Holiday Sale – Lean Campaign
INFUSIONSOFT / ACTION PLAN
Jordan Hatch is back with another lean campaign to boost your holiday sales! This campaign only requires a product, an order form to sell it and a promo code. Plug in those details and this campaign does the rest. There is also a built-in cart abandon follow up to recover sales from people who click through but don’t purchase right away.
#ICON15 Campaigns – Deluxe Sales & Complete & Team Editions
INFUSIONSOFT / ACTION PLAN
The ICON bundles are a collection of campaigns used by some of our most successful partners and customers. These are designed to be used as inspiration and can be customized to meet your exacting business specifications. Deluxe Sales and Complete users will benefit the most from these campaigns.
Frequently Asked Question Automation
INFUSIONSOFT / ACTION PLAN
Answer common questions quickly and easily! This campaign sends a pre-authored email answering a frequently asked question (FAQ) when triggered by an Infusionsoft user.
Collect & Offer – Tips Series
INFUSIONSOFT / ACTION PLAN
Provide your visitors with an opportunity to receive some education and guidance through a 4 part tips series. Make sure to ultimately connect your tips to the value and benefit of a product/service you want to sell as this campaign also makes an offer once the series is complete.
Collect & Offer – Consultation Request
INFUSIONSOFT / ACTION PLAN
This campaign might be a good fit if you sell products/services using some type of scheduled appointment/consultation and you currently offer a free lead magnet such as a white paper, case study, ebook, or webinar.
Free Inspection – Convert Leads (Local Service Provider)
INFUSIONSOFT / ACTION PLAN
Your prospects may be on the edge of some major problems that you can help prevent or repair. Invite your leads to look for early warning signs that there may be issues and then offer to schedule a time to assess the situation with a free inspection.
Bring a Friend! – Create Customer Loyalty (Health/Fitness)
INFUSIONSOFT / ACTION PLAN
Bring someone new and save! And, fitness is way more fun with a friend anyway.
Invite your recent customers to spread the word about your program by offering a special discount when they bring someone along.
Bring a Friend! – Create Customer Loyalty (Health/Fitness)
INFUSIONSOFT / ACTION PLAN
Bring someone new and save! And, fitness is way more fun with a friend anyway.
Invite your recent customers to spread the word about your program by offering a special discount when they bring someone along.
Birthday Club Sign Up – Capture Leads (Events/Entertainment)
INFUSIONSOFT / ACTION PLAN
To prompt first time and repeat business, invite your visitors to sign up to join your exclusive Birthday Club!
Just for signing up they’ll receive an initial “un-birthday coupon” to use right away, but will then receive subsequent specials each year during their birthday month.
Happy Birthday! – Create Customer Loyalty (Medical/Dental)
INFUSIONSOFT / ACTION PLAN
Show your patients that you care by sending a simple greeting on their Birthday.
This personal touch will remind them of the thought and personalization that your team puts in to every patient experience at your office.
In-Depth Assessment – Convert Leads
INFUSIONSOFT / ACTION PLAN
Show your expertise to qualified prospects by offering to dig into where they can see growth or improvement with an in-depth assessment.
By uncovering key opportunities, this opens up the conversation to prescribe solutions that you are uniquely qualified to deliver.
Coupon Request – Black Friday / Cyber Monday
INFUSIONSOFT / ACTION PLAN
Capture valuable traffic this holiday season with an opt-in offer for your Black Friday/Cyber Monday sale! Subscribers will receive a special promotion code to use either in store or online during your sale.
New Product or Service Promotion – Convert Leads
INFUSIONSOFT / ACTION PLAN
Drive immediate business by sending your leads a special, limited-time discount on a new product or service you’re offering.
Testimonial Request – Create Customer Loyalty (Coach/Consultant)
INFUSIONSOFT / ACTION PLAN
Invite your happy customers to share their experience of their time with you!
Use this simple campaign to send a quick series of emails to gather customer success stories.
Facebook Testimonial Request – Create Customer Loyalty (Online Learning)
INFUSIONSOFT / ACTION PLAN
Help your happy customers spread the word about the great experience they had with you!
