Tuesday’s Tip: Allowing an Infusionsoft campaign goal to be achieved by any contact

If you create a campaign goal in Infusionsoft and associate it with a sequence, you can choose whether that goal can be achieved only by contacts in the campaign or by any contact. Infusionsoft provides step-by-step instructions for accomplishing this. For this tip I’m going to discuss why you would want to pick one option over the other.

Why would you want to open the goal up to all contacts? Opening a campaign goal to all contacts makes it possible to use the goal as an entry point into a campaign. For example, if you run a webinar you may want contacts to enter a campaign from your newsletter and from your website, but also simply by attending the webinar.

Why would you want to limit the goal to contacts in the campaign? On the other hand, you may not want a goal to be an entry point into a campaign. For example, opening a “Purchase online” goal to all contacts would force all contacts to enter the campaign as soon as they make a purchase. If your follow-up sequence references content sent in the nurture sequences, or if your follow-up sequence expects the contact to be a newsletter subscriber or have a specific tag, then this could be a problem.

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