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Infusionsoft Tutorial: How to Automate Abandoned Shopping Cart Recovery

The average documented online shopping cart abandonment rate is a whopping 67.75%. Here’s one way to fix it.

bi-ultimate-marketing-automation-guide67.75% is a massive abandonment rate. Just think about how much that translates into in terms of lost profits. Next, add to that the amount of lost profits that result from your not having the opportunity to generate upsells and repeat sales to the (potential) customer that abandoned the cart in the first place.

Abandoned shopping carts is a huge problem for every online retailer. Thankfully, with some smart automation, you can reduce the number of carts that don’t complete checkout.

Thanks to Infusionsoft, recovering abandoned shopping carts need not be as manual or inconsistent a process as you might think.

How to Automate Shopping Cart Recovery

In the video below, I’m going to show how exactly how this can be done using Infusionsoft.

Helpful Hints

  • Ensure that you apply a tag every time a subscriber clicks a link to a sales page
  • Put all these types of tags into a category called Pre-Sales so don’t miss any of them
  • Regularly look at your campaign stats so that you can see which emails are sending the most traffic to your sales pages and then review the copy in these emails
  • Manually follow up with people that have abandoned carts if your automated follow up didn’t work. Get them on the phone and ask them why they abandoned the cart. Don’t try to re-sell them. Just ask why they abandoned in the first place so you look for trends that you can fix.

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Infusionsoft Tutorial: How to Automate Sales Opportunity Management

Do you use sales reps to close deals? Would you like to gain more visibility into their activity so you can improve their performance?

bi-ultimate-marketing-automation-guideWith a marketing funnel, automation is fairly straight forward. You create the funnel, and then your new subscribers flow through it. If you’d like to watch a video that shows more detail on funnels, check this one out. (to experience the Bright Ideas funnel, become a subscriber here)

So if the funnel automation is pretty straight forward, what about the part where your sales reps actually start to engage directly with your leads? How are you supposed to maintain consistency and ensure that nothing falls through the cracks?

This is where things can get a bit trickier to manage if you don’t have a well defined process in place. Without a process, each of your sales reps may be guiding a lead through your sales pipeline is very different ways and this type of “wild west” approach makes measuring and improving nearly impossible to do.

Using Infusionsoft to Automate Sales Opportunity Management

Thanks to Infusionsoft, managing sales opportunities need not be as manual or inconsistent a process as you might think.

In fact, with a little forethought and creativity, you can actually ensure that there is a consistent process for how all your sales opportunities are managed!

Automate Sales Opportunity Management

In the video below, I’m going to show how exactly how this can be done using Infusionsoft.

Helpful Hints

When creating a sales opportunity skeleton, ensure that you don’t get so focused on adding in the details that the overall process becomes unusable for your sales team.

Instead, focus on creating a skeleton that will allow for the customization needed, while still giving you the insight into your rep’s activities so that you can identify areas where improvement is needed.

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How to Maximize Conversions with Trackable Links

Do you ever wonder how much of your traffic is coming from people typing in your URL vs people clicking links in your emails?

bi-ultimate-marketing-automation-guideHow about that post you shared on Facebook? How much traffic did that wall post send you? Or how about that tweet about your latest webinar? Did it send much traffic?

Answering these questions is exactly what using trackable links are for and in this post, I’m going to dive deeper into showing you exactly how you can start using trackable links to gain much deeper insight into what is working and what isn’t when it comes to using your content and social networks to attract traffic to your site.

About Google Analytics Custom Campaigns

Google analytics is a very powerful tool and I’m only just starting to scratch the surface of how to use it most effectively. One of the parts that I have been experimenting more with as of late is the custom campaigns.

By using trackable links, you can easily create custom campaigns that will tell you exactly which pieces of content are generating the most traffic for you.

Why should you care? Well…if you can identify a trend in the type(s) of content that generate the most traffic, then it might be a good a idea to continue to create, or even just spend more time sharing, more of this particular type of content, right? You bet.

The first step to creating a custom campaign is to create a trackable link with the Custom URL Builder. By using this tool, you can easily create specific links for each of your campaigns and then use these links to share your content on your social networks, within your site, or in your emails (or anywhere else you want).

Creating Your First Trackable Link

In the video below, I’m going to show how exactly how this can be done using the URL Builder and Infusionsoft.

How to Analyze Campaign Effectiveness

Once you have begun to use trackable links, you are going to want to start to track the effectiveness of your various campaigns. To do that, all you need to do is log into analytics and navigate your way down to the section devoted to Traffic Sources…and then within that section, you will see the campaigns section.

campaign-results

Helpful Hints

The very first thing you should do when you begin to use trackable links is to create a spreadsheet to track all the parameters you are using.

For example, in the video above, my campaign source parament was “bi funnel” because I wanted to track all the traffic I get from the subscribers who are going through my sales funnel. If I didn’t make a note of that in a spreadsheet, the next time that I went to create a link I might forget that I’d used “bi funnel” and instead I might type BI-Funnel, which from Google’s perspective, would be an entirely different campaign.

When entering your parameters, it’s also important that you separate multiple words with an underscore. So, instead of putting ‘wall post’, you’d want to use ‘wall_post’.

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