Building Campaigns Yourself – Don’t Set Yourself Up To Fail!

Campaign Builder is fundamental for success with Infusionsoft.  If you plan on building out campaigns yourself, there are some important considerations you need to know about so that you don’t set yourself up to fail.

All businesses have the same options available to them when building out campaigns.

Campaign Builder Options

  • Do It Yourself – this is where you create, edit and publish a campaign yourself (this could be from scratch or from an imported template).
  • Done With You – this is where you may create, edit and publish campaigns with the support of someone helping, reviewing or advising you along the way.
  • Done For You – this is where someone else builds out a campaign from start to finish completely for you.

The focus of this article is on the Do It Yourself (DIY) users of Infusionsoft’s Campaign Builder.

To help work out what type of campaign you should be building, the first question you should ask yourself is…

What’s Your Skill Level?

Are you a Beginner, Intermediate or Advanced user of Campaign Builder?

Let’s look at the definitions of each of these:

  • Beginner – is someone who is brand new to Campaign Builder and doesn’t fully understand or is confident in creating or editing a campaign and is not sure what everything does. They are scared they might break something if they make changes.
  • Intermediate – is someone who can understand a campaign and is confident creating or editing in Campaign Builder.
  • Advanced – this user is highly competent in Campaign Builder, they live and breathe it every day and can easily create complicated campaigns.

Would you say you’re a Beginner, Intermediate or Advanced user of Campaign Builder?

If you’re brand new to Infusionsoft, you’re going to have a very different experience level to someone who has been building campaigns for years.

Firstly, be mindful and patient with yourself about that!

Identifying your skill level will assist you to understand how simple or complex a campaign you should be really building.

How Complex Should Your Campaigns Be?

We hear every day businesses with a huge list of requirements/ideas for campaigns.

They want to setup a massive campaign, track everything and build out crazy amounts of automation.

Don’t get me wrong, that excites me every day of the week!

However, depending on your skill level, you could be setting yourself up to fail.

It’s important that you match your skill level with how complex a campaign that you can actually build so that you’re confident that you know it works and what’s going on.

I know what it’s like, you get very enthusiastic and then when you get into the detail and start building it out, you can feel overwhelmed and frustrated.  All of a sudden weeks pass and you’ve made no progress as it all got way too hard.

Don’t let that be you!

If you are a beginner, focus on a simpler campaign so that you can get something published sooner and get some wins on the board.

For example, you want to create a new optin to a 4 part video series that drives people then sign up for a free call with you.

You want to track if people are watching the videos and if the contact is viewing the call to action so that you are talk to them differently about the offer.

Is this possible?  Yes.

If you’re a Beginner user and building the campaign yourself, should you do it?  Hmmmm…. No.

In this example, a simple campaign could be a standard optin form and email sequence to deliver the 4 videos.

You’re not tracking consumption of the videos, instead you’re focus is on getting them to sign up for the offer post the video.  That’s the next optin goal and if they achieve that, then the video series stops.

Even for more Advanced users, I would question the tracking and targeting of video consumption.

We’ve had a few businesses come to us over the years and want to track this type of information.

Being I was a Data Analyst in a past life, I always have to ask the question, what are you going to do with that information?

Because realistically, unless you have the proven volume of contacts coming through AND you’re measuring it AND doing something with that information to inform better decisions AND linking that back to ROI, then I’d seriously question doing it.

No matter what level of user that you are!  (That might be a topic for another article however!)

So, getting back to the main issue here.

Please try to be kind to yourself.

Successful business womanIf you do want to do it yourself, you can build campaigns that meet your business needs that are also in alignment with your skill level.

Don’t over complicate it.

Keep it simple to start, get the volume through, get some wins on the board and edit and improve as you go.

(NOTE: Want The Essential Infusionsoft Tag Guide?  Access the latest version of this tagging framework, see it in action in a real campaign and discover the immediate steps you must take to have tags work effectively in your business. Get your guide here.)

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