I’m planning a campaign for a client of mine. Their sales staff will be the users of the system but have little knowledge of Infusionsoft.
In order to give them a quick and easy experience, I’ve designed a campaign that uses note goals as the only input (other than internal forms). This means that all they will need to do is complete the tasks in their My Day and apply notes (as templates) when certain things happen that Infusionsoft cannot account for automatically.
I have each note goal hooked up to apply a tag with the same name which will be used to trigger all of the movement that the contact undergoes, as well as tagging and untagging them with tags that describe their current location within the process for Dashboard tracking purposes.
I’m yet to see a campaign like this published and in use and was hoping I could run it by somebody for any glaring holes in this type of design or obvious improvements. I can provide screenshots if necessary.
Thanks for reading,