Articles
How to install pre-built campaigns
Go to Marketing > Campaign Builder Click the Go to the Strategy Guide button. Follow the Strategy Guide and click on a campaign. You will be brought to the Infusionsoft marketplace in order to download the campaign. To downloa...
How do I find my Queued contacts and what does it mean?
A contact that is entered into a campaign can go through different statuses while moving through Sequences or triggering Goals. These statuses are "Active," "Queued" and "Done." Pro-tip! Click any animated gif or image to view larger. Active...
How to build a looping campaign
How to setup a campaign that will send and/or run an action continually. Pro tip! Click any image to view larger Create your campaign Navigate to Marketing > Campaign Builder Click on “Create my own Campaign” Name the campaign Click Save ...
How to create Action Sets and Rules
Action sets can be used both inside and outside of a campaign in order to give you access to additional actions. The most common uses for action sets are: Purchase Actions Billing Automation Automation Links Run Manually on a search resul...
How to add someone to a campaign
Automatically adding someone to a campaign Goals dictated how contact are adding into a campaign. For example, if a campaigns process starts with a "Web form submitted" goal it means that once that form is submitted then the goal has been achie...
How to purchase a product or service for another guest Or attendee
Use case: Selling tickets to Seminars and Training events where the buyer is not necessarily the attendee. Please Note! This only works with Order Forms as the shopping cart requires a lot of customized code to achieve different thank you pages b...