Infusionsoft Cookbook – Chapter 9.5 – Automating Saved Search Or Report Delivery

There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today.

One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.

By Paul Sokol

Paul Sokol has been using Keap since it was called Infusionsoft back in 2008. He even worked for Infusionsoft directly for five years: first as a Success Coach (launching over 200 new customers on the software) and then as a Product Manager. This book is a potent distillation of automation fundamentals that Paul has discovered through his tens of thousands of hours of in-the-trenches implementation.