This course will answer some of the most common questions, and shine a light on some of the less used features.
Most small business owners agree that Lifecycle Marketing is valuable. Heck, who doesn’t want to create a scalable positive customer experience? But truthfully, the leap from theory to practice can be pretty significant. This course helps bridge that gap by connecting the dots between LCM concepts and the actual campaigns that support them.
What you’ll learn:
At the core to getting a massive return on your Infusionsoft investment is learning to use the campaign builder. Yes, you bought some pre-built campaigns, but at the end of the day you can’t replace having your own core foundational understanding of how the campaign builder works.
This course is perfect for anyone who wants to elevate their understanding of the campaign builder.
What you’ll learn:
Overview of the Campaigns
In this video, Ginger will walk you through the flow of your campaigns, including: Lead Capture, Quote Nurture, Prospect Nurture, New Customer Onboarding, Customer Wow and Come Back campaigns.
Add or Modify a Contact in Infusionsoft
In this video you will learn how to add a new contact or modify an existing contact in Infusionsoft. Also covers how to set a contact as a prospect or a customer.
Changing a Contact's Type
In this video you will learn how to change a contact from a prospect to a customer or, from a customer to a prospect.
Create and Send an Email Broadcast
In this video you will learn how to build the email in the email builder - adding images, text and buttons.create an email broadcast (like a Flash Sale to be sent to all prospects); how to save the email as a template; and how to send the broadcast to a list of contacts.
Editing Emails in Campaign Builder
In this video you will learn how to edit your emails inside of the campaign builder. You'll also learn a little about the structure of campaigns and how they work.
Working Tasks in My Day
In this video you will learn how to work tasks in My Day. tasks like: calling to provide a quote, following up on a quote or calling to check in on a new customer.