Archive for the ‘Keap’ Category

Quick Tips For Improving SEO Content Writing

Wednesday, November 16th, 2022

Content writing may be a key viewpoint of any business site or web journal. Successful SEO content drives site visitors. Did you know that 90 percent of shoppers will select from the primary few pages recovered by a search engine? If you’re writing content, it is exceedingly improbable that your client is offering a one-of-a-kind product or service.

Chances are your client is one of hundreds, maybe thousands, of businesses attempting to market to a niche of audience online. To offer assistance to make them stand out it is imperative to coordinate certain basic components into your site content, blog posts, registry submission articles, and social media content. This makes it simple for search engines to discover your content and will make strides in your clients’ over all search engine positioning.

Here are the pro tips and tricks for effective SEO content writing:

1- Use Headings

Headers offer assistance Google’s web crawlers get for your blog post and the areas inside it. Think of the crawlers as perusers who are skimming your blog. They need a diagram of what your article will cover, that’s your H1. At that point your H2s, H3s, H4s break down the subtopics inside the piece. So, your subheaders ought to reflect the content within the body and include high-intent keywords. Once you utilize the correct keywords, meaning the ones your target gathering of people is utilizing, you’ve got a much higher chance of positioning on the SERP ( SEARCH ENGINE RESULT PAGE ).

2- Target Keywords

Select and choose on composing topics that can target different keywords. This will guarantee that your content can reliably drive activity through search. It’s conventional shrewdness for content to target an essential keyword. Be that as it may, numerous marketers disregard maximizing their content’s potential by counting and focusing on secondary search terms (long tails). That’s regularly sufficient to increase its capacity to pull in more natural activity in an extraordinary way. Just envision how much activity you’ll get if you’ve got handfuls of pieces of content that each rank for hundreds (if not thousands) of search queries.

3- Bold the Keywords

The exception to begin with sentences in your article or other content writing ought to incorporate the keyword expressed either within the form of an articulation or an address. Also, bold the aggregate of the keyword phrase. When Google and other search engines check or “crawl” your site, they will grant additional weight and need striking words and expressions. Google will too allow additional weight to italicized words.

4- Improve Readability

Readability contains a coordinate effect on user engagement measurements, which is one of the foremost imperative zones that Google looks into in positioning webpages these days. Within the final search positioning components overview by Moz, perusing level was recognized by a few specialists as a mid-tier ranking flag for page-level keyword-agnostic highlights. But numerous things have changed in Google’s center calculation over the past couple of years, and client encounter is playing a much greater part now.

5- Make it Evergreen

If extraordinary contents have the potential to work for you for a long time, evergreen contents don’t just happen. Indeed the most hard-hitting content goes through five stages:

  • The spike stage once you to begin with publish the article
  • Next, is the trough stage where growth gets to be sluggish
  • Followed by the growth stage as the piece picks up traction
  • Then, the plateau stage when growth starts to level out
  • Finished by the rot stage when activity begins to decrease off

Content can rot for a number of reasons, counting an increment in competition, unimportant keywords and destitute content quality. Whatever the reason, the great news is that content doesn’t have to remain in or indeed go through the rot stage.

Top Most Successful CRM Strategies

Monday, October 31st, 2022

Among the four fundamental columns of business establishments, CRM (customer relationship management) is one of them. Customer relationship management incorporates taking care of the customers’ intuition with the past as well as the existing ones alongside the potential clients. For the victory of any trade, crms are very vital, and a fabulous client relationship depends on a great client encounter. Subsequently, for any business to develop and maintain itself, it is exceptionally imperative to have a solid relationship with customers.

Clearly, effective customer relationship management leads to the fast development of the business. It moreover makes a difference to grow the client base and brand picture of any trade. And, in the event that you’re pondering how to make strides in your customer relationship administration to boost your business, let’s assist you walk through the five must attempt customer relationship methodologies not to miss this 2022.

