Stage To Stage Pipeline Automation

Tags: Pipeline

When a sales rep moves the stage in an opportunity record, Infusionsoft can initiate automation that updates tags, sends an email to the prospect, starts a new campaign sequence, sends  internal notification messages, assigns tasks to other users, and more.

You can run actions based on an opportunity record moving INTO a specific stage, or OUT OF a  specific stage. When you plan the marketing automation strategy for your direct sales process, ask yourself:

  • Is this series of actions specific to the newly assigned stage? If the answer is yes, then  you will want to assign the action to the movement INTO that stage.

  • Is the action appropriate regardless of the next stage? If the next stage is irrelevant, then you will assign the action to the movement OUT OF  the stage. This is less common.
  1. Click here to install the "Stage To Stage Pipeline Automation" pre-made campaign
     
  2. Click "Install"

     

  3.  Check the box next the app the campaign will be installed & click "BEGIN INSTALL"

  • This campaign starts when an opportunity is moved into the New Opportunity stage.

Note: Your stage names may be different, so be sure to double-click on the  opportunity goals and change the stage drop-down to the appropriate  stage. You can also change the description below the goal to match your  stage names.

 Pro-tip! Click animated gifs to view larger

  • Each Opportunity stage that changes moves your contact into a corresponding sequence that automates your business processes.


  • Add more Opportunity goals and campaign sequences to flesh-out your sales process.
     
  • Just drag the Opportunity goal or campaign sequence onto the campaign builder canvas.

Pro-Tip!  You can change any goal type by right clicking the goal >  click "Convert Goal to" > followed by clicking the goal type you want to use.

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