End Confusion In Infusionsoft Campaign Builder (Part 1)

We’ve all heard Infusionsoft referred to as ‘Confusionsoft’. As you build out any new Infusionsoft campaign, it’s easy to become confused about which campaigns are supposed to do what.

Fortunately, Infusionsoft doesn’t have to be confusing. In this series, we’ll be looking at simple steps you can take to avoid confusing yourself.

1. Use A Larger Number Of Smaller Campaigns Inside Your Infusionsoft App

The Infusionsoft campaign canvas technically goes on forever. It’s possible to run your entire marketing from a single, giant campaign.

(I know, because I used to do this!)

Large (& Complicated ) Infusionsoft Campaigns Have Two Major Flaws

The first is that problems with a campaign become difficult to diagnose. The second is that bigger campaigns are more complicated, harder to explain, and therefore more confusing.

In my opinion, each Infusionsoft campaign you create should have one single objective, or outcome. Perhaps you’re encouraging your customers to buy a particular product. Once they buy the product, you might then need to deliver the product, and educate the customer on how to use the product.

Rather than doing everything in a giant campaign, it’s best to split things up into two or three campaigns. Potentially you could have:

  • A sales campaigns
  • A product delivery campaign
  • A product consumption campaign, where you also ask for referrals

2. Use Infusionsoft Campaign Categories

The downside of using smaller campaigns is you simply have more of them, and after a while this can become unwieldy. As your Infusionsoft campaign list grows, it’s essential to group campaigns into categories.

You might for example have marketing campaigns, nurture campaigns, sales campaigns, referral campaigns and product consumption campaigns.

Then you can create your campaigns in Marketing Settings > Campaign Categories. Infusionsoft Campaign Categories

Next, you can then assign a campaign to a category from the ‘actions’ menu (within the campaign).

editing Infusionsoft categories

On the campaign screen you can then filter your campaign list to only show a particular category.

show infusionsoft categories

3. Name Your Infusionsoft Campaigns In A Non-Cryptic Way

Maintaining a clear, consistent campaign naming convention is essential if you want to keep your sanity in Infusionsoft. When you look at a campaign name, it should be immediately obvious what the campaign is supposed to do.

I record information about the campaign within the campaign name itself, separating information with the pipe sign (|). For example you might have three campaigns:

  • Product A | Sales | Q4 2017 Promotion
  • Product A | Delivery
  • Product A | Consumption and referrals

When I want to see a list of all campaigns involved in the sale and delivery of Product A, I just have to search for ‘Product A’ on the campaign screen.

infusionsoft product search

If I hadn’t maintained a consistent naming syntax, I wouldn’t be able to filter campaigns in this way. Notice also how clear each campaign name is. You know immediately what you can expect to find in each campaign.

4. Name Infusionsoft Sequences and Infusionsoft Goals Clearly

When you drag items out onto the campaign canvas, Infusionsoft gives each goal and sequence an ambiguous default name. Things like ‘Web Form submitted’, or ‘Untitled Sequence’.

infusionsoft naming conventions

Most Infusionsoft users do not pay sufficient attention to how their goals and sequences are named. It’s common for example for a web form goal to be left as ‘Web Form submitted’. The question is, which web form?

Remember that goals in Infusionsoft always look back in time, and explain something that happened in the past. Hence the goal name is ‘web form submitted’. Sequences then look forward, at what needs to happen in the future. You might for example have:

naming your infusionsoft campaigns

Notice how that’s already better than the defaults. Just by looking at the goal and sequence names we know exactly what happened to trigger the goal, and what we can expect to find in the sequence.

5. Use Plenty Of Notes On Your Infusionsoft Campaign Builder Canvas

You can leave text notes anywhere on the Infusionsoft campaign canvas to help explain what is going on. Have you ever opened an Infusionsoft campaign, and forgotted what the campaign was supposed to do? You can solve that problem by leaving you a few notes.

Leave yourself a few clues, and make extensive use of campaign notes. They’ll be useful to yourself, to your employees, and to external consultants if you ever decide to get help with your campaigns.

infusionsoft naming

We’ll Continue With 6 More Infusionsoft Campaign Builder Tips Next week.

 

I have been running my own successful internet based businesses for the last 16 years. 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 in 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!!

If you are really serious about taking your internet marketing to the next level then we should talk!

Why not schedule a FREE 1 to 1 “How To Build A Successful Online Business” discovery call today?

Infusionsoft
Webinars
Facebook Ads Marketing
Sales Funnel Creation
High Ticket Programmes
Google Adwords
Info-Product Creation
Membership & Continuity Programmes

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About The Author

Damian Qualter

I have been running my own successful internet based businesses for the last 16 years. 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 in 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!!If you are really serious about taking your internet marketing to the next level then we should talk!Why not schedule a FREE 1 to 1 “How To Build A Successful Online Business” discovery call today?Infusionsoft Webinars Facebook Ads Marketing Sales Funnel Creation High Ticket Programmes Google Adwords Info-Product Creation Membership & Continuity Programmes

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