Send them some email invites asking them to share their positive stories of working with your company to their Facebook followers.
In-Depth Assessment – Convert Leads (Coach/Consultant)
INFUSIONSOFT / ACTION PLAN
Show your expertise to qualified prospects by offering to dig into where they can see growth or improvement with an in-depth assessment.
By uncovering key opportunities, this opens up the conversation to prescribe solutions that you are uniquely qualified to deliver.
Valuable Free Gift! – Convert Leads (Real Estate)
INFUSIONSOFT / ACTION PLAN
Your buyers and sellers have many things on their to-do list which cost them both time and money.
Make the home buying process a little bit easier by offering a free valuable gift. This could be something such as a free home warranty, a discounted inspection, or even a great housewarming gift. Your prospects will love the incentive, and you will earn a new client through the act.
Healthy Recipes Guide – Capture Leads (Health/Fitness)
INFUSIONSOFT / ACTION PLAN
One of the biggest challenges in hitting fitness goals is knowing what to eat!
Provide your website visitors with a guide to a few of your favorite healthy (and tasty!) recipes.
Invite to Free Consultation – Convert Leads (Medical/Dental)
INFUSIONSOFT / ACTION PLAN
Your prospect may be on the edge of a major health concern, but is unsure about what steps to take towards better health.
Reach out to your list to offer a free consultation/initial visit to share your expertise, and offer a custom treatment solution for their unique needs.
Valuable Free Gift! – Convert Leads (Real Estate)
INFUSIONSOFT / ACTION PLAN
Your buyers and sellers have many things on their to-do list which cost them both time and money.
Make the home buying process a little bit easier by offering a free valuable gift. This could be something such as a free home warranty, a discounted inspection, or even a great housewarming gift. Your prospects will love the incentive, and you will earn a new client through the act.
Valuable Free Gift! – Convert Leads (Real Estate)
INFUSIONSOFT / ACTION PLAN
Your buyers and sellers have many things on their to-do list which cost them both time and money.
Make the home buying process a little bit easier by offering a free valuable gift. This could be something such as a free home warranty, a discounted inspection, or even a great housewarming gift. Your prospects will love the incentive, and you will earn a new client through the act.
Initial Coupon or Discount – Capture Leads
INFUSIONSOFT / ACTION PLAN
With any type of selling, making the initial sale is often the hardest part. Avoid wasting valuable traffic by offering an initial coupon or discount to prompt visitors to sign up to be a part of your newsletter or updates list.
Send an Email to New Connections to Keep in Touch
INFUSIONSOFT / ACTION PLAN
Meeting new professionals at a live event can feel like chaos! There are many hands to shake, and new contacts to follow up with. It can really cost you to drop the ball on your follow up with new contacts.
Manage your follow up with this campaign that will send your new contacts a quick, friendly message, and ensure that your growing network knows how important they are to you.
Holiday Greetings – Create Customer Loyalty (Real Estate)
INFUSIONSOFT / ACTION PLAN
After a client completes their home buying or selling experience, the most expensive mistake you can make is to not stay in touch! Although they may not be buying or selling homes multiple times in the year, they are more likely to recommend you to a friend who is, if they can quickly recall your brand.
This campaign sends eight (US) holiday greetings throughout the year to simply stay in touch and top of mind with your client list.
Customer Survey – Create Customer Loyalty (Local Service Provider)
INFUSIONSOFT / ACTION PLAN
Key to improving your customer experience is finding out how well you did. Asking for this type of feedback from customers can be uncomfortable and brutally honest when things go bad, but provides you with the insight to make changes when necessary.
Use this campaign to help collect that feedback in a simple, yet effective way.
Repeat Purchase (Infusionsoft Payments)
INFUSIONSOFT / ACTION PLAN
Once someone purchases from Infusionsoft that is only the beginning! One of the best things you can do to improve your sales is to reach out to your customer and ask them to purchase again after a period of time. This campaign reaches out after a month to ask people to visit your website. Feel free to customize it to your situation.Get repeat purchases with this campaign!
