Accelerate sales and schedule more calls with dynamic sales rep CTAs

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RECIPE TWO

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In this recipe, you’ll see how to use Infusionsoft, PlusThis, ConvertFlow and Calendly to accelerate sales and schedule more calls with dynamic rep CTAs.

Automating how sales & marketing work together is a powerful way to acquire more customers and grow revenue. It also helps you make every marketing campaign much more impactful, generate more ROI on your marketing, and automatically fill your sales pipeline with potential buyers without depending on sales reps to repeatedly sort through your contacts for qualified leads to reach out to. 

Here’s what we’ll cover: 

  1. How to apply tags to contacts who respond to your Infusionsoft marketing emails using PlusThis 
  2. How to use Infusionsoft to automatically round robin assign contacts to sales reps, when they respond to your emails 
  3. How to schedule more calls with dynamic sales rep calls-to-action using ConvertFlow and Calendly


Let’s dive in….

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First, you’re going to create a campaign in Infusionsoft that is going to run automation sequences that will assign sales reps to contacts who respond to your marketing emails.

Then inside your campaign, you’re going to set this campaign to trigger when a specific tag is applied to contacts who respond to your marketing emails sent from Infusionsoft.

Now, to actually get this tag applied to contacts who respond to your emails, let’s head over to PlusThis to use their Email Trigger feature, which will make this tagging automation possible.

PlusThis’s Email Trigger will allow us to set which tag we want to apply to contacts that respond to our marketing emails.

Once you’ve specified which tag, you want applied, click “save”. 

You’ll then see a special email address PlusThis has given you, that you’ll use as your “reply to” email address in your Infusionsoft emails.

Here’s an example of a broadcast email in Infusionsoft using the PlusThis email address as our “reply to” email address.

Now, you can use this “reply to” email address for any marketing emails we sent out that have the goal of creating qualified leads for sales to reach out to. 

Next, let’s head back to our Infusionsoft campaign to automate assigning sales reps to contacts who respond to our emails.

After we’ve set up our Infusionsoft campaign to be triggered when a specific tag gets applied to contacts after they respond to an email, let’s then run a sequence that uses round robin to assign qualified leads to our sales reps using the “assign an owner” action.

Now, heading back to our campaign, let’s create two more sequences; one for assigning leads to sales rep #1, and another for assigning leads to sales rep #2.

By connecting our first “Assign sales rep” sequence to our two other sequences, a decision diamond will be creating in Infusionsoft. This is going to allow us to set rules for when a contact is going to run the “assign to sales rep – Ethan” sequence and when a contact is going to run the “assign to sales rep – Jonathan” sequence.

All you have to do is set a rule for each sequence to run when the contact’s owner field matches the appropriate sales rep.

Next, inside each sales rep sequence, you’re going to apply a special “Assigned to rep” tag as shown in the image below.

This is going to allow us to use ConvertFlow display the right sales rep’s calls-to-action to visitors who are assigned to that sales rep.

Now that we have that done, let’s move on to the next step….

Next, we’re going to create a stage to describe what type of visitors we’re targeting on our website. We’ll call it “Returning Leads” because we’re only going to targeting contacts in Infusionsoft who visit our website.

Then, we’re going to create a Visit Goal to segment out our qualified leads from everyone else.

Visit Goals allow you to run actions on visitors based on which pages they visit and what you know about them.

In our Visit Goal, we’re going to target visitors who have the “wants sales meeting” tag in Infusionsoft, which is the tag we apply to their contact record when they respond to our marketing emails sent from Infusionsoft.

With that targeting condition applied, we’ll then set the automations we want to run when visitors who have the “wants sales meeting” tag visit our website.

In the example below, we’re going to set 2 automations:

– Progress person to next stage (which will move these visitors into the next stage of our flow)
– Refresh person’s CRM targeting data (which will check for their latest tags applied on their contact record in Infusionsoft)

Now, we’ll create another Visit Goal called “Segment unqualified leads”.

This goal will take every visitor who doesn’t have the “wants sales meeting” tag in Infusionsoft and will add them to a different flow or campaign on our website.

Next, we’ll create another stage that will display the CTAs that are being presented by our sales reps to visitors who have the “wants sales meeting” tag in Infusionsoft.

You’ll see we have created two goals.

However this time, we’ve created two CTA Goals. One for each sales rep.

Here’s how they work…

2. How to use Infusionsoft to automatically round robin assign contacts to sales reps, when they respond to your emails

3. How to schedule more sales calls with dynamic sales rep calls-to-action using ConvertFlow and Calendly

Within ConvertFlow, we’re going to create a flow that will automate showing the right calls-to-action on our website, presented by the right sales reps, based on which sales rep the visitor is assigned to.

Each CTA Goal is set up to promote a specific CTA for each sales rep, to help them schedule more sales calls.

As you can see in the image above, this sales rep’s CTA will allow show to visitors who have the tag “Assigned to rep – Ethan” applied to their contact record in Infusionsoft.

And once visitors engage with a CTA presented by this sales rep, we have an automation set up  to send our sales rep a lead alert immediately, notifying him/her of which qualified lead scheduled a call.

Now that we have our targeting conditions and actions applied to this goal, let’s create the call-to-action for our sales rep.

We’ll select Hooks, and then select the “corner vertical” style, which will be slide up CTA visitors see when they arrive on our website and are reading our content.

This will take us to the CTA visual builder, where you can design a beautiful call-to-action that’s branded for your sales rep.

On the first step of this CTA, we’ll present two buttons:

– Send me an email
– Schedule a call with me

One will trigger their device’s default email provider to open a window for them to send an email to our sales rep.

The “schedule a call with me” button will take visitors to a second step in this call-to-action that will give visitors the ability to schedule a call with our sales rep using Calendly.

Now, all we need to do is to head over to calendly.com, create an event type leads to schedule calls with our sales rep.

Then, we’ll just embed the calendly embed code into our CTA in ConvertFlow using the custom html element.

By heading over to Step 1 of our CTA, we can set up a confirmation action in the Settings area to display Step 2 of our CTA when visitors click on the “Schedule a call with me” button.

Now, let’s click “save” and “publish”.

This will take us to the CTA launch page. Simply select the type of campaign for this CTA, which will be “Retargeting Flow Goal”, and choose the goal we set up for our sales rep in our flow.

And now, you’re all finished!

Just repeat these steps for each sales rep, and you’ll now be able to display personalized calls-to-action on your website from each sales rep to visitors who are assigned to those sales reps in Infusionsoft.

1. Apply tags to contacts who respond to your Infusionsoft marketing emails using PlusThis