Professional Documents
Culture Documents
Contents
Brian Keith: 24 Hour Evergreen Oer With Video............................................3
Digital Marketer: Lead Magnet Funnel...........................................................38
Dave Ramsey: Webinar Conversion Machine.................................................59
Dave Rhea: Membership Site Cancelation......................................................83
Frank Kern: Four Day Cash Machine.............................................................101
Amanda Bond: Facebook with Expiring Oer...............................................135
Grace Smith: Evergreen Webinar Oer.........................................................156
Memberium: Membership Site Video Triggers.............................................177
Submit Your PlusThis Powered Campaign.................................................200
24 Hour Evergreen
Oer with Video
Campaign Description
Our client, Russel James is the UKs
leading Raw Chef.
Insert
Photo
Bio
Brian Keith runs Red Beard Consulting out of
Seattle and is an Infusionsoft Certied
Consultant.
Brian focuses on implementing apps like
PlusThis, Memberium, FixYourFunnel, and
Jermaine Griggs' Automation Clinic.
"If you want real solutions and creative
innovation, Brian's your man." - Jermaine
Griggs
The Funnel
When
someone
comes
to
therawchef.com,
we
want
them
to
sign
up
for
our
Free
Raw
Food
Recipes
Clicking
the
bu@on
brings
up
a
Leadbox
from
Leadpages.
We
collect
First
Name
and
Email.
Next is a form asking our rst segmentaFon quesFon. The Email eld is hidden.
Here
is
what
that
form
looks
like
inside
InfusionsoJ.
You
can
do
this
with
InfusionsoJ
hosted
webforms
embedded
in
to
any
page.
The
contact
then
sees
the
second
segmentaFon
quesFon.
Were
sFll
passing
email
address
in
a
hidden
eld.
When
they
nish
the
survey,
we
take
them
to
a
video
oer
page.
When
the
video
gets
to
the
part
where
we
make
our
oer
for
the
Weekday
Raw
product
a
bu@on
appears
for
them
to
purchase.
We
also
track
how
long
they
are
watching
the
video.
Because
we
host
our
videos
on
WisFa,
we
already
have
good
analyFcs
on
how
long
people
are
watching
the
video.
We
use
PlusThis
Video
Tracking
so
that
we
can
Fe
viewing
behavior
directly
to
buying
behavior.
If
they
click
the
bu@on
to
purchase,
they
are
taken
to
an
order
form
with
a
Fmer.
This
countdown
Fmer
is
unique
to
every
contact
and
adds
urgency
to
take
advantage
of
the
oer.
We
also
run
a
Facebook
ad
to
this
person
for
the
duraFon
of
the
oer.
If
they
procrasFnate
and
click
on
the
link
to
take
advantage
of
the
oer
aJer
the
Fme
is
up,
they
are
taken
to
the
oer
expired
page.
How We Do It
This
is
what
the
campaign
looks
like
Inside
of
InfusionsoJ.
Well
walk
you
through
it
step
by
step.
We
start
with
the
Opt-in
Form
asking
for
First
Name
and
Email.
The
Blank
Spacer
sequence
aJerwards
is
included
because
we
cant
link
goals
back
to
back
in
InfusionsoJ
so
we
need
a
sequence
between
them.
It
is
literally
an
empty
sequence.
This
is
the
webform
you
see
on
the
page
here.
We
simply
embedded
it
onto
a
page.
You
can
use
something
like
OpFmize
Press
to
make
pages
like
these
without
any
coding
experience.
The
email
eld
is
passed
to
this
form
and
hidden.
In
order
to
get
the
countdown
Fmer
on
this
page
to
be
evergreen
and
unique
to
every
person
who
signs
up
for
the
recipes,
were
going
to
need
to
setup
two
features
from
PlusThis:
Whats
The
Date
and
Countdown
Timers.
Inside
of
PlusThis
we
use
the
following
setup
for
Whats
the
Date.
We
basically
are
saying
we
want
to
set
an
evergreen
date
for
1
day
aJer
this
feature
is
run
in
InfusionsoJ.
