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

Asking for testimonials automatically

Social proof is one of the most persuasive tools for marketing. When potential customers can read about another customer's experience in their own words, it greatly increases trust in our products or services.

Having a system to automatically ask for testimonials can provide us with a steady stream of social proof that can be used throughout our marketing efforts.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. In addition to this, we also want to have a functional tag created to trigger the testimonial request.

How to do it...

  1. Drag out a tag goal, a web form goal, and one sequence; connect and rename them accordingly:

  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 on Save.

  6. Add a Logo snippet and a Title snippet; update the Title snippet text with customer instructions:

  7. Using the Field...