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

Sending automated appointment reminders

Scheduling an appointment with someone is useless unless the appointment actually occurs. We can improve our chances of the appointment occurring by sending automated reminders leading up to the appointment date.

This recipe is about building a workflow tool that can easily be operated after a user has put the scheduled appointment in their appropriate system of existence (online calendar, offline calendar, mobile device, and so on).

Getting ready

We need to be logged into Infusionsoft and inside a specific account. Also, inside the campaign builder we should have:

  • A custom Date type field for the scheduled appointment

  • A custom Text type field for the appointment time

How to do it...

  1. Drag out a new internal form goal, a new sequence, and connect; rename accordingly:

  2. Double-click on the internal form goal to edit it.

  3. Ensure the internal form has at least the First Name and Email field and that both are required.

  4. Add a Title and Paragraph snippet above the fields...