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Infusionsoft Cookbook

Infusionsoft Cookbook

By : Sokol
4.9 (11)
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Infusionsoft Cookbook

Infusionsoft Cookbook

4.9 (11)
By: Sokol

Overview of this book

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You’ll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!
Table of Contents (12 chapters)
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11
Index

Adding a calendar dropdown to date type fields on forms

When a user is filling out an internal form inside Infusionsoft, and they are populating a date field, the system shows a calendar picker.

However, if we place a Date type field on a web form, the contact must enter the date in a specific format, otherwise it doesn't properly capture the information.

This hack uses a simple piece of JavaScript to add a calendar picker to Date type fields on a web form or landing page.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and inside a campaign with a web form or landing page. We also want to have a Date type field we wish to use (either a default one or custom field).

In this example, we have a custom Date field type named Appointment Date.

How to do it...

  1. Open the web form or landing page with the date.
  2. If the Date field isn't already on the form, add it.
  3. Add an HTML snippet.
  4. In the HTML snippet, write the following and make sure to use the proper merge field...
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Infusionsoft Cookbook
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