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Infusionsoft Cookbook by Paul Sokol

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Setting up a birthday collection mechanism

When we have a person's birthday on file, it enables us to build goodwill by providing timely birthday messages. Combined with other data it can be used to provide a more targeted experience. For example, if we have the birthday of someone who is not yet a customer, we might send them a birthday discount in an attempt to get that first purchase.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account and in a new campaign. In addition to this, we also want to have a functional tag created to trigger the birthday collection and another tag to track people with a birthday on file.

How to do it...

  1. Drag out a tag goal, a web form goal, and two sequences; connect and rename accordingly: ...

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