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Sales Training + Inbound Marketing + HubSpot

Why You Should Check Out the New Infusionsoft Email Builder

Posted by Wes Schaeffer | May 3, 2016 4:47:14 PM

Praise the Lord!! Infusionsoft has FINALLY given us a good email builder!! Good things do come to those who wait...even if it's 7 years, 8 months...but who's counting?

Here's an overview of the new features and benefits of Infusionsoft's new (Beta) email builder.

(If you want to just watch the video, scroll to the bottom.)

Getting Started

The new Infusionsoft email builder is not part of the Campaign Builder, yet, so you'll start by going to your Infusionsoft logo then Marketing > Email & Broadcasts.

infusionsoft_new_campaign_builder_email_broadcasts_wes_schaeffer_the_sales_whisperer.png

Choose "Try the New Email Builder"

infusionsoft_new_campaign_builder_beta_wes_schaeffer_the_sales_whisperer.png

Choose From The Email Template Gallery

On the next page you'll be greated with a nice selection of email templates. This is vastly improved over the old email builder. 

Give yourself some time to look around and familiarize yourself with the options. This really is a step in the right direction by Infusionsoft. 

infusionsoft_new_campaign_builder_templates_wes_schaeffer_the_sales_whisperer.png

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Your Emails are Auto-saved

This is a nice touch. As you work your edits are auto-saved so just let the creative juices flow.

infusionsoft_new_campaign_builder_auto_save_drafts_wes_schaeffer_the_sales_whisperer.png

Preview Your Mobile-Responsive Emails

As you begin to work you can select from four options at the top:

  1. Test
  2. Preview
  3. Save & Exit
  4. Schedule or Send

infusionsoft_new_campaign_builder_preview_wes_schaeffer_the_sales_whisperer.png

When you select Preview, this is the image that comes up. 

Having mobile-responsive emails is much-appreciated.

infusionsoft_new_campaign_builder_mobile_responsive_wes_schaeffer_the_sales_whisperer.png

New Menu for Design and Blocks (Blocks Replace Snippets)

To the left you'll see a new menu with Design and Blocks. (Blocks are essentially what Snippets are in the old email builder, and while the new Blocks are powerful, you'll notice a few features you get with Snippets are missing. This is still in Beta, so they will come.)

infusionsoft_new_campaign_builder_blocks_wes_schaeffer_the_sales_whisperer.png

Much Better Social Media Options

In the Blocks area is the new Social feature.

When you drag that Block to your email you'll see a grayed out box like below.

infusionsoft_new_campaign_builder_add_social_media_icons_wes_schaeffer_the_sales_whisperer.png

Once you are in the social media Block you'll have the option to add your social media accounts as you see here.

You can also adjust the icon size as well as the alignment. Very cool and responsive.

infusionsoft_new_campaign_builder_social_media_setup_wes_schaeffer_the_sales_whisperer.png

When you are done, the social media icons will look like this. Nice, huh? 

infusionsoft_new_campaign_builder_social_media_icons_wes_schaeffer_the_sales_whisperer.png

Edit Images In Infusionsoft Emails

When you add a new image to your Infusionsoft email you have a lot more—and more powerful—options to edit your image within Infusionsoft.

For starters you have a slider that enables you to quickly and easily adjust the size of your image.

Next, you can make the image clickable and have it go to one of three places:

  • A new URL
  • A new email
  • A phone number, which is nice if you want a "Click to Call"  feature for your mobile visitors.

Additionally, you can add a Tag goal to trigger a new follow up sequence if someone clicks the image, and you can add the Alt text to the image as well, to help with SEO.

Finally, you can align the image Left, Center, or Right.

infusionsoft_new_campaign_builder_edit_image_wes_schaeffer_the_sales_whisperer.png

 Get 40 Ways To Do Email Right

Advanced Image Editing Capability Inside the New Infusionsoft Email Builder

When you select the "Editing & Effects" option on the new image you added or selected for your email, an entirely new wizard appears that gives you a lot of power to work some "magic" with your images not unlike many of the most powerful hosted image editors on the market today.

infusionsoft_new_campaign_builder_editing_images_wes_schaeffer_the_sales_whisperer.png

 

Here is a look at the many options you have inside the Infusionsoft image editor in the new email builder. They include:

  • Crop
  • Overlays
  • Enhance
  • Effects
  • Frame
  • Text
  • Stickers
  • Orientation
  • Lighting
  • Color
  • Sharpness
  • Focus
  • Vignette
  • Blemish
  • Whiten
  • Redeye
  • Splash
  • Draw
  • Meme (not visible on the image below)

Those are some powerful options that will not only save you $5 to $30/mo for photo editing software, it will save you and your team time, which is the most valuable thing in the world.

infusionsoft_new_campaign_builder_image_editor_wes_schaeffer_the_sales_whisperer.png

Video of New Infusionsoft Email Builder

Below is a quick video of the email builder. Let me know what you think and if you have additional questions feel free to contact me and we'l set at time to speak.

Get The Infusionsoft Cheat Sheet
Now go sell something! Wes

Topics: Infusion Soft, Infusionsoft

Written by Wes Schaeffer

The Reassuringly Expensive, Ruthlessly Pragmatic pig-headed entrepreneur dedicated to discovering proven, transferable, effective tools for creating inbound sales so he can help you automate, integrate, and dominate your niche.

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