Hey - Pat from StarterStory.com
here with another interview.
Today's interview is with Mark Thompson of PayKickstart
, a brand that sells shopping cart software. Some stats:
- Product: Shopping cart software.
- Revenue/mo: $85,000
- Started: July 2016
- Location: Indianapolis
- Founders: 2
- Employees: 15
Hello! Who are you and what business did you start?
Hi everyone, my name is Mark Thompson and I am the co-founder of PayKickstart
. I started the company back in 2016, completely bootstrapped, in order to create a better way for businesses to sell online.
Our flagship product, PayKickstart, is unique shopping cart and affiliate management solution, which helps subscription-based businesses, accept payment, maximize recurring revenue, and increase customer lifetime value.
We’ve recently broke $1MM in ARR and have doubled in size year-over-year. image
What's your backstory and how did you come up with the idea?
Since becoming an online Entrepreneur back in 2009, I have created over 25 different digital products and sold over $20 million dollars of various training/coaching programs and software. Needless to say, I’ve learned a thing or two when it comes to selling online.
Over the past decade, I noticed that the solutions available to help me sell my products and power my businesses, were simply outdated, archaic and were not keeping up with the high standards customers have when purchasing something online.
After switching between four or five different shopping carts, we realized a common theme - lack of flexibility, minimal functionality and profit leaks everywhere! For example, we sell a variety of different types of software (SaaS, desktop) and training. For our SaaS products, we require an API that allows for flexible billing and checkout process. For our desktop apps, we require a licensing system to properly secure each install. For our training programs we required seamless integrations with membership services like Wishlist and FreshMember, to properly add a customer to the correct membership level. Not to mention, conversion boosting functinoality like 1-click upsells, order bumps, coupon code management, etc...
There is not a one size fits all when it comes to an ecommerce platform.
It’s how and why we even built PayKickstart in the first place - out of sheer necessity. In the early days, we didn’t even have a name for it. It was just our internal shopping cart to sell our various digital goods.
In the first two years of using our own solution, we increased our revenue by 30%. By cutting out per-transaction fees that previous shopping carts were charging, adding revenue-boosting functionality like order bumps, 1-click upsells and coupon management - it was like the training wheels came off our bike!
Before we knew it, we had colleagues, partners and influencers asking us “Hey! I just purchased your software and WHOA, I was blown away at the checkout experience. What are you using to do that?”. That was our “a-ha moment”!
The moment we knew that the frustrations surrounding selling online were real. That other online businesses were struggling to scale and grow because of the same challenges we faced years ago.
That’s when PayKickstart was born!
Lucky for us, we were able to reinvest a good chunk of our profits from other products we sold, back into turning PayKickstart from an internal solution, into a real business - a solution that other businesses could utilize. We also had a fantastic team of designers, developers and support staff surrounding us.
Take us through the process of designing, prototyping, and manufacturing your first product.
As you can see below, the system we started with and what it is today is night and day. The first iteration was literally just a way to add our products, set a price and create a checkout link. image
It took approximately six months to build the first iteration of our internal shopping cart. Again, just the basics - checkout page functionality and payment gateway integration.
Then we started adding more functionality.
Coupon management. Affiliate tracking. 1-click upsells. Licensing. New checkout pages. 3rd party integrations (payment gateways, email auto-responders, fulfillment services, etc…). Each new feature provided more flexibility, more revenue, more profit.
We would average around one new feature per month. So it took around 2 additional years to get the platform to the point where we were self-sufficient (not relying on Infusionsoft to handle the affiliate tracking).
We used the platform internally for around 3 years before we opened it up to early beta vendors. The beta group tested the system for around 6 months - providing feedback, bugs and suggestions. After the core functionality was solid, we felt confident to open it up to the general public - this was around the end of 2016.
Describe the process of launching the business.
Given the fact that our solution dealt with the life-blood of businesses, their money. We had to be super cautious in the early stages. At first we invited around ten or so vendors that we knew to give PayKickstart a test-drive. Of course, that came with a huge warning that while we were using it to sell our own products and services, this platform was still in the early beta stages.
As the first ten starting using the system, we prepared our team to “be on high alert”, ready to take an influx of bugs and feature requests. Oh, and they did! Luckily for us, we had been building software for years and we were as best prepared as we could be - addressing the most critical bugs first and working our way down the list. Over the coming months, we started slowly inviting more and more vendors to start selling, using PayKickstart. With each new vendor, the core framework started to become bulletproof - increasing our confidence that we were ready to start scaling.
