Infusionsoft Decision Diamond Hack

What is an Infusionsoft Decision Diamond? Great question…..let’s add a bit of a back story before showing you the Infusionsoft decision diamond hack.

Infusionsoft is a great tool with a large number of functions.

It can save time too…

Infusionsoft however, requires some training and time for you to pick things up, but when all that is finished, working with it becomes really helpful. After the initial teething troubles it can become an irreplaceable part of your business. Hopefully, we’ll provide some Infusionsoft help and support.

One of the great things about the Infusionsoft campaign builder is that it allows you to have a targeted communication with a client. It gives you a closer look into their habits on the platform, about their actions, and personal information provided by them. When this kind of information is combined with demographic and psychographic one, you have a powerful tool, which can make a huge difference for your business. It gives you the ability to easily target communication with a client, and be more successful in it.

The thing that allows that kind of scenario is the Infusionsoft decision diamond.

A Decision Diamond or node is an integral part of the segmentation, of the campaign building process, and it’s basically looking for an answer when it ends up on the crossroad. When you give it two paths to follow, it needs instructions when and where.

Follow The Yellow-brick Road

The great thing about Infusionsoft decision diamond is that we’re setting it up and that it can be 100% customized for us. You decide how it’s going to work, and by which rules. That allows you to be precise and detailed in messaging because you know which criteria certain client has to meet, in order to get the particular message.

Although it might look easy, you should know it’s not. Infusionsoft decision diamonds are not really user-friendly, it’s one of the more complicated parts, if not the most complicated part of the application. (Hey if you’re brains not wired up to be logical…it will take a few goes to get your head around things!)

When making rules, you are supposed to use logical statements, which you are going to repeat thousands of times. This is where the major problem might occur, that you end up lost in all those if, or, and… Here is an example.

Rules for Sequence One

If Contact’s Tags don’t contain TAG B or TAG D or TAG G

Rules for Sequence Two

If Contact’s Tags contain TAG B or TAG D or TAG G

The first thing you are going to think when you see this is that if the first string doesn’t contain any of the Tags written, it will go into sequence one, and if it does it will go into the second sequence. But, that is not how things work.

These are actually three separate rules in each string, or six when counting both strings. First one actually means that if Contacts doesn’t contain TAG B OR if Contacts doesn’t contain TAG D OR if Contacts doesn’t contain TAG G. Or in other words, if contact is missing one of those three tags, it would go into a first sequence.

If you want the things to work the way you thought they are going to at the beginning, you must use AND, instead of OR. In that case, strings would look like this.

Rules for Sequence One

If Contact’s Tags doesn’t contain TAG B and TAG D and TAG G

Rules for Sequence Two

If Contact’s Tags contains TAG B or TAG D or TAG G

Logical statements are a bit difficult for the people who never faced them. You need some time to get used to it. It’s not nuclear physics, it just needs time. Of course, there are some tricks that can help you work through this. One of the best tricks is to break apart complicated decision diamond into many simple ones.

Depending on your relationship with a certain client, you want your communication to be different. The way you communicate won’t be the same with someone you know for years, as with someone you just met. Sometimes you want just subtle differences in messages. The best way to achieve that, and not end up in a blind road, is to use cascading logic.

Make things simple, let every decision diamond have only one rule. Send the clients with partner tags here (Blue), but those without it to the top (Red). Send down those who are tagged as Infusionsoft employees (Green), if not leave them on top (Red). If they are not tagged as Infusionsoft users, put them at the bottom (Purple), and if they are, put them to the highest sequence on top (Double Red).

This way you can address your partners the way you like, Infusionsoft employees the other way, and those who don’t use Infusionsoft completely differently. Setting things this way prevents people from ending up in multiple sequences, because all the decision diamonds have IF A/IF NOT A combination, which prevents mistakes, and helps messages end up in the right place. There is no overlapping of groups, and the thing is much more organized and easier to use.

Think like Spok!!

You can often hear people complaining and asking why they cannot set up some rules, and just send the last sequence, that doesn’t go under any criteria, to an already specified place. Dealing things the way we explained, basically, allows you to do that. To control the process the way you want, and adjust communication to the level of personalization and intimacy that you want.

All in all, Infusionsoft Decision Diamond is a great tool that saves time, allows full control of the communication with present and potential clients, and helps you achieve our commercial and marketing goals of the campaigns. In general, it’s not that complicated to use when you get used to it, and it can be a powerful tool, which makes a difference and can make you succeed instead of failing.

Designed preferably for small businesses, Infusionsoft and one of its parts, Decision Diamond, can be a huge plus to every organization, and an irreplaceable part of its inventory and its benefits are easily measured.

Want Help with Infusionsoft?

For the last 16 years, I have been running my own successful internet-based businesses. I also love helping others start and grow their own businesses online too.

I am the author of three Best Selling books (one on creating profitable webinars, another on Facebook Ads retargeting and the 3rd on how to generate leads for local businesses).

My areas of expertise (and passion) are in Webinars (live and evergreen), Membership & Continuity Programmes, Infusionsoft, Facebook Ads Marketing, Sales Funnel Creation and Optimisation, creating High Ticket Programmes, Info-Product Creation and Traffic Generation and Conversion.

I am also an Infusionsoft Certified Partner, Google Adwords & a Bing Ads Accredited Professional (for my sins!)

I have been lucky to have worked in a wide range of industries including property investment, SEO, PPC, estate agents, coaches and trainers, real estate agents, hotels, letting agents, furnishings, hotels, event management, web design, gifts, student accommodation to name just a few!!

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