Infusionsoft’s User List Box type field can be handy. If you want to track which staff members are connecting with contacts in particular roles, for instance, you can create a custom field for each role. The User List Box type field will show you a dropdown list of all your Infusionsoft users for easy data entry in the contact record screen or an internal form or webform.
Unfortunately if you want to send automatic email notices to those staff members, the User List Box is basically useless. You’d need to have a separate custom field (in addition to the User List Box) to store the email. For many users, burning up so many custom fields is a problem.
With our Advanced Merge Field Notation, you don’t need to store user data in additional custom fields. You can drill down through the User List Box to get any readable data from the User table.
First, it helps to understand that while the User List Box displays a name, the data it actually contains is the user’s id number. This is the number you would see in the url if you went to edit the user data in Infusionsoft (Admin > Users > click user name). So what we need to do is get the email field for that user id from the User table.
To do so, we’re going to use the parentheses reference notation in Pocket Developer. You can get any specific record from a table by inserting the id number in parentheses after the table name and before the period. For instance:
will get the contents of the FirstName field for contact id number 12. Similarly:
will get the email address of user id number 12. Of course you won’t want to hardcode the id number each time you use Pocket Developer; instead you’ll want to merge in the User List Box field contents like this:
You can use this to either temporarily get the email address and put it in an email field (e.g., EmailAddress2) or custom field, adn then send the email out using that field. Or, if you are using the PDev Email Anyone plugin, you can simply enter that text as the value of the “to” parameter: