Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Collecting leads from in-person events

In-person events are frequently chaotic. Having an easy-to-access lead capture form can provide confidence that each new connection we make will be properly added to our database.

Getting ready

We need to be editing a new campaign.

How to do it...

  1. Drag out a web form goal and sequence.

  2. Connect them as shown in the following image and rename all elements for visual clarity:

  3. Double-click on the web form goal to edit its content.

  4. Add the following fields to the form:

    • First Name

    • Last Name

    • Company

    • Email

    • Phone

  5. Click on the Submit button to change the call to action.

  6. Change the Button Label to Add New Lead and select Center alignment; click on Save.

  7. Add a Title snippet above all the fields and provide some instruction for the visitor. Remember, the only visitor will be internal employees/contractors:

  8. Click on the Thank-you Page tab at the top-left of the page.

  9. Remove all elements and replace with a single Title snippet with a confirmation message:

  10. Click on the Draft...