Campaign Builder

Articles

Campaign builder - canvas tips and tricks
Important ! You cannot connect a goal directly to another goal! When the Product purchased goal is achieved, the previous sequence would stop and the following sequence would start. Goals are simply marketing objectives that when accomplis...
How to Build a Campaign Part 1 - Capture Leads
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. Click on Campaign...
How to Build a Campaign Part 2 - Nurture Prospects
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. &n...
How to Build a Campaign Part 3 - Convert Sales
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 sati...
Campaign details
When you click on the Campaigns  section in the side panel menu, you will be taken to the My Campaigns page. This page simply lists all of the campaigns you have either installed or created from scratch along with their performance, includin...
Download Free Campaigns
When you click on Campaigns  in the side menu, you are essentially given a choice of one of three paths. Exploring the Strategy guide  for campaigns that are housed in our Marketplace. This has the most content available and gives you ...
Apply or Remove a Tag in a Sequence
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, or a relationship stage; e.g., prospect. Tags applied in the middle of a sequence usually define a period of t...
Create a Web Form
A web form is an external form posted to collect information from potential customers who may visit your site. It is great for capturing a lead's contact information!​​​​​
Set Up an Email Confirmation Sequence
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...
Decision Diamonds
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, Keap needs to evaluate the information available and use it to choose th...
Start a Campaign When a Tag is Applied
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 a Keap user. Tags can be applied to individual contact records or through a batch action on a li...
Automatically Apply a Note in a Sequence
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...
How to Test Your Decision Diamonds
Keap offers a tool that allows for you to test decision diamond logic, from within the decision diamond criteria setup. Below, are instructions on using this tool, to test decision diamond logic, in order to give you full confidence that your contac...
Do Something automatically when a Link is Clicked
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 track act...
Automatically Create a Task in a Sequence
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...
Do Something Automatically When a Task is Complete
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...
Automatically Assign An Owner in a Sequence
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. Double-click on the campaign sequence you wish to edit or create a new campaign sequence.   Drag and dro...
Automate Something When the API is Called
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...
How to Build a Looping Campaign
How to setup a campaign that will send and/or run an action continually. Create your campaign Click on Campaigns  in the left-hand menu Choose an existing campaign or click the Build your own button at the top-right of the page to ...
Send an HTTP Post in a Sequence
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 suppo...
Republishing Campaigns FAQ
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 t...
Set the Value of a Field in a Sequence
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. Available Fields  The only fields that you cannot update using this proc...
Sequence Timers Overview
The Sequence is where the Automation happens. This can be as simple as sending an Email after a Web Form filled out or a complete process of creating assigning contact owners, tasks, follow up emails, and more. Timers If the timer between two c...
Campaign sequence - create order
The Create Order sequence automates the order-to-invoice process, enabling you to automate 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 conf...
Delay Timers
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 simulate p...
Date Timers
Date Timers allow you to schedule a marketing piece at a specific date and time or within a date/time range. Pro-Tip! You can override the default time zone with the time zone of the contact record so that your emails send at the most appropriat...
Field Timers
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...
Why Are Contacts Queued In My Campaign
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 ...
Campaign Merge Fields
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 Builder terminology
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 automa...
Pipeline Stage Moved Automation
You can now incorporate campaign automation when a deal is moved into or out of a particular stage in your Pipeline! Drag a Pipeline Stage Moved goal onto the campaign canvas Double-click to open it up and configure which stage you're ei...
Smart Form Campaign Automation
You can trigger campaign automation when a smart form is submitted. Smart Forms can trigger and route automation giving you more flexibility and power when building campaigns.  You can also use custom smart form fields and decision diamonds...
Campaign Sequence: Create a Deal
You can use the Create a Deal automation in the Campaign builder to trigger adding a deal card to your sales pipeline after a goal is achieved.  A good example of this is a web form or a Smart Form goal, followed by a sequence that inclu...
Editing Campaign Timers
Editing campaign timers in which contacts are queued up can cause unintended consequences and result in unpredictable behavior. If you need to edit a timer that is in a launched campaign, review our best practices for editing timers:  Check t...
Adding URL parameters to links to pre-fill an external web form
Note that this article assumes you are linking to a web page that already has the ability to parse values from a query string to pre-fill a form. A primer on URL query strings You can construct links in Infusionsoft that contains data from the...
Create Dynamic Content with Liquid Syntax
Liquid is a template language created by Shopify and written in Ruby. It is now available as an open source project on GitHub, and used by many different software projects and companies. Liquid is the backbone of all Shopify themes, and is used to load dynamic content to the pages of online stores. (Source: https://help.shopify.com/en/themes/liquid)
Campaign SMS Automation with Twilio
Note that our customer support team cannot help you set up or troubleshoot a Twilio account or any other 3rd party software service. If you are having issues setting up your Twilio account according to the directions below, please contact the Twil...
Add to sequence
With the Add to sequence option, you can drop a contact into a campaign, and let them skip the line. Instead of making a contact start from the beginning, you can now add them to a sequence further ahead in the campaign.  Drag the Add to seq...