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Tags On The Fly – 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

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.

tags-on-the-fly-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/index.php

Required Name Value/Pairs

category

  • The name of the tag category to be used in association with the specified tag.
  • The tag category will be created if it doesn’t already exist.

 

 

name

  • The name of the tag to be applied to the current contact record.
  • The tag will be created if it doesn’t already exist.

contactId

  • This is the contact Id for the contact record where fields will be retrieved (if any) and where the result of the counter iteration will be stored

Optional Name Value Pairs:

  • overrideAny contact ID to be used in override scenarios. Overriding creates an accessor to another contact’s data, other than the data associated with the current contact.
    To utilize override data, use Override.Field or ~Override.Field~ notation in plac of the traditional Contact.Field or ~Contact.Field~ notation
Demo Video

Demo Video

Pro Tips

Pro Tips

Frequently Asked Questions

Frequently Asked Questions

How To Create Totally Dynamic GoToWebinar Infusionsoft Campaign

Webinar Replay

GoToWebinar is a powerful tool for generating leads, converting prospects to customers and delivering your content in an engaging way.

Infusionsoft is also a powerful tool for generating leads, converting prospects to customers and delivering your content in an engaging way.

But most people are not using Infusionsoft to fully manage their GoToWebinars.

Or, if they are, they are only kind of, sort of integrated and still require lots of changing and setting up of dates, timers, tags, handout and replay links.

Either way, you are not maximizing sign-ups, attendance and conversion. And you are either tarnishing your brand using those terrible GoToWebinar emails and forms or wasting time managing a campaign.

WHAT YOU WILL LEARN:

1. I will give you the pros and cons of managing a webinar within Infusionsoft Campaign Builder
2. I will show you the limitations of most GoToWebinar integrations
3. I will show you how to build a completely dynamic GoToWebinar campaign including sending one-hour reminders/texts without hard-coding the time, automated set-up of your tags as part of the campaign, dynamic handout and replay links and automated attendance for webinar series.

Counter – 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

counter

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

  • This is the field whose value will be modified by the counter action, such as _MyField or Contact._CustomField1. Field name should have no merge-field tilde characters

direction

  • The direction with which the counter should iterate. The only values supported are: ‘up’, ‘down’, ‘add’, ‘subtract’, ‘increment’, ‘decrement’, ‘increase’, and ‘decrease’

amount

  • The amount of change of the counter iteration. Generally, this should be some positive numeric value, such as 3, 10, 7.6, etc.

contactId

  • This is the contact Id for the contact record where fields will be retrieved (if any) and where the result of the counter iteration will be stored

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

 

 

How To Automatically Change Opportunity Stage in Infusionsoft Campaign Builder

Webinar Replay

When you open Campaign Builder, Infusionsoft, how often do you run into a challenge?

At The API Guys, we do custom development for clients. We found ourselves running into the same roadblocks over and over again.

You know the mantra, right? “If you do something more than three times, automate it!”

So we built ourselves these small blocks of code, reusable in every app, by all of our people, not just the programmers, in a million different ways, without touching the code.

We built bunches of these blocks. They save us lots of time … and time is money, especially in the development business.

So then we thought … I bet everyone would like to have these handy little Infusionsoft plug-ins.

So, we created an Infusionsoft code vending machine! One that spit out our reusable, pre-made, plug-ins … and installed them on your server for you … Almost instantly!

We call it Pocket Developer

So now, everyone can solve these same problems, using Pocket Developer, without knowing code.

When you open Campaign Builder, Infusionsoft, how often do you run into a challenge?
 

AtThe API Guys, we docustom developmentfor clients. We found ourselves running into the same roadblocks over and over again.

 
You know the mantra, right? “If you do something more than three times, automate it!”
 
So we built ourselves these small blocks of code, reusable in every app, by all of our people, not just the programmers, in a million different ways, without touching the code. 
 

We built bunches of these blocks. They save us lots of time … and time is money, especially in the development business.


So then we thought … I bet everyone would like to have these handy little Infusionsoft plug-ins.

 

So, we created an Infusionsoft code vending machine! One that spit out our reusable, pre-made, plug-ins … and installed them on your server for you … Almost instantly!

 

We call it Pocket Developer

 

So now, everyone can solve these same problems, usingPocket Developer, without knowing code. 

 

HERE IS AN EXAMPLE:

One of the things we are often asked to code for people is an Opportunity Stage Move, right from Campaign Builder. This is not something you can do in Campaign Builder out-of-the-box.
 
But there is no need to pay me or any developer to do a stage move from Campaign Builder. This video shows you how.

