Setting up Referral AI campaigns in Keap (formerly Infusionsoft) can significantly enhance your marketing efforts by automating referral processes and tracking. This step-by-step guide will walk you through the entire setup to ensure your campaigns run smoothly and effectively.

Prerequisites and Preparation

  • Ensure you have an active Keap (Infusionsoft) account with admin access.
  • Install and activate the Referral AI app from the Keap Marketplace.
  • Gather your referral program details, including rewards and referral links.
  • Prepare your email templates and landing pages for the referral process.

Step 1: Install and Connect Referral AI

Log in to your Keap account. Navigate to the Marketplace and search for Referral AI. Click "Install" and follow the prompts to connect the app to your account. Ensure the app has the necessary permissions to access your contacts and campaigns.

Step 2: Create a New Referral Campaign

In Referral AI, go to the Campaigns section and click "Create New Campaign." Enter a descriptive name, such as "Spring Referral Campaign," and select the type of campaign you want to run.

Configure Campaign Details

Set your campaign parameters, including:

  • Referral rewards (discounts, commissions, etc.)
  • Referral link or landing page
  • Campaign duration

Step 3: Automate Referral Tracking

Use Referral AI's automation features to track referrals. Create automation rules that trigger when a referral link is clicked or a new contact is added. Set up actions such as sending thank-you emails or awarding rewards.

Set Up Automation Rules

Navigate to the Automation section. Define triggers like "Referral Link Clicked" or "New Contact with Referral Tag." Then, specify actions such as:

  • Sending personalized emails
  • Adding points to a referral score
  • Updating contact tags

Step 4: Integrate Campaign with Keap Campaign Builder

Create a new campaign in Keap’s Campaign Builder. Use the referral links generated by Referral AI in your emails and landing pages. Set up follow-up sequences to nurture referred contacts.

Design Your Campaign Workflow

Include steps such as:

  • Sending initial referral invitation
  • Follow-up reminders
  • Reward delivery upon successful referral

Step 5: Test Your Campaign

Before launching, thoroughly test your referral campaign. Use test contacts to verify tracking, automation triggers, and email delivery. Adjust any settings as needed to optimize performance.

Step 6: Launch and Monitor

Activate your campaign. Monitor real-time data to track referrals, automation performance, and rewards distribution. Use Keap reports and Referral AI analytics to measure success and identify areas for improvement.

Tips for Success

  • Clearly communicate the referral program to your audience.
  • Offer attractive rewards to motivate participation.
  • Regularly review campaign data and optimize accordingly.
  • Maintain engagement with your referrers through updates and recognition.

By following these steps, you can effectively set up and run Referral AI campaigns in Keap, boosting your referral network and growing your business.