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Create If/Then Conditional Statements With Keap CRM/Infusionsoft

Posted by Wes Schaeffer | Oct 16, 2020 6:00:00 AM

Send Relevant Content To Your Prospects With Keap CRM/Infusionsoft Decision Diamonds

Conditional statements (if/then logic) in computer programming are magic.

It's like artificial intelligence for your inbound marketing and sales automation.

Your computer can actually look at what your visitors, prospects, and customers are doing and apply the logic you gave it to perform another task or function based on the answer it sees.

This is what the Infusionsoft Decision Point Routing function does with easy-to-use drag and drop icons inside the Infusionsoft Campaign Builder.

However, at first glance it is not obvious how to create the Infusionsoft Decision Diamond so I created this pictorial guide to help you make magic.

But, Wes, why so many steps? Why is Infusionsoft so hard to use?"

Shh!

This process will segment and automate the correspondence and follow-up communications you have with your prospects and clients 24 hours a day, 7 days a week, 365 days a year, will never have boyfriend/girlfriend/spouse "issues," will do it on time, every time, nationwide, globally and will document the fact it has done it immediately.

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Infusionsoft Decision Diamonds: Step-by-Step 

1. Start with an Infusionsoft goal (goals are round icons) and at least two Infusionsoft sequences

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds stack sequences.

2. Connect the Infusionsoft goal to the first sequence.

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds connect sequences.
Infusionsoft Decision Point Rules - Connect first sequence.
 
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3. Connect the Infusionsoft goal to multiple sequences and BAM!, the decision point (decision diamond) appears.

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds connect multiple sequences
Infusionsoft Decision Diamond Rules:
Connect second sequence to see Decision Diamond appear.

4. Connect all applicable Infusionsoft sequences.

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds connect all sequences.
Infusionsoft Decision Diamond Rules - Connect all sequences.

5. Click on the actual Infusionsoft decision diamond to edit its rules.

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds set rules.
Click to set.

6. Start editing the fields sequentially.

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds configure rules. Infusionsoft Decision Diamond Rules If-Then Step 1.

7. This shows how to edit the Infusionsoft Tags but this applies to Form Submissions, Company Role, etc. (This is just an example.)

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds select contact rules.
Infusionsoft Decision Diamond Rules If-Then Set Tags Step 2.

8. Continue editing each field.

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds select contact tag rules.
Infusionsoft Decision Diamond Rules If-Then Set Tags Step 3.
 
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9. Here I've selected the Infusionsoft Tags I'm looking for.

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds select exact tags.
Infusionsoft Decision Diamond Rules If-Then Set Tags Step 4.

10.a. Add additional mandatory criteria—"+" means "AND"—or alternative criteria—"..." means "OR."

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds add criteria.
Infusionsoft Decision Diamond Rules Add Remove Alternative Criteria

10.b. Here is what the criteria look like when you select "+."

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds select and/or criteria.
Infusionsoft Decision Diamond Rules Alternative Criteria

10.c. You'll see these additional icons when you add criteria options.

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds add/remove criteria.
Infusionsoft Decision Diamond Rules Alternative Criteria Add Remove
 
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11. Double-click the Infusionsoft sequence.

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds edit sequences.
Infusionsoft Decision Diamond Rules add email to follow-up sequence.

12. Apply the Infusionsoft Process—Tag, Note, Task, etc.— and/or Communications.

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds flow into sequences.
Infusionsoft Decision Diamond Rules add correct Tags to follow-up sequence.

13. Kick up your heels and enjoy your time freedom after creating your Infusionsoft Decision Diamond Routing.

 

Infusionsoft/Keap CRM if/then logic, a.k.a decision diamonds lead to sales growth.
Kick your feet up as a happy Infusionsoft decision point rules creator.

If you still have questions about ordering Infusionsoft for your business and would like to see Infusionsoft in action check this out.

If you're ready to get started with Infusionsoft and you want to secure thousands in bonuses and savings by ordering through me please contact me now and I'll help you buy Infusionsoft today.

If you already have your own Infusionsoft application and need to get more out of it just pick the block of time for my Infusionsoft Services that fits your budget at my Infusionsoft CRM Support page and get ready to get more leads, convert more sales and make more money...while you sleep.

Now go sell something.

Get your own CRM butler to take control of your CRM so it makes you money.

Topics: Marketing Automation, Keap Infusionsoft CRM

Written by Wes Schaeffer

Wes and his wife just celebrated their 25th wedding anniversary. They have seven kids, which means Wes is motivated to find what works and help you apply it to grow your sales so he can buy diapers, groceries, braces...and bourbon.

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