How to Request an Infusionsoft Campaign Import
We have Infusionsoft campaigns with templated copy available for you to request from our website as part of Next Level Build.
If you aren’t an Infusionsoft user don’t worry these campaigns can be adapted from the Campaign Playbook to get started let us know we may have discounts available).
Click here to download this in Google Docs.
Instructions
- Login to https://app.nextlevelbusiness.com/ and access the Build training program.
- Select the type of automation you require Marketing, Sales, or Delivery or the Phone Funnel Framework ™.
- Choose the Campaign Playbook you require (or View Resources for the Phone Funnel Framework ™), scroll down to Resources and click Infusionsoft.
- Open your Infusionsoft app in a new window, and log in. In the menu Navigate to Admin, Users and add,'stephen@oliverbillson.com' as a partner, then on the popup that appears be sure to click the Admin slider to green.
- Make a note of your Infusionsoft app subdomain (Your subdomain is displayed at the start of your Infusionsoft URL and is usually two letters and three numbers eg. ob234.infusionsoft.com - we would need the part in bold) and return to Next Level Build and add it to the popup, and hit submit.
Please note: If you have reached the maximum number of Custom fields allocated to your contact records (100) we may be in touch to request you delete some unused fields in order for us to import campaigns.
If you’re a relatively new user you won't have to worry about this step. To learn More about Custom fields Click here.