We started working on and launched the first iteration of the website. We created a webinar to introduce everyone to the platform and teach them the real business challenges it solved. Things were smooth sailing ...well...until our first big promotion to our internal email list. We had been getting great feedback from our initial vendors, however we overlooked one major thing - to get a business to switch from their existing shopping cart to ours, is not necessarily “easy”, especially if they have never heard of us before.
To help overcome the fear of switching, we make it easy for vendors to import/migrate their existing subscriptions over to PayKickstart. After the vendor connects their payment gateway, they can head to our Import Subscriptions area and map the existing subscriptions from the gateway into PayKickstart - literally taking 30 seconds to complete.
We also added live chat support to help new vendors get onboarding and migrated over to our system. This helped overcome any obstacles or challenges standing in the way with the migration process.
Our API also supports the ability to move your PayKickstart-powered subscription to another payment gateway, if the vendor feels that it is not the right solution for their business. This was another way to help remove the fear, knowing that if they ever needed to, they can access those subscriptions and move them to another platform.
We opened the pricing up at $99/mo for the Professional plan and $149 for the Premium plan. We also sold a $997 deal on a webinar, that would give them one full year of our Premium plan, plus a bunch of additional bonuses.
After gathering some feedback, we realized that many vendors wanted a lower priced plan so they could test the waters and get comfortable with PayKickstart before switching their entire business over. So in mid 2017 we added a $29/mo plan that had limited functionality.
Given that the platform has matured and evolved a lot since 2016, we are in the process of grandfathering in all of the existing vendors at their current pricing, however we will be doubling our pricing and adding thresholds for how much a vendor can process without receiving additional fees. This is meant to help generate expansion revenue, targeting larger power vendors who are processing a large volume of sales each month.
Since launch, what has worked to attract and retain customers?
It just goes to show you what focus, determination and the ability to overcome obstacles can do to your company. Since launching the site, we did whatever it took to get that initial customer base - private demos, podcast and video interviews, guest blog posts - you name it. Private Demos
Using a cold email outreach sequence, we would send a three email sequence to people who use one of our integration partners (ie: email autoresponder, webinar service). In this email sequence we would request that they either sign up for the trial or schedule a time for a private call. Here is a look at one of our cold email outreach sequences that we send via MailShake. image Guest blog posts
We were confident that if we could build that initial customer base and provided over-the-top customer support - they would be our top brand ambassadors. And that’s what happened. While the initial group of 25-50 new vendors was small, it started a snowball effect. They started telling their friends. Their friends started telling their friends. Now we had something we didn’t have before - social proof!
I felt one thing we have always done extremely well, has been listening to our customer base. If you’ve ever created a piece of software before, you realize it is never perfect. It’s like a living organism - it’s always evolving. Each and every month we could continue to add new features our customers wanted. Which meant that each and every month, our platform was getting stronger and stronger.
How are you doing today and what does the future look like?
Fast forward to today, we currently are right around breakeven. The majority of our expense has been in development (with 8 full time developers) and on infrastructure (server resources, PCI compliance/security).
While our YoY growth has doubled each year, our biggest challenge we currently face has been churn. At first, our focus was on finding product market fit, however while we were signing up a fair number of new vendors, we noticed many were not sticking around.
Churn originally started around 25%, however we have started implementing a number of things to combat churn. #1. Quick Start Guides
Vendors can download this quick start guide, that is a series of screenshots and explanations on how to add your products into PayKickstart and start selling image #2. 14 Day Bootcamp
The 14-day bootcamp sends the vendor one email each day during the free trial. Each day provides a new training video, walking through a different part of the platform. image #3. Knowledge base
We also made the Knowledgebase articles more accessible. Instead of going right to our live chat agent, which was bogging down our support resources, we first nudge them to try and find a KB article first before contacting us. image
By adding these three support resources, we have been able to reduce churn to around 17%.
While that number has improved, it is nowhere near where we want it - ideally close to 3% is our goal.
Another challenge we have faced is our free trial to paying customer percentage has been low, around 40%. We would like to get that up to at least 60%.
