#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 & GA
2. Best Template Strategies & Enhancements
3. Advanced Campaign Decision Logic
4. Native One-Click Upsells
5. 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 behaviors
Lead Sources track ROI from contact behaviors
Combining the two empowers deep insights to your most
profitable and engaged channels!

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 Schema
FB 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_m
edium=stage&utm_term=perfect-lead-tracking-roi-
ga&utm_content=example&utm_campaign=slide
15&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.com
www.goo.gl

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

Tactic #2
Best Template Strategies & Enhancements
• Hard Bounce Recovery Nurture
• Free Resource Personal Touch Base
• Sales Pipeline Intermediate Kit

+ 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 Term
Nurture
Sales Pipeline Intermediate Kit

Sales Pipeline Intermediate Kit

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

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

Legacy Logic Model

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 #4
Native One-Click Upsells
• Setting Up Create an Order Action
• Campaign Model
• Connecting to Order Form

Setting Up Create an Order Action
Required Payment Plan Configuration

Setting Up Create an Order Action
Action Set Configuration

One Click Upsell Model

Connecting to Order Form

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

Tactic #5
Native 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?
paul.sokol@infusionsoft.com @voyicks
www.paulsokol.me www.iscookbook.com

#PartnerCON15 - Paul Sokol's Black Belt Ninja Tricks

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