Infusionsoft Cookbook by Paul Sokol

Author:Paul Sokol
Language: eng
Format: epub
Publisher: Packt Publishing

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

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