We are in the process of revamping the entire website and UI experience. Over the past three years, the platform has evolved a lot. We’ve been adding new features and functionality that our users want, which has lead to the UI getting bulky and overwhelming for new users specifically.
We’ve broke the revamp up into four core areas: #1. The Website
We are restructuring the website hierarchy and navigation to make it easier for prospects to better understand, exactly what we do and who we serve. #2. The Free Trial Flow
Currently, we require a credit card on file to sign-up, however the new free trial flow will not require a credit card on file (more on this in the next point). Our goal here was to remove as many barriers as possible and get them inside the app and selling as quickly as possible. #3. The In-App Onboarding Experience
Part of the reason our churn is so high, as been new vendors getting confused as to where they needed to go first to get their products added and start selling. Immediately after sign-up, we are implementing a new in-app onboarding experience that will walk them through three key steps they need to take, to start selling. This experience will help get them to what we call “first value”. We’re confident that once a new vendor makes their first sale, they will see the tremendous value PayKickstart brings to their business.
Included with our new in-app onboarding experience will be a hyper targeted email sequence, which will dynamically nudge them along the onboarding flow if they fall out. #4. New App User-Interface
As I mentioned previously, we continued to add new features and functionality. This lead to new options getting thrown in random places inside the app. We have taken a step back and completely redesigned the platform from the ground up.
Before we did this though, we went on a fact finding mission, surveying all of the users to find out what they liked and more importantly, what they didn’t like about the platform. Where could we improve? What areas were confusing? This was our blueprint for what areas we needed to focus on.
With three years worth of data and customer feedback, we are hoping that this four-part plan will introduce a new era for the business and the platform. Our goal is to resolve the churn issue ASAP, so that we can then ramp up lead generation and other sales related initiatives.
Through starting the business, have you learned anything particularly helpful or advantageous?
For every software business, there is always the ongoing battle between sales/marketing and development.
The sales/marketing guys want things done yesterday and the development team wants to ensure the stability and security of the platform before going “feature happy”. This leads to longer ETAs on the development roadmap and how quickly you can get to market with new ideas.
We’ve learned that the stability of our infrastructure is always priority number one. While new feature requests seem to be endless, we understand we simply cannot accommodate all of them. This is why we have learned to better prioritize new requests and focus on the high priority, high impact features.
We’ve also learned that new features at some point needs to take a back seat, if the user experience is flawed. If you cannot get your customer to first value or if you fail to properly identify the target audience you are after, it kills your LTV of a customer.
One aspect of our business that has contributed to immediately social proof and building our footprint online has been a focus on review sites like Capterra, G2 Crowd and FinancesOnline. We recently ran a campaign where a customer would receive a $25 Amazon gift card if they left a review on our Capterra profile. We found that the traffic to these review sites is extremely high quality with buyer intent. They obviously are shopping around and researching your company and the competition. This is an ongoing effort of ours, to continuously build up our reviews on many of the top review sites.
A situation that has sidetracked the progress of the platform, have been the new laws and legislation that have passed recently, particularly in the EU countries. Things like GDPR, SCA, and PCI Compliance are things not only we need to address, but every online shopping cart has to. Even though its added resources on our part to ensure we are compliance, I think it will help ensure the buyers information and data is safe and secure.
What platform/tools do you use for your business?
At PayKickstart, we have tried to minimize the number of tools we use to run our business. If there isn’t a specific reason or purpose for a tool, we get rid of it.
As you can assume, we use PayKickstart
to handle everything related to our checkout process and affiliate management. We use ClickFunnels
to create our front-facing sales and landing pages. We process payments with PayPal
. Our help desk is powered by FreshDesk
, with Intercom
as our live chat and in-app notification system. We love Jira
, as our project management solution. We use Hubstaff
as our time tracking/employee management solution. AWS
for our code management. And that’s really about it.
What have been the most influential books, podcasts, or other resources?
I would say the handful of books that have served as a bible for the way I manage and run my business today would have to be The Lean Startup by Eric Ries, Zero to One by Peter Thiel and Good to Great by Jim Collins.
These books have provided the framework for not only how to build a sustainable, long term business but how to avoid many of the mistakes and the reasons why the majority of startups fail.
Advice for other entrepreneurs who want to get started or are just starting out?
It feels like every week, I have someone coming up to me for some type of advice or wisdom for how they can get started. Usually my suggestions are the same… Do something you’re passionate about.
Starting any business is NOT easy (or everyone would do it, right?). There will be challenges and bumps along the way and unless you are truly passionate about your industry and business, you won’t have the perseverance to overcome those obstacles that get in your way. Obsess over your target audience.
You would be amazed how many people want to start a business, without even understanding who their target audience is. Knowing your customer personas is critical, as it drives almost every decision you make along your journey. Take imperfect action.
Most Entrepreneurs have the tendency for everything to be perfect. This leads to a tremendous amount of wasted energy and time. Once you are willing to accept imperfection, it will help you get to market faster, be able to adapt quicker and ultimately build a thriving business.
Are you looking to hire for certain positions right now?
We are always looking for hungry, driven individuals to join our team.
If you are a developer, sales professional, have experience in quality assurance or support feel free to submit your resume to [email protected]
and we are happy to review it and see if there is a good fit.
Please provide a two minute video introduction that explains more about who you are and why you are excited about the potential opportunity.
Where can we go to learn more?
There are a few places you can go to learn more about myself and PayKickstart. Liked this text interview? Check out the full interview with photos, tools, books, and other data.
For more interviews, check out starter_story - I post new stories there daily.
Interested in sharing your own story? Send me a PM
The best time to plant a tree was yesterday, the second best time is today. Building an email list from YouTube is like planting a tree--it doesn’t start growing until you plant it, and once it grows it can give you value for life.
You must have heard it before--”start an email list” or “build an email list,” and so on. If not, check out the 30-second video below of literally ALL of the YouTube/business gurus online telling you how freakin’ important this is. https://youtu.be/IMNGZMaCafA
Why should I care?
There are a couple main reasons why this is the most important thing you can do if you have a YouTube audience.
Your email list gives you “platform security.” That means that if YouTube decides to shut you down or changes their algorithms, you’ll still have a way to interact directly with your audience. You can continue to send them videos via email if you like, or you can point them to a new channel or even new platform like Vimeo or Facebook if you must. Your email list gives you a private relationship with each viewer that signs up. Basically, the inbox becomes a private room you can use to discuss things with each person. You can find out what your audience really wants, both in terms of content from you and the progress they want to make in their lives (i.e., potential products or services). You can then create or find things that help them and sell or deliver that via the inbox. This is not the same as comments or even PMs in YouTube. When was the last time you bought something because someone PMed you on YouTube? Probably never. Have you ever bought something from a company that emailed you? Probably yes. The coolest thing is that you can automate most of the conversation and scale it! If you want to do it yourself, here’s what you do:
First, create a landing page
There are a lot of ways to do this, and loads of companies like LeadPages and Instapage are dedicated to making these. You can also hire a wordpress or web developer to make landing pages for you. These can range in professionalism from basic freebie URLs like wordpress.yourcoolyoutubechannel.com to professional URLs like coolchannel.com/email.
A landing page needs three basic components:
A form for signing up A call to action or reason to sign up Connection to an email service or spreadsheet Sign up form
Your sign up form can be as easy or as hard as you want to make it, but generally simple is better as long as the reason for signing up is good. Here are a couple of examples, one simple, just a newsletter signup, and one more professional and enticing: http://contented.io/wp-content/uploads/2017/11/Screenshot-landing-page-01-1024x450.png
As you can see, both of these examples have a form for signing up, a call to action, and we can assume that they record the email addresses somewhere. Now think about this--which one would you sign up for? Probably the one that will give you the guide or other useful tool or information.
Today, not many people get excited about newsletters, but they do get excited about information that will help them change their lives. In our experience, landing pages that offer a download in return for signing up bring in 3-10x more subscribers than a basic email newsletter signup.
Reason to sign up
Don't have anything to give people in exchange for their email? Sure you do! You just have to make a bit of useful content.
The best way to make a downloadable giveaway to boost signups on your landing page is to consider what your audience already wants.
Do they come to you to watch you cook recipes? Give them a recipe book. Do they come to you to learn something? Give them a free guide to doing something related. Do they watch you for inspiration or motivation? Give them a checklist they can print out and hang on their bathroom mirror. The possibilities are endless, and you don’t have to overthink it. Just make something useful in a PDF or video format and only allow access to it through your email signup form.
