In the Campaigns section of your app, click on Explore Campaigns. Choose a pre-built campaign to install and begin working on. I would suggest selecting the Send Your Contacts A Birthday Greeting Every Year campaign. Begin designing and editing the copy of the emails in the campaign.
2
Finish setting up your WePay account. Check your email inbox (spam and promotions folders too!) for any emails that may indicate additional action you need to take to finish setting up the account. If you need assistance with finishing that up, please reach out to Infusionsoft tech support by clicking the life preserver icon in the top right near your name and choose the Live Chat option. They can help you out.
3
For texting integration with Infusionsoft, check out FixYourFunnel - they are the most popular texting integration with Infusionsoft.
