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.

  1. After installing a campaign go to Marketing > Campaign Builder
  2. Click on the name of the campaign you wish to edit.
  3. Double-click on the campaign sequence you wish to edit
  4. Double-click on the Add to CustomerHub process in the sequence to configure.
  5. Enter your CustomerHub app name. The app name is the first part of your CustomerHub URL (app
  6. 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.

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