​​​​Tracing Products Across Campaigns

When looking at an individual campaign, you can see what tags, messages, forms, and products are involved.  However, there is nothing that lets you look at an individual product and identify the tags and campaigns that are associated with it.

If you inherited a large application and you are trying to improve the marketing and conversion of one or more products, you have a problem:

How Do You Identify Where Each Product is Marketed and Delivered?

The InfusionAudit “Marketing and Fulfilment Campaigns” report gives you everything you need to impact change regarding any product in your application.  It shows reports on 

  • What product tag(s) are associated with the purchase of the product.
  • What campaign is responsible for fulfillment when a product is purchased, evidenced by the purchase goal beig the start of further campaign activity.
  • What campaign is responsible for marketing a product, evidenced by campaign activity that culminates in a purchase goal.

From these three pieces of information, we can make certain inferences about how to improve upon how your Infusionsoft campaigns are structured.  For example, the report below shows four different scenarios.  We’ve numbered the lines to go into more detail about what each scenario means.

Infusionsoft Marketing and Fulfillment Report


  1. Here, we see that the same campaign (PFP Funnel) manages both the marketing and fulfillment of the “Playing for Profits 101” product.  In general, we recommend splitting these functions into two campaigns so that the fulfillment can be managed by launching it from more than one place.  We also see that when the product is purchased, we are not applying a specific tag that would let us identify all contacts who made the purchase.  Doing so not only makes reporting easier but also allows us to use this tag in decision-diamonds to determine if a contract should be disqualified from a campaign.
  2. This product has a marketing campaign, but when sold, there is nothing in place to automate delivery, such as granting access to the membership site.  Nor are we recording the purchase with a product-specific tag.
  3. This is what we want to see – a product gets a specific tag upon purchase, there’s a campaign for marketing, and another for fulfillment.
  4. Here, we have a campaign to market the product, as well as one for fulfillment, but we are not tagging the product purchase.