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.
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.
Drag out a tag goal, a web form goal, and two sequences; connect and rename accordingly:
In the lower-left corner of the web form, double-click on the purple goal icon.
Configure the goal to be achieved by any contact and click on Save:
Delete all visible fields.
Add a Hidden field snippet.
Configure it for...