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Total Purchases – Quickstart Guide

Installing the Plug-In

Installing the Plug-In

You should have installed your Infusionsoft Pocket Developer plug-in using the instructions provided, if for any reason you have not installed your Pocket Developer plug-in click here to learn how.

Configuring the HTTP Post Snippet

Configuring the HTTP Post Snippet

total-purchases-snippet

WarningNOTE: Everything in an HTTP POST is case sensitive. That includes the URL, the parameters on the left and the field names on the right. If caPitaLizaTion is wrong, your post will not work.

URL:

The URL, on your server, where the Pocket Developer script is stored. For example:
http://yourdomain.com/scripts/PocketDeveloper/Blocks/TagsFly/tagsfly.php

Required Name/Value Pairs:

field (Optional if using ‘request’)

  • The custom field that is currently storing, or should be storing, the value of this contact’s total amount spent

contactId

  • This is the contact Id for the contact record where fields will be retrieved (if any) and where the value for total spent will be saved

Optional Name Value/Pairs:

request

  • This is a URL to query at the end of the operation. The merge field {result} can be placed anywhere within the URL to include the result of the operation, allowing you to pass the value to another script
Demo Video

Demo Video

Pro Tips

Pro Tips

Frequently Asked Questions

Frequently Asked Questions

 

Send A Text (Twilio) – Quickstart Guide

Installing the Plug-In

Installing the Plug-In

Note: You should have installed your Infusionsoft Pocket Developer plug-in using the instructions provided, if for any reason you have not installed your Pocket Developer plug-in click here to learn how.

Configuring the HTTP Post Snippet

Configuring the HTTP Post Snippet

text-twilio

WarningNOTE: Everything in an HTTP POST is case sensitive. That includes the URL, the parameters on the left and the field names on the right. If caPitaLizaTion is wrong, your post will not work.

URL:

The URL, on your server, where the Pocket Developer script is stored. For example:
http://yourdomain.com/scripts/PocketDeveloper/Blocks/TagsFly/tagsfly.php
Required Name/Value Pairs:

from

  • The sender/originating phone number (assigned & supplied by Twilio)

message

  • The message to be delivered to the recipient. There is a 160 plain text character limit and a 70 character limit for messages that contain non-GSM characters.

Optional Name/Value Pairs:

to

  • The recipient’s phone number. If this is not provided, any mobile number within the contact’s record will be attempted.
Demo Video

Demo Video

Pro Tips

Pro Tips

Frequently Asked Questions

Frequently Asked Questions

Any Opportunity To Any Stage – Quickstart Guide

Installing the Plug-In

Installing the Plug-In

Note: You should have installed your Infusionsoft Pocket Developer plug-in using the instructions provided, if for any reason you have not installed your Pocket Developer plug-in click here to learn how.

Configuring the HTTP Post Snippet

Configuring the HTTP Post Snippet

any-opportunity-any-stage

WarningNOTE: Everything in an HTTP POST is case sensitive. That includes the URL, the parameters on the left and the field names on the right. If caPitaLizaTion is wrong, your post will not work.

URL:

The URL, on your server, where the Pocket Developer script is stored. For example:
http://yourdomain.com/scripts/PocketDeveloper/Blocks/TagsFly/tagsfly.php

 

Required Name/Value Pairs:

contactId

  • This is the contact Id for the contact record where fields will be retrieved (if any) and for whom opportunity records will be queried

destination

  • The destination StageID to move all opportunities found for the specified contact record, which may or may not be limited by optional filtering criteria.
  • All opportunities found will be set to this specified destination StageID

OptionalName/Value Pairs:
filterBy

  • Filter by any field in an Opportunity, as follows:
    • For a number or ID field -> StageID:32
    • For a text field -> OpportunityTitle:”My Text” or OpportunityTitle:”My Text%” or OpportunityTitle:”%My Text%”
    • For a date field -> NextActionDate:”200409%”
  • Filters can be combined to further narrow down a contact’s opportunities.

