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How To Prepend to Person Notes

Summary:

In the How to Prepend to Person Notes video, 2014 Infusionsoft Partner of the Year Kim Snider provides the audience with a quick demonstration of the proper technique behind prepending person notes in Campaign Builder.

How To Prepend to Person Notes

Time Stamped Show Notes:

  • 00:16 – Person Notes is a tab located within a given contact record in Campaign Builder; they contain a large area for collecting information
  • 00:25 – The objective here is to add additional information to the contact’s (Dritte Dawg is the contact in the demo video) Person Notes—essentially the aim is to create and keep a running, time-stamped log file in reverse chronological order of contact field changes
  • 00:50 – This is a great way to retain mission critical data being changed by a form or track changes in a sequence
  • 01:14 – Definition of prepend
    • 01:25 – Any Text Anywhere Pocket Developer plug-in is key to this process
  • 01:33 – Within Campaign Builder, go to the Pocket Developer demo/testing area à Click edit
  • 02:09– Within the Any Text Anywhere plug-in, Click the Prepend Contact Notes button
  • 02:20 – In any post, there is the URL and any number of Name/Value pairs
    • 03:05 – The definition of Prefetch Notation
  • 03:37 – Contact.ContactNotes is the merge field name for the Contact’s Person Notes
    • 03:52 – Contact.ContactNotes will be assigned to a name using the prefetch notation of [contactNotes]
    • 04:04 – Whatever is currently in Contact.ContactNotes (the existing Person Notes) is fetched using this prefetch notation
  • 04:08 – This demo also fetches whatever is in Contact.MiddleName using the prefetch notation of [middleName]
  • 05:25 – The saveTo field can never have tildes
  • 05:33 – textToSave notation sample defined and explained
    • 06:19 – Tying it back to the prefetch[middleName] notation
  • 06:33 – When working in Pocket Developer, everything is case sensitive!!!
  • 07:01 – The content pulled for textToSave will be saved to Contact.ContactNotes which (remember) is the Person Notes field within the contact record
  • 07:18 – The final product…what it should look like

    • How To Find Table and Field Names In Infusionsoft

    Summary:

    In the How to Find Table and Field Names in Infusionsoft video, 2014 Infusionsoft Partner of the Year Kim Snider provides a quick run-through of how Pocket Developer users can find all the necessary table and field names to make their lives that much easier.

    How to Find Table and Field Names in Infusionsoft

    Time Stamped Show Notes:

    • 00:20 – Advanced Merge Field Notation is the “secret sauce” that enables Pocket Developer to do amazing things without knowing code
    • 00:31 – Advanced Merge Field Notation allows users to work with field otherwise unavailable (Appointments, Tasks, Affiliates, etc.)
    • 01:48 – Go to TheAPIGuys.com à Learning Center à Pocket Developer Documentation à Advanced Field Merge Notation à Pocket Developer à Frequently Asked Questions à Where do I find all of the table and field names? à Click on the tables and fields link embedded in the text
    • 02:28 – The tables and fields are documented with the programmer in mind, but they are still pretty straightforward
  • 02:42 – For those who have never programmed before, understand that Infusionsoft is the front-end for a database
  • 03:35 – Most people are not familiar with just how many field names there actually are or what they are actually named
    • 03:46 – Knowing the name is crucial because many of them are not available in the Merge drop-down…they need to be manually looked up
  • 04:20 – Not all tables and fields are named in the most logical way from a users-perspective
    • 05:20 – Example of this
    • 05:40 – Example of this
  • 06:30 – It can be intimidating at first but do not be deterred, it eventually becomes second nature
  • 07:20 – Another way to find the tables and fields is to go to Developer.Infusionsoft.com à Click on Table Documentation

    • How to Send Multiple Emails To Staff From Campaign Builder

    Summary:

    In the How to Send Multiple Emails to Staff from Campaign Builder, 2014 Infusionsoft Partner of the Year, Kim Snider, quickly runs the audience through a demonstration of how they can use the Email Anyone, Anytime plug-in to send follow-up emails to the auxiliary contacts of a given Contact Record.

