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How To Create Appointments In Infusionsoft Using Campaign Builder

If you have followed this blog for a while, you may have a little deja vu when you review this post. That’s because I originally wrote it long ago. However, I discovered a flaw in the original video (thanks to a customer writing me with questions) and I pulled the post down until I created a new how to video. That day has finally come! Enjoy…

When 2 different Infusionsoft customers ask me how to do the same thing in Infusionsoft in the span of a week, I know I have a blog post to write…

Each user in Infusionsoft has a calendar – did you know that? If not, it’s right here:

cal

With this calendar you can do things like:

  • Manually put appointments on it.
  • Schedule Appointments in a Contact record and have it show up on your calendar and in the Contact record.
  • Sync the calendar using the Gmail Sync or the Outlook Sync available for no additional cost in the Infusionsoft Marketplace.

With all this in mind, there are Infusionsoft users (maybe you!) who would like an appointment scheduled in a Contact’s record, the appointment added to their Infusionsoft calendar, the appointment synced to Google or Outlook and a confirmation and reminders emails sent out to the Contact. And, they (you!) would like it to happen quickly, easily and automatically.

Here is how to make it happen…

  1. Create 2 Custom Contact Fields
  2. Create an Appointment Template
  3. Create an Action Set
  4. Prep your campaign in Campaign Builder
  5. Test
  6. Launch

I created a video that walks you through the entire process. It’s about 20 minutes but you can build while you watch and in the 20 minute it takes to prep this strategy you will save a whole bunch of time, probably improve documentation and probably improve communication with your prospects and/or clients for as long as you use this particular work flow in your business. Totally worth 20 minutes of prep.

Note: If you are using scheduling softwares like Time Trade (paired with Time Fusion) or Appointment Core, there are other ways to get this info into Infusionsoft. However if you are not, this is a great solution that once built is very easy to use.

 

2 replies
  1. Carol Cadiz
    Carol Cadiz says:

    I did it! This is going to be super helpful in my business; thank you so much for this wonderful video, Jessica. My only quirk that I ran up against was when I pulled in the custom date and date/time fields into my email (merge) it read like this: “Your appointment is confirmed for 2/28/13 at 2/28/13 at 8:45 am”; so I still don’t get why we didn’t just make ONE custom field of date/time. Practice tip for folks with more than 1 location. Make 1 more custom field for office location (I made it a drop down) and merge it in. I can’t wait to start using this to increase my show up rate for existing clients who need to meet with me!

  2. Jessica
    Jessica says:

    Awesome, Carol! You bring up a great point. Only bring in the date/time merge field for the email copy. The date field is to the make the appt automatically set up in the record and on your calendar.

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