STU Get Video Reviews B2B
INFUSIONSOFT / ACTION PLAN
Thi campaign is designed to get your business powerful video reviews using “SoTellUs” to take your business to new levels. Built into the campaign are two elements:
- The ability to ask your promoting customers to leave a video review that is Google ranked and SEO’d for maximum impact
- A channel where customers can report poor customer experiences and bring them to your attention
STU Get Video Reviews B2B
INFUSIONSOFT / ACTION PLAN
Thi campaign is designed to get your business powerful video reviews using “SoTellUs” to take your business to new levels. Built into the campaign are two elements:
- The ability to ask your promoting customers to leave a video review that is Google ranked and SEO’d for maximum impact
- A channel where customers can report poor customer experiences and bring them to your attention
Payment Notification (Infusionsoft Payments)
INFUSIONSOFT / ACTION PLAN
This campaign sends a notification email to the contacts owner when a contact purchases. This email lets you know a sale occurred and contains a button that takes you to the contact’s record inside Infusionsoft! Be notified when you have a sale and be equipped to act when they do!This campaign requires NO customization and just needs to be published. Let’s go!
Limited Time Offer – Convert Leads (Medical/Dental)
INFUSIONSOFT / ACTION PLAN
Create a special offer to new patients who enroll or purchase a product within a limited time frame to convert prospects who may be on the edge about getting started on their new health plan.
Equipment Rental Included – Convert Leads (Events/Entertainment)
INFUSIONSOFT / ACTION PLAN
Drive more of your leads to schedule bookings by offering a special, limited time offer where you waive the added cost of equipment rentals when someone purchases.
Free Resource
INFUSIONSOFT / ACTION PLAN
Free resources, such as a spreadsheet or slideshow, are an incredible way to showcase your market expertise to customers and potential customers alike! We can’t create the resource for you but we have built a plan to deliver your work to the masses! Simply add the pre-built request form to your website and this campaign will do the rest. Generate leads, track form submissions and monitor resource downloads.
Easy Password Recovery
INFUSIONSOFT / ACTION PLAN
Stop manually re-sending user passwords. This campaign contains a web form your membership site users can use to request their password via email.
BigCommerce Order Placed
INFUSIONSOFT / ACTION PLAN
Easily segment your customers so that you can send them messaging that’s tailored to whether they’re new to your business or a returning customer.
Re-Engagement – Long Term Nurture
INFUSIONSOFT / ACTION PLAN
Your leads may not be ready to buy when they first hear about you. Make sure you always have a plan to stay in touch with unconverted leads so that when the timing is right you will have done the work to establish a relationship of trust and value.
This campaign starts with a set of predefined nurture emails that are sent, in sequence, to all new leads you put into long-term nurture.
Exclusive Offer – Convert Leads
INFUSIONSOFT / ACTION PLAN
Exclusive? Limited seats? Your top prospects will want to be in on this special offer.
Launch your product and build excitement with this easy to launch campaign.
Two Step Web Form – Free Consultation
INFUSIONSOFT / ACTION PLAN
Make it easy for people to request a consultation by asking for their information across two forms! This campaign asks for name and email on the first form and then redirects them to a 2nd form to collect their phone number. A task is then created to reach out and schedule them. If they stop halfway through the process, there is follow up driving for them to finish sharing their phone number.
Satisfaction Survey
INFUSIONSOFT / ACTION PLAN
Measuring customer satisfaction has never been easier! This campaign contains a one-question survey that will capture the satisfaction level of your customers. Then, automate your follow up based on their level of satisfaction.
Re-Engage & Offer
INFUSIONSOFT / ACTION PLAN
Educate new leads and make sales! This campaign provides educational content to a new or recent lead on a specific product or service and then sells it. This campaign might be a good fit if you sell products/services online using a shopping cart and/or order forms and you have an existing list of new/recent leads.
Unengaged List Clean Up
INFUSIONSOFT / ACTION PLAN
A part of email marketing is maintaining a healthy list. What most business owners don’t realize is that consistently emailing leads that never open emails or engage with content via link clicks can start to have a negative effect on whether their emails actually end up in the inbox.
Use this campaign to periodically try and reconnect with unengaged leads prior to removing them from your list.