Scott Richins

Introduction to the Infusionsoft Campaign Builder

Thursday, March 28th, 2013

Scott Richins (Twitter @scottrichins) led us today by teaching the fundamentals of the Campaign Builder.

The campaign builder is what Infusionsoft users use to create many different campaigns, from a simple campaign to a very complex campaign.

What can you do with the campaign builder? First and foremost, this is where you begin to automate your business.

  • Web forms and Auto Responders
  • Prospect Education
  • Post purchase up-sells
  • Sales pipelines

The first step you need to take before you even begin with the camapign builder is to outline your goals (what you want your customers to do) and then outline your sequences (what you’ll do when your client does what you want them to do).


An action taken by a contact or user.


How you respond.

As an example;

GOAL: You want a prospect to request an appointment with you

SEQUENCE: You will give them a phone call, arrange the appointment and filter their personal needs.

Scott then took us through a visual demonstration of the drag and drop interface used within the campaign builder. This is best watched by viewing a demo of the software, instead of me trying to explain it in written text.

Here’s an example of a simple campaign we use here on the Typical Business website;


On the above image, the ‘Sign up for newsletter’ icon is a GOAL. The ‘Add tag TB Newsletter Subscriber’ is our SEQUENCE. The icons along the very left are sources that bring traffic to the typical business website.

So moving from left to right, a new website visitor comes to our site from a Tweet we sent out earlier. They then see our newsletter signup form, and because they like the content on our website they add their name and their email address. Then, the sequence runs and tags them as Typical Business newsletter subscribers.

That’s it!

Very simple. This is a very basic campaign but it allows us to capture details of our visitors then send out emails to that Tag group only. This particular group receives an email from us each fortnight that covers off what we’ve been doing over the last couple of weeks on the website.

Campaigns aren’t always filled in by your customers or prospects. You can also create a form which you can use to enter someone into your sales funnel. As an example, if someone calls your office, and wants to know more information, your sales staff can get their name and email address and fill in a dedicated form so you’re tracking them as a phone lead.