Infusionsoft Top 14 Campaign Swipe File

Get a jump start on 2013 with Infusionsoft Done For You Campaigns

Social Media Conversion

The Social Media Conversion Campaign is perfect for those who have a strong following on social media, but

perhaps don’t have as strong of a marketable email list. This campaign will help you persuade your social media

followers to opt-in to an email list using one of your attractive magnets, such as a newsletter or email series.

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Important Note: To be successful with this campaign, make sure you are active with your social media, have a newsletter or have plans to start one.

Free Consultation

The Free Consultation Campaign is mainly used by businesses who use an in-person meeting as a form of lead

generation. This campaign will utilize an online sign-up, email reminders for the prospect, emails to help your

prospects prepare for the consultation, internal reminders to your staff to coordinate scheduling, and post-event

follow-up. We’ll even implement a way for you to target those who didn’t attend to get them back in the mix.

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Free Report

The Free Report Campaign is perfect for businesses who have a story to tell or information to distribute. This

campaign will allow prospects to sign up for your free offering (such as a report, whitepaper, or ebook). The

campaign automates the delivery of the offering and also follows up with the contact if they do not download it

with reminders to do so. Upon download, someone on your team will be notified to follow up with them personally;

you’ll have hot leads bubbling up to your doorstep! The campaign will also add people to your newsletter list

whether they download or not.

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Important Note: Make sure you have a Report, Whitepaper, E-book, etc. before starting this campaign.

Internal Lead Capture

A perfect campaign for businesses that receive inbound calls, walk-ins, event leads, etc. The Internal Lead Campaign

is kicked-off by manually entering a prospect’s information into a new lead form. Because of the intelligence behind

the form, the prospect receives product specific information or assigns the prospect to a sales rep based off of what

you choose!

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Free Live Webinar/Seminar

The Free Live Webinar/Seminar campaign is an essential tool if you use webinars or seminars to generate new leads.

The campaign is designed to capture new leads, remind them of the upcoming webinar, and also encourage and

reward them for sharing your sign up form on social media.

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Important Note: This campaign assumes that you conduct webinars/seminars or are planning to start.

Free Newsletter

Staying in front of your prospects is essential to making the sale. The Free Newsletter campaign takes the idea of a

simple monthly newsletter and supercharges it into a lead conversion machine.

The Free Newsletter campaign is a core piece of lead generation and conversion that every business should have,

because it works!

Campaign:

Important Note: Make sure you have a newsletter or you plan to start one.

Free Quote

The Free Quote campaign is a concise and effective tool to generate new leads and help you convert them . This

campaign will utilize online sign-up, email reminders for the prospect, and internal reminders to your staff to reach

out and complete the quote. We’ll even implement a way for you to target those who didn’t attend to get them back

in the mix.

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Important Note: This campaign enhances your current quoting workflow.

Free Video Series

Video is one of the most successful tools to attract and convert new prospects. So if you use video to promote your

business then this is the campaign for you!

Not only does the campaign deliver your video series, but it encourages your prospects to share your content with

others! By using Infusionsoft automation the campaign encourages and rewards those prospects that share.

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Important Note: You will need to already have a video series.

Event Registration

The Webinar/Event Registration and Follow-Up Campaign automates the registration process for events and

includes an automatic follow-up sequence to distribute vital information. It can be used for any type of live or

recorded event, such as a webinar, seminar, trade show, party, or whatever you can imagine. The campaign will

include an invitation to attend, a link or webform to confirm attendance, event reminders, and attendee/non-

attendee follow-up.

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Event Follow-Up

Many times, businesses come back from an event or trade show where they gathered information from interested

prospects and would like to keep in touch. The Event Import and Follow-Up Campaign is the perfect way to engage

with those prospects and help them move toward a purchase. The campaign includes importing a .CSV or .XLS file

from the event, and all of the pertinent follow-up sequences to educate and sell.

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Special Holiday Offers

The holidays are a great time to send out special promotions or offers. This campaign allows you to send out

specific, holiday (or date) based emails that focus on a specific offer or series of offers. You can easily replicate this

campaign for use in various times of the year.

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New Customer Welcome & Wow

When a new customer comes on board, it would be great to offer them ongoing support and find out if they are

satisfied with their purchase. The New Customer Education and Satisfaction Campaign automatically welcomes

your new customers and begins a sequence of emails and tasks that will help you gather feedback, take steps to

appease unhappy customers, and ask satisfied customers for testimonials and referrals.

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Customer Upsell

Many products and services include an element that will run out or expire eventually, and your customers will need

to make an additional purchase. This campaign will automate the process of sending reminders at the right time to

allow customers to purchase what they need. It will also include a thank-you and additional reminders after their

purchase.

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Partner Recruitment

If you’re looking for a constant stream of leads form partners, you may want to start a referral partner program.

This campaign will give you the tools to recruit potential partners with a series of emails, reminders, and follow-up

messages.

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