(4 minute video example below)
One of the most common things that Infusionsoft users come across is the need for creating a “looping sequence”.
A looping sequence allows a contact to “loop” through the same process over and over.
This is very common in businesses that offer monthly membership or have repeat buyers.
Yesterday, as I sat with a client, we built out the framework for a simple looping sequence. Here was his situation:
He has a monthly membership and offers a live webinar each month for members only. Prior to this, he had a simple looping sequence to invite members to the webinar but he was manually adding new members to the loop, manually removing cancelled members, and manually applying the tag each month to “loop” them back through.
So, here were the requirements for what we wanted to do:
- Automatically start new members into the sequence and get the reminders for the upcoming webinar
- Automatically remove cancelled members so they stop getting the webinar reminders
- Allow a few days, right after each webinar, for our client to edit the emails and timers and get them ready for the next webinar
- Automatically loop active members back into the sequence to start getting next month’s reminders
I recorded this video as I sat with him. It’s quick and dirty, but it should be a good example of how to set up a campaign like this.