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 a Vaynerchuk opt-out

The strategy behind this recipe was inspired by a gentleman named Gary Vaynerchuk; hence, his name is used.

His idea was, after people have opted out from e-mails, to call them on the phone, apologize, and listen. This kind of experience, when done properly, can actually have people ask to re-join the list.

It is very easy to build a mechanism like this using Infusionsoft.

Getting ready

We need to be logged in to Infusionsoft and inside a specific account.

How to do it...

  1. In the upper-left corner of the page, hover over the navigation, and in the Marketing column, click on Settings:

  2. In the Template Settings menu on the left, click on Email Defaults:

  3. In the Email section, next to the When Someone Opts Out of All Email Marketing: option, click on Actions to open a pop-up window, as shown in the following image:

  4. Using the Add New Action dropdown, select Create a Task:

  5. To the right of the dropdown fields, click on Add to open another popup:

  6. Give the new task a title:

  7. Configure...