Setting up Email Sequence Automation for VuLive Access Codes in Infusionsoft/Keap Max Classic | Scribe

    Setting up Email Sequence Automation for VuLive Access Codes in Infusionsoft/Keap Max Classic

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    • 6 minutes
    VISION Set-up Email Sequence Automation for VuLive Access Codes in Infusionsoft/Keap Max Classic
    RESOURCES - Client's Log-in Credentials or Admin access permission for Infusionsoft/Keap Max Classic - Email Copy content - Tag name - Custom field created in Infusionsoft - [Watch this Loom video tutorial](https://www.loom.com/share/0a15da0d8f4b44c5a00eda2d2ace5b67)
    Log-in to Client's Infusionsoft account.
    Click this hamburger icon menu
    Select "Campaign Builder" from the dropdown list
    Click this button field to create a new campaign
    Add a name for the campaign. Use this naming convention: \[LD | \[Insert Funnel Name\] then click this dropdown and add category
    Click on "Save" button
    Click the "Tag applied" under Campaign Tools to add a step on the campaign builder
    Click on the "Tag Applied" step
    Click "View and edit"
    Click the "Select a tag" field.
    Choose the Tag name on the dropdown menu
    Click on "Save" button to apply changes
    Click the "Sequence" icon and drag it after the "Tag Applied" step
    Edit the Sequence name
    Click "View and edit" and it will open up the sequence inside it
    Select and drag the "Delay Timer" step after the "Start" step
    Connect the arrow on the delay timer step
    Click "View and edit"
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