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Infusionsoft Cookbook by Paul Sokol

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Creating a customer satisfaction survey

When we understand how satisfied (or not) a customer is, we can adjust the customer experience to ask for a testimonial/referral or take steps to make things right. One way to acquire this information is with a customer satisfaction survey.

A customer satisfaction survey can be requested for each purchase, after a general period of time (for example annually) or a customer interaction. It all depends on the specific business.

For the context of this recipe, we are creating a survey for a recently purchased product.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign.

How to do it...

  1. Drag out a web form goal and three sequences; connect and rename accordingly. ...

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