Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Tracking e-mail engagement levels

When we can segment our database based on someone's engagement with your e-mails, it unlocks an entire world of automation potential.

This information can be used to plan promotions, automatically switch paths, or simply enhance an existing report for a deeper layer of insight.

This type of segmentation cannot easily be performed retroactively, so the sooner a business implements this recipe, the sooner they begin building their pool of data.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and in a new campaign.

We also need to have some tags created:

  • Three tags to track the engagement levels: hot, warm, and cold

  • One functional tag that will trigger/reset the previously mentioned engagement tags

How to do it...

  1. Drag out two tag goals and a sequence; connect and rename them accordingly:

  2. Double-click on the first tag goal and configure it for the functional tag, which will start the tracking; click on Save:

  3. In the lower-left corner of...