I’m trying to set up a very simple notification sequence. I have an email set up to go out that includes a link. When the link is clicked (it’s to a timetrade account) I need to be notified…what’s the easiest way to accomplish this?
I would say have the link apply a tag that triggers a separate tag goal, leading to the notification sequence.
I just hate the thought of having all those tags applied - this is an email that goes out monthly to a large group…I had something set up in legacy but now it’s gone so I’m at a loss.
What if the Notification sequence I referenced also removes the tag? You could have the tag removed once they get in the notification sequence so the contact wouldn’t have it on their record.
That seems complicated to me…I’m rather new to Infusion Soft. Can you point me to a training video that shows me how to do this? Thanks
I don’t have a specific training video on this, but take a look at the visual video I create.
for about 3 minutes, I show setting up a very basic campaign (May differ from yours, but the idea should translate)
I start with a tag to kick off the campaign, which leads my contacts into a sequence that sends them their email. In the email, I configure a button to link the customer to a URL, but also apply a tag.
You will see that I return to the main level of the campaign, and separate from the first part, I create a new tag goal, and set this same tag from the button to achieve the goal. This leads the contact into a sequence where I remove this tag, and then have the ability to send the notification email out.
Take a look at this visual and let me know if this helps. https://www.screencast.com/t/s3vT61Vl