To close this chapter, we're going to explore how to automatically collect necessary tax documents from our referral partners. Since the author is American, this recipe is going to be for a U.S. tax form, but the recipe will work for any tax document in any country.
Specifically, we are going to be collecting a W-9 form.
We need to be logged in to Infusionsoft , inside a specific account, and inside a new campaign.
We also need to have a functional tag created to trigger this particular campaign.
Drag out a new tag goal, note goal, and sequence. Connect and rename them accordingly:
Double-click on the tag goal and configure it for the functional tag; click on Save:
Double-click on the note goal and configure it for tracking when a W-9 has been collected; click on Save:
Drag out two Email steps and two Delay Timers. Connect and rename them accordingly:
Double-click into...