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

Setting up a birthday collection mechanism

When we have a person's birthday on file, it enables us to build goodwill by providing timely birthday messages. Combined with other data it can be used to provide a more targeted experience. For example, if we have the birthday of someone who is not yet a customer, we might send them a birthday discount in an attempt to get that first purchase.

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 birthday collection and another tag to track people with a birthday on file.

How to do it...

  1. Drag out a tag goal, a web form goal, and two sequences; connect and rename accordingly:

  2. In the lower-left corner of the web form, double-click on the purple goal icon.

  3. Configure the goal to be achieved by any contact and click on Save:

  4. Double-click on the web form goal.

  5. Delete all visible fields.

  6. Add a Hidden field snippet.

  7. Configure it for...