Note
that
1
day
actually
means
24
hours
if
you
are
using
a
Date/Time
eld.
The
Countdown
Timer
feature
is
set
to
the
date
we
set
up
in
the
previous
step.
This
will
make
it
so
the
Countdown
Timer
will
always
appear
as
24
hours
aJer
someone
completes
the
Upsurvey.
In
addiFon,
this
countdown
Fmer
is
now
unique
to
every
contact
that
sees
it.
Next,
we
want
a
Facebook
ad
to
show
once
theyve
signed
up
for
the
recipes.
Weve
created
a
custom
audience
for
Weekday
Raw
OTO
AcFve.
When
someone
signs
up
for
the
recipes,
they
are
added
to
the
Facebook
Custom
Audience
for
that
campaign.
Well
remove
them
from
this
campaign
aJer
24
hours
or
if
they
buy,
in
a
later
step.
Here
you
see
the
Feature
that
removes
them
from
the
audience.
When
you
nish
se_ng
up
most
features
in
PlusThis,
you
are
given
a
URL
to
place
in
an
HTTP
post.
The
sequence
below,
is
where
we
put
HTTP
Posts
to
run
the
PlusThis
features.
Note
that
I
call
it
Set
Countdown
Timer
in
the
sequence
name,
but
Im
really
running
the
Whats
the
Date?
feature.
Youll
see
why
shortly.
Next,
for
the
video
page,
were
playing
a
video
where
we
want
to
track
how
long
someone
is
watching
it.
To
do
this
we
need
to
setup
a
video
trigger.
A
video
trigger
allows
you
to
set
a
Fme
on
a
video
for
when
you
want
to
apply
a
tag.
PlusThis
will
give
you
an
embed
code
you
can
use
for
your
video.
Now
you
can
see
which
contacts
are
watching
your
videos
and
for
how
long
and
track
sales
based
on
buying
behavior.
For
the
next
day
we
send
3
emails.
This
may
be
aggressive
for
your
audience,
so
adjust
for
whatever
works
with
your
prospects.
At
the
end
of
this
sequence
we
remove
the
contact
from
the
Facebook
Custom
Audience
through
PlusThis
using
a
Facebook
Audience
Trigger.
In
the
sales
emails
we
have
a
Countdown
Timer
link
from
PlusThis.
This
link
will
send
them
to
one
of
two
places
based
on
the
date
and
Fme
in
a
custom
eld.
Here
we
setup
the
Countdown
Timer
link
used
in
the
sales
emails.
This
feature
generates
a
link
where
we
can
send
people
from
an
email
or
from
a
webform.
If
the
contact
clicks
the
link
before
the
Fme
in
our
custom
eld
runs
out,
they
go
to
the
order
form.
If
they
click
aJer
the
date/Fme
in
the
custom
eld,
they
go
to
the
ExpiraFon
URL
you
see
below.
When
a
contact
buys,
we
use
Calculate
Customer
Value
to
store
buyer
behaivor
like
Total
Spent
in
a
custom
eld.
Then
we
remove
them
from
the
Facebook
Custom
Audience
so
they
dont
see
ads
for
the
oer.
Lastly,
we
sort
purchasers
by
how
long
they
watched
the
oer
video.
This
makes
it
easy
to
see
who
bought
what.
We
can
also
tag
buyers
so
followup
is
customized
depending
on
how
much
they
engaged
with
the
video.
In
the
decision
diamond,
simply
set
the
rule
to
the
tag
you
made
for
each
of
your
video
triggers.
While
this
is
how
we
built
the
inFal
campaign,
we
know
well
use
more
PlusThis
Features
as
we
opFmize
the
campaign
in
the
future.
Here
are
some
of
our
ideas.
While
youve
seen
enough
here
to
build
the
campaign
on
your
own,
its
okay
to
have
someone
else
build
it
for
you.
Get
more
informaFon
on
ge_ng
this
campaign
totally
built
out
for
you
at
TheCampaignExchange.com/PlusThis
Digital Marketer
Lead Magnet
Funnel
Campaign Description
Digital Marketer oers several lead
magnets that drive prospects to a sale.
