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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 attach actions to movement 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. Go to Marketing > Campaign Builder in the main navigation menu
  2. Click Get Campaign Templates.

  3. Find the Automate Opportunities campaign and Install it.

  4. 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

  5. Note how each stage change has a corresponding campaign sequence that automates follow-up and other business processes.

  6. You can add more stage goals and campaign sequences to flesh-out your sales process.
  7. Just drag a goal or campaign sequence onto the campaign builder canvas.

Goal Type: 
You can drag any goal icon from the side panel, just click the goal type icon and change it to Moves an Opportunity.