How to Setup an Autoresponder Campaign with InfusionSoft and CallLoop
Being an Internet marketer will take a lot of your time especially if you have a small team to help you with follow-ups or responses for your customers. Let’s change that today with the help of InfusionSoft and CallLoop. I’m going to take you through a step-by-step process to get your Autoresponder up and running in less than 15 minutes.
Please Subscribe to my YOU TUBE HERE and ding that notifications bell!
An autoresponder will be very useful for a webinar response or a quote for a customer especially if you can follow it up with a voice mail, a text message, or multiple emails
Step #1 Setup Your Campaign
First, what you want to do when you get to the landing page of InfusionSoft’s interface is to click “Actions” from the upper right part of the screen.
Step # 2 Setup Follow Sequence
In here, you’ll see a basic flow of what’s going to happen, for the mean time I’ll set it up to 1 minute just to test it out, you can change this to however you want later on, depending on how long you want to wait until the system sends a follow up to your clients.
Click “BTV Follow 1” or the third icon to edit the automated email’s content.
In here you want to make sure everything is setup accordingly. Make sure you have the right email addresses, setup the appropriate subject, and even the preview text. In the email’s body, I also make sure to add a link for my YouTube channel so my customers know they can trust me. Throw in your Yelp link too if you don’t already have one. You can check mine out here: https://www.yelp.com/biz/bachelor-vegas-las-vegas
You can pull a signature from InfusionSoft or you can create your own. I’ve been trying to import a signature in from WiseStamp.com but you can’t use it on InfusionSoft, it would have been really nice if that were possible because it’s a really good tool for getting your signature looking real nice like what you would find on Outlook. Once you’re done, click save.
All I have to do is click “Add Message” and it will allow me to put in my phone number. I’ll change the message name to BV Quote Follow Live 1 then I’ll just leave a message. So basically, when somebody picks up the phone when the system calls, whatever you recorded here is what they will hear. Now if the call goes to voice mail, you can also record a different message as seen on the option below.
The recorded message can be the same if you want, but I’d like to change it up a bit so to make it more personal.
Step #3 Setup Call Loop
This one gets a bit more interesting, I’ll leave InfusionSoft’s website first and let me take you over to CallLoop and show you how to set that up. Once you’re on the page and you’re already logged in, click the “Groups” tab on the upper right part of the page.
What you want to do next is to go to “Messages” on the upper right part of the page then click on “Triggers.” Go ahead and type in the trigger name and populate the Message body then click “Create Trigger.”
Then after pasting the link, go ahead and click the button on the upper right part of the screen that says “Draft” to set the CallLoop to “Ready,” do this on all the icons to make sure you’re all set.
You can repeat the process on the proceeding follow ups that you can find when you scroll to the right. Make sure to change the messages up as appropriate to make sure your campaign follow up procedure will go smoothly.
The whole process gets easier once you do it a couple of times more but there you have it. An easier way to make your follow-ups look more professional and less time consuming.