, if you do not have the E-Commerce add-on this will not be available.

 

To get to these settings, click on the main navigation icon in the upper left corner of the screen, and under E-Commerce, click on E-Commerce Setup. NOTE: This is Setup and not settings.

 

E-Commerce Setup

 

The first section here that you want to setup is Payment. Under it you will find:

  • Payment Types – This is where you can quickly create a Keap Payments account to accept credit cards. They take the same percentage as Paypal. You can also setup your Paypal account in here, or connect other credit card processors, such as Authorize.NET. NOTE: I have personally seen Keap Payments do some very weird things, including shutting down a client’s ability to take payments with no warning. I do NOT recommend using it. PayPal integration works well and so do the other processors that are available. If you want to use Stripe, then you would need to setup a Nexus Merchants account.
  • Receipts – If you want Infusionsoft to automatically email a receipt to your customer after purchasing you can turn that on here. Make sure that you are only sending receipts from one place. You do not want your customer receiving 2 receipts (1 from Infusionsoft and 1 from Stripe, for example) as this can create confusion.

 

The next section is Design. Under it you will find:

  • Shopping Cart Themes – This is where you can create how your shopping cart will look to customers. The shopping cart has the ability for a customer to purchase multiple products at once.
  • Order Form Themes – This is where you can create how your order forms will look. Order forms are set forms that your customer cannot add other products too. This is most often used for Package deals where you don’t want the customer to be able to change what is included.

 

The next section is Checkout. Under it you will find:

  • Shopping Cart Settings – This is where you will set some defaults that determine the shopping cart functionality.
    • Checkout – First you should set your default country, and if you only sell to companies check the box for company field is required. I generally recommend not checking the box as things might change in the future.
      • Multi-step checkout – If you want to be able to do an abandoned cart follow-up then use multi-step. This will capture the name and email of customers before they are taken to the checkout page. This is both good and bad. It decreases immediate conversion, but gives the option to follow-up and try to convert again later through automation sequences that you would need to create.
      • Single-step checkout – This is where the customer provides all their information on one page. I have found that this increases immediate conversion. However, it gives no option to do an abandoned cart follow-up as you don’t have any of their information if they do not purchase. This can however, be mitigated with proper analytics tracking.
    • Tax and Referral Partner – These are the settings for sales tax and referral partners.
      • Sales tax – If you need to collect sales tax this will need to be setup. Clicking on “Make sure your tax tables are set up” will allow you to setup all needed taxes, and then you can check the box to charge sales tax.
      • Referral Partners – This is if you work with and pay referral partners. This is an advanced topic that will be covered in a later article.
    • Email Notifications – If you want to receive an email every time an order is placed, add your email address in this block. NOTE: This is great at first as you can start to see money roll in, but it will get old very quickly if your sales spike suddenly and you receive 1,000 emails a day from it. Don’t forget where this setting is.
    • Email Confirmation Requests – This defaults to the email confirmation we already setup in step 2. I recommend leaving this alone.

 

Now that the bulk of the settings for accepting money have been completed, let’s do a few more needed steps that Infusionsoft decided to put in a different place.

Step 5 – E-Commerce Settings

 

Most of the clients I work with use Infusionsoft for online membership sites, which means they are not selling physical products. I will discuss physical products in a later article, so for now we will only discuss settings needed for digital products.

 

To get to these settings, click on the main navigation icon in the upper left corner of the screen, and under E-Commerce, click on Settings.

