What is a New Customer Campaign?This campaign is the one you launch after a customer buys from you for the first time. It’s meant to wow your customers so they feel appreciated, buy from you again, and refer you to their friends and family.

Whylaunch a New Customer Campaign?Statistics show that you lose 68% of your customers because of indifference. What does that mean? Basically, more than two thirds of your customers will go to a competitor for repeat business just because they feel no ties to you or your company. How do you fight this indifference? By wowing your customers and cultivating a relationship with them.

1. Create a “New Customer” Tag for Your New CustomersIt is NEVER a bad idea to keep the people in Infusionsoft segmented and organized. Use tags to easily accomplish this.

1. Hover over Setup and select Tags. 2. Click the Add Tag button. 3. Name your tag: “New Customer Welcome”

and select the Customer category from the drop-down. Click Add Tag(s).

Pre-Written ContentSAMPLE: New Customer Welcome

*Permission is needed for Importing, Tags, and Follow-up Sequences.

CAMPAIGN OVERVIEW:

STEPS:

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2. Create a “New Customer Welcome” Follow-up Sequence Welcome your new customers with excellent follow-up!

1. Hover over Setup and select Follow-up sequences.

2. Find the SAMPLE “New Customer Welcome” sequences. There are two to choose from:

a. New Customer Welcome (6 months) b. New Customer Welcome (45 day)

3. These sequences are designed to be used immediately after a customer makes a purchase. Following-up this soon is a great way to build a relationship with your customers. It is IMPERATIVE that you take some time to edit these sequences to fit your company’s message before sending to customers!

Welcome

3. Create an Action SetNow that you have the tag and follow-up sequence, put them together!

1. Hover over Setup and select Action Set. 2. Add a new Action Set and name it “New

Customer Welcome.” 3. Add an action that applies a tag. Find the

tag you created in step 1.

4. Save the action, and then add another action. This time, select the sequence you updated in step 2.

5. Save this action, and then save the entire Action Set.

Welcome

2. Create a Welcome Sequence 3. Create an Action Set 4. Run Action Set1. Create a Tag

If you are not an administrator, please have an administrator enable your permission settings.*

Infusionsoft LabsNeed live help in launching your first campaign? Check out our Campaign Labs. Get the instruction you need from an Infusionsoft Expert, as they walk you through setting up your new customer campaign.

New Customer Campaign Labs:• Every Wednesday at 3:00pm

EST

Best Practices• It’s always a good idea to Tag

your customers when they first get into Infusionsoft. Tagging people based on what they have purchased will help you later when you go to up sell and cross-sell your other products or services.

• A great way to wow your customers is by asking for feedback on your products or services. Customers love to feel like their opinion matters, and it helps you continually improve your business.

• Find multiple ways to provide your new customers with your contact information so they can buy again, contact you with any problems, and for referral purposes.

4. Run Your Action Set on All New CustomersNow run the Action Set!**

1. Search for your new customers. 2. Select Apply Actions from the drop-down. 3. Find the action set you created in the

previous step by clicking on copy action(s) from some other action set.

4. Click Process Action.

You have just launched the New Customer Campaign!

**Always test out your sequences on yourself before sending to an entire list! © 2009 Infusionsoft. All rights reserved.

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