WHAT YOU WILL LEARN: 

1. I will explain the pros and cons of using an Opportunity in a Campaign. I will also cover what else you can use them for, besides sales pipelines.

2. I will show you how to change the stage of any opportunity, from Campaign Builder, without hiring an expensive developer, using theOpportunity Stage Move plug-in, from Pocket Developer.

3. *** I will show you how to choose a single opportunity to move, from among many opportunities on that same contact *** 

4. I will take any and all questions, in the Q&A, about how to do anything you can’t figure out how to do in Infusionsoft. I love solving tough Infusionsoft puzzles.

POCKET DEVELOPER TAKES THE GRRR! OUT OF CAMPAIGN BUILDER:

If you haven’t seen it, Pocket Developer is as easy as a WordPress plug-in and powerful as a high-priced developer. It is an Infusionsoft game-changer, in five ways:

1. You can now access, update and merge data stored in Opportunities, Appointments, Tasks, Orders, Invoices, Referrals, Tag Descriptions and more

2. You can now access, update and merge data stored in Contacts other than the one going through the campaign

3. You can now delay and resume campaigns, using any increment or description of time (e.g. one hour before {Contact._ApptTime})

4. You can now get creative with new goal scenarios for New Contact Created, New Opportunity Created, New Appointment, New Task, New Invoice, etc.

5. You can reuse Pocket Developer Infusionsoft plug-ins over and over, in as many apps as you want. Pocket Developer is a one time-fee, hosted on your server and completely open source. 

Here Is An Example:

One of the things we are often asked to code for people is an Opportunity Stage Move, right from Campaign Builder. This is not something you can do in Campaign Builder out-of-the-box.

But there is no need to pay me or any developer to do a stage move from Campaign Builder. This video shows you how.

What You Will Learn:

1. I will explain the pros and cons of using an Opportunity in a Campaign. I will also cover what else you can use them for, besides sales pipelines.

2. I will show you how to change the stage of any opportunity, from Campaign Builder, without hiring an expensive developer, using the Opportunity Stage Move plug-in, from Pocket Developer.

3. *** I will show you how to choose a single opportunity to move, from among many opportunities on that same contact ***

4. I will take any and all questions, in the Q&A, about how to do anything you can’t figure out how to do in Infusionsoft. I love solving tough Infusionsoft puzzles.

Pocket Developer Takes The Grrrrr! Out Of Campaign Builder:

If you haven’t seen it, Pocket Developer is as easy as a WordPress plug-in and powerful as a high-priced developer. It is an Infusionsoft game-changer, in five ways:

1. You can now access, update and merge data stored in Opportunities, Appointments, Tasks, Orders, Invoices, Referrals, Tag Descriptions and more

2. You can now access, update and merge data stored in Contacts other than the one going through the campaign

3. You can now delay and resume campaigns, using any increment or description of time (e.g. one hour before {Contact._ApptTime})

4. You can now get creative with new goal scenarios for New Contact Created, New Opportunity Created, New Appointment, New Task, New Invoice, etc.

5. You can reuse Pocket Developer Infusionsoft plug-ins over and over, in as many apps as you want. Pocket Developer is a one time-fee, hosted on your server and completely open source.

Custom Delay Timer – Quickstart Guide

Installing the Plug-In

Installing the Plug-In

If, for any reason, you have not installed your Pocket Developer plug-in, follow these simple instructions, to learn how.

Configuring the HTTP Post Snippet

Configuring the HTTP Post Snippet

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. Open the HTTP Post snippet and configure as follows:

name_value_pairs

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: http://yoursite.com/scripts/PocketDeveloper/Blocks/CustomDelay/customdelay.php
  • contactId => ~contact.Id~ (do not change)
  • callName => add a name that is unique to this Delay Snippet e.g., PDWakeUp23521
  • delayFor => number of seconds you want to delay

NOTES: Remember, Name/Value pairs are case-sensitive. If you put the same callName in multiple places, even in multiple campaigns, you could get unintended consequences!

3. Copy the name you created for callName and close the HTTP Post snippet. Custom Delay Timer POST snippets should always be the last thing in that sequence

Configuring the The API Goal

Configuring the API Goal

4. Drag out any Goal from the Toolbox. Give it a name, like Wake Up or Resume Sequence.

5. 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

6. Configure the Goal as follows:

  • Integration => your Infusionsoft app name
  • Call Name => name you used and copied from the HTTP POST Snippet, e.g. PDWakeUp23521

config_api

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

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

connection

Demo Video

Demo Video

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