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  • Infusionsoft Cookbook
  • Paul Sokol
  • 322字
  • 2021-07-09 21:17:12

Installing campaign templates from the Marketplace

Some of the recipes in the following chapters can be implemented faster by using the prebuilt campaign templates as a starting point for the strategy's framework.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and have the appropriate access permissions.

How to do it...

  1. Hover over the main navigation, go to the Marketing column, and click on Campaign Builder, as follows:
    How to do it...
  2. In the upper-right corner of the page, click on the white Get Campaign Templates button; this will open up the campaign Marketplace.
  3. Search for the campaign we need to install using the search box in the upper-right corner of the page.
  4. Hover over the campaign listing we need to install and click on the white Install button in the lower-right corner as follows:
    How to do it...

How it works...

Infusionsoft's platform has a campaign publishing tool, which gives the ability to export/import campaigns between applications. Infusionsoft also curates a library of publicly available campaigns on the Marketplace part of its platform. This recipe is leveraging the publishing tool to pull from this public repository of campaign templates and installing the chosen template into our specific Infusionsoft application.

There's more...

Most campaign templates come with launch instructions. Think of it as the recipe for that particular model. Even if we don't fully understand what is being done, by following the steps impeccably, we can confidently implement the campaign as it was intended.

Infusionsoft regularly releases new campaign models into the Marketplace. Each campaign solves for a specific problem, so keeping a finger on the pulse of new releases can potentially speed up implementation.

Quite often during implementation, we'll run into common structures, for example, a web form to purchase, which is used in most online launch models. These common structures are most likely in a campaign template somewhere, so becoming familiar with the library can give you a head start on different models.

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