That feature: list segmentation – (specifically tagging). It’s a shame too because there’s more untapped profit in your Keap database than you can possibly imagine because to some degree, you probably haven’t segmented your list as much as you should. Let me explain…
Product Updates
7 Infusionsoft Campaign Builder Reports
Going Back to 2012
In the spring of 2012 Keap had what has been one of its biggest releases to date. That’s when they launched “Campaign Builder”. The tool was a major disrupt from the linear approach to campaign building, propelling Keap leaps and bounds ahead of competing software services in the marketing automation space. It has been exciting to see the Campaign Builder evolve and grow in its capacity to execute highly technical and strategic campaigns with dynamic outcomes based on user/prospect/customer behavior.
It’s about to get even better. As we move into 2016 we can expect to see new functionality added related to responsive emails, responsive web forms, possibly SMS and much, much more. We use the Keap Campaign Builder in our own business and it has been a total game changer. But there’s one painful thing it’s missing: reporting and insights. While you can see how far a contact has reached in the campaign and the current position of contacts, you have no sense for opens, clicks, conversions or revenue attribution. For the most part you’re flying blindly.
2 Refinements, 1 Addition and a Product Roadmap
You asked. We delivered. Ever since we launched our Criteria Builder, users have asked us if in addition to filtering reports with contact record data (and more recently note|task|opportunity records) to also be able to select criteria from invoice and order records. Well now you can 🙂
9 New Revenue Reports
Yup, you read that right. We released 9 new revenue reports over the past 9 days. If you haven’t noticed each report popping into the template library one-by-one, now’s your chance to discover all of them and how they’ll help you make better financial decisions in your business.
The New Criteria Builder for Keap Reports
Over the last 6 years I have given that piece of advice, literally hundreds of times in my consulting efforts at Marketing Mavens. You see the biggest failure to launch is due to the ‘launchers’ pursuit of perfection. Well, over the last 6 months (especially with Graphly) I’ve had to ‘take my own medicine’ so to speak. Here’s what I mean… I have a crystal clear vision of how I want Graphly to look, feel and function. I have a list of more than 50 report templates we’ve identified but haven’t built and 10 core features we’ve yet to develop.
Opportunities Won & Forecasted
Do you have a sales team? Do you use Infusionsoft Opportunity Records in your sales process? How would you like to know how much business has been closed as well as how much business is forecasted to close in a given timeframe? What if we could break that down by rep, stage and even new vs. existing customers?
Native Desktop Application
First off, we’d like to say ‘thanks’ to all of you who have taken time to drop us a line or even call regarding your excitement about the Copy Widget and Copy Dashboard features we released a few weeks ago. We knew they would be helpful, but we severely underestimated the impact these new features would make with our users, so thank you for sharing that positive feedback.