One important consideration here: think about what the majority of your audience wants. If you have a soccer technique channel and people come to you for that, you probably don’t want to offer a diet guide as a giveaway. Sure, some people may associate you with health and endurance, but you’ll probably find that more people will want a drill practice sheet or something else more relevant to your most popular video content.
ADVANCED TIP: You can use remarketing tags to target your video viewers with display ads online. The whole setup is beyond the scope of this guide, but basically it tags your audience with a cookie and shows them ads for your landing page. This can double or even triple the number of leads you get, on top of boosting conversions from having the giveaway!
If you want help with this, let me know.
Email service or spreadsheet for collection
So you’ve built the landing page and it’s enticing for people to give you their email, now you need to tie this to something that records the emails that come in. This is usually an email marketing service like MailChimp or Infusionsoft, but it can be as simple as a Google Sheet from a Google Form signup form.
There are many different services you can use of varying expenses and levels of difficulty and usefulness, but unless you’re a digital marketer, many of them may be intimidating. The main benefit of using an email service is that in the future you can set up autoresponders to communicate with your audience and even sell things while you sleep--completely automated.
Second, send viewers to the landing page
Ok, so you have what’s referred to as a “lead capture system” in the digital marketing world, now you have to send your YouTube viewers there! There are three ways you should do this, in order of most effective to least:
Links in your video, playlist, and channel description Cards End screens Description links
If your giveaway is attractive, and you put the link at the top of your video descriptions, those links will count for 70-80% of the traffic to your landing page--seriously! Links in your descriptions are the most important to put up, and they should go on the first line of your descriptions.
This can seem like a daunting task if you have 100+ videos, but you can use a service like TubeBuddy to change all the descriptions at once, as well as set your upload default to have the description you want. The picture below shows a good example link that brings in 1,000+ email subscribers per month.
The minimum dose on this is to just take the top 20% of your videos by view count and add the link to those descriptions.
Remember, today is the best opportunity you have to start growing your email list, no matter how small your channel, so take a few minutes and get after it. If the links are there, the numbers will come in and start growing over time.
Think about every email subscriber as being worth more than $1 this year. That’s about the same as getting 500 views if you're monetized with AdSense… why not get both at the same time?
The next most effective links to your landing page are cards. We recommend adding at least two cards to each video that link to your landing page.
The first card should show within the first 15 seconds of the video and the second card when the video begins “winding down.” You may know what I mean on the last one, most videos have a sort-of endpoint when the main, juicy information has been covered and many viewers leave before your closing comments.
You can also check the average exit time on your video analytics and target your card to show at or just before that time. If you do it right, when your viewer’s brain begins looking for somewhere else to go, they’ll have an attractive card popup that will lead them into your email list.
Again, you can add all these yourself, which is time consuming, or use a service like TubeBuddy to bulk add/change cards on all your videos.
To endscreen, or not to endscreen?
Finally, endscreens can drive some clicks to your landing page. They aren’t as effective as the other links, and usually only drive 1-5% of traffic to landing pages in general. However, if you post short videos, or if your videos have high engagement until the end, you can see better numbers than this.
Are endscreens worth it? If you’re serious about your channel then the answer is yes. If they only add 10 email subscribers per month, that’s 120 in a year and 600 in 5 years. When your email subscribers can be worth $1-10 per year later on, that’s a significant return on a little time. Again, adding these does take time, which you can save by using TubeBuddy or by hiring us do it all for you.
Finally, put that list to work!
Now that you have a sweet setup for building your email list, don’t just sit back and watch it grow! Put it to work:
Start building out your content empire by creating blog articles, emails, and social posts from your videos. Setup an email autoresponder that asks thoughtful, engaging questions that will tell you what your audience wants, what they will pay for, and how much. Start pre-selling a product. Start recommending affiliate products And, of course, keep making awesome videos! I’ll cover digging into your audience’s desires, creating your content empire, and pre-selling then developing products in later guides. Please leave a comment below if you have any questions or thoughts you'd like to share!
If you want help setting this up, let me know!
I've been trying to get UTM codes from Facebook ads to work in Analytics and I'm just completely stumped. Analytics has no record of any visitors or goal completions being from any of my links. The links pass through an InfusionSoft affiliate link, which I fear might be causing the data loss. I have cross domain tracking enabled (I believe, not really sure how to test this) and have added the infusionsoft domain to my referral exclusion list. Is there anything else I should be trying? submitted by
Mautic - Free Open Source Marketing Automation submitted by
Mautic is a free, open-source marketing automation software system. It can be setup through the Mautic cloud or installed directly on your server (preferred).
