nice to meet you campaigns

Video: How To Create Loops in Infusionsoft’s Campaign Builder

Creating “loops” is a great way to streamline your Infusionsoft campaigns, automating certain processes so you aren’t forced to manually do them by hand. While there’s no rule saying you must use loops in your campaigns, it will almost certainly prove beneficial in the long run. Infusionsoft places an emphasis on automation, and taking advantage of features like loops will free up time and resources that can be used for other projects.

Unfortunately, though, many newcomers to Infusionsoft are confused regarding where and how to create to loops. If you look within the campaign builder, you won’t find an option to create a loop. Don’t let that fool you into thinking it’s not possible, though. With a little tweaking, you can effectively loop processes within your Infusionsoft campaigns.

Still not convinced that creating loops is worth your time? Check out some of the benefits it offers:

  • Create monthly or weekly newsletters for your company’s subscribers.
  • Send customers a follow-up email to see if they are satisfied with their product or service.
  • Eliminates the need to micromanage routine tasks within the Infusionsoft dashboard.
  • Creating loops is actually easier than most people realize…

Click on the video below to learn more about loops and how to create them within your Infusionsoft campaigns:

Video: Infusionsoft – Creating Loops In Campaign Builder

This three-and-a-half-minute tutorial video walks you through the steps of creating a loop in Infusionsoft using control tags. To begin, you’ll need to create a loop delay with either a delay timer or date timer. If you want the loop to occur once a month, for instance, you should set a delay timer for that particular day/time of the month.

The next step is to create an objective or goal that will start your loop, such as a control tag. After creating your goal as outlined in the video, you should define the sequence that you would like to be repeated. This can be something as simple as sending an email to your contacts once a month, creating a new task, send follow-up correspondences, etc.

Once the loop delay has been created, apply the “begin loop” tag after the specified delay. Congratulations, you’ve just created a loop!

Assuming you followed the steps outlined in the video, your specified process or processes should automatically run on the set time delay. I recommend checking your account the next time the loop is set to begin to ensure it’s working as intended.

Did this tutorial work for you? Let us know in the comments section below!

Article Name
Video: How To Create Loops in Infusionsoft's Campaign Builder
You can easily automate processes that need to occur regularly by creating loops in Infusionsoft - this video walks you through each step.

3 Comments to Video: How To Create Loops in Infusionsoft’s Campaign Builder

  1. J.W. says:

    Thanks for the valuable tutorial.

  2. Michael B. says:

    Infusionsoft has a lot of strong points, including this feature. We’ve really been able to streamline a lot of processes since we’ve implemented it.

  3. Maria says:

    I appreciate this insight. I wasn’t sure how to set the loops up on my own.