Target Audience

It is difficult to get it for your target audience and their advancing needs for amazing client back benefit. Figuring out the target statistic and understanding their buying personas to a great extent makes a difference and brings in tremendous deals. To begin with, you wish to gather the information such as statistical and behavioral characteristics, interface, aspirations, and challenges. And, for translating crm desires, you wish to begin analyzing the collected information, which can too be effectively done through an effective crm. This makes a difference to you to form a buyer profile. Utilizing the buyer profile as the tool, you’ll guarantee that your client bolster group concentrates on the customers’ needs and desires and gives services accordingly.

Build Omni Channel

It isn’t that age-old conventional marketing that employs one channel. With the headway of innovation and clients displayed all over. Businesses must apply different channels in their frameworks to communicate with their clients. With a wide run of communication channels, you’ll effortlessly communicate along with your clients and serve them right away. Clients are continuously trying to find steady bolster, and an assortment of channels to be in contact with the brand for any of their inquiries or back is like enchantment. So, giving personalized client benefits with an assortment of channels accessible counting websites, and phone calls, will work.

Social Media

Customer relationship management through social media is expanding massively day in and day out. Through social media stages, clients more often than not share their positive and negative encounters. And, the finest thing around social media is that it provides great connectivity to clients and brands to put through and share ideas and views. Businesses regularly utilize social media stages like Facebook, Twitter, Instagram, and others to put through with their clients and make strides in client relationship administration. Businesses attempt to reply on time through social media channels and answer to posts and social surveys to construct client dependability and believe.

Structurize Customer Journey

For successful transformations, supervisors continuously see at each step fastidiously of customers’ buying travel. Giving fabulous benefits at each touchpoint guarantees an amazing crm involvement. In expansion, businesses can effectively attempt to figure out each touchpoint, which can be email marketing, campaigns, coordinate contacts, or other means of promoting or communications channels. 

Marketing groups more often than not check on the client travel mapping that covers different client steps. These steps contain request, comparison, buy, and establishment. At each arrangement of the client’s travels, feelings come to play. Subsequently, for each client travel arrangement, you wish to outline which client relationship management back channels can come into play. These strategies offer assistance to make strides your client intuitive and offer assistance to resolve the challenges that clients confront.

To Get Most Out of Your CRM

To build a safe and sound relationship with your client, crm tools like hubspot, Infusionsoft by keap, Zoho, and ActiveCampaign are highly effective. CRM is an all-in-one solution that manages all your business activities and your clients very easily. Crm helps to manage your leads, sales, customer data, and all your important business documents. Following are some important key points to consider before implementing a crm. 

  • Choose the best and omni communication channel for your customers
  • Do a proper research and figure out your targeted audience and location
  • Implement a highly advanced customer relationship management tool
  • Eventually, by figuring out your target customers’ fundamental desires and your business confinements and capabilities, you’ll be able to initiate a CRM program for your business.

Proven Ecommerce Marketing Strategies For Your Sales Figures Up

Wednesday, October 26th, 2022

Getting traffic to your ecommerce website, converting those visitors into customers, and building your brand online in general is what ecommerce marketing is primarily all about. It must be flexible and change according to industry and consumer demands. Only then will you get excellent results. Every brand owner wants to increase traffic and conversion rate. Even after you’ve developed a basic strategy, deciding which marketing tactics to employ can be difficult. That is why we have compiled a list of effective ecommerce marketing strategies and ecommerce tools, as well as ideas to help you implement each approach. 

There are several strategies we have recommended to you in this article. Read it carefully before choosing one for your brand’s requirements. 

— SEO

Search Engine Optimization plays a very important role in online marketing in order to rank your business. Its main purpose is to get your business on the first page in the top 10 on search engines such as Bing, Google, and Yahoo. When your SEO is done well, it will bring organic traffic to your website and you will show up for popular search terms that are related to your services or products. 

— Content Marketing

Content Marketing is basically writing content in the form of articles, guides, e-books, videos and many more – to bring organic traffic to your site. It has the ability to convert your visitors into loyal customers and increase your reach. Your content must be unique, relevant, engaging, helpful, and most important of all, there must be solutions to the pain points and answers of the audience questions. It is for both B2B and B2C.

— Social Media Marketing

As the name implies, social media marketing is the use of social networks to market your ecommerce business. It has the potential to go viral and be shared and popularized by people if the content is exceptional and adds value or is highly relevant or interesting. It has the potential to increase engagement and sales. Social media marketing is such a blessing for ecommerce businesses. They can showcase and run their business online on different platforms. 

