SOP | How To Schedule Emails In Infusionsoft

If you’d like a checklist with checkable boxes for all this, there’s one here.

Click to jump to:

Emails

Login to keap.com and click Email & Broadcasts > Send a Broadcast.
Click the ‘Get Started’ button and go to Actions > Create Blank Email.
Where it says ‘From: The contact’s owner’ click the pencil and select Antonio Centeno <antonio@realmenrealstyle.com> and SAVE THE CHANGE
Click in the ‘recipients’ field and select
‘001. RMRS -> 001-Broadcast-All-Finished’
Enter an attention-grabbing subject line
Add preview text – a ‘sneak peek’ to hook readers further
Use TestSubject to check how they look on mobile
Go to ‘Merge’ on the blue bar > Contact Fields (most common) > First Name
It should now say ~Contact.FirstName~. Add a comma after.
Write or paste in your email
If sponsored, include a sponsor link with some variant of ‘Click here to check out x’ near the beginning, and the FINAL, SHORT video link in the P.S. (Just put text if you don’t have links yet.)
If sponsored, include any discount code.
If non-sponsored, put the FINAL, SHORT video link in the text and either the article link or a personal touch in the P.S. Or ask for an email reply.
“Always sign off ‘Semper Fi, Antonio’
(or ‘Semper Fi, Antonio ‘[something funny]’ Centeno’)”
If you’ve pasted anything in, check the text colour is #343434
The draft will save automatically and you can click ‘Exit’
In the Content Team Schedule Spreadsheet under ’email list’ type in ‘drafted’ and change the cell colour to orange.

Tags help track the number of clicks each link receives. They can be created directly from the draft of the email.

When adding a URL, click the link icon.
Insert the correct URL.
Select the small tag with a + icon
Where it says ‘Select a tag…” enter the tag you want to create. (For example nov-21-19-video)
From the drop-down menu ‘Choose Tag Category’, select ‘077.Email-Stats’
Click Create.
Click Done to add the tag.

Add any missing links.
Make sure links have no spaces at the end or beginning
Tag links. The tags follow the pattern: first 3 letters of the month-date-year-video/sponsor
Send a test email to yourself, Gavin, and Steven and check all the links work (the video link won’t be live yet, but it will say the video is private).
Click ‘Review and Send’ > ‘Schedule for later’ and select date (double-check IK.)
Select the publication time IN CENTRAL TIME (it should be set to CST automatically) at 07:00.
Click ‘Schedule’. It will take a few minutes to show up as scheduled.
(If email, bot, and push notification are all scheduled) Check off in IK, notify Gavin and Steven
No amends after Sam checks it unless absolutely necessary.
Had to change something? Notify him to check again!

There are two different methods you can use to create a split test.

Both start as if you’re drafting a normal email:

Best for: Experimenting to see if a new strategy works or not – e.g. adding buttons to emails.

Pro: Can schedule ahead of time

Pro: All emails delivered at the scheduled time – no delay

Con: The best-performing email only goes to 50% or 25% of your audience

Type 099 in the Recipients box and you’ll see our split test mailing lists.
For a 2-way split test, send one email to A-Split-Main-List and one to B-Split-Main-List
For a 4-way split send 4 emails to 4-Split-Main-A, B, C, and D. (Don’t just send 3 or we’ll miss out a quarter of our list!)
Make sure you make a note of which list got which version!

Best for: Finding the headline or CTA (or image) that gets most clicks for a specific email.

Pro: Automatically finds the most clickable email and sends it to most of your audience

Con: Takes 4 hours to send all the emails (missing the important first hour for YouTube views)

Con: Can’t schedule in advance – you and a backup person need to be standing by to send at the scheduled time

Click ‘A/B’ and ‘Enable A/B Testing’ on the left
Name the A/B test – topic of the email + e.g. ‘subject line test’ so Steven knows to check subject lines in each one)
Set ‘Email Distribution’ to 100% (important – otherwise emails will be late)
Set it to end test after 7 days
Select winning metric (click rate or open rate)
Add a variation.
Make sure no backslashes or other weird characters crept into the subject line (e.g. ‘You\’re’)
Make a change.
Add more variations if wanted – up to 4 (A-E).
Click through and double check each one’s correct and has no weird characters.
This CANNOT be sent ahead of time – save as draft
If you just turned a scheduled email into an A/B test, stop the original email
Let Yuri know what A/B test you’ll be sending when so he can stand by as backup
Set reminder alarms for the correct date
Send at 7:00 CST
Let Yuri know when sent
Check off in IK