    Send Multiple Emails To Staff From Campaign Builder

    Time Stamped Show Notes:

    • 00:12 – Kim introduces the scenario surrounding the video’s topic: The difficulty of using Infusionsoft to send multiple emails to auxiliary contacts
      • 01:29 – This is a problem when trying to build in notifications and nag emails into campaigns for staff, administrators, etc.
    • 01:43 – We solve this problem by using the Pocket Developer plug-in called Email Anyone, Anytime
    • 01:47 – The video makes two assumptions
      • 01:57 – That you (the user) already know how to install plug-ins from The API Guys
      • 02:03 – That you (the user) already know about HTTP Post snippets
    • 02:39 – Start by creating a Template which can be done by going into the Templates tab of Campaign Builder
      • 02:50 – The template is hardcoded with a main contact email address in the To field, as well as subject line and body copy
        • 04:32 – The To field will ultimately not matter as the Email Anyone, Anytime plug-in will overwrite anything that is in the template based on parameters you set within the plug-in
    • 03:25 – The email will ultimately send using an HTTP Post to the Email Anyone, Anytime plug-in
    • 03:40 – The HTTP Post is set up using a URL on your domain
    • 05:34 – Custom Delay Timer can delay the firing of any sequence by a manually determined amount of time
    • 07:02 – Dritte Dawg is the one going through the campaign (she is the contact record) but the emails are going to be sent to Nessa Dawg
    • 07:10 – Apply the appropriate tag (which in this case is TestEmailAnyone) to Dritte Dawg’s contact record to kick the process off
    • 07:32 – Nessa received the first email
      • 07:42 – The link within the email would normally drive to a form designed to populate with the information for Nessa, but in this case it has Dritte’s…this is a separate issue
    • 08:25 – The second email arrives and it is also addressed to Nessa
      • 08:37 – Per the instruction in campaign builder using Custom Delay Timer the second email was sent 30 seconds after the first
    • 08:50 – There are other solutions to solving the problem of How to Send Multiple Emails to Staff From Campaign Builder besides the Email Anyone, Anytime plug-in, but the plug-in streamlines the process and can perform a wide array of other functions
    • 09:41 – Kim’s contact information

    Create a Dynamic Go-To-Webinar Integration Campaign

    CHALLENGE:

    GoToWebinar Campaign

    You run webinars all the time. You want to:
    1. Have attendees see only your branded forms and emails, not those ugly GoToWebinar ones
    2. Not have to manually set up all the merge fields and tags every time you run a new webinar
    3. Send reminders one hour before and at the start of the webinar without hard coding the dates and times
    4. Have attendance marked and tagged automatically
    5. Optional: Have attendance marked and tagged automatically for a webinar series

    SOLUTION:

    All of these things take time and time is your most precious asset. Why pay someone to do this over and over again when you can create this campaign, set it and forget it?

    This tutorial and accompanying video gives you the step-by-step to create a dynamic, Go To Webinar integration with Infusionsoft, which showcases six different Pocket Developer plug-ins: Any Text Anywhere, Any Date, Any Format, Anywhere, Universal Delay Timer, Custom Delay Timer, Tags On The Fly and the GoToWebinar Integration.

    time-64x100Don’t want to set this up yourself? Let one of our concierges do it for you. Just purchase all the necessary blocks. Then email concierge@theapiguys.com. We will have it all set up for you in a jif.

