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Infusionsoft Cookbook by Paul Sokol

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Sending automated appointment reminders

Scheduling an appointment with someone is useless unless the appointment actually occurs. We can improve our chances of the appointment occurring by sending automated reminders leading up to the appointment date.

This recipe is about building a workflow tool that can easily be operated after a user has put the scheduled appointment in their appropriate system of existence (online calendar, offline calendar, mobile device, and so on).

Getting ready

We need to be logged into Infusionsoft and inside a specific account. Also, inside the campaign builder we should have:

  • A custom Date type field for the scheduled appointment
  • A custom Text type field for the appointment time

How to do it...

  1. Drag out a new internal form ...

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