4 Infusionsoft Campaigns Every Business Should Have

Jumpstart your organization’s digital marketing strategy.

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Getting Started with Email Marketing

Email marketing is a must-do for every business that wants to remain competitive these days. But if you are new to this type of digital marketing, how do you know where to start?

You’ve come to the right place! Take a peek below at the 4 Infusionsoft Campaigns Every Business Should Have.  (And yes!  These campaigns can all be run in any marketing automation platform.)

Already Using Infusionsoft?

Get These Campaigns Loaded Directly Into Your Infusionsoft Application!

Skip the development time and start off on the right foot with our proven Infusionsoft Campaign 4 Pack.

Campaign 1 – The Welcome Campaign

This is also commonly referred to as an Indoctrination Campaign. When a contact first gets on your list, there are a few key steps you should take to not only welcome them, but to set up some expectations. You’ll want to:


  • Introduce yourself/your business
  • Let them know how often you tend on contacting them & what type of information they can expect
  • Expose them to your primary products/services (but not in a salesy way)
  • Let them know where you are – introduce them to all of your marketing channels. Invite them to your social media accounts/ youtube channel, whatever you’ve got going on
  • Encourage them to confirm their email (double opt-in) and whitelist your email
  • Offer them an easy way to unsubscribe – remember quantity is NOT quality and having contacts on your list that aren’t truly interested in your services is only going to hurt you in the end with poor deliverability and/or spam complaints

PRO-TIP: Your primary goal for your Welcome Campaign should be to encourage engagement with every email. The more your subscribers click, the better your email deliverability becomes.

PRO-TIP: No selling while someone is actively in the Welcome Campaign!

Campaign 2 – The Post-sale Follow Up

This seems like a no-brainer, but you’d be surprised how many business owners fail to follow up with their customers after the sale. Whether your business can get by with a simple personalized post-sale check-in or creating multiple follow ups, customers will love the attention!

HEADS UP! Did you know that the people most likely to purchase something from you are those that have already purchased something from you?! The follow up is a great opportunity to increase your sales by offering something special to your loyal client. You might want to do a relevant product upsell or offer a special promotion.


However, we highly recommend you don’t attempt to follow up and sell in the same email (because that’s just cheesy.)

Campaign 3 – The Re-engagement Campaign

It’s going to be inevitable that people who once actively engaged with your emails start engaging less and less as time goes on. Re-engagement campaigns allow you to try to breathe new life into your subscriber list.

After a set period of inactively (x months) route your contact into a special campaign designed to re-capture their interest in your business. There’s no “one-size-fits-all” to these types of campaigns, as it will depend entirely on the type of business your run.   Your goal here is to get them to click.

This campaign should end with a final confirmation email to ask if they really want to remain on your list.   Remember, poor engagement only hurts your email reputation and negatively affects your deliverability rates.

PRO-TIP: Before automating a removal from your contact list, be sure to check their email open rates. Their lack of engagement could be from your emails being routed to their spam/promotions folder. So, before you take them off your list, send just one more email direct from your personal account to inquire if they’d like to stay on your list (or better yet, call).

Campaign 4 – The Testimonial Request

Do you know who is willing to write an awesome testimonial for you? If you played your cards right and offered great service, chances are the majority of your customers.

Next question: Who is likely to actually write one? Answer – no one, UNLESS YOU ASK.

Your clients are busy people. Even if they are head over heels impressed with your products or services, they aren’t going to go out of their way on their own accord to write a testimonial for you.

But, like many good things, all you have to do is ask. Once asked, what is the likelihood your awesome, happy customer is going to turn you down? Not very likely – if they are asked appropriately.

Tips Requesting Client Testimonials/Referrals


  • Personalize the request. Tell you client how important they are to you and how much you appreciate their business.
  • Make it SUPER EASY. If you are looking for your client to complete a Google or Facebook review send them the prepared link where all they have to do is click. Trying to find your business page takes time, and time reduces the likelihood of them completing this simple request.
  • Don’t send requests to clients you know may be unhappy with your services
  • When a review is completed, contact the individual personally and thank them

PRO-TIP: Prior to asking for a testimonial, send out a survey to segment your clients into satisfied and unsatisfied. For all those unhappy clients, find out what you could have done (maybe can still do!) do improve your service.

Help! I’m Lost

Creating campaigns for your digital marketing strategy can certainly be overwhelming.  If you aren’t yet doing email marketing as part of your digital marketing strategy, or are just getting started, let us show you how it works! Request a free demonstration today!  Just complete the contact form at the bottom of the page and we’ll get right back to you.

Already Using Infusionsoft?

Get These Campaigns Loaded Directly Into Your Infusionsoft Application!

Skip the development time and start off on the right foot with our proven
Infusionsoft Campaign 4 Pack.



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Jessica Dohm

Jessica Dohm

Founder, Dohmain Designs

About the Author

Jessica is the Director of Digital Marketing and Owner of Dohmain Designs. She is a small business sales and marketing expert specializing in business growth through intelligent website design and sales & marketing automation.

Jessica is a Certified Infusionsoft Partner, marketing automation and CRM expert with 20 years of professional sales and marketing experience. In 2011, she combined that experience with innovative website design and created Dohmain Designs. She has worked with biotech giants, overseen the digital marketing for a popular Discovery Channel hit TV series, worked with internationally known influencers, and helped hundreds of clients grow their business. Prior to creating Dohmain Designs, Jessica worked in the fast-paced biotech sector focusing primarily on technical sales and marketing, as well as providing complicated sales-focused CRM training across various disciplines.

Jessica is a member of her local Rotary Club where she has previously served as the Membership and Public Relations chairs and currently serves as the 2020-2021 President-elect. Jessica truly believes in the "Service Above Self" Rotarian philosophy and strives to dedicate her time and talents to helping others, both in her personal and professional relationships.

She is located in the Minneapolis / St. Paul area and works with clients all across North America. If you'd like to get in touch with Jessica, simply complete the contact form below.

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