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

Building automated Happy Birthday messages

Once we have someone's birthday on the file, it is very easy to schedule an automated message around their birthday each year.

For this recipe, we are going to build a mechanism that schedules an automated birthday e-mail annually.

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 that will be used to schedule an annual message.

How to do it...

  1. Drag out two tag goals, a note template goal, and a sequence; connect and rename accordingly:

  2. Double-click on the first tag goal and configure it for the functional tag, which will start the campaign; click on Save:

  3. In the lower-left corner of the second tag goal, double-click on the small purple icon:

  4. Configure the goal to be achieved by Any Contact; click on Save:

  5. Double-click on the second tag goal and configure it for the same functional tag as the first tag goal; click on Save:

  6. Double-click into the...