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New Campaign: Automated Testimonial Machine

So you’ve sold your product and I’m sure it’s safe to assume your contact is happy with the purchase, but if that’s not the case, you want to be the first to know about it, right? And if they are happy with the product let’s get them referring their friends and getting the word out there! We can even make this all automated!

Introducing the “Automated Testimonial Machine”. This campaign will automate your testimonial process and allow you to receive feedback from your customers automatically. Take a look below to see how it works!

Here is how the campaign Automated Testimonial Machine works:

1. Apply a tag to you contacts after they purchase your product

Using your CRM have a tag that gets applied after a contact purchases your product. We will use this tag to trigger the rest of our automation!

2. Send your contact an email

Using the tag above we will trigger an email to be sent out that will contain the PlusThis tool “Simple Email Survey”. The “Simple Email Survey” is a one question survey that embeds straight into your email. We will be using this survey to ask contacts to rate your product on a scale of 1-10.

When creating your tool “Simple Email Survey” you will create three different ranges 1-4, 5-8, and 9-10. When we create these three answer ranges we will be able to apply a tag to the contact depending on which range they select. These tags will allow you to trigger specific follow-up to your contacts based on there answer.

3. Send your follow-up automatically

Using the three tags we used in the last step we will segment our contacts into three different sequences to automatically follow-up with them. For contacts that selected 1-4 we recommend sending an email with a survey to figure out why they weren’t satisfied. For contacts that selected 5-8 we recommend doing nothing. NPS best practice is to leave the passive folks alone. And finally our 9-10 people this is where we will send an email to ask for a testimonial and even get them set up as a referral.

Are you ready to automate your testimonial process?

What if I told you we created this campaign for you already?

Well, that is exactly what we did and you can get it installed in your Keap app for FREE!

Here’s a quick look at the campaign we’ll send you:


Get the “Automated Testimonial Machine” Campaign Now

You can get this campaign and view all our other campaigns by clicking the button below.


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Convert a lead into a buying customer in 7 day’s!

Let’s run through a scenario, a new lead opts in for email marketing. How can we create an evergreen expiring offer that drives them to convert into a buying customer within a week? The answer is… PlusThis! With three simple tools you can start sending your new leads an offer they can’t refuse and the best part is it’s all automated!

1. Calculate an offer expiration date using the “Date Calculator”

The first thing we need to do is calculate a date that we can use to have our offer expire on. This date needs to be unique to each contact. The way we are gonna accomplish this is using the PlusThis tool “Date Calculator”. This tool allows us to calculate the date 7 days after a contact is created and save that new date to a custom field within your CRM.

2. Set up a “Smart Links” tool to send your contact to your Offer Page

Next, we use the PlusThis “Smart Links” tool to send contacts to our offer page if they click on the link before the date we calculated in step 1 but if they click on it after that date then they will be directed to another page, likely an offer expired page. This will be our expiring offer link.

3. The third and final PlusThis tool to use is… “Countdown Timers”

To form a sense of urgency in regard to the expiring offer, we’ll want a way to grab contacts attention and influence them to jump on the discount. But since the offer is evergreen, and dependent on when they opt-in – the 7 day countdown needs to consider that.

Luckily for us, “Countdown Timers” is the perfect tool to add to our emails. This tool allows us to create a contact specific countdown timer that will countdown to the date we calculated in step 1. We can then embed this countdown timer into our emails.

Are you ready to start converting a lead into a buying customer?

What if I told you we created a campaign to deliver this offer to your contacts? Well, that is exactly what we did. This campaign will trigger the “Date Calculator” to create an expiration date, use “Smart Links” to direct your contact to the correct page based on the expiration date, and use the “Countdown Timers” to create a sense of urgency in regard to the expiring offer.

Here’s a quick look at the campaign we’ll send you:


Get the “Evergreen Expiring Offer” Campaign Now

You can get this campaign and view all our other campaigns by clicking the button below.


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Toolchains Update

We’re excited to announce that there’s been a new update to our Toolchains. You can now save a Toolchain without selecting any tools!

But the bigger update is the ability to have the toolchain listen for contact.add webhooks from Keap. Any time a contact is created in Keap, Keap will fire off a webhook that we receive. We can then run the toolchain, or simply tag the contact.

So, you may be wondering…why is this such a big deal?

The reason this tool update is pretty big news is because it will allow you to start running campaigns for any new contacts that get added to Keap.

So essentially, we can use this to trigger email validation, formatting fields, and any other campaigns that would benefit all newly added contacts.

Here are 5 different ways you can use Toolchains in your business:

  • Send text messages based on dates – Store the date someone gets added to your list and send them a text message based on that date. Let’s say you run a business where you follow up with new leads via text message. You can now send a text message at any time and date based on the date they get added to Keap. You’ll no longer miss out on any important leads or notifications!
  • Validate email addresses – Run validations as soon as contacts get added to your list to ensure that email addresses are correct and valid. This helps with email deliverability.
  • Run field updates – Combine fields, format fields, run action sets and more with just one http post…as soon as a contact enters your system.
  • Easy opt in – If you use 3rd party forms and need to opt in new leads, take care of it as soon as your contacts opt in.
  • Throttle emails – Send smaller batches of emails spaced out into your campaigns.Let’s say you’re running a huge event where multiple people are signing up for your list from various spots. To avoid throttling issues with Google, space ‘em out! And do it without lifting a finger as soon as your contacts get added to Keap. 

This is just a small sample of what you can do with the new Toolchains update. Do you have any other examples? Tell us in the comments below!