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 referral partner sign-up form

Once our referral partner commissions and links are set up, we can begin manually adding referral partners and sending them their login information.

However, we will save a bunch of time if we give people a web form where they can sign themselves up to be a referral partner.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and in a new campaign. We are also assuming that a commission program has been created already.

How to do it...

  1. Drag out a web form goal and a sequence; connect and rename accordingly:

  2. Double-click on the web form goal.

  3. Add a Logo snippet, a Title snippet, a Paragraph snippet, Divider, and another Paragraph snippet. Update the snippet text with instructions:

  4. Using the Field Snippets tab, add required fields for:

    • First Name and Last Name

    • Phone Number

    • Email

  5. Add another Divider, a Paragraph snippet, and update the snippet text.

  6. Using the Field Snippets tab, add in the required billing address fields:

  7. Add an...