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Book Overview & Buying
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Table Of Contents
Infusionsoft Cookbook
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Quite often in business, there are Frequently Asked Questions (FAQs) that must be answered. A novel way to save time, get organized, and grow sales is by automating those types of e-mails.
Normally, each time one of those questions is asked, someone has to manually type the answer and send it. A savvier business may have a swipe file of common answers that can be copied/pasted to save time.
This recipe leverages the power of a note template to automatically trigger a pre-authored e-mail answering a common question.
We need to be logged into Infusionsoft, inside a specific account, and inside the campaign builder.
Drag out a new note template goal, a new sequence, and connect; rename accordingly:

Double-click on the note template goal and configure with the appropriate context; click on the green Save button:

Double-click into the sequence and drag out a new Email step; rename accordingly:

Double-click into the e-mail and write the answer...
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