— Email Marketing

Email marketing is a very effective way to reach your targeted audience directly. It helps to boost the sales and nurture your leads. Main purpose of this is to show your business presence because when you send follow-up emails, it shows that you are serious about your business. It used to introduce your brand, share your new launching products, and valuable information and awareness for the customer. 

— Affiliate Marketing

In this type of strategy, a business connects with a merchant to sell their products through their vlogs or blogs. Lets learn in an easy way, a person who has a channel or website which is very popular, if he/she mentions some brand’s products and gives good reviews so that the audience buys that product immediately and then they will get the commission accordingly. Affiliate marketing is all about promoting the brands and their products which is really effective and beneficial for small businesses. 

— Influencer Marketing

People who have become very popular on social media are influencers. They are the celebrities who have a huge fan following and people trust them and their purchases decisions. People like to follow them and their lifestyle so the influencers have an important position in digital marketing. Influencers promote products by posting photos and videos of new launching products, endorsing them in written posts, or presenting awards in contests sponsored by the companies with which they work.  

— UI/UX

Everything we’ve discussed so far has centered on getting people to visit your site. But that isn’t enough; once there, people should stay long enough to properly browse your site, check out your products and services, and even buy something. They will only do so if their first impression of your site is easy, interesting, and helpful. This is referred to as user experience. It is made possible by the user interface (UI), which is the part of your website with which the user interacts.

There’s no question that the correct marketing methodology can offer assistance to reach potential clients, improve normal arrange esteem, and increment sales. These are all things you unquestionably need to move forward on. By following the
ecommerce marketing strategies above, you’ll construct an effective store that makes a great client encounter for customers and is similarly satisfying and fulfilling for you to run.

Top 5 Marketing Automation Tools

Monday, October 24th, 2022

Marketing automation is exactly what it sounds like: the process of automating processes to streamline lead and existing customer marketing. Marketing automation is booming in the industry. When you have so much to do. Managing your clients, answering their phone calls, and responding to their emails is a time taking task. You do not have time for the other things that are really  important for your business and need your consideration. But here, marketing automation tools are the perfect solution to your problems. Because these tools take all your workload, speed up your business and help you focus on the other important tasks. 

Majority of the business owners have started embracing these tools and 75% of digital marketers are currently using them for their business. These tools are not only helpful for the growth of your business, but also very affordable. If you have not started using them, this is the right time for you. Here in this article, we have mentioned some of the best automation tools. 

1- HubSpot
HubSpot is one of the most powerful and widely used automation tools in the market. It is designed for both large and small sized businesses. This tool has an easy-to-use, simple, and visual interface. It collects personal data very easily and provides a professional email template. HubSpot CRM includes content creation and optimization, email marketing, analytics dashboard and many more. It helps in many ways for the growth of your business. 

2- Zoho
Zoho is an easy-to-use CRM software for large and small sized businesses. It streamlines business and builds excellent customer relationships. It helps to manage all the leads generated from different platforms such as websites, emails, and other social networks. Zoho CRM manages your lead pipelines and provides a proper detailed analytics report. 

3- Active Campaign
Active Campaign is an integrated marketing automation that targets all the businesses. It is simple to use and has many advanced, powerful, and flexible functionalities and features. It provides excellent solutions to reach the targeted audience. ActiveCampaign CRM is compatible with over 250+ apps and it supports, Shopify, WordPress, Square, Zapier, and BigCommerce,

4- Keap
Infusionsoft by keap is a marketing automation service that provides a sales and email marketing platform for small sized businesses. It has assisted thousands of marketers in meeting lead, revenue, and customer acquisition goals. Keap crm offers 14-days free trial and paid plans according to the customer’s requirements. This is the platform that can help you manage and automate your time consuming tasks.

5- LeadPages
Leadpages began as a high-conversion landing page builder. It has progressed beyond simply providing high-quality design landing page templates. With an integrated Facebook Ad builder, email marketing platforms, and performance tracking systems, it now functions more like a marketing tool, assisting you in generating more leads.