 

E-Commerce Settings

 

The first section of importance here is Order Settings (left side menu). Under this section you will find:

  • Orders – This is where you will set numerous settings related to how payments work. NOTE: There are a lot of settings here and I will only be discussing the ones that I believe are important or should be changed from default.
    • Default Country – Set to your country
    • Currency Locale – Set to your currency
    • Default Autocharge – This should be set to Yes, this means the system will automatically try to charge the card without any manual intervention on your part.
    • Default Charge Tax – If most of your products/services require you to collect tax set this to Yes, if they don’t set this to No. You can also change this per product, but setting this to what you most likely need saves time in the future.
    • Default Max Retries – This is how many times Infusionsoft will attempt to collect on a failed payment.
    • Default Num Days Between Retries – This is the number of days between retying to collect a payment that has failed.
    • Reset failed autocharge attempt counter when Credit Card changes – This is a toss-up for me. If a customer has already blown through their 3 attempts and then they update their card, having this set on no, means it will not try to bill them. This means you manually need to do it. On the other hand, having this set to yes can also create havoc. Let me explain. If a customer attempts to purchase a product and it fails, Infusionsoft creates the attempt and will try again later, based on your settings. If the customer visits your page again and attempts again and it succeeds then your customer gets the product. They also get billed again in a few days when the first failed product suddenly runs with the new card. If you keep up with all failed orders and remove them immediately this will never be an issue. Most people don’t do that and it can lead to double billing and refunds needing to be issued. It’s your choice how to handle this.
    • Don’t autocharge invoices that have been outstanding for more than – you can set a period of time where a customer’s overdue invoices will no longer be automatically collected.
    • Update Credit Card page Thank You message – You need to modify this to fit your branding. It’s the default page a customer will see when they update their credit card.
    • Updated Credit Card via link – This is where you can set an action, such as alerting someone on your staff to review the contacts record to see if any action needs to take place.
    • Notifications – I do not recommend doing anything under this section, and instead do it later through Billing Automations.
    • Chargeback Dispute – I have never seen these sections help when involved in a chargeback, handling those manually is the only way to go in my opinion, so I do not recommend putting anything here.
    • Fulfillment – If you need to service or ship products you will check Yes on these and set the weight setting.
    • Legacy Order Form – This is another item that will get phased out, you should just ignore it.
    • How soon can someone place a duplicate order from an order form and it is not considered a duplicate – Set this to the number of days that you want someone to have to wait before they can place an order form order again. Remember, order forms are generally for items that you don’t want the customer to be able to modify at all. Such as a seat for class, or an online membership.

 

The next section in this step is under Order & Billing Automation (left side menu), where you will find:

  • Purchase Actions – This is where you can set the various actions that occur for purchasing products. I prefer to take care of these actions via Campaign Builder or Billing Automation and do not currently recommend using them, but they are there if you want to use them.
  • Billing Automation – This is where some of the real magic of Infusionsoft starts to occur. It is a very in-depth topic that I will discuss in more detail in a later article but here is the gist of it.
    • When a credit card autocharge attempt is made – This is a trigger you can set up to make Infusionsoft do almost anything when a credit card payment attempt is made. You can use these for advanced automation, to kick off campaigns, send emails, or do almost anything else. I generally only use these for advanced automation, and prefer to do the rest through Campaign Builder.
    • When a credit card is going to expire – I recommend setting up at least three of these to alert your customers that their card is going to expire; one 1 month before expiration, one 15 days before expiration, and one 5 days before expiration.
    • After a successful purchase in the shopping cart or on an order form – You can trigger automation from here to do anything when a purchase is made. I generally perform these in Campaign Builder instead.

 

You have now finished setting up the most important billing settings. Next, we need to add some customers.

Step 6 – Import Your List

 

If you have an existing CRM or email list that you have been using this is the time to get those contacts added to Infusionsoft.

 

The first thing you will need to do is export your list from your existing CRM. There are way too many CRM’s out there for me to attempt to give instructions on that. Instead you will need to ask your CRM how to do that or google it.

 

Alternatively, if your old CRM is AWeber, Constant Contact, iContact, 1ShoppingCart, or Outlook, then Infusionsoft has an import tool for those. You can access these tools by clicking on the main navigation icon in the upper left corner of the screen, and under Admin, click on Import Data. You will see the links for the tools on that page.

 

Import Your List

 

Once you have your list you then want to make sure it is in a format that Infusionsoft will understand. To do this you will need to download a sample .csv file for importing contacts and make sure that titles are good to go. This means taking titles from the sample and putting them into your export file.

