Campaign Builder Do’s & Don’ts Webinar Replay

Summary:

In Campaign Builder Do’s & Don’ts, 2014 Infusionsoft Most Helpful Partner, Kim Snider, introduces the audience to some of her most fundamental Do’s and Don’ts for Campaign Builder. During the video, Kim covers her core beliefs, best time-saving tips and key mistakes to avoid, finishing the webinar with a robust Q&A session.

Campaign Builder Do’s & Don’ts:

Video no longer available.

Time Stamped Show Notes:

• 00:01 – Welcome from Kim Snider, the President of The API Guys, featuring a two-minute introduction and personal background summary
• 03:47 – Kim’s goal with The API Guys (from a business perspective) is to take the business from start-up to $2 million dollars by the conclusion of 2016
• 04:55 – What Kim Believes….
  • 05:10 – Small business is the heart of a thriving economy
  • 06:17 – 99% of Infusionsoft users are only using a tiny fraction of Infusionsoft
  • 07:30 – The key to small business success is investing in multiple efforts
  • 08:30 – Infusionsoft always can
• 11:35 – Starting with the 3 Mistakes That Can Crash Your App
  • 12:05 – The #1 mistake people make?—Having too many tags
    • 12:55 – The more contacts you have, the bigger the problem this is
    • 13:25 – The best practices for tagging
  • 21:35 – The #2 mistake people make?—Too many saved searches
  • 25:08 – The # 3 mistake people make?—Importing data to the wrong fields
    • 26:50 – The most common error?—Entering the phone number into the phone type field
  • 27:00 – Bonus Tip: Multiple tabs open will not crash or slow down your app, but it can have unintended/weird consequences
• 30:26 – Three Time-Saving Tips No One Uses
  • 30:33 – Time-saving tip #1: Nobody takes advantage of the “Copy From…” function
  • 33:57 – Time-saving tip #2: Use Campaign Merge Fields
  • 36:00 – Time-saving tip #3: Use Campaign Links
  • 41:45 – Bonus Tip: Many people forget to do a simple copy and paste within a campaign
  • 44:07 – Bonus Tip: Learn how to add to a sequence without deleting lines
  • 44:55 – Bonus Tip: Use Firefox to avoid going back to List Page when you delete lines
• 45:50 – Three Ways to Shorten the Learning Curve
  • 47:05 – Way #1: Go to the Infusionsoft forums and Read/Answer the forum every morning
  • 48:00 – Way #2: Participate in the Infusionsoft Facebook groups
    • 48:40 – The two Infusionsoft Facebook groups operated by The API Guys
  • 49:55 – Way #3: Join the Infusionsoft Mastermind calls and webinars
  • 50:52 – Bonus Tip: Sign up for The Art of Campaign Building Foundations Course
• 51:25 – Foundations Course summary
  • 56:15 – Training, more than anything else, is the one-thing that will make Infusionsoft easier
  • 56:55 – Defining who specifically the Art of Campaign Building Foundations Course is for…
  • 57:30 – Preview of the course syllabus
  • 58:00 – Schedule and Pricing outline
  • 59:26 – Registration Link
• 62:00 – Questions and Answers
• 86:49 – Kim’s contact information
• 87:41 – End of Webinar

5 Key Points

1. Most Infusionsoft users are only using a fraction of Infusionsoft’s capabilities; this is not only foolish, it’s wasteful.
2. Do not become contaminated with a case of the “can’ts;” 99% of the time Infusionsoft can
3. Teaching is the key to learning; the better someone can teach a topic, the more quickly they will master it.
4. Having too many tags is far and away the #1 mistake that most people make.
5. Adequate training will make Infusionsoft significantly easier to use.