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Infusionsoft Cookbook by Paul Sokol

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Collecting W-9 forms from referral partners automatically

To close this chapter, we're going to explore how to automatically collect necessary tax documents from our referral partners. Since the author is American, this recipe is going to be for a U.S. tax form, but the recipe will work for any tax document in any country.

Specifically, we are going to be collecting a W-9 form.

Getting ready

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

We also need to have a functional tag created to trigger this particular campaign.

How to do it...

  1. Drag out a new tag goal, note goal, and sequence. Connect and rename them accordingly:
  2. Double-click on the tag goal and configure it for the functional tag; click on Save ...

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