Campaign Sequences

A campaign sequence is a scheduled series of communications and/or processes that are set in motion when a campaign goal is achieved, or a business event takes place. Campaign sequences are integrated into a larger campaign strategy. Like a campaign...

  A sequence is assembled by arranging a series of timer, communication, and process objects on the sequence canvas. If only one series of objects is needed, connections are automatically created as you add objects to the canvas from left to ri...

An email confirmation sequence is a special type of sequence that will send an email confirmation request to contacts who opt-in to a campaign. This gives you the ability to focus your marketing efforts on people that have confirmed their email addr...

  Delay timers schedule the amount of time that elapses between sequence communications and / or processes. The delay timer is very flexible giving you a great deal of control over when a communication is sent to a contact. It allows you to s...

Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range. Pro Tip!  Only one type of timer can be used per "Start" button. Meaning, no Start > Email > Delay Timer > Task > Date Timer. The Date ...

Field Timers allow you to schedule a marketing piece based on a date or date/time field in the contact record. There are two default date fields in every contact record: Anniversary Date and Birthday Date. You can also create your own custom date or...

Tags applied at the beginning of a sequence usually define a specific lead magnet (e.g. Video Tips Series), a segment (e.g. Home Buyer), and/or a relationship stage (e.g. prospect.) Tags applied in the middle of a sequence usually define a period ...

The note object adds a date stamped note with standardized comments to a contact history. They are often used to mark a relationship milestone. Please note!  Each note object must be configured individually. They cannot be re-used in multiple sequ...

The opportunity object assigns a sales process responsibility to a sales rep. The opportunity is worked over a period of time, until the deal is won or lost. Sales reps use opportunities to store sales process notes, track prospect progress through ...

You can automatically set the value of a field in the contact record as part of campaign sequence in the campaign builder; this includes both standard and custom fields. One exception is that you cannot update/change the lead source field if it alre...

An HTTP Post is used to send information from Infusionsoft to a web page that runs a script (e.g., ASP, PHP, Javascript.) which extracts data from the URL and processes it on your web server. Please Note!  Only standard port numbers are supported....

You can incorporate automated voice communications in a campaign sequence. Infusionsoft will automatically dial the primary phone number on a contact record and deliver the voice communication. Automated voice communication is a powerful marketing t...

Follow the steps below to add a fax communication as part of a campaign sequence. Important Note!  Using a fax may result in extra charges. Please note that in the snippet the cost of using the Fax snippet will be displayed. Drag a Fax communica...

You can automatically queue a job to create a letter document in a campaign sequence. This allows you to incorporate direct mail into your marketing mix. When a letter template is triggered through the sequence, the system will queue up a letter ful...

A fulfillment list can either be delivered to a user's dashboard or sent to their email address. A fulfillment list is a spreadsheet containing contact information and can include an attachment. Sending to an email address is useful if you use a thi...

In most cases, campaign sequences start and stop automatically as contacts complete campaign goals and move through the strategic process you designed. If you find yourself manually starting sequences regularly, then you may need to add a goal type ...

The sequences you add to a campaign are set to stop immediately when one of the campaign goals connected to the right of it is completed. The contact does not receive any of the remaining email messages and the remaining work flow processes will not...

If a contact needs a campaign sequence email resent to them, follow the instructions below Find and open the contact record that you would like to resend the email to. Scroll down and click on the Campaigns  tab.   Click the Resend  butto...

The Assign an Owner process snippet allows you to assign or reassign the owner of a contact record as a step in a campaign sequence. Drag and drop an Assign an Owner  process snippet onto the canvas. Double-click it to configure the setting...

The task object assigns a manual follow-up responsibility to an Infusionsoft user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user i...

The “create order” sequence automates the order-to-invoice process, enabling you to integrate yet another aspect of your business. You can add products, set up payment options, and preview and edit the invoice before it sends.  How to configur...