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

Filtering out new hire applicants

Our small business doesn't need any employees that cannot follow basic instructions. Those are the kinds of employees that can cause all sorts of problems in many different areas of the business.

In fact, even considering them for an interview is a big waste of time.

Fortunately, with Infusionsoft, we can create a simple hoop for a new applicant to jump through to make sure that they can follow basic instructions. The idea behind this recipe is to position the initial application submission as a two-step process, where the applicant has to confirm their e-mail address in order to reach step two.

Getting ready

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

How to do it...

  1. Drag out a web form, a landing page goal, an e-mail confirmation and two sequences; connect and rename accordingly:

  2. Double-click on the Task to Contact sequence at the end of the chain.

  3. Add a Task step as follows:

  4. Double-click on the Task step and configure...