 

To get to the sample, click on the main navigation icon in the upper left corner of the screen, and under Admin, click on Import Data. Make sure the import type is Contacts and click on Go. From this page you can watch a video on how to import contacts and download the sample. I highly recommend the video.

 

Once your csv file is ready to go, click the Browse button, select your file and click on Next. This will take you through the import process and you may need to match up some fields for the import process to work correctly. This is very straightforward and easy to do.

 

Now that you have your contacts in Infusionsoft, you need to setup your Dashboard so that you can see what matters to you as soon as you login to Infusionsoft.

Step 7 – Setup Your Dashboard

 

By default, your dashboard will show you the following:

  • The number of new contacts in the last 30 days
  • How the last email you sent is performing
  • How your sales are performing

 

These are great stats to see, but the dashboard can do so much more.

 

Since we have been looking all over Infusionsoft already you won’t be on the dashboard, in order to get back to the dashboard simply click on the House icon at the top of the screen.

 

Setup Your Dashboard

 

There is a button near the top right, Add Widgets, this is where you can add lots of things to your dashboard, such as:

  • Campaign Reporting – Shows the stats of whatever campaign you tell it too.
  • Calendar Items – Shows you what is on your calendar in Infusionsoft. This can really help with organizing your day to day activities.
  • Custom Statistics – This can be set to lots of things that will be covered in a later article.
  • Tasks – Shows you any tasks that are due, and allows you to view, edit, add, delete, or complete them.

 

There are quite a few other possibilities as well. I recommend you check out each one and see if any of them are something you need.

 

You can change the layout by clicking on the Change Layout button, and re-arranging widgets to your liking.

 

Now that your Dashboard is complete, let’s dig into understanding when to use Campaign Builder or Email & Broadcast.

Step 8 – Understanding When to Use Campaign Builder and Email & Broadcast

 

I have seen a lot of people that are confused on when they should use Campaign Builder compared to Email & Broadcast. So, in this section I will explain what each is used for.

 

Email & Broadcast (EB) should be used for one-time emails. What is a one-time email? It is an email that will only ever go out that one time. This may include newsletters, marketing emails, informational emails, and any other email that only happens once. You may be thinking I send my newsletter every week. Yes, but each time it contains different information. That makes it a one-time email.

 

Campaign Builder (CB) should be used for automation purposes. The only emails it should be sending are ones that are automated, and that rarely, if ever, change.

 

For example, someone signs up to your lead magnet on “the 5 steps to get a sparkling clean pool.” There should be a campaign in CB that automatically sends them the file in an email. That email will rarely ever change, and it will go out on a regular basis and at always changing times as needed because of the automation. Other automated emails may include:

  • Login information for a membership site
  • An email thanking the client for filling out your webform and letting them know you will get in touch with them soon
  • A follow-up email based on a product purchase

 

I know this was not an actionable step like the others, but it is a very important step that hopefully will save you a lot of time and effort, and keep you from making the mistake of putting everything in CB. Doing this causes a lot of bloat, and makes CB very difficult to navigate.

 

Now that you understand when to use CB and EB, let’s build your first Campaign.

Step 9 – Build Your First Campaign

 

This is where I am really going to get down into the nitty-gritty with you for a little bit. CB is extremely powerful and with it you can do almost anything you can dream up. Because of that, it can be extremely complicated. That’s alright, and it’s why I am going to guide you, step-by-step, through this first campaign.

 

The first campaign most people need is a lead magnet delivery. For this article, I am going to stick with the previously mentioned, “5 steps to a sparkling clean pool” just for demonstration purposes. You will obviously insert your own lead magnet as needed.

 

To get started with CB, click on the main navigation dropdown, and under Marketing, click on Campaign Builder. From here you can go to the Strategy Guide and find all kinds of campaigns to download and modify to fit your needs, but I always recommend building your first campaign yourself as it will help you get familiar with where everything is and how it works.

