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Create "If/Then" Logic With Infusionsoft Decision Diamonds

Posted by Wes Schaeffer | August 13

Send Relevant Content To Your Prospects With Infusionsoft Decision Diamonds

If-then statements 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.

Get The 2-Page, Color, Infusionsoft Cheat Sheet

Try getting a know-it-all tech geek or $25 Infusionsoft Consultant From eLance to be THAT DARN EFFICIENT, ACCURATE,  AND RESPONSIVE!

Infusionsoft Decision Diamonds: Step-by-Step 

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

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2. Connect the Infusionsoft goal to the first sequence.

 

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Infusionsoft Decision Point Rules - Connect first sequence.
 
Get Experienced Infusionsoft Help

3. Connect the Infusionsoft goal to multiple sequences and BAM!, the decision point (decision diamond) appears.

 

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Infusionsoft Decision Diamond Rules:
Connect second sequence to see Decision Diamond appear.

4. Connect all applicable Infusionsoft sequences.

 

Infusionsoft Decision Point Rules - Connect all sequences.
Infusionsoft Decision Diamond Rules - Connect all sequences.

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

 

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Click to set.

6. Start editing the fields sequentially.

 

professional sales training,marketing automation,sales and marketing,sales and marketing automation,Infusionsoft sales,Infusionsoft support,buy Infusionsoft,Infusionsoft Decision Point Routing 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.)

 

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Infusionsoft Decision Diamond Rules If-Then Set Tags Step 2.

8. Continue editing each field.

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Infusionsoft Decision Diamond Rules If-Then Set Tags Step 3.
 
Take The CRM Quiz 

9. Here I've selected the Infusionsoft Tags I'm looking for.

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Infusionsoft Decision Diamond Rules If-Then Set Tags Step 4.

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

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Infusionsoft Decision Diamond Rules Add Remove Alternative Criteria

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

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Infusionsoft Decision Diamond Rules Alternative Criteria

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

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Infusionsoft Decision Diamond Rules Alternative Criteria Add Remove
 
Control Every Sale With The Sales Agenda

11. Double-click the Infusionsoft sequence.

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Infusionsoft Decision Diamond Rules add email to follow-up sequence.

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

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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.

 

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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.

If you need more help growing your sales, consider the following resources:

Or just contact me and we'll set a time to speak.

Good Selling,

Topics: Infusionsoft Campaign Builder, Infusionsoft Decision Diamonds, Infusionsoft, Inbound Marketing

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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