You are no longer bound by outdated and time-taking business processes that require days to complete basic operations. Begin with the platforms recommended in this article and automate the unproductive and repetitive tasks that take the majority of your working hours. These automation tools can help you save time and resources while also improving the efficiency of your business workflow. If manual data collection and onboarding methods are a major issue for your company, Kaya Systems Inc can help.

There are a variety of marketing automation tools, you just have to choose wisely the perfect tool according to your business needs, budget, and technical expertise. If you are still confused and cannot figure out the right tool for you, it is time to hire an expert for your help. Kaya Systems is the best option for you to ensure that you are building a strong foundation of your automation. Our team can work perfectly with various marketing tools including, Keap, HubSpot, Active Campaign, Zoho, LeadPages, Membrium, imember 360, and Woocommerce. Give us a call at (307) 291-9686 and get more details.

How to make successful steps with infusionsoft by keap?

Monday, October 17th, 2022

Infusionsoft by Keap crm is a marketing software which was designed on a mission to help small businesses to grow and make their owners aware about the most important features of keap and its uses. These features include more lead generations and more repeat sales without too much investment. Keap is a perfect and most helpful platform that includes CRM, email marketing, and ecommerce suite. If you are a beginner or already using keap for months, it’s possible that you might be not utilizing its features properly. Most of the owners of small businesses use its two modules only – auto responder and shopping cart.

This is crucial in the beginning, and owners like you typically employ systems that maximize these two modules. As a result, this is the data that was pulled over in the Keap. To reap the full benefits of this software program, it is necessary to progress beyond these modules and use additional system services as time passes and the business grows. This will only aid in the rapid and easy development of procedures and standards.

Following are the points to pay attention while using Infusionsoft by Keap:

CRM Management – Undoubtedly, InfusionSoft by keap has the most fantastic CRM management system. This management system manages all contact records of the clients which is an important and difficult task at the same time, and business owners must know. It also stores all the data and records of clients. In a very short time, it can help you find the information, contact records, credit card information, emails, and many more things. Also, you can upload additional documents to the contacts.

Marketing – Using the Campaign Builder, you can easily manage each of your campaign pieces for product promotion or sale, as well as anything else you want to promote in your business. The Campaign Builder makes it simple to create emails, build opt-ins, tags for segmentation, and landing pages. It’s also simple to start and stop specific follow-up sequences for each client, which can save you a lot of time.

Ecommerce – It is possible that setting up the program’s shopping cart will be difficult at first. Indeed, many places require setups such as payment plans, order forms, promotional codes, and so on. However, once you know where to look for each of these things, you will find it quite simple to set any options for your products. When it comes to the design of the shopping cart, there are numerous options available. However, these features are simple to implement, and payments can be made with just a few mouse clicks. The system is also very smooth for scheduling payment dates and updating credit card data.

You can only use InfusionSoft by keap efficiently when you spend more time on learning about its features and how to apply them for your business’ growth and benefits. Most of the business owners do not pay attention to the learning, and then fail to gain the advantages of keap. You must ask your consultants about its use and its modules. Kaya Systems has the experienced infusionsoft by keap experts with more than 10 years of experience. Our keap consultant team is skillful and provides proper information. Our services are very affordable. Contact our team for further details.

Why Your Small Business Needs Infusionsoft by Keap?

Friday, October 14th, 2022

If you are in search of something that can help you grow your business in a more efficient way. Infusionsoft by Keap crm is the best platform for you. This is the platform that can help you manage and automate your time consuming tasks. Most of the people think that keap is just about email marketing and campaigns, but they actually are unaware of its functionalities. Most of its functions are designed for bettering the marketing work. If you are already using keap, then you might be not utilizing its features properly. Here in this blog, we will help you to find out new ways to use this software for your advantage. 

—Your clients are clever
Your client is a very intelligent person. When he invests in something, he expects to see quality work in return. And if you fail to deliver the best results, he will not take the project on a long term. Instead he would find some other place where he gets satisfactory marketing work. But if you are using infusionsoft by keap, you do not have to worry about these things. Because it is an all-in-one marketing automation platform.

