Inbound & Digital Marketing Blog

Marketing Automation - Love Your Leads

June 11, 2009, Clarke Bishop

Greased Skid Marketing is now part of Inbound Team --The Atlanta, Georgia Inbound Marketing Agency specializing in helping businesses grow with online marketing.

Malcolm asked about marketing automation and follow-up:

Email campaigns based on purchases

Generate a “send person A written Thank You card″ or something like that.

I have no e-commerce or web-based sales… I just want something to manage email and real mail campaigns based on clients’ potential interests or recent purchases or referrals.

I’d also like to provide people the opportunity to “request information” off my website so I can (A) send them info, and (B) capture their contact info for additional contact later to try to win them over as a client.

Once you DO get someone as a client, how do you track their change in status?

Much of our business is run off a SQL database kinda program I suspect there would be a lot of manual data entry or updating as our clients buy things or refer people or what have you.

Since much of my business is run on a different program, I wonder if automating my email and regular mail campaigns is kind of like looking for a unicorn.

In another post, I explained Email Marketing & Lead Nurturing to Grow Your Sales -- This is really a strength of Infusionsoft!  This post goes into detail on how you can define customer follow-up sequences that:

  • Send written Thank You cards or other physical packages
  • Send different messages or items based various rules involving customer interests or recent purchases
  • Have multiple steps over time to stay in touch with your prospect

But Malcolm also raises another question. What if you already have a customer database you're using to manage your business? Depending on your situation, there are two fundamental options:

  • Replace your existing customer database with Infusionsoft. As long as your database is clean and well structured, you can easily import all your customer information. Infusionsoft allows you to create up to 100 custom fields for your specific situation. Amd, if you need to, you can integrate Infusionsoft with your external applications with the API.
  • Keep your existing customer database, but synchronize the contact information with Infusionsoft. This may require using the Infusionsoft API to keep everything up to date.

Infusionsoft will only email contacts that are imported into your Infusionsoft application. So, you can't avoid keeping all your contacts in Infusionsoft.Either way, giving people the opportunity to “request information” off your website is simple. You just create an Infusionsoft web form and put the code on your website. Then, the propspects information is automatically captured in Infusionsoft.

For more information, see our special report: Infusionsoft: 7 Keys to Top Results.

And, thanks again for the great question, Malcolm!

Topics: Inbound Marketing, Infusionsoft, Marketing Automation