Using the Campaign Builder in Keap [formerly Infusionsoft]

Name: Using the Campaign Builder in Keap [formerly Infusionsoft]
Rating: 4.8 (9 reviews)

Building Advanced Automations for your Business

Created byGregory Jenkins

Last updated 9/2021

English

What you'll learn

The types of situations where automation can help a business
The best practices for thinking about the campaign builder
The fundamental building blocks for building campaigns
The 8-step process for designing and launching an automation campaign

Course content

3 sections • 34 lectures • 6h 33m total length

1.1 - Introduction9:08
Let’s start by answering the fundamental question “What is the campaign builder?” This video should help with thinking about where it fits, and illustrating situations where it can serve you and your business.
1.2 - Campaign Planning Advice3:52
In this video we’ll cover a few high level questions to think through as you’re planning out your campaign, and a few tips that will make your life easier once it’s time to get into the software.
1.3 - Goals and Sequences8:47
In this video we’re going to introduce the campaign building blocks – Goals and Sequences. Every campaign on the planet, no matter how complex, was built using these two fundamentals.
1.4 - The 3 Types of Automation7:48
The phrase “campaign builder” can carry some connotations which might limit the way you think about automation, so in this video we’ll talk about three high-level ways that automation can be classified.
1.5 - Build a Campaign | Part 19:38
In the first part of “Build a Campaign” we map out the high level milestones of our campaign – and lay the framework for the automation that will ultimately support the customer’s journey.
1.6 - Build a Campaign | Part 222:02
In the second part of “Build a Campaign” we configure the first two actual campaign elements, a web form and the sequence delivering our ebook; and then we publish the campaign (for the first time).
1.7 - Build a Campaign | Part 39:49
In the final leg of “Build a Campaign” we configure the remaining link click goal, follow-up sequence, and purchase goal – and we publish the changes with an updated version of the campaign.
1.8 - 8-Step Campaign Process5:53
This is the nine – er, eight-step process for building and launching a campaign. Sometimes it’s easy to get lost in the weeds, but this framework will make sure you focus on the quickest path to progress.
1.9 - Testing Campaigns20:02
The final step before launching your campaign is testing it – so in this video we’ll come over how to test each element of the campaign and a few tactics to help make sure nothing gets missed.
1.10 - Big Picture Strategy8:07
At the end of the day the campaign builder is still just a tool, so having a clear vision for what you’re building is a critical part of the recipe for success.
1.B1 - Campaign Canvas Tips6:26
A handful of tips for maximizing the way you get around the campaign builder canvas.
1.B2 - Email Confirmation Snippet9:44
The email confirmation snippet is a key tool for helping keep your list clean and organized - and can be a critical step in cultivating an engaged audience.

2.1 - Recap and Intro4:56
This first video summarizes what we learned in Chapter One, and sets the stage for what’s yet to come in chapter two.
2.2 - Contingency Planning13:02
The idea that goals can start and stop automation is powerful, but in this video we’re going to cover how this functionality enables contingency planning.
2.3 - Inside a Sequence27:37
This video covers the different communication items and automated processes we can use throughout our sequences to guide our prospects from one milestone to the next.
2.4 - The 3 Timer Types17:23
There are three timer types available to control the timing and pace of the steps inside your sequence – this video covers how to use each of them and when they might serve you best.
2.5 - 3 Types of Goals10:54
This video answers the question “What are the three types of goals?”, and then it answers it again. Confused? Good. You’ll see what I mean.
2.6 - Web Forms and Internal Forms26:05
Module six here takes a closer look at web forms and internal forms – and we demonstrate how to use internal forms by building out an intake form campaign.
2.7 - Landing Pages15:57
In this video we’re going cover another method for collecting leads by building a landing page from scratch using Keap’s native landing page builder.
2.8 - Segmentation and Branching14:35
Segmentation is a core marketing principle – and using decision diamonds to treat individuals differently based on their demographic and psychographic profile is part of what makes the campaign builder so powerful.
2.9 - More Goal Methods25:44
In module nine we take a look at the remaining goal methods available for building your campaigns, and cover examples of when and where to use each of them.
2.10 - Entry Points8:03
The final module of chapter two reviews what we’ve covered, and introduces the new (and important) concept of campaign entry points.
2.B1 - Manually Starting and Stopping Campaigns5:56
Normally your campaign will start because of an action that a contact took - but occasionally you may want to manually start or stop automation, this module shows you how to do just that.
2.B2 - Campaign Actions Menu8:25
In this module we'll introduce the campaign actions dropdown menu - this menu has a handful of features and options which are all designed to help you build better campaigns.