Insert Photo
Bio
DigitalMarketer.com is a community where
marketers, growth hackers, entrepreneurs and
small business owners come to get ideas on:
The Funnel
Each lead magnet has a landing page similar to the one below.
Once someone opts in, they are taken to our trip-wire upsell.
A trip-wire is a low dollar oer that is typically a lighter version
of the core oer.
For the sake of clarity our sales funnels for acquisition usually
ow like this: Leadmagnet, Tripwire, Core Oer, Prot
Maximizer. Experientially you as the contact would experience
one opt-in, one order form, and 2-3 one click upsell pages
within our sales funnel.
Webinar
Conversion
Machine
Campaign Description
Insert Photo
Bio
Dave Ramsey is Americas trusted voice on
money and business. Hes authored ve
New York Times best-selling books: Financial
Peace, More Than Enough, The Total Money
Makeover, EntreLeadership, and Smart
Money Smart Kids. The Dave Ramsey Show is
heard by more than 11 million listeners
eachweek on more than 550 radio stations
and digitally through podcasts, online
audio streaming, and a twenty-four-hour
online stream video channel.
The Funnel
3.
1.
2.
From here, we invite them to the next webinar. They can then
choose to register or not register. For this part of the
campaign, we use PlusThiss GoToWebinar Integration because
it will power the rest of our webinar as youll see next.
1.
2.
3.
1.
2.
3.
The GoToWebinar
integration is helpful
because it will allow us to
register people for our
webinars and follow-up
directly from inside
Infusionsoft without
having to go back and forth
from GoToWebinar and
Infusionsoft.
After a webinar is nished,
we can also easily see
inside of Infusionsoft who
attended and who missed
the webinar. This way we
can follow-up
appropriately.
Facebook Pixel
Youll also notice that we schedule one email to go out with the
webinar oer around the same time we get to our pitch in the
live webinar.
Campaign Summary
1. Leads come from our podcast
2. Leads opt-in for our monthly webinars
using the GoToWebinar integration
from PlusThis
3. PlusThis handles registration,
segmentation and follow-up
4. We drive to a sale
5. Repeat the process the next month
Membership Site
Cancelation
Campaign Description
Vanessas Juice Club uses PlusThis to know
when someones membership is active.
Insert Photo
Bio
Dave Rhea runs a small consulting
business, out of his home in Southern
California. CoastalOnlineMarketing.com
He helps his clients with a variety of
services including Infusionsoft, PlusThis,
Wordpress, and specializes in building
membership sites. Recently, he's decided
to spend more time pursuing his passion
project of helping artists and musicians
market themselves online with his
company, HarmonicPlanet.com.
The Funnel
Campaign Setup
Summary:
For this campaign, we used the "What's the Date? feature.
We set it up so that the tag, "Successful Billing Tag" was
applied as soon as either:
a) one of the memberships was purchased
or
b) a re-bill took place (this happens either monthly, or yearly,
depending on what payment option the customer chooses)
When the http post to Plus This runs, it adds the date to a Date
eld within the customer's contact record. See below:
When they use the form, we also have a sequence set up so that an email will
go to Vanessa and it uses merge elds to merge the data that the cancelled
members submitted.
In either scenario, the contacts are fed into a sequence where their
subscription will be cancelled, they get a "Sorry to see you go" email, and a
date timer references the "Billing Expiration Date" that was applied by PlusThis
when we used the "What's the Date?" feature.
Once the date comes, then the tag(s) that allow access into the membership
are removed, and the member will no longer have access.
Summary:
1. A successful billing takes
place
2. An http post gets sent to
PlusThis
3. PlusThis adds the correct
date to the contact record
4. If they cancel, we use the
eld timer to wait until the
"Billing Expiration Date" has
occurred, then access is
removed.
Four Day
Evergreen Cash
Machine
Campaign Description
One of our most popular campaigns we have our clients
build is a 4 Day Evergreen Cash Machine.
Insert Photo
Bio
Frank Kern is known as the world's highest paid
direct response Internet Marketing copywriter
and consultant.
