Case studies
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Client Communication Form Not Working? Do you need Customized Automation?

Intelligent Lead Routing Forms

The Problem

As a busy real estate office, this client was looking to expand the ways that they communicated with their clients, but at the same time wanted to keep records of all incoming and outgoing communication in one place – their Infusionsoft application. A previous Infusionsoft developer had created a system that could send emails and set appointments from a form, but even that functionality was having issues.  They needed Customized Automation by Automize.

The client wanted to not only fix their current communication form so that emails and appointment bookings worked correctly, but wanted to expand the lines of communication that the form offered so that their agents could also send texts and register people for their app and website. Additionally, they requested to track how often the client responded back to all of the agents’ outgoing communication, and to log all of that communication inside of Infusionsoft.

The Plan

First things first – Automize to fix what’s already built.  Check the customized automation to see if emails were going out from the form submission, and if not, add in that automation to the campaign.

Next step – check the appointment booking connection already in place and troubleshoot if-needed.

After that, build out the new messaging connections, primarily the SMS-sending and app-registering functionality. Add in additional functionality to check email and SMS replies, coupled with incoming call tracking.

Finally, add in easily-readable reporting dashboards to show the results of this fully-fleshed out communication-monitoring system.

The Result

The client was extremely pleased with the added communication the improved form allowed for their agents. They could now see track an email reply from a potential client via a dashboard widget and follow up with a text message, or if a client specified interest in a specific property, the agent could create a login for the client for their app and book the appointment for the client to view the property, all right out of one Infusionsoft form.  Customized automation with Automize works!

As a premier showroom in their area, this client gets a lot of traffic, both in-person and online. But a few months in to using their new Infusionsoft application, they noticed that a lot of their leads that said that they were interested in specific items completely dropped off when it came to email engagement and never went on to make a purchase.

An enterprise-level Infusionsoft agency had built their opt-in campaigns for them, so they had to be working properly… right?

Take a look at all of the campaigns on the client’s website that leads could have possibly opted in to, and trace those leads’ email history back to see where and why the drop in engagement happened. Was there a specific email that triggered them to opt-out or did they just stop opening the client’s emails in general?  What was not working in their customized automation setup?

During the discovery, it was discovered that there was a serious flaw in the agency’s campaign that simply didn’t allow leads to flow through – everyone who filled out the opt-in form fell out of the campaign less than an hour after entering it. No one saw the interest-specific follow-up emails, so no one was inspired to buy.

We discovered 400+ leads that had been dropped out of the campaign due to the faulty logic, each lead worth at least a thousand dollars each, and pushed those leads back into the campaign. This allowed the gallery sales reps to follow up on the stagnant leads and recoup tens of thousands of dollars in potentially-lost revenue.  With customized automation,  Automize was able to solve this issue for them.

Self-Cleaning E-mail Lead Lists

The Problem

This coaching client generated thousands of leads a day, but was running into an issue – a good amount of the people that entered their information mistyped their email address, causing these leads to bounce in Infusionsoft when they were emailed to. This was not only filling up the client’s Infusionsoft application with bad leads, but was impacting their deliverability rate due to the constantly-increasing number of bounces.  They needed Automize to fix the issue.

The Plan

Create a process inside the Infusionsoft form that would not create a contact inside of Infusionsoft until the lead’s email address was verified through a completely automated process – if it was a verified spam lead, block the lead submission altogether, but if it was a simple mistyping like ‘gmial.com’ or ‘yaho.com’, fix the misspelling, validate the email address, and then create the lead in Infusionsoft.  With customized automation, this can be fixed, an easy project for Automize.

The Result

After implementing the new validation process on each of the clients’ lead submission forms with customized automation, the number of bounced leads dropped to almost zero. As such, their email deliverability rate quickly went back up, and even exceeded what it was before the client started experiencing their bad lead issues.  Automize was able to fix the issue and help their sales.

E-mail Deliverability Rate Overhaul with Customized Automation

This education client was experiencing severe email deliverability issues – they were sending broadcasts out to their entire list several times a week, but most of those emails were not hitting peoples’ inboxes. This was causing widespread issues throughout their Infusionsoft setup, ranging from the fact that their most loyal fanbase would only receive one out of every ten emails they sent, all the way to people not receiving information via email that they paid for.

Dig into the deliverability issues to see what needed to be fixed within the customized automation setup, as there could be a myriad of reasons that could cause this – an influx of spam complaints, a low open rate for multiple subsequent email broadcasts, a consistently high bounce rate – when it comes to email deliverability, there are a number of factors to take into account.