    STEP-BY-STEP

    1. In Campaign Builder, create the following:

    Dynamic Go-To-Webinar Integration Campaign

    • a sequence named “Register in GTW”
    • an API goal named “PDWakeUp1dfg”
    • a sequence named “Add Webinar merge fields”
    • a sequence named “Send confirmation Email”
    • an API goal named “PDResumedhs3d”
    • a sequence named “Send one hour reminder”
    • an API goal named “PDResumeSew22”
    • a sequence named “Send reminder at start time”
    • an API goal named “PDResumeD6ts”
    • a sequence named “Mark Attendance and Set
      Webinar Replay Link field”
    • two tag goals – both connected to the previous sequence – named “Attended Tag” and “Did Not Attend Tag”
    • connect a sequence named “Attended Emails and Tags On The Fly” to the Attended Tag goal
    • connect a sequence named “Did Not Attend Emails and Tags On The Fly” to the Did Not Attend Tag goal
    • connect the two previous sequences to a single sequence named “Remove Attended/Did Not Tags and Wipe Stash Field”

    2. In the sequence named “Register in GTW”, create the following:

    Register in GoToWebinar sequence

    • Configure an HTTP POST snippet named “Pocket Developer GTW block” as follows:

    Pocket Developer GTW blockPocket Developer GTW block

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/GoToWebinar/gotowebinar.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • action => register
    • webinar => 4762872526542099714
    • saveTitleTo => Contact._WebinarTitle
    • saveDateTo => Contact._YourWebinarDate0
    • saveJoinUrlTo => Contact._WebinarJoinURL

    about-128This assumes you have already installed and configured the GoToWebinar plug-in and created the webinar. The number in webinar is the GoToWebinar webinar ID and the action tells it to register this person.

    • Configure an HTTP POST snippet named “Pocket Developer Custom Delay Timer Delay 120 seconds for GTW info to get back” as follows:

    Screenshot-82814-651-AM

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/CustomDelay/customdelay.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • callName => PDWakeUp1dfg
    • delayFor => 120

    about-128Pocket Developer Custom Delay Timer is going to pause 120 seconds and then trigger the API goal following it to resume the campaign. The callName must match the callName in the API Goal immediately following this sequence.

    3. Configure the API Goal, “PDWakeUp1dfg”, as follows:

    Configure Infusionsoft API Goal

     

     

     

     

     

     

     

     

     

    • integration => Your app name
    • Call Name => PDWakeUp1dfg

    about-128Pocket Developer Custom Delay Timer waits 120 seconds and then triggers this API Goal. That is why Call name must match in both places.

    4. In the sequence named “Add Webinar Merge Fields”, create the following:

    Create Merge Fields Sequence

    • Configure an HTTP POST snippet named “PDev Any Date: Put pretty date in text field” as follows:

    Infusionsoft Merge Fields Date

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/AnyDate/anydate.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • date => ~Contact._YourWebinarDate0~
    • format => l, F j, Y
    • saveTo => Contact._Yourwebinardatehumanform

    about-128The Any Date plug-in takes the date field populated by the GoToWebinar plug-in and converts that to a date like Saturday, August 30, 2014 for merging into emails. The format of the date is determined by the format value.

    • Configure an HTTP POST snippet named “Pocket Developer Any Date Put time in text field” as follows:

    Put time in an Infusionsoft custom field

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/AnyDate/anydate.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • date => ~Contact._YourWebinarDate0~
    • format => g:i A ET
    • saveTo => Contact._Yourwebinaretime

    about-128Notice this time Any Date takes the exact same date and converts it into a time, like 4:00 PM ET, and saves it in a different text field so it can be merged.

    • Configure an HTTP POST snippet named “Pocket Developer Any Date: Put date in date field for field timer” as follows:

    Put webinar date in Infusionsoft field timer

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/AnyDate/anydate.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • date => ~Contact._YourWebinarDate0~
    • format => Y-m-dTH:i:s/li>
    • saveTo => Contact._NextWebinarDate

    about-128This time we put the date in the required Infusionsoft format in a Date field so we can use it for a Field Timer. Field Timers do not work with DateTime or Text fields.

