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Infusionsoft Cookbook by Paul Sokol

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Building a new customer welcome campaign

Anytime a customer receives their product or is delivered a service, we have an opportunity to make them feel appreciated and increase the chances of future business. By making that appreciation known over time, we greatly increase the chances of future business.

While a welcome campaign can use many different communication channels, for this recipe, we are only going to be contacting the customer via e-mail.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. We are also assuming the following:

  • The product or service is being sold via the shopping cart or order form (see the There's more... section if this is not the case)
  • The business has an active social ...

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