Please Note! We recommend using the online Strategy Guide to source your campaigns. The Strategy Guide is kept up-to-date with the latest campaigns. This campaign may contain legacy content (e.g, legacy emails, legacy landing pages, etc...)
This article provides instructions for launching the Post-Appointment Follow Up campaign that you can download for free from the Infusionsoft Marketplace.
After an employee submits an internal form with the specific post-appointment communication, the contact receives a branded email with that information.
Download the Post-Appointment Follow Up campaign from the Marketplace
Publish the Campaign
This campaign is 100% ready to launch, no setup required.
- Click the blue Publish button in the upper right; this will display a list of all items to be published.
- Click the green Publish button at the bottom of this list to publish the campaign.
Send A Post-Appointment Follow Up Email
Your campaign is ready to go! The next time you need to send a post-appointment follow up email...
If they are a new contact:
- Submit the "Send Post-Appointment Follow Up" internal form according to this tutorial.
If they are an existing contact:
- Submit the "Send Post-Appointment Follow Up" internal form according to this tutorial.