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Infusionsoft Cookbook by Paul Sokol

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Collecting leads from in-person events

In-person events are frequently chaotic. Having an easy-to-access lead capture form can provide confidence that each new connection we make will be properly added to our database.

Getting ready

We need to be editing a new campaign.

How to do it...

  1. Drag out a web form goal and sequence.
  2. Connect them as shown in the following image and rename all elements for visual clarity:
    How to do it...
  3. Double-click on the web form goal to edit its content.
  4. Add the following fields to the form:
    • First Name
    • Last Name
    • Company
    • Email
    • Phone
  5. Click on the Submit button to change the call to action.
  6. Change the Button Label to Add New Lead and select Center alignment; ...

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