 

Build Your First Campaign

 

So, for this step you are going to click on the green button near the top right of the screen titled, “Create my own Campaign.”

 

Create My Own Campaign Button

 

This takes us into Campaign Builder, and you will need to name your campaign. Name it whatever your lead magnet is. You can then add it to a category or create a new category. I like to categorize campaigns; it makes it easier to find them when you have a lot of them. So, I always have a lead magnet category for lead magnets. If you don’t have this category yet go ahead and create it. You can also add more than 1 category to any campaign. Click on Save.

 

Name Your Campaign

 

You are now on a blank canvas and can do amazing things like Picasso and Michelangelo have done. CB makes it possible to do some very amazing automation sequences that are way too broad of a topic for this article and will be discussed in a later article. For now, we will keep it simple.

 

Blank Canvas

 

The first thing that every campaign needs is something to start the campaign off. So, we are going to drag out a “Web Form submitted” Goal from the left side and drop it on our canvas. Give it a name, “5 steps to a sparkling clean pool web form.” If you press enter at anytime while typing the name it will move to a new line, which can make long names easier to read. These names should always be unique as it makes it easier to identify which web forms are being filled out.

 

Creating a WebForm

 

Next, double click on the web form you just dragged out to open it. You will notice it already has fields for first name and email. Go ahead and modify this webform to look any way you want it to. It can include your logo, information about why your 5 steps to a sparkling clean pool is the best thing since the internet, and a Call To Action (CTA) to download it now. Feel free to poke around inside this builder to see what all options you have, but remember this is a lead magnet, you don’t want much on this page, just some information that gets the customer to give you their first name and email.

 

Form Builder

 

Next, click on the Thank-you Page tab at the top. This will bring up the default thank you page you built previously. Verify it looks good or make changes as needed. Then click on the Settings tab.

 

There are various options here that you change to your needs. Generally, the default settings are what you want.

 

When you have completed designing your lead magnet web form click the Draft slider in the upper right corner. The word Draft will change to Ready. If you do not do this the form will not be available for use.

 

Draft Mode

 

Ready Mode

 

You can now click on the left arrow in the upper left corner of the screen to get back to the CB canvas. Always use this arrow, and not your browsers back button to navigate through CB, or you will find yourself getting kicked out of CB on a regular basis.

 

Navigation Arrow

 

The next step is to verify the customers email address. Drag out an Email Confirmation sequence from the left and place it to the right of your web form. You will then mouse over the webform, and a little green right arrow will appear. Grab that arrow with your mouse and drag it over onto the Email Confirmation Request, it will light up with a green box around, let go of it with the mouse and it will connect the sequence together. This is how you tell campaign builder the order to follow. You will connect all sequences in this way.

 

Connecting a Sequence

 

Open up the Email Confirmation Request. You will now see a new canvas that has Start, Confirmation Email, and a wait timer. You will notice the wait timer is green, that means it has already been marked ready. Every individual step in CB must be marked ready or it will not work. So, if everything is not green it means your campaign will not work the way you laid it out.

 

Confirmation Email Sequence

 

Since Confirmation Email is not green that’s what you need to open next. You will immediately see the default confirmation email you already setup previously (see how it is saving you time already, as you may use this in multiple campaigns). Make sure all the information is correct (you may want to change the subject for this lead magnet) and change this from Draft to Ready (slider in the upper right corner). Move back to the previous page (remember to use the arrow in the upper left corner and not the browser back button).

 

You will now notice it is green, but remember when I said everything needs to be marked ready. This page has a ready marker too, Go ahead and change it from Draft to Ready, then go back another page.

 

Confirmation Ready

 

The next step is to drag out a Sequence from the left and place it to the right of the Confirm Email Goal. Name this sequence, “Deliver 5 steps to a sparkling clean pool.” Then connect Confirm Email to this new sequence like you did previously with the little green arrow. Now you need to open up the Sequence so you can tell it what to do.

