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Infusionsoft Cookbook

Infusionsoft Cookbook

By : Sokol
4.9 (11)
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Infusionsoft Cookbook

Infusionsoft Cookbook

4.9 (11)
By: Sokol

Overview of this book

Infusionsoft is an all-in-one software-as-a-service (SaaS) for small business sales and marketing. It empowers businesses with the same level of automation and personalization that were previously only available to large corporate enterprises with deep pockets. You can easily manage customer relationships, target communications in an automated manner, and sell their products/services online effectively. Starting with recipes on the general setup and core competencies related to Infusionsoft, you will then learn about tools to enhance user experience. Further on, you'll dive deep into different strategies to attract, sell, and wow your customers. You’ll also explore different ways to manage administrative tasks and reporting, which are crucial to perform better workflow management. Later, you will become proficient in lead generation and lead management, referral management, report generation, and working with the campaign builder. Finally, the book closes with unsupported ninja hacks to take your business strategies into the stratosphere!
Table of Contents (12 chapters)
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11
Index

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...

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Infusionsoft Cookbook
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