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Everything you need to know to get started with Deadline Funnel and Keap (previously Infusionsoft)

Hannah avatar
Written by Hannah
Updated over 2 months ago

We've recently updated this article to reflect the name change from Infusionsoft to Keap.

Table of contents

  • Introduction: Estimated time to complete, what you need before you start, and what we'll show you how to create

  • Key concepts: Video about the Deadline Funnel webhook and email links

  • Core setup: Create a Deadline Funnel campaign, add the webhook to your sequence, use Deadline Funnel email links

  • Next steps: Email timers, sales tracking, custom fields, and testing

Introduction

In this guide, we will show you how to create an evergreen campaign in Deadline Funnel that connects to your sequence in Keap.

We recommend starting with this guide if you are using Keap. 🙂

But if you do not want to create an evergreen campaign - and you want to create a fixed-date campaign - please refer to this guide instead.

🕐 Estimated time: 30 minutes

⚠️ Before you start:

  • Make sure you have already created a sequence in Keap

  • Write at least two or three emails in the sequence

  • Create a special offer page on your website that will be specifically for subscribers going through this sequence

  • Create an expired page on your website that subscribers will be redirected to after their deadline expires

🏗️ We'll show you how to create:

  • An evergreen Deadline Funnel campaign using the Evergreen campaign type (required)

  • A Deadline Funnel webhook added to your sequence in Keap (required)

  • One or more Deadline Funnel email links in your sequence emails (required)

  • One or more Deadline Funnel email timers in your sequence emails (optional)


Key concepts

Please watch this quick video about how Deadline Funnel integrates with Keap:

⏰ THE WEBHOOK: The trigger that starts each subscriber's deadline

Each subscriber who goes through the webhook in your sequence will be added to your Deadline Funnel campaign.

Example: In a 3-day evergreen campaign, if someone goes through the webhook on Monday, their deadline will be Thursday. And someone else who goes through the webhook on Tuesday will have a deadline on Friday.

"But what about when they open an email or click a link in an email?"

It does not matter if your subscribers open an email, when they open an email, or even if/when they click a link in your email.

Each subscriber's deadline will be calculated based on when they go through the Deadline Funnel webhook in your sequence.

🔗 EMAIL LINKS: Redirect subscribers to your special offer or expired page

In your emails, you will use the Deadline Funnel email links wherever you are linking to your special offer page (instead of linking to your special offer page directly).

Example: If you are linking to www.example.com/special-offer, you will use the Deadline Funnel email link in your email (i.e. https://dfl0.us/s/d7fb49bc?em=~Contact.Email~ ) instead of www.example.com/special-offer.

When a subscriber clicks on a Deadline Funnel email link, Deadline Funnel will look up their deadline (based on when they went through the webhook) and either redirect them to your special offer page or the expired page.


Core setup

These three steps are required in order to integrate Deadline Funnel + Keap. 🙂

1. Create a campaign in Deadline Funnel

When creating your campaign, select the Evergreen campaign type

2. Add the Deadline Funnel webhook to your sequence to start each subscriber's unique deadline

After you've created your Deadline Funnel campaign, set up the integration between Deadline Funnel and Keap

This integration determines where you start each subscriber's Deadline Funnel tracking as they are going through your sequence.

3. Add Deadline Funnel email links to your sequence emails

Copy the Deadline Funnel email link from the Emails section of your campaign:

Use this link in your emails anywhere that you are linking to your special offer page, instead of linking directly to the special offer page.

Now, when someone receives your emails and clicks on the Deadline Funnel email link, Deadline Funnel will look up that subscriber's email address and automatically redirect them to either your special offer page or offer expired page.


Next steps

Please visit the following guides to learn how to:

4️⃣ Test your campaign so you can verify exactly what your subscribers will experience


If you have any questions, please let us know at help@deadlinefunnel.com or in our live chat at the bottom right of your screen

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