—You need tools to increase efforts

Usually, small business owners have so many different tasks to perform and to complete. And sometimes you fail to perform all tasks at a time because it takes a lot of time. Keap is a perfect crm to manage all these tasks. It has the ability to complete all the complicated tasks very delicately and let you focus on the other important things of your business so that your time is not wasted. 

—Working with one dimensional email marketing provider
Are you currently using simple tools like Aweber or similar? These tools may only help you in the beginning to manage some tasks but will not handle your entire business. Because these are the basic tools and not enough to grow your business. Keap crm can run and manage your entire business very smoothly. 

—You need a whole package
Not all the small businesses can afford to pay the salaries to the whole team of developers and programmers. They search for an all-in-one platform which can do all these things for them. This is where keap comes out to be the perfect solution for their needs. It can generate the sales reports and manage your credit card processings very smoothly. 

—Integration with WordPress
Most of the people use wordpress for their blog and majority use wordpress to run their entire website. But here is another exciting thing about keap, it directly plugs into the content management system. The features of infusionsoft by keap crm are extremely useful and helpful for the growth of your business. 

—Easiest way to collect customer data
This is most likely the one most important feature of this keap. Customers are the best plus to any small business. It’s necessary to possess a tool in your arsenal which will quickly and accurately capture data regarding every one of your customers, so you’ll implement that data during a time of growing your business.

Kaya Systems has over 15 years of experience in working with crms. Our infusionsoft by keap consultant team is dedicated and works closely with strategy to understand the requirements better. We offer affordable infusionsoft by keap services that suit your needs and budget. Contact our team for further details.

Infusionsoft by Keap CRM

Thursday, September 26th, 2019

CRMs have become the central hub for online businesses for the last 10 years and nowadays every single online business dealing with a lot of clients, new prospects and leads are actively using different CRMs. These CRMs play a vital role in automating different business processes but here in this article we will discuss how these CRMs play their roles in life cycle marketing. And specially we will discuss how Infusionsoft by Keap CRM is one of the best CRMs.

Before we discuss that how InfusionSoft by Keap CRM helps automate marketing process, we first need to understand steps in marketing process

On basic level, there are 3 marketing process stages/steps

  1. Advertisement
  2. Information Sharing
  3. Selling

I will give only an overview of these steps here, so in advertisement we create different ads of our products and services and we post those ads on different channels like Facebook paid advertisement, PPC, Email Marketing or through other advertisement channels. Through those ads we bring users to a website, landing page or on the Facebook page where we share detailed information about the product and services and then we convert those users into customers by selling these products.

These was the normal practice being followed when there was no CRM available, but with CRM we can’t only automate this entire process but we now have several options that we can perform in an automatic way like

  1. We can sign up users to Infusionsoft by Keap CRM so that we can have their information to promote new products, services or news about companies in future
  2. We can sell upsells to these customers because we have their contact information saved in CRM
  3. We can remarket new versions of the products/accessories they have already purchased through us

There are several CRMs available in the marketing but here we will discuss Infusionsoft by Keap CRM specifically and what different aspects of this CRM make it different from others

If you are new to InfusionSoft by Keap CRM and you are not getting from where to start you need to understand what are major functionalities that you need to utilize correctly in order to have maximum output from InfusionSoft by Keap CRM.

Infusionsoft by Keap Consultant are the expert who should be the first in your list to consult your need and how they can either help you or train you to implement Keap CRM so that you can achieve your goals, but here are some guidelines that you can use in order to implement Keap by yourself.

Data Management with Tagging in Keap CRM

First of all, at the very core level you need to understand what tagging is and why it’s important to create a good tagging system in Keap. A tag in Keap CRM is used to identify a contact’s current status or its source, for example if a person signed up for a free book through Keap’s web form. A tag “Free book signup” applied to this person will identify that from where this user came in the system, and this tag will distinguish this user from those who did not come through this sign up form. So, segmenting your contacts in Keap CRM is extremely important, it allows you to make different decisions based on these tags

Keap CRM Campaign Management

This is another very important segment of Keap CRM. In the section we can create different campaigns and Keap CRM has a drag and drop feature to create these campaigns. You can create several types of campaign in Keap CRM from automated response to a for submission to complex ticketing systems campaigns.

