Gain more customers by retargeting new leads with full-funnel ads and on-site CTAs

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RECIPE FIVE

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In this recipe, you’ll see how to use Infusionsoft, PlusThis and ConvertFlow to gain more customers by retargeting leads with full-funnel ads and on-site calls-to-action.

This will allow you make sure you engage your leads with the right offers at each step of your funnel on your website, across the web and by email.

Here’s what we’ll cover:

  1. How to automate which calls-to-action visitors see on your website at each step of the funnel based on the tags they have in Infusionsoft
  2. How to automatically add and remove contacts to Facebook custom audiences so that they see the right ads at each step of the funnel


Let’s dive in….

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Next, we’ll create a CTA goal called “lead magnet”, which we’ll promote with our lead magnet CTA.

Next, we’ll add automation to apply a “lead” tag in Infusionsoft when a new visitors downloads our lead magnet.

We’ll also add automation to progress this person to the next stage in our flow, which will allow us to show them a different CTA when they load up another page or revisit our website.

Now, let’s create a stage called “returning leads”.

To all leads who are revisiting our website, this stage will show a CTA to these visitors, promoting our low-end product, also known as a tripwire.

Let’s create a CTA goal for our tripwire, and add our Tripewire CTA to our goal.

This CTA will engage visitors and guide them to our tripwire’s sales page.

Once these visitors buy our tripwire, a “tripewire customer” tag will be applied to them in Infusionsoft.

To recognize whether these leads have bought our tripwire, we’ll create a Visit goal in the same “returning leads” stage.

This visit goal will check to see if the visitor has the “tripwire customer” tag applied to their contact record.

And if they do, it will run an automation to progress these visitors to the next stage in our flow.

As you can see below, our final stage is for “Tripwire customers”.

As you can see, by setting up a flow in ConvertFlow, you can automate which calls-to-action visitors see on your website, through your marketing funnel.

Now, let’s make sure they receive the right emails and see the right ads at each step of the funnel.

We’re also going to create a sequence that contacts who start this campaign get added to, called Lead Sequence.

In this sequence, we’re going to use PlusThis to add contacts to the right Facebook custom audience, and we’ll deliver the right email follow up campaigns.

Let’s head over to PlusThis to use their Facebook Audience Trigger to add these leads to a custom audience on Facebook.

As you can in the image above, PlusThis’s Facebook Audience trigger allows us to find & match contacts by their email address or phone number, and add them to the right Facebook custom audience.

Once we click “save”, PlusThis will give us a special URL to use in our Lead Sequence within Infusionsoft.

Back in Infusionsoft, let’s add an “send HTTP Post” action to our sequence.

1. How to automate which calls-to-action visitors see on your website at each step of the funnel based on the tags they have in Infusionsoft

To automate displaying the right offers through the right CTAs for visitors at each step of the funnel, we’ll need to create a Flow in ConvertFlow.

Using ConvertFlow’s Flow campaign builder, you can create automated CTA campaigns that dynamically change based on who the visitor is, their activity on our website, where they are in our funnel, and what data we have on them in Infusionsoft.

In our example below, we’ve created a flow with a stage called “new visitors”.

This stage will contain all the CTAs we show to new visitors who are not contacts in Infusionsoft.

2. How to automatically add and remove contacts to Facebook custom audiences so that they see the right ads at each step of the funnel

Within Infusionsoft, we’re going to create a campaign that is triggered when a contact gets the “lead” tag applied to their contact record.

This will happen they submit our call-to-action to download our lead magnet.

Now, we’re going to engage every visitor who bought our tripwire with a call-to-action to join our webinar, so they can buy our upsell (our more expensive product).

We can then paste our special URL from PlusThis in the HTTP Post action’s settings.

As a next step in your sequence, you can follow up emails, so that leads receive a lead nurture campaign that drives them back to your website, and helps them take the next step.

Now, we’re going to rinse & repeat, and create a sequence just like this for our Tripwire customers and for customers that upgraded to our most expensive product.

When creating Facebook audience triggers within PlusThis for Tripwire customers and for our upgraded customers, you’ll want to make sure you remove these contacts from the previous Facebook custom audience.

You can see below how we’re removing contacts who bought our Tripwire from the Leads audience and are adding them our Tripwire customer audience.

You can also see how we’ve done the same for our upgraded customers below, and have removed those customers from the Tripwire customer audience.

Once you’ve set up these sequences, CTAs, and Facebook custom audiences for each step of your funnel, you’ll now have multi-channel marketing campaigns throughout your entire funnel.