x Infusionsoft New Member Campaign

1. Open Infusionsoft qs101.infusionsoft.com and navigate to Marketing > Campaign Builder.

Begin by duplicating an existing campaign such as #1292 "ISCA Purchase Oct 2014 Program"

2. Change the trigger entry point for the campaign to the new product. Do this by double clicking on the shopping cart icon and selecting the new product.

3. Update the tags within the sequence using the new tags.

4. Move the copy from the Welcome emails into a Word doc and send to Sandy for editing. Once complete, update the copy in the sequence and publish.

5. Test the sequence by purchasing the new ISCA program with a temporary coupon code and ensure you're added to the new sequence.

To set up a temporary coupon code navigate to E-Commerce > E-Commerce Set up

Create the coupon code such a "testspecial" for the test and save.

Go to Promotions, Add new Product Specific Discount

Fill in as follows :

You must create specific criteria otherwise the discount will apply to all orders:

Begin by filling in the product that must be in the shopping cart and the promo code you just created.

Important: once you've confirmed the orders work and trigger the Welcome Sequence you must delete the coupon code and product specific discount. This is primarily done so you can test the order without putting the full amount on your credit card.

Important: If there's a glitch and you need to add tags manually, pull up the coaches' contact record and Click on Actions button. Choose Apply Action Set > then click on the menu under Add New Action > click on Run Another Action Set > click on the Menu under Please Select one > choose March 2015 ISCA Program - Sucess > Click Save and Process Action.

That action set will apply the tags and email sequence