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Infusionsoft Cookbook by Paul Sokol

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Creating a simple referral request

Social proof is very persuasive. People tend to trust their friends and family more about a buying decision than anything else. Having a system to ask for referrals from your existing customers is a great way to lower customer acquisition costs because referrals are normally easier to close.

Getting ready

We need to be editing a new campaign.

How to do it...

  1. Drag out a new note goal, web form goal, and two sequences.
  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 note goal, configure the information, and click on Save:
  4. Double-click on the web form icon in the ...

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