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

Creating a customer satisfaction survey

When we understand how satisfied (or not) a customer is, we can adjust the customer experience to ask for a testimonial/referral or take steps to make things right. One way to acquire this information is with a customer satisfaction survey.

A customer satisfaction survey can be requested for each purchase, after a general period of time (for example annually) or a customer interaction. It all depends on the specific business.

For the context of this recipe, we are creating a survey for a recently purchased product.

Getting ready

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

How to do it...

  1. Drag out a web form goal and three sequences; connect and rename accordingly. The decision node will appear after connecting the form to more than one sequence:

  2. Double-click on the web form goal.

  3. Delete all visible fields.

  4. Add a Hidden field snippet.

  5. Configure it for the Email field. Make sure that the value is left empty, and click...