Keap CRM integration with website

Integration of Infusionsoft by Keap CRM with websites through web forms or order forms allows an interface from where user’s data gets in Keap CRM and then we can trigger an campaign based on what further we want to do with these contacts.

In Kaya’s upcoming posts we are planning to discuss different aspects of Keap CRM in detail and you will be able to get more information on this CRM in our coming posts.

Infusion Soft is now InfusionSoft by Keap

Thursday, September 26th, 2019

Infusion Soft was founded in 2001 and in 2004 they wrote their script to automate sales lead which was large milestone for infusion soft to become one of the leading CRM in digital marketing industry, with development infusionsoft added many modules in infusionsoft CRM to help businesses to have more control over their sale processes, these modules are as follow

Infusionsoft CRM module

In this module we can manage contacts, companies, referral partner and visitors, this is where we can design complete tagging structure and based on these tags we can search and create different lists to distinguish contacts and leads within infusionsoft CRM module.

InfusionSoft Marketing Module

In InfusionSoft marketing module we can create campaigns, send email broadcasts, create interactive email template, lead generation and reporting. In infusionsoft email campaign we can create autoresponders, drip campaigns, can create signup forms. Then these campaigns are used to send different offer, new products or news letters to contacts in the CRM. Also, we can design custom email templates that we can use in our campaigns.

Infusionsoft E-Commerce Module

In E-commerce module of Infusion soft we can either create a complete cart system or we can just create single order form that we can use to integrate within our email campaign with buy now button or on the landing page with link to cart to order form. There are several payment gateway options infusionsoft offers like PayPal and authorize.net

InfusionSoft Admin Module

In this module admin of the user can create, delete or update users, and can set their permissions to limit their access on different module.

In 2019, infusionsoft announced their rebranding and new band name is Keap, after this announcement all social media channels for infusionsoft changed their page’s name to Keap. Keap administrators still access their application on the infusionsoft main domain name as they were doing before, no change there so far. Modules in infusionsoft are still same there is no major change there after rebranding.

Keap CRM Consultant and Experts

Keap CRM consultant and experts are observing rebranding very closely and in Keap CRM community this is hot topic these days, specially Keap API developers are taking this rebranding very importantly as they have developed many aplications with Keap API, any new addition in the CRM in coming days can get Keap API developer’s attention, and they can also expect to have more control over the Keap API which is now available right now.

Summary

InfusionSoft by Keap CRM is rebranded, from functionality point of view and from API documentation things are same as before, but Keap CRM support need to improve more with this new branding because Keap support improvement can make a major positive impact on this new brand. Keap Consulting firms, API developer, and Keap virtual assistant or Keap administrator and users will be happy with this new branding if they will have more improved customer support from Keap CRM to resolve their issues they are facing in InfusionSoft by Keap portal.

Who is true Infusionsoft Automation Expert?

Thursday, September 26th, 2019

Infusionsoft automation is basically automation of different processes that we can’t perform manually when it comes to large number of database. These processes can be sale process, marketing process, e-commerce or sending a newsletter to subscribers on weekly or monthly basis. There are two aspects of automations

  1. Infusionsoft automation within Infusionsoft portal
  2. Technical side of Infusionsoft automation

A true Infusionsoft expert / consultant is the one who not only understands infusionsoft portal side of automation but also understands that how it will be integrated technically with a website or a third part tool to get 100% automation output out of Infusionsoft.

For example, we will discuss a marketing process as a case study where we are marketing a product on facebook and we want to automate this process through infusionsoft. And let’s say following are steps that we want to automate in this process

  1. We want to land a user on a landing page with product info
  2. We want to give them an option to sign-up for promotions if he is not interested to by right now
  3. He can click on product and can go to checkout to complete purchase
  4. He purchased and went to thank you page
  5. Let’s assume Owner of this ecommerce site don’t want to use Infusionsoft Ecommerce module and want to use woocommerce extension for infusionsoft

Now in this scenario, an infusionsoft consultant must understand both sides, how to automate this process within infusionsoft and how to automate sign-up and ecommerce part of the process.