    5. In the sequence named “Send Confirmation Email”, create the following:

    Send Webinar Confirmation Emails

    • Configure a confirmation email to be sent upon registration:

    KimDemo

    Notice the merge fields we populated in the previous sequence are now used in our email to make it dynamic.

    • Configure an HTTP POST snippet named “PDev Trigger API Goal: Trigger 1 hr before webinar” as follows:

    Universal Delay Timer

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/TriggerAPI/trigger.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • triggerDate => ~Contact._YourWebinarDate0~
    • triggerTime => ~Contact._YourWebinareTime~
    • adjustment => -1 hour
    • callName => PDResumedhs3d

    about-128The Pocket Developer Universal Delay Timer plug-in will trigger the API Goal, named PDResumedhs3d, and resume the campaign, 1 hour before the webinar start. This cannot be done with both date and time dynamically currently in Campaign Builder.

    6. Configure the API Goal, “PDResumedhs3d”, as follows:

    Resume campaign one hour before webinar

    • integration => Your app name
    • Call Name => PDResumedhs3d
    What does this do?Pocket Developer Custom Delay Timer waits until one hour before the webinar start time and then triggers this API Goal. Remember: the call names must match in both the POST Snippet and the API Goal.

    7. In the sequence named “Send One Hour Reminder”, create the following:

    Send One Hour Reminder

    • Configure a reminder email to be sent one hour before the webinar begins using previously populated merge fields
    • Configure an HTTP POST snippet named “PDev Trigger API Goal: Trigger at webinar start time” as follows:

    Universal Delay Timer Configuration

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/TriggerAPI/trigger.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • triggerDate => ~Contact._YourWebinarDate0~
    • triggerTime => ~Contact._YourWebinareTime~
    • callName => PDResumeSew22

    about-128The Pocket Developer Universal Delay Timer plug-in will trigger the API Goal, named PDResumeSew22, and resume the campaign at the webinar start so one last reminder email can be sent.

    8. Configure the API Goal, “PDResumeSew22”, as follows:

    • integration => Your app name
    • Call Name => PDResumeSew22

    about-128Pocket Developer Custom Delay Timer waits the webinar start time and then triggers this API Goal. Remember: the call names must match in both the POST Snippet and the API Goal.

    9. In the sequence named “Send Reminder At Start Time”, create the following:

    • Configure a reminder email to be sent as the webinar begins, using previously populated merge fields
    • Configure an HTTP POST snippet named “PDev Trigger API Goal: Trigger at 4 hrs after webinar start time” as follows:

    Create another universal delay timer

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/TriggerAPI/trigger.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • triggerDate => ~Contact._YourWebinarDate0~
    • triggerTime => ~Contact._YourWebinareTime~
    • adjustment => +4 hours
    • callName => PDResumeD6ts

    about-128Remember the callNames can be anything. They just have to be unique and match the callName in the corresponding API Goal.

    10. Configure the API Goal, “PDResumeD6ts”, as follows:

    • integration => Your app name
    • Call Name => PDResumeD6ts

    11. In the sequence named “Mark Attendance and Set Webinar Replay Link field”, create the following:

    • Configure an HTTP POST snippet named “PDev Any Date to Any Text: Update Webinar Replay Field” as follows:

    Use Any Date to set webinar replay field

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/AnyDate/anydate.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • date => ~Contact._YourWebinarDate0~
    • format => Ymd
    • request => http://theapiguys.com/scripts/PocketDeveloper/Blocks/AnyText/anytext.php?textToSave=http://theapiguys.com/blog/{result}-webinar-replay/&saveTo=Contact._LinkToHandout
    • saveTo => Contact._MiddleName

    about-128This part is ninja. The “request” parameter chains two plug-ins together. In this case, Any Date Anywhere and Any Text Anywhere are chained. The request parameter uses the URL and a query string to pass the result of Any Date ({result}), to Any Text, in order to create a URL in a custom field that looks like http://yourdomain/blog/20140904-webinar-replay. That URL can be merged into the upcoming emails without having to change the campaign each time. You just have to create the replay page names to match and it will all be dynamic. We are using Contact._MiddleName to store the URL just to save custom fields, but you could put it in any text field.

