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Infusionsoft Automation & Multimedia Marketing Overall Grade: A+
Infusionsoft's follow-up sequences and automation take Autoresponders to the next level. Plus, you can do more than just send email -- Letters, faxes, voice mail, and more are all supported.
Nearly anything that happens in Infusionsoft can trigger an Action Set -- A group of actions that can including adding the contact to a follow-up sequence:
- A new opt-in via a web form
- A purchase
- A recurring charge that failed
- A specific date passed (A birthday or an event date)
- A click on a link in an email message
- A manual trigger by one of your sales or support employees
- An event external to Infusionsoft that triggers via the software API
Action sets can include many actions like:
- Tagging a contact to segment your database
- Sending a single email to a contact
- Adding the contact to a follow-up sequence (multiple emails or other media)
- Assign the contact to a specific sales or support employee
- Create a task for an employee
- Create an Opportunity Record
- Create an Order
Follow-up sequences let you schedule a sequence of follow-up activities for a specific contact. People are busy, and staying in touch helps them learn about your company and use your products. More on how to use Follow-up Sequences ...
Follow-up sequences can contain many types of multimedia and activities:
- Email messages
- Fax (There is a per fax fee)
- Voice Message (There is a per message fee)
- Letter (You have to pay for printing and postage)
- Fulfillment (You have to pay for fulfillment costs like the product or printing, shipping, and handling)
- Add a task to one of your users
- Run some other Action Set
There is a lot of flexibility regarding how and when each of these follow-up activities happen. You can add rules that control most activities and can have people automatically removed or switched to another follow-up sequence.
In working with Infusionsoft customers, I have always been able to create workable follow-ups and automation. Sometimes it takes a little creativity, but there's usually a way.
Automation and Multimedia follow-up are truly strengths of Infusionsoft.
More Leads ♦ More Sales ♦ More Visibility ♦ More Fun ♦ Marketing & Sales Results
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