He's famous for creating some of the highest
grossing Internet Marketing sales campaigns in
the history of the Information Marketing industry.
He has customers and clients on every continent
and regularly acts as marketing advisor to
celebrities, best selling authors, and celebrity
entrepreneurs.
The Funnel
Heres the typical path we take someone through for a 4-Day Evergreen Cash
Machine.
Before we send them to the content they signed up for, we capture some
segmentation information. This way we can dynamically follow-up according to
what kind of prospect they are.
Notice the thank you page they see mentions the urgency of watching what
they signed up for. We clearly spell out, The video is coming oine in four
days.
This is the page they see when they click the link. The space below will show a
button for people to sign up for our oer once we get to that part of our video.
While they watch the video, we track who is watching it and for how long using
PlusThis. That way we can tailor the follow-up based on how engaged the
contact was during the previous step.
After they watch the video we extend an opportunity to buy something. The
emails continue counting down to when the oer is no longer available.
If they procrastinate and dont take the time sensitive oer we dont mess
around. PlusThis will allow us to dynamically track this and automatically send
them to an expired oer page if a contact waits too long to take us up on our
oer.
This
is
what
the
campaign
looks
like
Inside
of
InfusionsoJ.
Well
walk
you
through
it
step
by
step.
We
start
with
the
Opt-in
Form
asking
for
First
Name
and
Email.
The
Blank
Spacer
sequence
aJerwards
is
included
because
we
cant
link
goals
back
to
back
in
InfusionsoJ
so
we
need
a
sequence
between
them.
It
is
literally
an
empty
sequence.
This
is
the
webform
you
see
on
the
page
here.
We
simply
embedded
it
onto
a
page.
You
can
use
something
like
OpFmize
Press
to
make
pages
like
these
without
any
coding
experience.
The
email
eld
is
passed
to
this
form
and
hidden.
1.
2.
3.
Now,
whenever
we
want
to
show
a
prospect
the
date
their
content
expires,
we
can
just
merge
in
the
date
eld
expiring
oer
expiry
date
1.
2.
Once
youve
created
the
smart
link
setup,
PlusThis
will
give
you
a
link
you
can
use
in
your
emails.
1.
The
last
thing
you
need
to
do
is
setup
your
tags
so
the
eligibility
tag
is
applied
as
soon
as
they
opt-in
and
then
remove
it
2
days
later.
Now
your
iniFal
delivery
emails
will
all
have
links
that
work
dynamically.
If
a
contact
clicks
on
the
link
before
the
free
content
expires,
they
will
see
the
video.
(1)
If
they
wait
Fll
aJer
it
expires,
they
will
go
to
an
expired
page.
(2)
1.
2.
Finally,
well
setup
the
video
triggers
so
we
can
track
who
is
watching
our
video
and
follow-
up
according
to
how
long
they
watched
the
video
for.
Next,
youll
set
the
Fming
you
want
to
track
and
the
tag
youd
apply
when
they
reach
a
certain
Fme
frame.
Then
youll
assign
tags
for
each
of
those
Fme
frames.
Below,
you
can
see
how
weve
setup
a
decision
diamond
to
send
people
to
the
correct
follow-
up
based
on
how
much
of
the
Whiteboard
Video
they
watched.
If
they
just
started
the
video
but
didnt
make
it
much
further
well
set
the
criteria
to
look
for
the
rst
tag
but
not
the
others.
For
the
second
sequence,
well
have
the
criteria
look
for
people
who
made
it
half
way
but
not
further.
Likewise,
for
the
rest
of
the
sequences.
1.
2.
The
rest
of
the
sequences
all
are
Fed
to
driving
to
the
oer.
Knowing
how
much
of
the
video
they
watched
will
give
you
a
chance
to
follow-up
based
on
engagement
and
test
dierent
things.
You
can
setup
an
addiFonal
smart
link
and
humanized
date
for
when
the
oer
expires
aJer
they
watched
the
video.
Thats it. Heres a summary of the features we used and how we applied them.
2. Video Triggers
3. Smart Links
Evergreen
Facebook
Campaign
Campaign Description
I have an evergreen campaign I run for The Perfect Sales
Funnel.
