The Ultimate Tagging Guide For Naming Conventions, Categorization and Syntax
Have you ever thought about how great it would be if you could simply email your customers, and right from their inbox they could purchase your products?
Imagine the beauty and ease of it....
Product purchased!
If you are like me, then having functionality like this would be amazing!
Here's the good news - I have developed a way to do just this and I am going to detail it inside this free training today.
There are a few things that I must mention before we get started.
- I designed this method using Infusionsoft CRM. If you don't have this system and would like to know more about the power it wields, please schedule a free call with one of my Client Success Managers by clicking here. We'll answer all your questions and if it's the right fit for you, we'll set it up for you, and train you in it.
- You need to have the Infusionsoft eCommerce module in order for this to work. I will release a version later that does not require this module; but, for now, you must have the eCommerce module.
- This is an Advanced level set-up. I don't want to scare you by saying this, because it's by no means "expert level," but it is definitely advanced. If you're good at following along and know Infusionsoft fairly well, you will be just fine, I promise!
- If you love this idea and you don't want to do this yourself then you can hire my agency and we'll do it for you. Simple, fast, done-for-you.
This tutorial will take you about 40 minutes to build this yourself.
Why so long? Because what you are about to build is incredibly powerful but also complex. I will walk you through everything so it's going to be easy but will take some time.
If you would like my agency to build this for you, click here to schedule your free consult and we'll do it for you.
You may wish to bookmark this page, and claim your free access to the step-by-step walkthrough which I'll make available to you (along with the custom code you'll need).
Simply enter your details below and you'll have free access to this resource as well as a treasure trove of other free trainings in our Success Portal.
You are going to need the following things:
- Admin access to Infusionsoft
- Infusionsoft eCommerce
- Your payment processing set up inside Infusionsoft (Merchant Account)
Roll up your sleeves and let's get to this!
Step One: Create A Free Product
You are going to head over to the E-Commerce section and create a new Product. The Product should be priced $0.00. You're welcome to follow my naming conventions - most likely they'll make your life much easier.
OK, here is my free product.
Step Two: Create A New Order Form Theme
Next, head over to E-Commerce Set Up. Under "Design" click on Order Form Themes > Create A New Theme. I called mine "One Click Purchase Enrollment."
Click into the section that says "HTML Areas" and inside the Custom Header section you are going to paste some custom code that the absolutely brilliant Jordan Novak over at Novak Solutions created for me.
Grab the custom code here
Simply enter your details and I'll send you the custom script in an unformatted text file so you can easily copy and paste it!
Make sure to click SAVE after you've pasted the code into the HTML Areas section. If you fail to do this, you won't save what you pasted in the theme!
(By the way, Jordan is a genius and if you need custom coding done for your business I strongly suggest you have a chat with him. He and his team are not only smart and quick, they're honest, and I'm proud that I can call them friends).
Step Three: Create An Order Form
We are still in the E-Commerce section. Now, cruise on over to the Order Forms, which sits under E-Commerce Setup and underneath "Checkout." Click on "Order Forms." Have a look at the image below to see what you should click into.
Now that we are inside the Order Forms section, I want you to click "CREATE NEW" and name it "One Click Purchase Enrollment." Then, follow the steps below,
- In the Add Products tab, add the product we created in Step One. If you followed what I did then the product name is "One Click Purchase Registration."
- In the Theme tab, select the theme you just created. If you followed what I did then it's named "One Click Purchase Enrollment."
- In the HTML Areas tab, under "Product Information," write this text in that area. Do NOT copy and paste it or it extra code will get in there and extra code is never a good thing! Got it? OK, here's what I want you to write in that section: Click "SAVE CREDIT CARD" to securely input the credit card details you'd like to use for one click purchase enrollment. You will NOT be charged anything for this.
- Now, click to the Thank You Page tab and design it any way you like. I placed my logo in there and then wrote the following "Congratulations ~Contact.FirstName~! You have successfully enrolled in our one click purchase enrollment program." (See image below).
- Moving right along to the next tab named Settings, under "Promo Codes" check the box "Hide promo code field."
