Hack Keap / Infusionsoft Lead Scoring to enable contact engagement tracking

If you are not using the Lead Scoring functionality of Keap / Infusionsoft for conventional lead scoring as part of your sales process then you may be interested in this Keap / Infusionsoft hack.

It is not so easy in Keap / Infusionsoft to see how engaged contacts are with your marketing – both individually or in reports. There is an email status report (in Marketing Reports) and there you can pull out a report for “Unengaged marketable”. But it is rather limited.

However, if we hack the Lead Scoring functionality we can light up flames on the individual contact to show how engaged they are. And we can create a dashboard report to show our hottest contacts right down to those who are not interested at all and should be added to a reactivation campaign and failing that removed from marketing altogether.

So with this hack we can take into account:

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Age of contact
Email Opens
Link clicks
Form submissions
Purchases
Visits to the website

I made a short 8 minute video to show how this works.

Cheers

Julian

Celia Gaze – Wedding & Event Venue

I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.…

Check out this short testimonial video by Celia Transcript: Celia Gaze I met with Julian and prior to this I had mapped out on the wall over a series of around eight A1 size flip charts the entire wedding process from the initial inquiry right through to the end result of delivering a wedding. Celia Gaze I took this series of seven spreadsheets and worked with Julian to create a sales pipeline, right from the initial inquiry right through to the delivery of a wedding. So not only was Keap / Infusionsoft being used as a sales and marketing tool but has also transformed into an operational management tool for the delivery of weddings too. Celia Gaze So to have one system which will not only market weddings, but also deliver them is just amazing for us. From when I met Julian we were running two weddings and when we implemented Keap / Infusionsoft, and we're now just over two years later, running this year about 54 weddings, so to go from two weddings to 54 weddings in the space of two years is incredible. This is with no advertising. This is with implementing a system that actively collects the data of the customers and then uses that to do proactive marketing. Celia Gaze I just can't rate Julian highly enough, unbelievable for somebody to even think about what's going on in my head but yet to take my seven flip charts and translate them into a system that has had such phenomenal results in my business is unbelievable. I have absolutely no hesitation whatsoever in giving Julian Mills five stars for his work.

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Celia Gaze - The Wellbeing Farm

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