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:
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.
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…
Create 2 Custom Contact Fields
Create an Appointment Template
Create an Action Set
Prep your campaign in Campaign Builder
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.
http://jessicamaes.com/wp-content/uploads/logo-jessica.png00Jessicahttp://jessicamaes.com/wp-content/uploads/logo-jessica.pngJessica2014-09-23 08:00:232014-09-22 07:03:46How To Create Appointments In Infusionsoft Using Campaign Builder
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