Launching Your First Campaign

To help customers (or would-be) customers feel more comfortable at jumping into the software, we always strive to educate about the basics of an effective campaign. In essence, the software is a like an auto mechanic’s toolbox with a ton of drawers with tools in it. I decided to ask our own Brandon Steinweg for advice on this for new users to Infusionsoft.

For instance, a good auto mechanic knows where his socket wrenches are, where their Metric versus Standard sockets are and are confident about it. It’s analogous here; to be successful with Infusionsoft, there are some basic’s we need to go over for you to get the confidence to keep growing your business.

In this example, we will be talking about the most common campaign that a marketer probably uses, a re-engagement or “re-connect” campaign for their customers or prospects that haven’t done anything in a while. As you go through with this, think about the parts of the app that are used and why. Then for your next campaign, do the same.

What You’ll Need:

• An email to reconnect with your customers. You can make a new email from the Templates Library found in your Infusionsoft.
• Comfort on using Trackable Links  Here’s how if you need a refresher, check out this Fusebox article.
• A few tailored follow-up emails to keep your customers engaged after they respond to your initial email.

How it’s done:

1. Create your Trackable Link. Make sure to set actions on this link to:
   1. Apply a Tag. It’s a good idea to make these tags descriptive so you can see what they are later.
   2. Start a Follow-Up Sequence. You can make a “empty” sequence that will be a placeholder so you can put more scheduled emails in them later.
2. Insert the Trackable Link in your ‘reconnect’ email. You need to write this email so that people that are interested in your product or service will want to click on this link. (A good example of what this email might say is the humble apology email in the template library.) If it hasn’t been said before — be yourself and customize the email to be from you so people can recognize it.
3. Build the Follow-Up Sequence. Remember from Step1.2 earlier? This would be a good time to create the additional email templates you will be sending them informing them on the product or service you referred to in your initial email.  Each one of these emails should let them know how they can purchase your product/service. (ex. Links to your shopping cart/Store Front/Order form, your phone number, etc.) Don’t overdo it, these people just re-engaged, and you need to respect their needs and interests.
4. Broadcast your reconnect email. This is the fun part; send the email out to past clients or prospects and watch them respond. As always, be sure to mind the best practices on email.

Why do this?

We find that many customers have forgotten how to contact your business, can’t remember the details of what you offer and sometimes don’t even remember doing business with you. A good example of this was a summer camp business I worked with that started receiving more bookings then they could handle last summer by doing this exact type of campaign.  There is a lot more you can do with Infusionsoft, but this is how easy it is to get started launching your first campaign.

This is just the start. Believe me, we’ve worked with many customers and have explored dynamic and creative marketing strategies that get customers engaged. This is in part why we make our talent available in manageable chunks that you can give our sales team a call and find out exactly what you need. To setup a private consultation with people like me that can walk you through this stuff, give us a ring at 1-866-800-0004 and our sales team work with you.

If you’ve got questions on how setting up a good re-engagement campaign for your list, let me know in the comments below and I’ll share my advice.

–Brandon Steinweg
You can also connect with me on Twitter, Facebook and LinkedIn

[Photo by stevendepolo on Flickr]