Campaign Goals

There are many different Goals to choose from. Each goal is briefly described below. Goals initiated automatically by the Contact... Web Form Submitted - Web forms are either hosted on your website, or by Infusionsoft. When a web form is s...

Click and drag a web form goal onto the campaign canvas. Type the Goal Name where the text is highlighted . Now, double-click the goal to configure the web form.   To access all of the available fields for a form, click the Field Snippets ...

Guest Author:  Edward Bell Client Success Manager & On-boarding Coach Launch Business Automation Web forms are often overlooked or oversimplified because they’re ‘necessary’. But getting them right can mean the difference between floo...

Tags are searchable labels that are used to segment contacts. They can be updated automatically as part of a campaign sequence or be manually updated by an Infusionsoft user. Tags can be applied to individual contact records or through a batch actio...

  The links you add to campaign sequence emails can be selected as goal methods. They are used to engage the reader, gauge their interest level, and can be used to transition them from one campaign sequence to another. All of the email links tr...

A note template is used to record a personal interaction or event related to an individual contact record. Note templates save time by reducing or eliminating manual follow-up changes. Note templates can also be used to initiate automation in Ca...

An internal form gives you the ability to submit a form on behalf of someone else. Users of your Infusionsoft application can quickly and effectively collect and update contact information using an internal form. Internal forms help automate interna...

Tasks that you add to a campaign sequence can be used to satisfy a task completion goal. Once all the required tasks are complete, the goal is satisfied and the campaign will continue. The task completion goal must be preceded by at least one campai...

Purchases are tracked when a prospect or customer buys through an manual order, order form, shopping cart or upon successful payment for orders created through the API . Pro Tips!  A purchase goal can be satisfied by a general purchase, the...

Opportunity stages represent milestones in a sales process and track prospect progression. Sales reps manually update opportunity sales stages based on their personal interaction with prospects. Some of these sales stages may satisfy a campaign goal...

You can configure your campaign to take action when a contact's lead score increases or decreases to a specific number. Once the score has been reached, the goal is satisfied and the campaign will continue. Drag the Lead Score Achieved goal to the...

You can trigger campaign automation when an existing contact visits a specific page on your website. After a contact performs one of the following actions, a tracking cookie is placed in their browser: Clicks a link in an email Submits a hosted o...

API Goals in campaign builder are ways to connect your app integrations to your campaign sequences. Configure your API goal, then connect the goal to a sequence. For an example, check out how to create custom API goals when using the BigCommerce int...

A Quote status goal can be achieved when a quote is: Sent = quote email is sent Viewed = quote is viewed online Declined = quote is declined Accepted (Payment options unavailable) = accepted with no payment required Accepted (Payment options a...

The Email Open Goal lets you tailor messages to your most engaged contacts. When a contact opens the email(s) that you specified, they will be moved on to the next part of the campaign. Drag the Email Open Goal onto the campaign to the right of a ...

With the Java 8.0 upgrade, the Web Form builder is not longer compatible Firefox.  You have two options: Option 1:   Click here to download Chrome Option 2: Click here to learn how to create a Landing page to use as a Web Form.  ...

The Failed Purchase Goal will trigger automation in the Campaign Builder when a failed credit card purchase occurs in an Infusionsoft order form or the Infusionsoft Shopping Cart. 1. From the Campaign Builder, click and drag the Failed Purchase Goa...