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 a new customer welcome campaign

Anytime a customer receives their product or is delivered a service, we have an opportunity to make them feel appreciated and increase the chances of future business. By making that appreciation known over time, we greatly increase the chances of future business.

While a welcome campaign can use many different communication channels, for this recipe, we are only going to be contacting the customer via e-mail.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. We are also assuming the following:

  • The product or service is being sold via the shopping cart or order form (see the There's more... section if this is not the case)

  • The business has an active social media profile

How to do it...

  1. Drag out a purchase goal and a sequence; connect and rename accordingly:

  2. Double-click on the first purchase goal and configure it for the specific product or service being sold; click on Save:

  3. Double-click into the sequence...