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Infusionsoft Cookbook by Paul Sokol

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Tracking e-mail engagement levels

When we can segment our database based on someone's engagement with your e-mails, it unlocks an entire world of automation potential.

This information can be used to plan promotions, automatically switch paths, or simply enhance an existing report for a deeper layer of insight.

This type of segmentation cannot easily be performed retroactively, so the sooner a business implements this recipe, the sooner they begin building their pool of data.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and in a new campaign.

We also need to have some tags created:

  • Three tags to track the engagement levels: hot, warm, and cold
  • One functional tag that will trigger/reset the previously mentioned engagement ...

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