Mautic has already saved me hundreds of dollars. In the long run it will surely save me tens of thousands. The simple fact of the matter is that most commercial solutions are very overpriced. Whether you are using an exclusive email client (Mailchimp, AWeber, Constant Contact, etc.) or something more comprehensive (HubSpot, Infusionsoft, etc.), you can easily pay into the hundreds of dollars per month.
Mautic is still early in its development, but do not be fooled: the platform is already very robust. The developers have done a great job releasing timely updates and bug fixes. Furthermore, they are responsive on the Mautic support forum. Community members frequently chime in with answers to common questions, too. Overall it's a friendly and helpful place to be. Seven Reasons to Use Mautic for Marketing Automation
Let's now review seven specific reasons to use Mautic for your company's marketing automation needs: 1. Mautic is Free (not "freemium" - actually 100% free)
Because Mautic is free, the sole motivation for its development is functionality. There are no financial interests, corporate interests, or outside motives playing into its evolution. Furthermore, there are no referral or affiliate fees to be made for supporting its use. 2. All Resources Are Aimed at Development of the Mautic System
The developers and the community behind Mautic all have a common goal to develop a powerful marketing automation system that frees them of the corporate bloat of commercial solutions. Virtually no time or money needs to be spent marketing and selling their software, because that is not the purpose. All resources are aimed at developing a functional end product. 3. Mautic Works Reliably and Effectively
The real reason I support Mautic is because it works. And as time goes on, its functionality will only continue to improve. It already has a number of options for creating forms, scoring leads, developing autosponders, and creating if-then hierarchies for marketing automation. There are already many integrations in place for existing mail systems and CRMs, too. It's handling my leads properly and the configuration is solid within my VPS server. It does take a little technical know-how to setup CRON jobs, but other than that it's pretty much plug and play. It also tracks IPs and uses a tracking pixel to determine pages visited, links clicked in emails, etc. 4. Mautic is Not Limited Like Many Other Marketing Automation Systems
Mautic gives you full control over your handling of leads. Something very frustrating about Mailchimp was needing to group contacts within a single "master list" to keep costs down and prevent duplication of campaign efforts. Within Mautic, though, you can simply assign a lead to any number of lists when they submit a form or perform other actions, such as within an automated Campaign. You won't need to spend hours reading Mailchimp's support documents and re-configuring your lists with them to achieve simple segmentation goals. The process in Mautic is easy and intuitive. 5. Mautic May Improve Your Email Inbox Delivery Rate
In Mautic, you can configure your email sending settings however you'd like. Whether you tie into a scalable solution like Amazon SES (I'm working on this right now) or host from your own server, you get to choose where your email comes from and goes to. And at least in my case this has improved my inbox delivery rate. Emails coming from the dedicated IP on my VPS server are arriving in people's inbox, whereas the mail I had previously sent from Mailchimp often would land in the gmail "promotions" tab. Mautic's email builder is nice, too, including merge tag functionality so you can craft personalized messages. 6. Mautic's Campaign Builder is Easy to Use
Whether you're building a basic autosponder or a more complex campaign, Mautic's visual campaign editor makes it easy for you to quickly create workflows. Campaigns can be triggered when leads are added to a list, or when leads submit a certain form. Leads can be added to other campaigns from within a campaign, too. Delay times may be specified, and the system can even be configured to push a lead onto a campaign when their Points total hits a certain value. Basically the system is very flexible and allows you a nice blank canvas on which to design your ultimate marketing funnel. 7. Mautic Allows You to Own Your Data Forever
With Mautic, you will never be at the mercy of your payment agreement with a commercial solution provider. You own your data forever and have all rights to it. You also have full control over what you put in your email headers and footers. Obviously, you still must comply with CAN-SPAM laws and market smart. But there are no roadblocks in your way, and if you'd like you can even expand upon the code to create your own functional elements of the Mautic system. Independent development isn't something most users will take on, but it's nice to know the flexibility exists for those who do. How to Install and Configure Mautic on Your Web Server
You can find Mautic's complete support documentation on the Mautic.org website. There are three basic steps to installing and configuring Mautic: 1. Download the most recent stable release from the Mautic website. 2. Upload the included *.zip file to your server and unzip the files. 3. Navigate to that file location in your browser and follow the on-screen instructions.