Insert Photo
Bio
Amanda Bond is The Ad Strategist.
Amanda is a Facebook Advertising expert. Over
the years shes learned from personal experience
and the school of hard knocks what works and
what doesnt. And what CONVERTS; like gang
busters.
She has elite clients and has even taught
Facebooks own account reps a thing or two with
her unique Facebook Ad strategies.
You can learn more at TheAdStrategist.com
The Funnel
Heres a high level overview of the evergreen campaign we run. We start with
some emails that provide value and goodwill.
Around email three we extend our oer with a 48 hour deadline to take
advantage of it.
Email 3 (Excerpt)
Email 4 (Excerpt)
If they click the link, they are taken to a landing page with a countdown timer
based on how much time they have left to purchase the special oer.
If time runs out, or the prospect purchases the product, they are immediately
removed from seeing the Facebook Retargeting Ads.
The following example, will show you how I setup my Facebook Ads to trigger as
someone went through the following funnel.
As emails are sent, I apply tags that will trigger the Facebook Audience Triggers from
PlusThis. Facebook Audience Triggers will add/remove contacts to a Facebook
Custom Audience when they hit this point of the campaign.
Then I make these tags trigger a sequence where Ill insert the PlusThis Facebook
Audience Triggers.
Next I setup the Facebook Audience Trigger inside of PlusThis. I basically tell PlusThis
which Facebook Custom Audience I want this contact added to at this point of their
campaign and remove them from any custom audiences that no longer pertain to
them.
On Email #3, when they have an hour left, I run another Facebook Audience Trigger.
For the Facebook Audience Trigger Im adding them to the one hour left
custom audience and removing them form the 24-48 hours left
To pull o the evergreen timer you saw on the landing page, we rst need to tell
PlusThis what date we want that timer to countdown to.
We use the Whats the Date feature and tell it to countdown to 2 days after this
feature is run and store that date in a date time eld inside of Infusionsoft so we
can pull it later.
When you are nished setting up the feature, PlusThis will give you a URL to copy
and paste into an http post inside of Infusionsoft. Youll want to put this in the
sequence that runs when they have 48 hours left.
We then use the countdown timer to countdown to that Expiring Oer Expiry Date
we set during the Whats the Date setup.
Summary:
1. Tags are being applied throughout the evergreen campaign that are used to
trigger the Facebook Audience Triggers.
2. Facebook Audience Triggers are applied which add/remove people from the
custom audiences to ads letting them know how long they have left on the
oer.
3. A countdown timer is set with an evergreen date of 48 hours.
Evergreen Webinar
Oer
Campaign Description
Grace Space is a leading hypnotherapy
online membership community, with over
20k+ students.
Insert Photo
Bio
The Funnel
AJer
watching
the
webinar,
visitors
receive
email
campaigns
which
take
them
to
the
membership
sites
sales
page
if
they
click
before
3
days
go
by
(from
the
Fme
they
registered).
If
they
click
on
the
email
links
aJer
3
days
go
by,
visitors
will
be
taken
to
this
oer
expired
page
How We Do It
This
is
what
the
campaign
looks
like
Inside
of
InfusionsoJ.
Well
walk
you
through
it
step
by
step.
Upon
registraFon
to
the
webinar,
EverWebinar
will
tag
visitors
based
on
their
a@ended/
missed
webinar
status,
which
will
trigger
the
campaign.
The
Set
Webinar
ExpiraFon
Date
sequence
will
input
the
expiraFon
date
for
the
oer
on
an
InfusionsoJ
contact
custom
eld,
using
the
Whats
The
Date
PlusThis
features
URL
link.
The
Replay
is
available
sequence
will
take
contacts
through
a
series
of
emails
which
will
iniFally
oer
a
replay,
then
transiFon
into
selling
the
membership
site
oer
previously
presented
on
the
webinar.
UFlizing
the
Email
Triggers
feature
from
PlusThis,
we
inpu@ed
an
email
address
which,
if
replied
to,
will
trigger
an
InfusionsoJ
tag
goal
within
the
same
campaign,
which
will
deliver
the
webinar
replay.
