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.
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