Beyond this, there are a few more steps to ensure a proper configuration. Let's look at these one by one. A. Setup CRON Jobs
If you aren't familiar with CRON jobs, web server management, php, or scripts, don't worry. I wasn't either when I got started with Mautic and it took me less than an hour to figure it out - from scratch. In most web hosting accounts you'll find the CRON job manager in your cPanel under "Advanced" settings. Clicking on this will bring you to the CRON job manager. These are the basic CRON jobs you'll need to setup on your server for Mautic to work correctly:
To update Lead Lists: php /path/to/mautic/app/console mautic:leadlists:update
To update Campaigns: php /path/to/mautic/app/console mautic:campaigns:update
To trigger Campaigns: php /path/to/mautic/app/console mautic:campaigns:trigger
For those of you total noobs out there (like me), please realize the "/path/to" part of this code needs to be replaced with YOUR unique file path from your web host. You will need to navigate to your cPanel and into your File Manager to determine exactly what yours looks like.
Finally, if you choose to Queue your email (rather than send immediately), which is advisable if you're working with lead lists of any size or volume, you'll also need to setup the following CRON job:
To trigger Queued Emails: php /path/to/mautic/app/console mautic:email:process Notes:
On Bluehost, the proper php call format is not just "php" but rather "php-cli." This took me a few minutes of head scratching to figure out, but don't worry - if your CRON jobs aren't working, this may be the reason why. Hence the proper format for Bluehost is php-cli /path/to/mautic/app/console mautic:item:action
Furthermore, you may need to "force" certain CRON jobs by appending the operator "-f
" to the end of your php calls. This looks like: php-cli /path/to/mautic/app/console mautic:item:action -f B. Setup IP Tracking
From within the Mautic - Configuration menu, I've been using the Freegeoip.net service without needing to setup or configure much of anything. It's been working effectively to track and identify my leads. There are a number of available services you can use for this, though - it's worth getting one working so you know where your leads are coming from. C. Install Your Tracking Pixel
The format for the Mautic tracking pixel, which you can install on some or all pages of your website is:
Remember to replace the yourdomain.com/path/to info with YOUR domain and file path information, or the pixel will not work. This will be obvious to some but not obvious to others. The tracking pixel is very helpful because it allows you to leverage Mautic's world-map dashboard to see visually where your leads are coming from. Furthermore, it allows you to see exactly who is accessing what pages of your site and when.
By the way, if you are using WordPress there is a plugin
available to help you with this. That's it! Now enjoy your install of Mautic.
At this point, you'll need to go into your dashboard and configure your workflows, template emails, point scoring rules, and the like. But the above steps are the only ones you'll need to take in order to setup the Mautic system in the first place. Even though some of the final steps are a bit technical, they are pretty easy for anyone willing to dive in and get their hands dirty for a few minutes.
You can find the full article here
complete with photos.
Affiliate Links Page. Shortcode Used: [memb_affiliate] Once you understand how to add the links to this page, you’ll be able to build out as many links and banners (covered below) as you need. The only “tricky” part is getting the links from Infusionsoft – and that isn’t even that difficult. Step 1 How to Setup an Affiliate Program in Infusionsoft. Level: Beginners Setting up an Affiliate Program is pretty easy with Infusionsoft. There’s only one requirement which is that Infusionsoft must be your shopping cart — otherwise, you’d be registering a whole bunch of affiliates but not paying them. 4 thoughts on “How to Create Simple Affiliate Links in Infusionsoft” sales leads generation techniques. 21 May 2015 at 4:08 am. This can help sales achieve sales targets faster. Reply. binge eating symptoms. 15 June 2015 at 1:22 am. These are a few of the reasons that folks with Create referral tracking links in Infusionsoft and give your partners access to them via the Referral Partner Center. Navigate to CRM > Referral Partners and select Referral Tracking Links from the Referral Partners menu. Click Add a Referral Tracking Link. Enter the Sales Website Information. This can be a website, web page, online store Now, if you have set up your commission programs for your affiliates in Infusionsoft, you can use Infusionsoft affiliate links to track orders that are placed on your Spiffy Checkouts, and keep track of any payouts your affiliates may be entitled too! Please let us know if you have any questions at all, just send us an email at [email protected]