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How to Set Up Lead Scoring Automation in Infusionsoft/Keap Based on Engagement [Video]

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Marketing Platforms and CRM

How to Set Up Lead Scoring Automation in Infusionsoft/Keap Based on Engagement

This video is a bit of a departure from my typical Meta ads-only focus, but there is an eventual advertising angle.

For a full written tutorial and some additional details I may have skipped over here, check out my blog post at https://jonloomer.com/scoring

While this is Infusionsoft/Keap specific, I hope this provides inspiration if you are using a different CRM.

I had been searching for a way to set up lead scoring automation in this way for years and finally implemented this strategy at the start of February. The results have already been good, and I expect them to get even better as these scores fill out further.

The goal is to isolate those people who have recently clicked links in my emails. I use this as a signal because if you haven’t clicked a link in my emails during the past two months, for example, I don’t need to email you as often. If you clicked during the past week, I can push the frequency a bit more.

The result so far is that my Click Rate was 3.7% in February, which includes when I emailed only these smaller groups as well as when I emailed all subscribers. For most of those emails where I messaged only those who clicked recently, the click rate was 10-20%, and sometimes even higher.

But the opt-out rate also continues to be at an all-time low of .06%. Truthfully, I wouldn’t mind pushing this a bit harder to see when that opt-out rate will increase. Otherwise, it tells me I can increase my frequency to keep generating more traffic to my blog posts.

This video walks through the tags, automation, and lead scoring system I’m using to execute this. I also briefly discuss how I’m applying it to my advertising to drive quality traffic to my blog posts — which is a nver ending battle.

Enjoy!

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