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Video: How Do I Create a Campaign in Infusionsoft?


One of Infustionsoft’s greatest features is its Campaign Builder. We use the Campaign Builder to easily create automated campaigns. Once you create a campaign, Infusionsoft takes care of sending the appropriate messages to recipients and / or tagging them, based on the instructions you added to the campaign – without you having to do a thing!

So How Do I Get Started Building a Campaign in Infusionsoft?

One of the most common questions we get from new Infusionsoft users is, “How do I start a campaign in Infusionsoft?”

Many wonder how a campaign gets kicked off — by a form, a tag or a purchase? While it can seem confusing, we break it down for you and show you how to kick off campaigns using all three: a prospect completing a form on a blog / website and providing an email address, a customer making a purchase and a prospect being assigned a tag

By the end of the video, you’ll have the knowledge you need to get started building your own campaigns right away!

In this video below, we walk you through a step-by-step demo of how to start a new campaign. We’ll teach you the difference between goals, sequences and tags. You’ll learn how to:

  • Capture a prospect’s email address on your blog / website.
  • Create a series of email messages, called an autoresponder, and schedule when to send them. This builds authority and establishes trust.
  • Segment your prospects, which helps you learn what topics they are interested in.
  • Create a new autoresponder series based on prospects’ interest, which helps you send them content relevant to their interests.
  • Identify a goal, such as the prospect making a purchase and becoming a customer.
  • Create follow up messages applicable to the goal once the goal is met.
  • Create follow up tasks for internal staff members.
  • Use Infusionsoft to automatically assign tags to prospects and customers.

We introduce you to this powerful automation tool, Infusionsoft’s Campaign Builder, so you can begin creating campaigns in just a few short minutes. Ready to get started? Click on the video below:

Article Name
How Do I Create a Campaign in Infusionsoft?
Many new Infusionsoft users aren't sure how to create a campaign or how a campaign gets kicked off. We introduce you to the Campaign Builder and break it down for you in this step-by-step video.

3 Comments to Video: How Do I Create a Campaign in Infusionsoft?

  1. Calvin Wang says:

    Very informative video. Thank you.

  2. Justin says:

    I’ve been interested in setting up campaigns. Thanks for the thorough explanation on how to do this.

  3. Sarah Lorigan says:

    Will be bookmarking. I was unaware of how to set campaigns up, but this is a good resource.

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