A client recently asked if they could get the name of the contact’s referral partner to a custom field on the contact’s record. That is, if “John Smith” had been attributed as the referral partner responsible for brining in “Jane Parker” as a lead, they wanted “John Smith” to appear in a custom text field […]
Track end of support or upgrade period by adding time to purchase date
Scenario: Your product or service includes support for six months after purchase. You want to record the support expiration date for each product purchased and send the customer emails to get them to renew the support agreement prior to expiration. CAMPAIGN BUILDER CHALLENGES: How do you put a date, six months from purchase, in a […]
Use An Opportunity Or Appointment Date In An Infusionsoft Field Timer With Any Date Anywhere
CHALLENGE: You want to use a date or dateTime field in an Opportunity/Order/Task/Appointment to run a field timer in Infusionsoft Campaign Builder. These fields are not available as merge fields in Campaign Builder. SOLUTION: This tutorial and accompanying video gives you the step-by-step to use the Pocket Developer Any Date, Any Format, Anywhere Building Block […]