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

Automating based on lead score achievement

Once we have lead scoring set up, we can also automate based on a contact achieving a certain lead score.

For this recipe, we are going to send the opportunity owner, in this case a sales rep, an e-mail notification when one of their leads achieves the highest lead score possible (5 flames).

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and inside a new campaign.

How to do it...

  1. Drag out a lead score goal and a sequence; connect as shown in the following image and rename accordingly:

  2. Double-click on the lead score goal to configure it.

  3. Configure the goal for when the score increases to 5 flames; click on the green Save button:

  4. Double-click into the sequence and add a new e-mail step; rename accordingly:

  5. Double-click into the e-mail to edit it.

  6. Configure the e-mail to come from a no-reply address and to the owner using the available merge fields:

  7. Compose a message with information that the sales rep needs to act upon immediately...