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The 5 Best Ways To Start Infusionsoft Tracking Campaigns

Tracking campaigns measure things like how long it takes a new contact to make their first purchase, or how much a contact has spent in total.

Today I’m showing you the top 5 ways to start these campaigns.

For what statistics you should collect in these campaigns, check out PlusThis for their suite of tracker tools.

Here’s my top 5 techniques.

Technique #1: Purchase goal

This is your go-to method for many of your order and spend tracking campaigns.

Start with a Purchase Goal. Usually this will be set to Any Purchase.

Then run your sequence with your statistics.

Two common statistics to gather here are Calculate Customer Value and Calculate Time Between Events.

Every Infusionsoft app should have a campaign like this running.

But there’s a downside of starting your statistics campaign like this.

It means you can’t just apply a tag to start the campaign.

A contact can only enter the campaign if they buy a product.

Technique #2: Permanent Start Tag

Use a tag to start the campaign, and don’t remove the tag.

The benefit here is that you can easily start this campaign by applying a tag to a list of contacts.

I use this when I am doing one-time statistical analysis.

Infusionsoft won’t let you apply a tag to a contact who already has that tag. So you’ve also effectively blocked a contact from re-entering the campaign if they’ve ever been through it before.

This is great for one-time statistics like measuring how many days between contact creation and first purchase.

But it isn’t good if you want to be able to run the statistics more than once.

Technique #3: Temporary Start Tag

If you want to be able to easily run statistics more than once for a contact, then consider a Temporary Start Tag method.

Here we apply the start tag like in the Permanent Start Tag method, but then remove it in the following sequence.

Now you can run this campaign on any contact however many times you like.

This makes sense if you are calculating a stat like Total Amount Spent where the total changes each time you run the stat.

Technique #4: Purchase Goal + Completion Tag

We already covered using a simple Purchase Goal.

But what if you want a stat to run only for the first purchase, and not run again for later purchases?

Start with a Purchase Goal like normal, but then include a Spacer and a Decision Diamond.

Apply a completion tag after you send off the HTTP Post.

And then use that completion tag in the Decision Diamond to prevent people from being sent a second time to the Statistics sequence.

Technique #5: Start Tag + Completion Tag

You may also want to run a sequence only once even though you are applying a tag to start the campaign.

I am using this right now to calculate Lead to Buyer on a bunch of old orders.

I don’t want to accidentally run a contact through the campaign twice.

It doesn’t change the statistic if I do, but it wastes API credits and potentially slows down other functions in my client’s app.

Bonus #1: Start Tag + Purchase Tag + Completion Goal

Combine Techniques #4 and #5 above to build a campaign that triggers both on new orders only as well as if you manually launch it via tag.

This is the best answer for my Lead To Buyer campaign. I am running it by hand on old orders, but I also want it to run automatically on new orders, but only once in either case.

Bonus #2: Sequence Only

You may be working with so many contacts that the amount of system resources it would take to apply a start tag would be substantial. We’re talking in the 100,000+ contacts range.

In that case, consider not using a start tag at all and just having the statistics sequence.

Then to start the campaign, do a search for the people you want to add and select “Start/Stop A Campaign Sequence” to begin the campaign.

Note that it will take quite a while for 100,000 contacts to move through any tool that uses HTTP Posts.

Conclusion

Now you know the top 5 ways (and two bonuses!) to start your statistics campaign.

Contact me if you want any help implementing this.

Brian Keith

Infusionsoft Certified Consultant and Principal at Red Beard Consulting.


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