 

New Sequence Added

 

Upon opening it you will see a Start icon and nothing else. Since this sequence will run as soon as the customer confirms their email, what do we want to do next? Deliver the lead magnet they signed up for. How do we do that? With an email. So, drag out an email icon from the left under Communications. Name the email, “5 steps to a sparkling clean pool delivery email.” Now open up that email to configure it.

 

Send an Email

 

This time you get the opportunity to select a template from the Gallery or from My Templates. Select which ever email you want to use, by hovering over it and clicking on Use Template. Once it opens up, give it a subject related to your sparkling clean pool. You can add preview text if you want (this is text that is seen after the subject and before you open the email, it is not visible once the email opens).

 

Subject and Preview Text Example

 

In the details section you will notice it says “Hello ~Contact.FirstName~,”. This inserts the contacts first name into the email, making it more personal. You can add almost any detail you have stored on the contacts record to an email from the merge field in the blue bar. This make CB very powerful for automations, that I will discuss in a later article. For now, just remember to always have the contact’s first name somewhere in the email as it increases email deliverability.

 

Contact Merge Fields

 

Edit this email to say thanks for asking for the details about the sparkling clean pool, they can download it here, and include the link for them to get the lead magnet (this will probably direct them to a file on your website). When done, change it to Ready and back up a page.

 

Email is Ready

 

Once again, everything on the canvas is green but we did not mark this sequence as Ready yet, so, go ahead and do that now. Then back up another page. You have just completed designing your first campaign, but it is not live yet. In the upper right-hand corner, you will see a blue Publish button, click on that now. CB will validate everything is good, and then you can click Publish again to make this campaign go live.

 

Publish Button

 

Campaign Checklist

 

Now that it is live, this takes us to the last step of getting started with Infusionsoft.

Step 10 – Send People to Your Lead Magnet Page

 

The last step is to start getting more emails that you can market to. That means people need to sign up for your lead magnet. How do they get to it? Easy, simply direct traffic from anywhere you choose to the lead magnet web form you just created. Where is the link for the webform? Let’s go find it.

 

You should now be looking at the reporting for the campaign you just built. At the top of the page click on Edit to get back into CB. Open up the webform, and click on the Code tab at the top. Here you will have the option of getting code to embed this into your website either via JavaScript or html. You can also email it to your webmaster if you don’t do that kind of thing yourself. The last option is to Use the Hosted Version. This is the quickest method, but not always the best method.

 

Edit Button

 

For now, it is the one we will use. Click on it and you will see two links that you can send people to in order to get your lead magnet. Simply send people to either of these links and when they fill out the form they will automatically progress though the campaign you created to give them the 5 steps to a sparkling clean pool.

 

Email Links

 

Simple campaigns like this one can also be used to sell products, you would just use a different starting goal inside the campaign.

What’s Next?

 

If you have made it this far and have actually completed all of these steps you are well on your way to making the most out of Infusionsoft. You are also farther ahead than a lot of people I have worked with that have been using Infusionsoft for years but never setup the basics and were repeating work every day. Talk about a waste of time and money.

 

The next steps are to figure out what you want your business to use Infusionsoft for, and move in that direction. It may be a membership site, where people pay you monthly for your knowledge or products. It may be a very complex automation sequence that takes people from signing up for your lead magnet, all the way through the entire dating experience we call marketing, to making a purchase.

 

Infusionsoft is very powerful; we have only scratched the surface of what it is capable of.

 

In the next article we will talk about how to achieve a double opt-in (which increases email deliverability) without the ugly default email that Infusionsoft gives us, while at the same time making multiple attempts to get the confirmation.

 

If you are uncomfortable doing all of this in Infusionsoft yourself, or simply want an expert to do it for you (so you can spend your time doing what you do best) then contact me for a discussion of your needs.

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Scott Macon

I am the owner of Macon Solutions. I have been in the IT industry for 14 years and I have a Bachelors in Computer Security and Forensics. I am also the Data Protection Officer for 3 companies.