Add This Tool to Your Marketing Belt: Automate Marketing With Infusionsoft

It’s every small business owners dream. You have a full marketing department backing your business around the clock. Customers are targeted, nurtured, and ultimately converted into buyers – loyal, fanatical buyers. You have one person to keep track of where customers are in the pipeline, nudging them gently to get them to move forward. You have a creative team putting together new campaigns, writing copy, and designing landing pages. And, you have someone who reports back to you daily with information about what’s working and what isn’t.

This type of support matters because you never have to question anything. The team is on call, ready to give you the insight you need to make your marketing a success.

When you automate your marketing with Infusionsoft, this is the type of support you get.

What is Infusionsoft?

Infusionsoft is a SaaS (Software as a Service) product that fuels your marketing team no matter how big or small it might be. It includes email marketing, a CRM, lead generation and analytics to keep your business in-the-know and on track for success.

With Infusionsoft working in your business, you’re able to take more of a set-it-and-forget-it approach. It has the capability of letting you set up robust lead generation campaigns without requiring a background in coding or graphic design. The software is smart enough to know not to contact specific customers after they’ve moved forward in a pipeline (so you stay looking professional). It’s designed for small businesses that need a little boost to bring their ideas to life.

Let’s take a closer look at the specific ways you can automate marketing with Infusionsoft.

Use Infusionsoft With Your Social Media Marketing

You’ve worked hard to build your following on Facebook, but how much revenue are your likes, shares, and comments bringing you? If you’re like most small businesses the answer is unclear.

This program lets you turn Facebook fans into fanatical buyers with enhanced social media promotions.

Design and create campaigns on Facebook by using your business’s page to gather new leads. Create interest and attract new fans by giving an incentive to follow your brand. Build your audience by giving an enticing reason to hand over their coveted contact information.

Infusionsoft makes your social media marketing lucrative. It’s easy to setup. Once it’s up and running, you can sit back and relax while new leads roll in. This is growing your business on social media.

Use Infusionsoft With Your Lead Magnet

You can also use Infusionsoft to automate the attraction of new prospects using a lead magnet.

The program offers you landing page templates and guides to create your own campaign. Once done, it will automatically funnel your new leads into a campaign specific pipeline. Here you can monitor where people are and what’s working.


It’s the benefit of differentiating audiences that’s often overlooked. With various pipelines your business is set up for higher conversions without you having to spend extraordinary amounts of time nurturing each unique customer.

You’re able to cast a wider net without diluting your message – something other email marketing platforms struggle to do as seamlessly.

Use Infusionsoft as a CRM

With your leads in place, you need to determine where your customers are in the buying cycle. Are they interested but not ready to buy? Or are they slowly taking out their wallet, preparing to open it up to you?

Knowing this is vital. It determines how you approach your customers and how aggressive you are at pushing your message. With Infusionsoft you can:

  • Track who is opening emails;
  • When people buy;
  • What stage each person in your contact list is at in the buying cycle.

These functions are all automated. Data entry becomes easier and you get a better grasp on what’s happening in your business from a bird’s eye view perspective.

Use Infusionsoft to Nurture New Leads

Once you have your leads in their pipelines, the next step is to slowly nurture them.

Infusionsoft makes it easy to build trust with these new prospects through valuable email marketing. Because the program works as a CRM as well as a marketing tool, you’re able to automate how you send emails to your customers.

Contact your prospects at just the right time. Set up rules to determine when a customer gets an email and when they don’t.

Here’s an example. If your lead came in through a free e-book offer and your goal is to get the person to buy your course, you will want to continue to send updates about what the course is and why it’s so fantastic. However, once a person buys the course, you don’t want to keep sending them messages. You’d confuse your customer and look unprofessional.

Infusionsoft eliminates that risk. Instead, you can set rules for how your emails are sent. If a person performs a certain action, they’ll get X email next instead of Y. If a customer opens an email and clicks on a link but doesn’t buy, they’ll get Z email next.

It’s a clever way to make your marketing feel personal without you having to go through the painstaking task of manually sending each message.

Use Infusionsoft to Improve Your Campaigns

Congratulations! You’ve setup your campaigns, have them automated and now it’s time to sit back and relax, right? Not quite.

Now it’s time to test, tweak, and improve.

Infusionsoft helps you create more advanced campaigns by giving you more detailed analytics. You’ll get reports that show exactly what’s happening with your marketing so you know where you’re losing customers and where you have an opportunity to attract new customers.

Infusionsoft helps you make more money by giving you the tools to automate the parts that don’t require time consuming labor and more time to focus on the analytics to improve your funnel. You save time and make more money. A win-win.

Bring Your Marketing Tasks Together

From attracting new customers, to nurturing leads and closing sales, Infusionsoft is a one-stop shop for marketing automation. This is perhaps one of the biggest reasons we recommend it so highly.

It’s a time saver. You don’t have to waste your time toggling between apps trying to connect the dots. Instead, automate every step of the marketing and sales cycles to do the job effectively. You’ll take a burden off your shoulders and your customers will thank you with more sales and loyalty.

Ready to Give It a Try?

At Marketing Samuari, we have Infusionsoft Certified Consultants on hand. These consultants can help you set up strong campaigns regardless of whether you’re new to the platform or you’ve used it for years. Contact us to learn more.

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