Infusionsoft's Summer 2012 Release - Campaign Builder and E-Commerce Enhancements

The Infusionsoft Summer 2012 release focuses on enhancing the features released last spring.  We collected customer feedback and responded with the following innovations and improvements, which give you additional control over the campaign experience you create. Watch the July 9 customer training webinar or review the summary below to find out more.

Marketing

Last spring we launched the Infusionsoft drag & drop campaign builder. This tool provided small businesses with a way to visually design a complete customer experience strategy before configuring the individual Infusionsoft features. The campaign builder unified strategy and functionality making it easier for users to create a holistic, connected sales and marketing process. This release makes the campaign builder even better by extending its functionality and giving users more control over campaign behavior.

Web Form / Landing Page Goal

You can now create campaign web forms and landing pages by copying an existing legacy web form (drag & drop only), campaign web form, or campaign landing page. This allows you to quickly create new web form and landing page goals, making only minor adjustments to fields, design, and thank you pages. When you edit a web form or landing page goal, you'll now see the option to "copy from campaign" or "copy from legacy".

 

Web Form / Landing Page Goal FAQ:

1. What happens when I copy a web form or landing page?
   Creating a copy is like using the "save as" function in other software programs. You create a new instance of the web form or landing page that looks exactly like the original. You can then edit the copy as needed without making any changes to the original. 
2. What is copied?
   The copy will have the same meta data, design, field & content snippets, content, and thank-you page as the original web form or landing page. You can edit the copy after it is created.
   
3. Are the actions from my legacy form copied?
   No, the actions from a legacy web form do not carry over to the copy. You must connect a campaign sequence to the form and add sequence objects that apply tags or notes to contacts,create tasks & opportunities, or send emails or HTTP posts.
4. Why can't I find an existing web form when I search or view the list?
   You are not able to copy classic web forms (pre drag & drop builder). You can only copy legacy forms that were created with the drag & drop builder.
5. My web form or landing page goal does not show up when I try to "copy from campaign."
   The campaign web form and landing page dropdowns display only published items. You may need to publish the campaign you're copying from before you can proceed.
   

HTTP Posts in Campaign Sequences

HTTP Post is now available from the process section of the campaign sequence toolbar. You can schedule HTTP posts in campaign builder sequences and control the way the data is posted. The addition of the HTTP post object makes it easier to create campaigns that integrate with membership sites, like CustomerHub, and other third-party applications. 

The new HTTP post object gives you more control. You can:

• select specific fields instead of posting all contact data to the post URL
  
• customize the name of the data fields to correspond with external requirements or existing scripts
• control the order the fields are displayed in the post URL
• combine fields (e.g. post first and last name as the "name" parameter)

HTTP Post FAQ

1. Which fields are required to create a member in CustomerHub?
   You must post the Infusionsoft ID, First Name, and Email Address fields.
   
   
2. Which fields are required for _______ integration?
   Your developer or third-party application provider will need to supply you with this information.
   
3. Can I use a HTTP post object in more than one sequence or campaign?
   Not at this time. You will need to create a new HTTP post object for each occurrence. You can currently save emails as templates and (with this release!) can copy existing web forms and landing pages, but the other sequence objects (HTTP post and others) can only be used once.
   

Campaign Entry Point Setting

The entry point settings give you additional control over campaign goals. Prior to this release all goals, by default, were considered entry points into the campaign. A contact did not have to enter the campaign through the first campaign goal and you could not limit the number of entry points. A contact would enter through any goal. With this release, the FIRST goal is the only default entry point for new campaigns.  If you want additional goals to be entry points as well, you must designate them as such.

In the campaign pictured below, the first goal is a free video series landing page. The additional goals are purchases. If your campaign looks like this, there is only one entry point - the first goal (landing page). The contact will not be added to any of the sequences in this campaign unless they request the video series through the landing page. In this case, the landing page form is required.

This is an example of the same campaign with the purchase goals designated as entry points. This campaign has 4 entry points, the landing page and all 3 of the purchase goals. If a contact purchases without first filling out the landing page form, they will enter the campaign at one of the purchase points and receive the sequences that are connected to the right of the purchase goal. In this scenario, the landing page form is not required. 

When you turn the entry point setting on an entry point icon is displayed on the goal icon.

Entry Point FAQ:

1. How does this change impact my existing campaigns?
   Your previous campaigns have been updated so that the entry point settings are consistent with the pre-release defaults. All existing goals have the entry point setting turned "on" and display the entry point icon. This means that a contact can enter your campaigns at any point (scenario 2 above). If you want to limit the number of entry points for an existing campaign, you should review it and edit the goal settings to turn the entry point setting "off".
   
