What the heck is keap or also known as Infusionsoft? Now, I'm goign to explain what
this complicated software program is in this video. And i'll be showing you on my
computer how i use it for my business and how you can too.
So, Infusionsoft or also known as keap. Now, I think they changed the name
because they were known as confusion soft because it's it's a confusing
program to use. It's an important part of business. It's basically a CRM. It does
2 things. It does email marketing to allow you and your business to send out
lots of emails. Now, I have hundreds of hundreds of thousands of people that
have subscribed to get information from me over the years. And to manage all of
these people who want email information from me is just like it's a lot of work.
That's why I use a program to figure everything out. It's also what's called a
CRM. Now, what CRM stands for is customer relationship management. Now, I run a
digital business. I have a lot of people especially for my training programs.
I've people who just want information from me on you know, trainings and free
trainings and information or information about my YouTube channel and whatnot. But
I also have customers who are enrolled in my training courses. I have a 6-week
training course by the way. If you want more information about that, there's a
link in the description and you can sign up or you can subscribe to my channel
and you can go through my free course. Now, let's head over to my computer right
here. What you'll see is I'm on the keep website which is also known as
Infusionsoft. You see right up here. And they change their name again because I
think it's a confusing program. And I actually don't think it's that confusing.
It's just funny to make fun of them because they're so self-aware about this
issue. Generally speaking, it's the first CRM program that people use in their
business. So, people who have never used a CRM before, it's confusing because it's
a big database. Now, here I am in my instance of
Infusionsoft. And see, it gives me a lot of information. You know, the last 30 days,
I've sent over a million emails and all this jazz. So, it has a lot of data in
here. But what's important about this is I can go to contacts. The first part of
this is its contact management. And what we'll see is if I do a search,
you can search for people. All the people who have subscribed to get information
about your business. Now, in my case, I've had over 250,000 people subscribed to get
information about my business which is a lot of people. And you know, I can't
manually enter in all that information when I'm sending an email. So, this
program does that for me. And of these quarter-million people who
request information, they're in different groups too. You know, some people just
want free information from me. Some people are actually students and members
of my community. You know, I communicate with them in a
different way. So really, I send different communications to these 2 groups of
people and I have them separated within this actual program. Let's do a search
for my friend Tyler. Now, I can look up somebody's information in here and I can
see what they've done. They registered for my webinar earlier this
year. But they didn't attend the webinar. Okay? So, I can see this sort of
information in Infusionsoft and this allows me to send different messages to
that person by setting different tags. So, I can also see if this person is opening
or not opening emails from me depending on what emails I'm sending out at the
time. So, all of this can be very useful if you're a marketer and if you're doing
email marketing and sending out lots of emails or just looking to communicate
with your customers in different ways. Those are I guess the 2 big aspects of
Infusionsoft. The other big aspect of Infusionsoft is what I call marketing
automation. So, there's a lot of marketing automation that you can create within
Infusionsoft. You know, I want to do certain types of follow-ups to people
who subscribe to my email list. I can create different things. I can
I can create different sequences and I can say, "Hey, I'd like you to send a text
message to this person." I could say, "Hey, I'd like you to send a voicemail to
these 10,000 people." Or "Hey, I'd like you to do... I'd like you to send a postcard to
these people. Or I would like my sales representatives to schedule calls with
these 10,000 people." I can do all sorts of things with people who have gone
through and contacted me. Again, it goes much further beyond email marketing. Goes
to text message marketing. Voicemails. You know, sending letters etc. And the way it
works is let's say a tag was applied, okay? Let's say go in here and I say... The
person left. So I'll say... Okay, if somebody left early, I'm going to tell
Infusionsoft to do this. So, I'm going to set up a sequence that says, "Email sequence."
I'm going to set up another sequence that says, "Voicemail." Let's start with this. I'm
going to drag these 2 arrows over there and let's say I set a delay timer and I
say, "Wait 3 days and then send the person and email." I'm give it rules run
on a weekday. I say, "Use the contacts time zone and send the email at 8 a.m." And
then I will drag and drop an email, a communication and I'll say, "Send them an
email-- Why'd you leave?" And I can double click on that email and I can write a
message to them, okay? I won't go through the whole process of writing a message
but you know, basically I'll select a plain template and I will say use
template. This will populate whatever the person's name is. It says, "Hey, first name."
And I'll say, "Why the heck did you leave my training early? My robot assistant
thinks you're crazy if you want to schedule another time to go through the
training. Follow this link here. www.training.com. Okay? Regards, John. Okay?
So then I'd say, "Okay, I'd activate it." Now, everything and by default is set as
draft so I'll need to activate that to live first but it's saying, "Oh, unable to
mark is ready subject is required." So, I'll just enter a subject right up here.
I'll say, "Why'd you leave bro?" Then I say, "Ready." then I'll go back by just
clicking on the email sequence. Now, I could also set up a number of other
communications. So, I don't know if I can actually do this from this. But I could
say, "Wait 3 days and then send the person a voicemail." And I could create a
voicemail and record it and upload it and have it send a voicemail. I could
also have Infusionsoft send them a fax or a letter. I could actually create a
letter and have it sent to the person and say, "Hey, you still haven't attended
the training. Why did you leave?" Now, I could do this all then I could activate
it as ready. It activates the whole sequence is ready. So now, let's say
somebody doesn't attend my training. I could send them a voicemail, a fax, a
letter, an email. All of the above to ask them to come back to my training. This is
the power of marketing. Now, there's a lot of ways to do this. But the point being,
you can make this more and more complex if you want. You could have a billion
different sequences, you can have more rules. Get very cumbersome to have this
much marketing. But at the same time, to have a single person, me having
quarter-million people to contact and being able to send them all emails,
voicemails, text messages, letters, faxes... It's unbelievable that each one of us
has this power to affect so many people. And this is how you create a digital
tribe. Now, if this has been helpful for you, I go over videos every single day
about how to build your online business and make more money specifically online.
Subscribe to my channel and you'll also get rewarded with a free course on how
to do affiliate marketing which is what I do to make all of my money. I also
suggest you like this video if you got some value from it. And leave a message
in the comment. If you have any questions about Infusionsoft or any requests
for topics you'd like to see me talk about next, please leave that in the
comments.