- CLICK SAVE. Boom shaka-laka-boom. We are done! That was the worst part BTW. 😉
WANT US TO BUILD THIS FOR YOU?
If you love this idea and you don't want to do this yourself (I don't blame you!) then you can hire my agency and we'll do it for you. Simple, fast, done-for-you.
Step Four: Make Sure Billing Automation Is Set Up
If you hover back over the E-Commerce Tab (where you can see all the options) you are going to click in to the Settings section of E-Commerce.
You may already have this set up and if you do then just please double check your Billing Automation Actions to ensure you have what I have. (I promise you regardless whether you have this set up already or not that following this step will make your system even better).
You are going to create triggers for when the user's credit card is about to expire. You are going to create 5 of these. Yes, FIVE. They are identical in nature except for the date and the corresponding tag.
Here they are:
- Billing Automation Trigger #1: When a card "Any Type" will expire in 90 days.
- Billing Automation Trigger #2: When a card "Any Type" will expire in 60 days.
- Billing Automation Trigger #3: When a card "Any Type" will expire in 30 days.
- Billing Automation Trigger #4: When a card "Any Type" will expire in 1 days.
- Billing Automation Trigger #5: When a card "Any Type" will expire in 0 days.
This is what it looks like.
Please take note of the way I named my tag. I suggest you do the same.
By the way, if you do not have a master designed tagging structure then I suggest you download my Ultimate Tagging and Categorization Guide. Click here and you can grab it right now.
Have you finished creating (or checking) your billing automation triggers? Easy, yes? Now, let's move on to the Campaign Builder.
Have you signed up to get the custom code and the step-by-step guide? If not, get it now!
Simply enter your details below and you'll have free access to this resource as well as a treasure trove of other free trainings in our Success Portal.
Step Five: Building The One Click Purchase Registration Campaign
I love Infusionsoft's Campaign Builder so this is my favorite part!
It's also the easiest so if you are here now then you have climbed that hill and are coasting down the road to success. I'm sending you a virtual high five!
You are going to create a campaign sequence with an email inside of it. The email should explain how the one click purchasing works, so that your customers fully understand what will happen.
I also suggest you create a terms and conditions page and reference it, so that your customers know you are always compliant for credit card processing.
Feel free to copy mine if you want but it's up to you to "make it yours."
You see that orange button I slapped right into the email? We need to link that guy up to the Order Form we created in the previous step.
Ahhhhh, the beauty of all this coming together. Don't you just geek out with this stuff? I do! Check out the picture below so you can follow along with ease.
Next, we are going to create a Purchase Goal for the One Click Purchase Registration product I had you create back in Step One.
See below for how your campaign should be shaping up.
Let's click into that Campaign Sequence I named"Registered For One Click Purchasing."
Now I want you to create the tags that I have (I have this set up so it's super easy to follow along).
We are now going to create Tag Goals and connect those Tag Goals to the previous Campaign Sequence we just finished. The Tag Goals are the tags I asked you to create in Step Four.
The reason why we are adding these tags is that you don't want customers with expired credit cards getting emails asking them to click once and purchase if their credit card on file is expired.
WANT US TO BUILD THIS FOR YOU?
If you love this idea and you don't want to do this yourself (I don't blame you!) then you can hire my agency and we'll do it for you. Simple, fast, done-for-you.
Make sense? So, let's take a look at what I want you to build.
Follow the picture below by adding those tag goals and adding corresponding campaign sequences to them. Simply connect them all together and don't worry about the contents of the campaign sequences yet.
Do make sure the tags have been applied. See below.
I hope you finished the last step up because we are now going to click into each campaign sequence and basically do the exact same steps. Feel free to add your own twist or flavor here.
The important thing to note is that for each Credit Card expiration sequence we remove the previous tag because we don't want unnecessary tags accumulating onto the contact records.
Secondly, we send a reminder email inviting them to update their one click credit card on file so it does not expire.
You can copy and repeat this sequence all the way down. Just make sure you change the tags and the verbiage in the email so it matches the timeline.
