Infusionsoft Setup for Campaign Builder


Introduction

If you follow these videos, you'll end up with actionable data far beyond just opens and clicks. We've mapped out more than 10 unique reports to measure the performance of your funnels and make you more of this: $$$


The Problem with Infusionsoft's Performance View

Let's make an agreement...no more excel madness and definitely no more running campaigns blindly.


One Category to Rule Them All

Choose a naming convention, train your team and stick to it.


Tracking Sent Emails

80% of the time it works all of the time. But seriously, just know that when we're dealing with Sents and Opens, there is room for error. There's no way around that. These aren't sales reports that need to be spot on. They show you historical performance of a campaign. If you keep that in mind, you'll be able to see if things are trending for the positive or negative and take action as needed.


Tracking Opened Emails (New Responsive Builder *Beta*)

 

Tracking Clicked Links in Emails (New Responsive Builder *Beta*)

 

Tracking Opened Emails (Drag & Drop Builder)

SAMPLE CODE: <img src="~Link-####~" width="1" height="1" />

Tracking Clicked Links in Emails (Drag & Drop Builder)

PRO TIP: Apply the opened tag in addition to the clicked tag, since sometimes images aren't loaded in an email. If the subscriber is clicking the link, they obviously opened the email. This will ensure we don't end up with a report showing an email that has a click but zero opens.

SAMPLE CODE: <a href="https://graphly.io" class="inf-track-####”>Visit Graphly</a>


Tracking Opened Emails (HTML Builder)

SAMPLE CODE: <img src="~Link-####~" width="1" height="1" />

Tracking Clicked Links in Emails (HTML Builder)

PRO TIP: Apply the opened tag in addition to the clicked tag, since sometimes images aren't loaded in an email. If the subscriber is clicking the link, they obviously opened the email. This will ensure we don't end up with a report showing an email that has a click but zero opens.

SAMPLE CODE: <a href="https://graphly.io" class="inf-track-####”>Visit Graphly</a>


Email Broadcast Conversion Report

This video is actually going to change and get updated...


The Future of Campaign Builder Reporting

Thanks for hanging with us 'til the end. We've got so much more to come. Stay tuned!

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