Creating a campaign with Infusionsoft

My intention is to create a campaign to collect leads from internet traffic offering a freebie.

STEP 1 - Getting to the campaign platform

• Go to marketing > Campaign builder (You can create one from scratch or go to the Strategy Guide and use one of the templates available)
• Select any the best fit you. I will pick  > Professional Service Strategy 
• Select one. I will pick >I want to collect more leads
• Select one. I will pick > Valuable Resource Download**
• Do the Free Install
• Recommendation: rename the campaign with a useful and recognizable name. 
• Go top right > Actions > Rename

**This Offer a valuable resource or guide as a low barrier offer that your visitors can request to receive.

STEP 2 - Design the process (using flowchart model)

The green circle is show a Landing page > double click it 

Landing page name should be a name that represent your product or company. It is your Landing Page title.

What is InfusionSoft?

1. CRM - Customer Relationship Management. You have opportunity to create a profile for each customer which allow you to be more connected with your client's needs.
2. Email Marketing - broadcasting tool
3. Campaign builder - repeating process.
4. Lead generation
5. Management appointments and tasks
6. Sells and marketing process
7. Offer report management

Great email marketing tool 

You can follow your clients activities by using "Tags", like:

• If they are opening your emails
• If they are downloading your freebie
• If they are buying or not
• etc.

Marketing automation

• Create process path using a sequence of steps

Do you need to transfer something up to 2GB?

Use the online app WETRANSFER

It is simple and easy. You can use is as much as you need.