3.1 - You Are Here8:07
Chapter three kicks off by taking stock of where we’re at and what we’ve got remaining – I also make a personal request, and cover some options for what you might enjoy this course.
3.2 - Reporting Introduction5:12
In this video we’ll talk about the stages of a campaign, cover why reporting is so valuable (and why we saved it for chapter three) and cover some key terminology you’re going to see in the upcoming videos.
3.3 - Campaign Reports12:54
There are a set of reports in the Marketing >> Reports area that are specific to giving you insights on your campaigns, this video covers 5 of the most important, and how you can build reports from scratch.
3.4 - Performance Tab12:10
When you publish a campaign it unlocks the reporting tab – this video shows you how to adjust and interpret the specific insights on this panel.
3.5 - Editing Live Campaigns14:30
Once you know how to report on your campaigns, you’re bound to have ideas for where they could be improved – this video covers how you can handle making changes in a handful of scenarios.
3.6 - Campaign Merge Fields and Links10:53
Campaign Merge Fields and Links are two of the most underused features in the campaign builder – in this video I’ll show you how they work, when to use them, and two ways they can save you time.
3.7 - Copying Elements between Campaigns4:36
Being able to build a campaign from scratch is important, but this video shows you how you can simplify the process by repurposing elements you’ve built elsewhere.
3.8 - Linking Campaigns8:22
Each campaign can handle the automation for an individual part of the customer’s overall journey, but being able to confidently connect campaigns together is a critical part to creating a cohesive experience.
3.9 - The Conclusion4:18
Congratulations on your progress – let’s recap what we’ve learned and chat about a few options for where you may want to go next.
3.B1 - The Email Builder12:10
Throughout this course we've used the email builder a handful of times, but in this video we're going to pause and check out the different options available to help you build emails quickly and easily.

Requirements

You should be a Keap user with a Pro, Max, or Max Classic version of the software.

Description

Introducing the CB: Trilogy course – this course covers the Keap campaign builder in three comprehensive chapters. The campaign builder is Keap's most powerful feature (also known as Advanced Automations in some versions of Keap), and so improving the way you use it in your business is key to maximizing the ROI you get from Keap on a monthly basis.

The recommended approach is to build a foundation by starting with the basics in Chapter One, where we'll talk about goals and sequences - the building blocks for every campaign on the planet.

In Chapter Two we'll dig deeper into the goal options, and settings you have available for configuring the sequences that will house the automation between them,

And in Chapter Three we'll talk about how to use the data and insights that your campaigns produce to make adjustments, and optimize the way automation is serving your business.

This course is for anyone who wants to do more with the Keap campaign builder.

Like most tools, the more you understand it, the more powerful it becomes.

Note: Since originally recording the Infusionsoft software has been renamed, and is now the Max Classic version of Keap. The material in this course is still accurate, we just call it by it’s former name.

Who this course is for:

Keap users or individuals who want to develop an understanding of how to use Keap's campaign builder

Using the Campaign Builder in Keap [formerly Infusionsoft]

What you'll learn

Explore related topics

Course content

Chapter One12 lectures • 2hr 1min

Chapter Two12 lectures • 2hr 59min

Chapter Three10 lectures • 1hr 33min

Requirements

Description

Who this course is for: