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

Saving time with FAQ workflows

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.

Getting ready

We need to be logged into Infusionsoft, inside a specific account, and inside the campaign builder.

How to do it...

  1. Drag out a new note template goal, a new sequence, and connect; rename accordingly:

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

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

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