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Infusionsoft Cookbook by Paul Sokol

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Saving time with FAQ workflows

Quite often in business, there are Frequently Asked Questions (FAQs) that must be answered. A novel way to save time, get organized, and grow sales is by automating those types of e-mails.

Normally, each time one of those questions is asked, someone has to manually type the answer and send it. A savvier business may have a swipe file of common answers that can be copied/pasted to save time.

This recipe leverages the power of a note template to automatically trigger a pre-authored e-mail answering a common question.

Getting ready

We need to be logged into Infusionsoft, inside a specific account, and inside the campaign builder.

How to do it...

  1. Drag out a new note template goal, a new sequence, and connect; rename accordingly: ...

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