In this case, infusionsoft consultant will use infusionsoft CRM module to create following campaigns within Infusionsoft campaigns

  1. A confirmation email sent to those who signed up for news letters
  2. A nurture sequence campaign where he can add these subscribers to send latest or upcoming promotions so that whenever a new promotion is there, that can be sent to all subscribers automatically
  3. Up-Sell Campaign – if someone has purchased from you already, they are more likely to have more purchases from you and therefore in Infusionsoft CRM you can create Up-Sell campaign and can add these customers to this campaign to send them upsells
  4. Infusionsoft Cart abundant campaign, if someone has clicked a product purchased url in your email campaign and he is on checkout page but have not purchased anything for let’s say 1 hour, you can send him a cart abundant campaign asking him if he is facing any difficulty in complete purchase process

And on the technical side of this example infusionsoft expert needs to know

  1. How to create and integrate sign-up form on the website and how to theme it so it looks same as website from design point of view
  2. He should be expert to integrate infusionsoft with wocommerce, so that whenever there is an order, woocommerce can send this customer record to infusionsoft CRM along with a tag applied so that we can manage to add these customers in up-sell campaigns within infusionsoft automatically

During the last 10 years being infusionsoft expert in the digital industry we have seen 100’s of clients who are always confused while using infusionsoft crm, and the reason being is they rarely find consultant who understand both sides of infusionsoft. If an infusionsoft consultant only understands how to work within infusionsoft and does not understand how it will interact outside third party tools like clickfunnels, leadpages or woocommerce, he can’t design and implement complete process automation through infusionsoft. And same goes for who inderstand infusionsoft integrations for third party tools but don’t understands tagging structures, campaign automations they can’t help clients completely.

A true infusionsoft expert will see whole picture of proess automation and will implement that which will help businesses to achieve their goals without worrying about infusionsoft system implementation correctly.

Role of Tags in Infusionsoft by Keap CRM

Thursday, September 26th, 2019

What is a Tag in CRM? This is very important question for those who wants to use a CRM with thousands of users and customers records. There are different definitions of tag, but here I will define a tag from a CRM’s point of view, in CRMs a Tag and is a flag that we can set against each and a group of people/records in the CRM to identify their current status, source and to trigger a certain campaign or action.

By the definition above, you can see how important is it to create an accurate and correct tagging structure in CRM to control your user’s flow within CRM. In Infusionsoft by Keap CRM, we also need to carefully decide tagging structure and here are steps that we need to follow in order to create an effective tagging structure

Know your processes and their stages

you need to know exactly what process you want to implementing through Infusionsoft CRM, for example a sale automation process can have different stages where if a sale person can be assigned with a task to call prospect, and based on the call result he should be able to move this prospect in second stage, that can be interested, could not connect, reschedule, and this will be done by applying or removing a tag (Rescheduled Tag) to the record. when you will understand your processes completely you will be able to see what tags are required during those processes and at what stage you will need to add/remove tags. An Infusionsoft by Keap expert help businesses to automate these processes in their routine and they have shared several sample tagging structures on different Infusionsoft by keap communities that you can search and use as guidelines to implement yours

Create and Run your Tags

Once you know what tagging structure you need, you can login to your Infusionsoft CRM and you can create those tags, to make those tags more clear and reasonable, you can create different categories for tags and then can create those tags and can assign them relevant tag category.

There are different ways to apply a tag in Infusionsoft which depends on different things like

  1. A new signup through Infusionsoft form
  2. Adding a user to a nurture sequence
  3. Purchased is made
  4. Selling up-sell to customers

Above are some of the many reasons that we need to apply a tag to a user. When someone signup through an Infusionsoft web form there is an option in web form setting that allow us to add a tag to users who will fill out that web form, similarly we can create purchase action set for a specific product to add a tag to customer who will purchase that product through Infusionsoft ecommerce shopping cart indicating that this customer have already purchased this product. And hence we can sell any accessories related to this specific product to this product buyers, by creating an up-sell campaign and adding all customer with that product tag applied.

During these last 10 years of working as Infusionsoft experts, we at Kaya Systems work very closely on these tagging structure to make sure that business owner can have detailed insight of what’s going on in the system and they can make their decisions accordingly.