    • Configure an HTTP POST snippet named “PDev GTW Set Attended Did Not Attend Tags” as follows:

    Set webinar attendance tags in Infusionsoft

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/GoToWebinar/gotowebinar.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • action => attendance
    • webinar => Your Webinar Id
    • absent => tag ID you want applied for those who were absent
    • present => tag ID you want applied for those who were present

    about-128This post uses the GoToWebinar plug-in to fetch attendance for your webinar and apply tags to attendees accordingly. This is one of two places you must manually update webinar ID for each webinar.

    12. From the Mark Attendance sequence, configure two Tag Goals – one triggered by your Absent tag and one by Present tag – as follows:

    Create tag goals for GoToWebinar attendance

    13. In the sequence named “Attended Emails and Tags On The Fly”, create the following:

    Sequence Sends Thank You Email To Attendees

    • Configure a “thank-you” email for attendees:

    Put dynamic video link in email

    Notice the merge field for the video link we populated in the previous sequence is now used in our email to make it dynamic.

    • Configure an HTTP POST snippet named “PDev Tags On The Fly: Create Event Attended Category and Tag” as follows:

    Create attendance tags on-the-fly

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/TagsFly/tags.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • tagCategory => Event Attended
    • tagName => %~Contact.MiddleName~ PD Launch Demo%
    • Do the same for the Did Not Attend Emails and Tags On The Fly sequence, substituting Event Not Attended for the tagCategory name.

    about-128We stored the webinar date, in the form of YYYYMMDD, in the Middle Name field, back in Step 11. Now we are merging that into a new tagName YYYYMMDD PD Launch Demo. If the tag category and/or name don’t exist, they will be created. The tags will be applied to contacts whether it already exists or had to be created. Note that ‘%’ is the wildcard symbol in Infusionsoft.

    13. In the sequence named “Attended Emails and Tags On The Fly”, create the following:

    Sequence Sends Thank You Email To Attendees

    • Configure a “thank-you” email for attendees:

    Put dynamic video link in email

    Notice the merge field for the video link we populated in the previous sequence is now used in our email to make it dynamic.

    • Configure an HTTP POST snippet named “PDev Tags On The Fly: Create Event Attended Category and Tag” as follows:

    Create attendance tags on-the-fly

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/TagsFly/tags.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • tagCategory => Event Attended
    • tagName => %~Contact.MiddleName~ PD Launch Demo%
    • Do the same for the Did Not Attend Emails and Tags On The Fly sequence, substituting Event Not Attended for the tagCategory name.

    about-128We stored the webinar date, in the form of YYYYMMDD, in the Middle Name field, back in Step 11. Now we are merging that into a new tagName YYYYMMDD PD Launch Demo. If the tag category and/or name don’t exist, they will be created. The tags will be applied to contacts whether it already exists or had to be created. Note that ‘%’ is the wildcard symbol in Infusionsoft.

    14. In the sequence named “Remove Attended/Did Not Tags and Wipe Stash Field”, create the following:

    Remove Attend Did Not Attend tags

    • Remove your generic Absent/Present tags so you can use them again if this contact attends another webinar:

    Remove tags

    • Configure an HTTP POST snippet named “PDev AnyText Wipe MiddleName Stash Field” as follows:

    Wipe the MiddleName stash field

    • POST URL => http://theapiguys.com/scripts/PocketDeveloper/Blocks/AnyText/anytext.php
    • contactId => ~Contact.Id~ (you shouldn’t need to change this)
    • textToSave =>
    • saveTo => Contact.MiddleName

    about-128Final step is to reset our “stash field”, MiddleName, back to blank. This is not necessary but we consider it good housekeeping.

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