Summary:
In the How to Send Email to Staff but Link to Contact video, 2014 Infusionsoft Partner of the Year Kim Snider provides a quick run-through of how users can overcome Infusionsoft email builder’s tendency to automatically populate form fields with the information of the email recipient as opposed to the information of the contact going through the campaign.
How To Send Email to Staff But Link to Contact
Time Stamped Show Notes:
- 00:15 – Introduction of topic: How to send a hardcoded email to staff with a link containing the information for a contact going through a campaign
- 00:42 – The start of Kim’s first example
- 01:21 – The challenge of today’s assignment? – Infusionsoft email builder automatically attaches the contact information of the person the email is being sent to
- 02:01 – What does not work when trying to accomplish this goal
- 02:26 – The portion of the campaign used in Campaign Builder
- 02:34 – Kim defines the scenario and the sequence-used in Campaign Builder
- 03:12 – Form for scheduling with unpopulated fields
- 03:30 – Do not create an automation link, that will not work
- 04:14 – What happens if an automation link is used
- 04:57 – Hard-coding the link will not work either
- 06:12 – The HTML snippet is key to actually making this whole process work
- 06:35 – The link that Kim creates
- 07:05 – The URL to the scheduling form
- 07:11 – Kim defines the query string within the HTML snippet and highlights the string values
- 08:30 – What happens when the email is sent
- 08:40 – The email address associated with the contact record will not receive the email
- 09:05 – How the email is sent
- 09:35 – The entire command sequence outlined in Campaign Builder
- 09:55 – Application of the tag to fire the sequence
- 10:12 – Delivered email
- 10:45 – Query string Kim created has replaced merge fields with information from the contact’s record and pre-populated the form
- 11:14 – Remember: If field information is not included in the query string, the field will remain unpopulated on the form
- 11:23 – Inputting supplemental information into fields that did not pre-populate
- 12:22 – Kim’s contact information