After doing a quick discovery on the client’s Infusionsoft app, it turns out the culprit was a low open rate – people tended to sign up but not open any emails after that. With customized automation, we implemented a system that would only email people who interacted with any email sent out in the past six months – if they didn’t interact with an email, they were dropped out of an active mailing list, but if they came back through their emails months after that and interacted with any email, they would be re-added to the mailing list.

After two months of this new process, the client’s email deliverability rates skyrocketed, as the people they were now emailing to were interested in their content and were eager to consume more of what they had to say. Customized automation worked!

Ready to start automating your business ? Get Customized Automation set up for your business needs with Automize.

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Emails Not Reaching Your Leads? See how customized automation from Automize helped this life coach.

The Problem

This life coaching client has an enormous following, with thousands of people opting in to view their content daily. They currently use a specialized email system that offers an extremely high deliverability rate in order to reach the maximum amount of people possible.

This system requires that a specialized email address be generated for every new lead that opts-in, but they found that a growing number of their new leads were not assigned this address, so they weren’t receiving any communication from the client, which was causing their ROI to plummet.

The Plan

We will set up customized automation. Check out all of the Infusionsoft campaigns in which the specialized email could be assigned, and look at the history of people who were not assigned this email. As this was a third-party integration, contact the email address provider and Infusionsoft’s support team and work with them to see what, if anything, would bar the new leads from being assigned an email address.

The Result

Working with the email provider and Infusionsoft’s development support, we determined that there was no problem at all with the email address assignment process itself – the cause of the issue was actually the webinar service that the client used.

This service passed information to Infusionsoft in a haphazard manner, which essentially stopped any other platform trying to pass information to Infusionsoft during the day. I worked with the client to send direction back to the webinar provider to improve their data-passing process, which allowed all new leads to be assigned their specialized email address, and hence, the client’s ROI to return to normal.  This is a case where knowing the ins and outs of providers in the customized automation process solved the issue.

Automation Campaigns Not Resulting in Sales? See how Customized Automation by Automize helped this business.

As a premier showroom in their area, this client gets a lot of traffic, both in-person and online. But a few months in to using their new Infusionsoft application, they noticed that a lot of their leads that said that they were interested in specific items completely dropped off when it came to email engagement and never went on to make a purchase. An enterprise-level Infusionsoft agency had built their opt-in campaigns and customized automation for them, so they had to be working properly… right?

Take a look at the customized automation and all of the campaigns on the client’s website that leads could have possibly opted in to, and trace those leads’ email history back to see where and why the drop in engagement happened. Was there a specific email that triggered them to opt-out or did they just stop opening the client’s emails in general?

During the discovery, it was discovered that there was a serious flaw in the agency’s campaign that simply didn’t allow leads to flow through – everyone who filled out the opt-in form fell out of the campaign less than an hour after entering it. No one saw the interest-specific follow-up emails, so no one was inspired to buy.

We discovered 400+ leads that had been dropped out of the campaign due to the faulty logic, each lead worth at least a thousand dollars each, and pushed those leads back into the campaign. This allowed the gallery sales reps to follow up on the stagnant leads and recoup tens of thousands of dollars in potentially-lost revenue.  Yet another example of why it is so important to have your customized automation set up properly. 

Client Communication Form Not Working? Automize can help!

The Problem

As a busy real estate office, this client was looking to expand the ways that they communicated with their clients, but at the same time wanted to keep records of all incoming and outgoing communication in one place – their Infusionsoft application.

A previous Infusionsoft developer had created a system that could send emails and set appointments from a form, but even that functionality was having issues.  The customized automation needed an upgrade.

The client wanted to not only fix their current communication form so that emails and appointment bookings worked correctly, but wanted to expand the lines of communication that the form offered so that their agents could also send texts and register people for their app and website.

Additionally, they requested to track how often the client responded back to all of the agents’ outgoing communication, and to log all of that communication inside of Infusionsoft.

The Plan

First things first – fix what’s already built in the customized automation system. Check to see if emails were going out from the form submission, and if not, add in that automation to the campaign.

Next step – check the appointment booking connection already in place and troubleshoot if-needed.

After that, build out the new messaging connections, primarily the SMS-sending and app-registering functionality. Add in additional functionality to check email and SMS replies, coupled with incoming call tracking.

Finally, add in easily-readable reporting dashboards to show the results of this fully-fleshed out communication-monitoring system.

The Result

The client was extremely pleased with the added communication the improved form allowed for their agents.

They could now see track an email reply from a potential client via a dashboard widget and follow up with a text message, or if a client specified interest in a specific property, the agent could create a login for the client for their app and book the appointment for the client to view the property, all right out of one Infusionsoft form. 

Customized Automation with Automize worked great for them.

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