Campaign Builder

The campaign builder is a visual, drag & drop interface that allows you to build a marketing and sales process from start to finish; including emails, landing page s and more. Your business may only require a single campaign to automate your entir...

Move elements If you have a large campaign and need more canvas area to work with, hold right-click with your mouse and move your mouse around. This will move your entire campaign and allow you to see more blank canvas area. To move groups o...

A campaign is assembled by arranging a series of goals and sequences on the campaign canvas . Campaign tools are connected together to define one or more paths.  Campaign connections are created sequentially, moving from left to right. ...

The Campaign Checklist reviews your campaign for errors so that you can feel more confident clicking Publish .  Checklist functions Green icons means it passed validation.  Yellow icon represents a suggestion. Red icon indicates a problem. ...

Goals, sequences, and sequence tools have statuses. By default, all campaign elements start in a " Draft " status. In order to publish these elements so that your contacts can be added and for the processes to run, the elements must be placed into a...

A common question customers ask is "What happens when I make a change to an existing campaign and then re-publish it?" This article will answer specific questions that are commonly associated with re-publishing a campaign. Can I change the text or...

Save Version Infusionsoft saves each published campaign. You can also save a version when you plan to modify it significantly. A version contains a snapshot of the campaign traffic sources, goals, sequences, and decisions. A version does not stor...

Create a Campaign Dashboard Widget to Gain Insight into Your Campaign Open a campaign that you have already published On the top-right of the canvas, click on the Actions  button and select the first option, Create Reporting Widget... C...

To copy and paste elements from within a campaign... Left click your mouse and select the objects you want to copy Once items are selected, right-click on one of the selected elements, and choose the option to 'Duplicate' To copy an el...

Campaign merge field s are useful time-savers when information in your campaign changes frequently. For example, if you have five emails in a campaign that all reference a constantly changing date, a campaign merge field will save you from editing a...

Campaign links are useful time-savers when hyperlinks in your campaign emails change frequently.  Pro-Tips! There is no limit to the amount of campaign links you can create. A campaign link can only be used in the campaign that it was created i...

When you create a campaign, some of your business goals may have more than one possible outcome, and each outcome may take the contact down a different path. When this happens, Infusionsoft ® evaluates the information available and chooses the appr...

We will capture prospects with a Landing Page, offering a free report titled, “ 7 Mistakes New Pool Owners Make That Cost Them Money ." In exchange for their email address, we will provide to them a free PDF document. Drag the Landing Page Goal on...

Now that we have a web form goal, let's connect it to an automated sequence. Drag an Email Confirmation  onto the canvas to the right of the landing page. Now, click and drag a Sequence to the right of the Email Confirmation.   Rename th...

Let's convert the prospect into a customer. Drag a Product purchased goal onto the campaign canvas to the right of the Sequence and give it a name Double-click the goal and set up the purchase goal. In this example, the goal is satisfied whe...

Infusionsoft web forms and landing pages have been updated to utilize Google's Invisible reCAPTCHA . This below icon will be visible in the lower right corner of the web page that includes an Infusionsoft web form, or a landing page that has Invisi...