In
our
sales
emails,
using
the
Countdown
Timer
feature,
we
inpu@ed
a
dynamic
link
which
takes
contacts
to
the
sales
page
if
the
link
was
clicked
3
days
before
their
webinar
registraFon,
and
to
an
oer
expired
page
if
clicked
later
than
that.
Inside
of
PlusThis
we
use
the
following
setup
for
Whats
the
Date.
We
basically
are
saying
we
want
to
set
an
evergreen
date
for
3
days
aJer
the
webinar
registraFon
tag
is
applied
on
InfusionsoJ.
Note
that
1
day
actually
means
24
hours
if
you
are
using
a
Date/Time
eld.
The
Countdown
Timer
feature
is
set
to
the
date
we
set
up
in
the
previous
step.
This
will
make
it
so
the
Countdown
Timer
will
always
appear
as
3
days
aJer
someone
registers
for
the
webinar.
This
countdown
Fmer
is
now
unique
to
every
contact
that
sees
it,
which
will
create
the
evergreen
eect
on
the
emails
pasted
on
the
link.
The
Link
Generator
will
give
you
the
exact
link
that
needs
to
be
used
based
on
your
sales
page.
Next,
the
Email
Triggers
feature
will
apply
a
tag
if
it
recognizes
the
word
REPLAY
on
the
subject
line
of
any
email
reply.
Please
note
that
PlusThis
will
only
recognize
the
email
replies
if
the
From
email
address
on
InfusionsoJ
is
changed
to
the
specic
Email
Trigger
Address
on
the
feature
instrucFons.
MembershipAuthority
Want
me
to
build
your
membership
site?
Ask
me
at
bernardo@membershipauthority.com
Membership Site
Video Triggers
Campaign Description
Memberium uses PlusThis to track who is
watching our videos and then triggering
automation based on whether certain key
videos are viewed or not.
Insert Photo
Bio
Enjoy.
The Funnel
How We Do It
Watched
>
MMMastery
-
SEC
Completed
Video
1
Watched
>
MMMastery
-
SEC
Completed
Video
2
Watched
>
MMMastery
-
SEC
Completed
Video
3
If
you
want
to
nd
out
how
much
of
your
videos
are
being
watched
by
your
audience,
you
can
add
the
following
types
of
tags
to
track
engagement
for
each
individual
video.
Id
recommend
adding
something
that
helps
you
correspond
the
tags
with
the
course
theyre
associated
with.
This
will
require
a
few
more
steps
when
seUng
up
your
video
triggers
in
plus
this.
Watched
25%
of
Video
1
Watched
50%
of
Video
1
Watched
75%
of
Video
1
Watched
100%
of
Video
1
Come
up
with
the
tag
names
you
want
to
add
to
InfusionsoZ
by
typing
them
out
in
word
or
a
notepad.
When
youre
ready
go
to
contacts>seUngs>tags>add
tag
and
type
in
your
tag
names
all
at
once
separated
by
a
comma.
The Campaign
All 3 video sequences follow the above structure. Repeat for the rest of the videos in your free course.
For this example weve created 3 Tags well be using in this example campaign:
Watched > MMMastery - SEC Completed Video 1
Watched > MMMastery - SEC Completed Video 2
Watched > MMMastery - SEC Completed Video 3
Add your own tags to the goal of each sequence as we have below
To activate the looping reminder campaign, apply a tag at the end of each
individual video sequence.
In this example weve used this tag to start our reminder sequence. Complete the rest of your campaign following our
example as we have below.
Sequences > MMMastery - Subscription Economy Course - START Reminder Loop
Course
Comple]on
Build out the rest of your campaign then add a
closing, Congratulations on nishing this course
sequence following the below example.
Heres an modied email that we use in one of our free courses for this step, feel free to use this as it is below by lling in the
blanks. The link in the email should lead to your sales page for the relevant course you want them to buy. Feel free to come up
with your own messaging thats more relevant to what youre oering :)
Next Steps
1. Sign
Up
For
The
Free
Trial
PlusThis.com/free-trial