#partnercon15 - paul sokol's black belt ninja tricks

Black Belt Ninja Tricks Presented by Sensei Sokol

@voyicks #partnercon15

Who Is Paul Sokol?• Infusionsoft customer since ‘08• Developed the 70+ free campaigns in the

Marketplace• Speaker at last 3 ICON events• Wrote the Infusionsoft Cookbook

(Packt Publishing)• Currently works in Product Development

on the Small Business Success Method team


In The Dojo Today…

1. “Perfect” Lead Tracking for ROI & GA2. Best Template Strategies &

Enhancements3. Advanced Campaign Decision Logic4. Native One-Click Upsells5. Native QR Code Automation

“Tracking traffic patterns and tracking ROI are equally important”— Lee D. Source, student


Tactic #1“Perfect” Lead Tracking for ROI & GA

• Understand UTM parameters• Figure Out your Google Analytics

Schema• Understand Lead Sources• Use UTM and LeadSourceId Parameters• Link Shorteners


Google Analytics tracks visitor behaviorsLead Sources track ROI from contact behaviors

Combining the two empowers deep insights to your most profitable and engaged channels!


@voyicks #partnercon15Tactic #1“Perfect” Lead Tracking for ROI & GA

http://paulsokol.me/?utm_source=pcon15&utm_medium=stage&utm_term=perfect-lead-tracking-roi-ga&utm_content=example&utm_campaign=slide7

Google Analytics allows us to use “utm” parameters to track extra information about page views. These give you the ability to slice and dice the data more precisely for better reporting and informing decisions


Every link EVER should be uniquely trackable as a result of the utm parameters!


One Possible UTM Schema

• Source*: What channel was the link found?• Medium*: What medium on the channel?• Term: What is the name of the specific asset?• Content: What is the topic/context around the link?• Name*: Which link EXACTLY?


Examples Using This UTM SchemaFB Post eBook Direct Mail

Destination Mastermind opt-in Course sales page Online donation portal

Source* facebook pdf direct

Medium* post ebook letter

Term status inbox-zero-hero kcr-nov-donations

Content mastermind-promo course-promo pauls-story

Name* 10-15-15 page-33 page-2-2


Building These Links Is Easy!


Lead Sources inside Infusionsoft


Main Nav > Marketing > Lead Generation


Tracking Expenses per Lead Source Empowers ROI Reports



Combining the two empowers deep insights to your most profitable and engaged channels!

• Make sure you have the Google Analytics tracking on the page(s) you are driving towards

• Make sure your form(s) have hidden and empty LeadSourceId fields*

* Must use hosted OR javascript version to populate hidden lead source field



http://paulsokol.me/?utm_source=pcon16&utm_medium=stage&utm_term=perfect-lead-tracking-roi-ga&utm_content=example&utm_campaign=slide15&inf_field_LeadSourceId=333



Should I create a unique Lead Source for EVERY link possible?

Not necessarily. Lead sources track expenses, use costs as the determining factor for different

lead sources.



Shorten Links Where Appropriate

www.bitly.comwww.goo.gl


http://www.bitly.com/

http://www.goo.gl/

“Starting with something is always faster than starting from nothing.”—Tim Plate, student


Tactic #2Best Template Strategies & Enhancements

• Hard Bounce Recovery Nurture• Free Resource Personal Touch Base• Sales Pipeline Intermediate Kit

@voyicks #partnercon15Tactic #2Best Template Strategies & Enhancements

+ Strategic Nurture

Hard Bounce Recovery Nurture


Strategic Nurture for Email Preferences


Strategic Nurture for Sales


+ “Personal” Follow Up

Free Resource Personal Touch Base


Free Resource Personal Touch Base


+ Long TermNurture

Sales Pipeline Intermediate Kit


Sales Pipeline Intermediate Kit

“Legacy rules can be leveraged for really powerful Campaign Builder decisions”— Axe N. Set, student


Tactic #3Advanced Campaign Decision Logic• Using Legacy Rules in Campaign Model• Setting Up Legacy Rules for Advanced

Segmentation


Legacy Logic Model

Tactic #3Advanced Campaign Decision Logic


The Called Action Set


Main Nav > Marketing > Settings > Action Sets


Real Life Example: Checking for Phone #


“3rd party add-ons aren’t needed in 90% of one-click upsell circumstances.”— Juan Timeoffer, student


Tactic #4Native One-Click Upsells

• Setting Up Create an Order Action• Campaign Model• Connecting to Order Form


Setting Up Create an Order ActionRequired Payment Plan Configuration



Setting Up Create an Order ActionAction Set Configuration



One Click Upsell Model



Connecting to Order Form


“Personalized QR codes that trigger automation upon scan rule!”— Morris “Moe” Bile, student


Tactic #5Native QR Code Automation

• Setting Up Scan Trigger• QR Scan Model• QR Generation Tactic• Adding QR to Email


Setting Up Scan Trigger



QR Scan Model



QR Generation Tactic


• Find a free service that generates a QR code• Generate a QR code for any URL• Look at source code on generated image• Replace URL parameter with Automation Link

merge field


QR Generation Tactic


Demo using http://www.qr-code-generator.com/


~Link-xxxx~

Adding QR to Email



Thank you for your attention!

What questions do you have?

[email protected] @voyicks

www.paulsokol.me www.iscookbook.com

Get your Infusionsoft Cookbook today!