We are at the final step in the One Click Purchase Campaign.
This is where we link up the renewal credit card "product." You'll simply create one additional $0.00 product named "One Click Purchasing Renewal," then create an additional order form and attach this product to it.
In case you are wondering why (because there is another way to do this), it's because I thought it would be best to rotate the products between each other year-over-year to help with any clarification issues should you run into an issue with a customer's credit card.
You may not like this method and that is 100% OK. It's just how I have designed this last step.
Have you signed up to get the custom code and the step-by-step guide? If not, get it now!
Simply enter your details below and you'll have free access to this resource as well as a treasure trove of other free trainings in our Success Portal.
Step Six: Building The One Click Product Purchase Campaign
We are finally at the very last step.
You hanging in there?
This step is arguably the easiest of all them. The best was saved for last!
We are going to go back to the Campaign Builder and create a new campaign. I called mine "One Click Purchase Products" because I think we can safely keep all of our one click email products in this one campaign.
Next you'll want to create a campaign sequence and link it to a web form. Then, connect one additional campaign sequence after the web form. It should look like mine below.
Let's start with the Web Form.
Open that up and add in the purchase confirmation copy for the corresponding product that we're going to link this to.
For this example, you can see I designed a one click purchase for my agency to build this campaign for you, hence the description in the image (see below).
For the Thank You Page, you can send them wherever you want, or you can simply write something like "Thank You For Your Purchase."
When that's done, publish the campaign. The reason why we need to publish this unfinished campaign is because we need the web form to be "live."
Now, open up the first campaign sequence. You'll see mine is named "One Click Purchasing Done For You."
Next, add an email inside that campaign and then open it up (use whatever design you want).
Now, add a button. That button is our purchase link. Link that button to the web form you just created (see the image below for how I did mine).
OK, mark the email as "ready," mark the campaign sequence as "ready," and step out of that Campaign Sequence.
Have you signed up to get the custom code and the step-by-step guide? If not, get it now!
Simply enter your details below and you'll have free access to this resource as well as a treasure trove of other free trainings in our Success Portal.
We are now going on a short adventure over the the infamous Action Sets. These things are the hidden powerhouse of Infusionsoft that few people even know exist.
Here's how to get there:
Go to Marketing > Settings > Action Sets.
Once you're there. Click "Add an Action Set."
Then, enter the name of your one click product and then click "Add A New Action," in that dropdown, scroll to the bottom and select "Create An Order."
See below for what it looks like.
A screen will pop up and just click "SAVE." Once you do that, you'll then see a screen that looks like this:
Don't worry about it saying something isn't configured properly. We are now going to fix that! Above the pink box, click "edit."
You'll now add in your product and then click the "Add" button. Afterwards, click "Save".
Moving right along, jump back over to the Campaign Builder and open up the campaign we're working on.
WANT US TO BUILD THIS FOR YOU?
If you love this idea and you don't want to do this yourself (I don't blame you!) then you can hire my agency and we'll do it for you. Simple, fast, done-for-you.
I want you to then open up the campaign sequence that's directly after the web form (see image below).
From the left hand side, grab the "Action Set" widget and drop it into the campaign. Double click it to open it.
From the dropdown menu, select the Action Set I just had you create. Click "Save," then mark that campaign sequence as "Ready."
We are at the very last step!
You now are going to add the Purchase Tag for this product. The Purchase Tag is triggered by the Purchase Action of the product when the product is successfully purchased.
(If you are unsure how to set up Product Purchase Actions, you can do so under E-Commerce > Purchase Actions).
This is your fail-safe so that you know the transaction was successful and the card did not decline. You'd obviously want to handle the product, shipping, etc after this tag goal is met.
That is it, my friend! You are done and ready to send out emails with one click purchases!
The level of time and effort it takes to create a blog like this is monumental.
Please share this with people that you feel can get value from this.
Questions? Comments? Leave them below!
Have you signed up to get the custom code and the step-by-step guide? If not, get it now!
Simply enter your details below and you'll have free access to this resource as well as a treasure trove of other free trainings in our Success Portal.