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

Building an inbound phone call lead capture

Having a system to reliably collect and distribute leads from inbound phone calls is critical for a well-oiled sales machine. This is also very important for any print media where the call to action is to call the company because it ensures easy ROI tracking.

The context behind why someone might call is important, so for this recipe let's pretend people are calling in to schedule a free consultation from an ad.

Getting ready

The ad needs to be finished and we need to be editing a new campaign.

How to do it...

  1. Drag out a new web form goal, and two sequences.

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

  3. Double-click on the web form icon in the lower-left corner of the web form goal to open Goal Settings.

  4. Change the goal so it is achieved when a user submits an internal form; click on Save:

  5. Double-click on the internal form goal to edit its content.

  6. Add four fields to the form:

    • First Name

    • Last Name

    • Email

    • Phone...