blog title "Infusionsoft Training in Five Easy Steps: A Beginner's Guide" with a background of 3 women having a meeting in a conference room
blog title "Infusionsoft Training in Five Easy Steps: A Beginner's Guide" with a background of 3 women having a meeting in a conference room

5 Easy Steps on Infusionsoft Training For Small Businesses To Apply

December 17, 2018 Features, infusionsoft by Keap, Infusionsoft by Keap Tips, Marketing, Marketing Automation, Marketing Automation Platforms, Marketing Tips, Online Marketing 0 Comments

Ever wondered how easy and quick Infusionsoft by Keap training is? How your business can quickly grow if you mastered the tool? But, it’s not just child’s play. You have to invest your time to learn and master the navigation of Infusionsoft by Keap.  

Beginners, especially small businesses who’re tracking their leads and new prospects traditionally, can switch to a customer relationship management system (CRM). This system segments your contacts in one area, create a structure organisation to send follow-ups and retain customers or prospects easily- basically it’s a system that organises your business.

Infusionsoft by Keap is one of the best choices to choose from Infusionsoft by Keap competitors. A system like this can track your customer’s general information (first name, last name, email, phone number, birthday, etc.). It’s also possible to track email conversations and history of these conversations. This tool is also useful for monitoring your customers’ behaviour, divide them according to how they behave and response to your offer, and group those who have a similar preference. Below are five significant steps to fully implement and get Infusionsoft by Keap running.

Click Here To Acquire Infusionsoft by Keap


Infusionsoft by Keap Training For Your Business in Five Easy Ways

Here’s a beginner’s guide on how to use and implement Infusionsoft by Keap along with marketing automation for your business in five easy ways:

1. Importing your email list

If you’re using Infusionsoft by Keap, the first step you must do is to import your list, regardless of how it’s size.

After importing your contact list to the system, you also have to export all your lists from the past systems or contact lists you were using beforehand (from your notes, post-its, spreadsheets, etc.). This part is essential because you have to enter as much data from your previous marketing tools as you can and ensure that you’ve input all of it into the Infusionsoft by Keap platform.

To segment and organise your list better, you can create a “TAG”. Input all the data and add tags to label each group. But let’s not confuse ‘tag categories’ to ‘tags’. To better explain the difference between tags and tag categories, let’s put it on the context of a file cabinet. The drawer serves as the tag categories where each one stands as one group, while tags are file folders that go into the drawers. These tags are what you use to label a contact based on their past transactions with your business that’s recorded on your previous systems. An example would be creating a “Customer” or “Prospect” tag and segregate your niche to their designated tags based on any historical purchases they had with your business.

Before you input all the data in your new system, however, keep a close eye and make sure that you’ve already filtered your list. It’s a good way to analyse which customers you should retain and leave behind. Once you’re done importing the filtered contacts to Infusionsoft by Keap, tags become automatically available for you to edit and update once you’ve already imported the list to the system.  

2. Setting up the Dashboard

Once you login to Infusionsoft by Keap, your dashboard is the very first thing you see on the screen (If it doesn’t show the dashboard and is set on another page, contact an Infusionsoft by Keap certified consultant to help you change and set the default setting to directly your dashboard once you log in.) Your dashboard serves as the overall summary of the information on your sales, orders, lead generation and other statistical reports.

Although businesses have different metrics and figures you check and analyse on a daily basis, an Infusionsoft by Keap expert suggests that you should give focus on your recent and ongoing activities, current and past sales figures, lead generation and your unsubscriber stats. You can modify your dashboard and add the metrics to track how your business is doing.  

3. Setting up your email bounce campaign

The goal of Infusionsoft by Keap isn’t warehousing contacts. Let’s not get confused about what Infusionsoft by Keap is really for. It’s a marketing tool which is made to connect and build rapport with your niche and prompting them to convert (either to buy your product or service) to sales. But there’s one thing that Infusionsoft by Keap provides. It provides you with an off-the-shelf functionality, the Email Status Tracking campaign.

Email Status Tracking campaign basically gives you an update on how your campaign bounces (soft or hard bounces), the current number of unsubscribes your business has, your email blocks, and other status updates that’ll give you information about what’s happening. It’s a contemporary campaign, where you can set up inside “Marketing –> Settings”, find email automation defaults, a place where you can apply and update a tag to every email contact if they have any information changed.  

For instance, one of your customers had sent a wrong email address, an inactive one, the result would likely be the initial emails sent to that email would be a hard bounce. You can set your settings on your email status defaults to immediately tag contacts that aren’t active to ‘Hard Bounce’. Once it’s set and done, the tag automatically labels contacts and will keep track of the customers who are under this tag and are recorded on the ‘Hard Bounce’ tag’s actual campaign.

4. Building your initial flow of the campaign

In developing your campaign, you have to begin in some sort of an ‘Initial Sequence’. This sequence is where your starting ground before doing the next step. A good way to start off with new customers or contacts is to welcome them. People love it when they’re given attention. Your customers are no different. Old or new, customers love the thought of being put first.

You want to move your niche to their first purchasing experience, then you have start on the right foot. Convincing your new prospects is never an easy feat, it has to take a good convincing power to get them to convert. BUT. In a series of good content and engaging support, you can pull through to the next sequence- sales- their first ever purchase on your business. Although, setting this up depends on the nature of your business.

5. Building follow up and rapport campaign

After your new contacts have completed the first sequence, of course, you’d want to build a long-lasting connection with them. This is done through follow up campaigns. Follow Up continues your engagement with them and move further down for additional sales alongside building Customer Lifetime Value.

For your first follow up, try sending one, sort of a welcoming pitch to your customers. If there is a mutual connection already, then that’s when you can send follow up campaigns twice a month, or at least one follow up a week to reach out to your most-engaged new prospects. Get creative and connect with them.

To know more about how to use Infusionsoft by Keap, you can contact an Infusion expert to get more information about the system or get on a live chat for Infusionsoft by Keap coaching. Infusionsoft by Keap is an advanced and powerful marketing automation platform. With a contact list, you can do anything on a marketing context. It lets you filter easily and quickly organise your customers and new prospects to different criteria’s. It’s very innovative and straightforward for businesses to use.

Final Thoughts

Using a CRM Singapore system like Infusionsoft by Keap with a stable tagging system is considered the best choice you can ever make to save time and money. It’s complicated at first, but the advantages you can attain after you’ve mastered using the system is incomparable. Albeit this is just a beginner’s guide, it’s all on you to master this tool that’ll help you and your business grow; the challenge to create your own strategy and to get you to think out of the box. Need the best system you can count on every day? The answer’s Infusionsoft by Keap, where we’re devoted to helping you grow your business.

Click Here To Acquire Infusionsoft by Keap


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