Examples:

1. UserID:3
Will only return opportunities currently at stage #3

2. StageID:3,AffiliateID:4
Will only return opportunities at stage #3 that was referred by affiliate #4

3. UserID:4,UserID:5
Will return opportunities at any stage that originated from affiliate #4 and has been assigned to owner #5

4. UserID:3,UserID:4,UserID:5
Will return opportunities at stage #3 that originated from affiliate #4 and has been assigned to owner #5

5. UserID:3,UserID:4,UserID:5,OpportunityTitle:”%Pocket Developer%”
Will return opportunities at stage #3 that originated from affiliate #4, assigned to owner #5 that has “Pocket Developer in the title

limitTo

  • Opportunity filterBy results can be limited by using the values of ‘oldest’/’first’ or ‘newest’/’last’ to limit the result to a single opportunity.

orderBy

  • Used in combination with ‘limitTo,’ this parameter allows you to order the resulting opportunity lookup by the values ‘created’ or ‘updated’ (default ordering is by last updated timestamp)Pocket_Developer_2
Demo Video

Demo Video

Pro Tips

Pro Tips

Frequently Asked Question

Frequently Asked Questions

How To Solve 101 Everyday Infusionsoft Challenges – Pocket Developer

How to download and install the free Custom Delay Timer block is in the video beginning about 19:00.

Here is a link to how to set that up in Campaign Builder (also covered in video):
http://theapiguys.com/blog-post/infusionsoft-delay-timer-less-than-15-minutes/

And don’t forget about the one year of Zapier I am giving away … that is explained at about 11 minutes in.

One of the things I have realized is that Pocket Developer can do so many things … almost anything, really. And that is what makes it so difficult to explain.

So, I came up with this idea:


Do you have something you want to do in Infusionsoft but don’t know how to do it? Anything… anything at all??

Schedule 30 minutes with me. I will tell you how you can do it with Pocket Developer.

Here is the link to schedule a call with me. No strings attached. Worst case scenario you will learn something …

 

Delay Campaign Builder Less Than 15 Minutes With Pocket Developer Custom Delay Timer

Custom Delay Timer Building Block for InfusionsoftCHALLENGE:

Sometimes, you want to delay an Infusionsoft Campaign Builder sequence just a minute to give something time to complete. This is most often the case when you have an email that contains merge fields populated by an HTTP POST.

But the shortest interval in a Delay Timer is 15 minutes. You only need a minute – maybe even just a few seconds – to let the post run before resuming the campaign.

SOLUTION:

We will use the Pocket Developer Custom Delay Timer to pause the campaign for less than 15 minutes.

SUMMARY:

Put an HTTP POST snippet that calls Pocket Developer Custom Delay Timer at the end of a sequence where you want the pause. Hook that sequence to an API Goal that will be triggered after the delay to resume the sequence.

HOW – TO:

1. In the campaign sequence, add an HTTP Post snippet at the end of a sequence, where you want the delay to occur.

sequence

2. Configure the HTTP POST snippet as follows:

name_value_pairs

cautionNOTE: Everything in an HTTP POST is case sensitive. That includes the URL, the parameters on the left and the field names on the right. If caPitaLizaTion is wrong, your post will not work.

hazardANOTHER NOTE: If you put the same callName in multiple places, even in multiple campaigns, you could get unintended consequences! It is a best practice to use a unique callName that would not be easy to accidentally duplicate for each custom delay timer.

 

1. Assuming you did an automated Pocket Developer installation of the Delay Timer, the URL would be something like http://yoursite.com/scripts/PocketDeveloper/Blocks/CustomDelay/customdelay.php. Again, be careful to match capitalization.

2. Leave the contactId parameter and value set to the default.

3. in the next Name/Value pair, add callName in the left-hand Name field and in Value field, add a name that is unique to this Delay Snippet e.g., WakeWebinar3f788734.

4. In the next Name/Value pair, add delayFor in the Name field and the number of seconds you want to delay in the Value. (This could also be in a merge field)

5. Copy the name you created for callName and close the HTTP Post snippet

6. Close the sequence. Custom Delay Timer POST snippets should always be the last thing in that sequence

7. Drag out a Goal from Toolbox. Any Goal will work, although I often use Other for this. Give it a name, like Resume Sequence.

8. Double click the meta icon in the lower left corner of the goal. Change the Goal type to API Call Made (last one in the drop-down)

api_call

9. Double-click on the goal to open it. For Integration, put your Infusionsoft app name. In Call Name, put the name you used and copied from the HTTP POST Snippet. In this case, in Step 3, we used WakeWebinar1. Click Save.

config_api

10. Connect the Sequence containing the Delay Snippet (the one with the HTTP POST calling /customdelay.php) to the API Goal you just created.

11. Then connect the API Goal to a sequence containing whatever you want to happen after the delay. Continue your Campaign as normal.

connection

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