   
   
2. How do I find the entry point setting?
   Click on the colored goal setting icon (green shopping cart in the example above) to mark or un-mark the check box beside the "Set as entry point" option. Then, save the change.
3. Why doesn't the first goal in the campaign display the entry point icon?
   The first goal does not display the icon because it is the assumed entry point. You are not able to modify the entry point settings for that goal. 
4. How many entry points can I have in a campaign?
   Any goal can be an entry point - there is no limit.
   
5. Why can't I change the entry point settings for a link goal?
   A link is always a transition point, not an entry point. The contact must receive an email in a preceding campaign sequence to click on a link that satisfies a link goal.
6. In what situation would I want to keep the entry point settings "off"?
   We had some customers give us feedback about goals using tags. Previously, contacts always entered a campaign when a tag assigned to a campaign goal was applied (manually, by Infusionsoft, or through the API). Contacts were inserted into the campaign even if they had never been through any previous campaign processes. If your team is applying tags manually to contacts who may or may not be in a campaign, you can turn the entry point setting "off" so that only those contacts who are actively going through the campaign will proceed to the next stage when the tag is applied.  The same is true for the other goals.
   

Sequence Settings

The campaign builder connects a series of goals and sequences to lead contacts down a strategic communication path. This release includes sequence settings that give you the option to:

• stop a sequence when one of the subsequent goals is achieved
  
• allow the sequence to run to completion

Prior to this release, sequences always stopped when one of the subsequent goals was achieved.

In this example, Rachel Baker offers a series of video tips to her prospects. She wants them to receive all of the video tips, even if they purchase her membership or coaching program. She changed the Video Series sequence settings to "Runs until completed" to make this happen.

Sequence Settings FAQ

1. How does this impact my existing campaign sequences?
   Your existing campaign sequences are set to "stop immediately." If you want a sequence to "run until completed" you will need to go to the campaign builder to adjust the sequence settings.
2. When would I want to stop a sequence immediately?
   When the content of your sequence is designed to promote event registrations or the purchase of a particular product, then you would want the sequence to stop immediately when the contact responds. If the contact signs up for the event or purchases the product, then the remaining content of the sequence is likely no longer relevant.
   
3. When would I want to allow the sequence to run until completed?
   When the content of a sequence is educational or related to internal work flow, you may want the sequence to run until it is completed, even if the contact responds to the goal that follows the sequence in the campaign. If you promise to send someone 9 marketing tips with relevant, valuable content, then it makes sense to send the entire series (even if the contact responds to the subsequent goal).
   

Campaign Reporting

Since the last release, we added campaign reporting tools that provide visibility into campaign performance.  The reporting tools allow you to evaluate the performance of your campaign by viewing contacts in the campaign and seeing which campaign goals have been achieved.  You can also see recent and upcoming campaign activity for individual contacts.

E-Commerce

PayPal Express Signature

We've upgraded the PayPal integration to make it easier than ever to integrate PayPal Express. This integration no longer requires you to obtain a PEM / API SSL certificate or rely on our support team to help you upload it. Instead, you just add your PayPal Signature to the PayPal Express checkout settings. You can request and obtain the PayPal signature through My Account > Profile > More Options > My Selling Tools > API. View instructions from PayPal. 

This update will pass the buyer's address from the Infusionsoft shopping cart into PayPal.

PayPal Express Signature FAQ

1. How does this change impact my current PayPal Express integration?
   If you already integrated Infusionsoft with PayPal Express using the PEM / API SSL certificate, the integration will continue to work as expected. This change will not impact your current setup.
   
2. How do I switch to using the PayPal signature instead of the PEM file?
   If you add the PayPal signature to your PayPal integration, the previous PEM / API SSL file will be removed. The PayPal signature will be used instead.
3. How do I set up PayPal with Express Checkout?
   After you set up your PayPal business account, you must activate the Express checkout option within your account and request API credentials. When you add a PayPal account to Infusionsoft, you'll need your PayPal login email address and password and the API username, password, and signature.
   

PCI Security Enhancement

To maintain compliance with PCI (payment card industry) standards and protect our customers from risk, we've added another layer of security checks. These checks reduce the risk of unauthorized activity from unverified sources. When a user accesses any page of the Infusionsoft application from an unverified source, they will see the following security warning.  The security warning gives the user a chance to verify the referral link as safe and continue to their application or cancel their request and return to their Infusionsoft dashboard.

This enhancement protects your Infusionsoft application from cross site scripting and request forgery.

When in doubt, the user should click on  and navigate to the desired page in their application through a trusted path (e.g. Infusionsoft navigation menu).

Security Warning FAQ:

1. Will my prospects and customers see this warning?
   Your prospects and customers should not see this warning. They visit publicly accessible pages (hosted landing pages, web forms, order forms, shopping cart, and emails). The warning displays when a user tries to access a page that requires them to log into your Infusionsoft application.
2. What should I do if I see a warning when I don't think I should?
   Submit a support case to Infusionsoft. Provide the exact click-steps you went through to produce the warning and include the URL of the Infusionsoft page you were trying to access.