To automate the registration of a new member we use the Infusionsoft Campaign Builder. To help you quickly get started there are 4 pre-made campaigns you can install directly into your Infusionsoft.
Install these pre-made Infusionsoft Campaigns to quickly get started.
- Add Paid Members to CustomerHub
- Add New Members to CustomerHub
- Add to CustomerHub (Sequence Process Only)
- After installing a campaign go to Marketing > Campaign Builder
- Click on the name of the campaign you wish to edit.
- Double-click on the campaign sequence you wish to edit
- Double-click on the Add to CustomerHub process in the sequence to configure.
- Enter your CustomerHub app name. The app name is the first part of your CustomerHub URL (app name.customerhub.net)
- Click Save
Note: IF you are creating a another campaign to register a member you might have noticed the "Add to customerHub" process is no longer available. Do worry...we've got you covered. Check out this article for help.