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How To Email Anyone Anytime

Summary:

In the How to Email Anyone Anytime video, 2014 Infusionsoft Partner of the Year, Kim Snider, demonstrates how to properly use the Email Anyone, Anytime plug-in to send an email with multiple to, cc, bcc and merge fields from any contact record, with as much or as little frequency as necessary.

How To How To Email Anyone Anytime

Time Stamped Notes

  • 00:05 – Introduction of topic from Kim Snider
  • 00:38 – Like most Pocket Developer plug-ins from the API Guys, Email Anyone Anytime runs from a HTTP Post
  • 00:44 – In this video, the demo campaign is very straightforward; Email Anyone Anytime is triggered by a goal, nothing else
  • 00:55 – Looking at the HTTP Post, the domain in the URL will reflect the location of installation (typically your server)
  • 01:48 – When creating a new HTTP Post snippet, contactId and the merge field contact.ID will populate by default and should not be changed
  • 02:00 – Email Anyone, Anytime only has one other required field besides contactId and that field is templateId.
    • 02:13 – There are also five optional fields: from, to, cc, bcc and delete
  • 02:25 – templateId
    • 02:30 – Infusionsoft does send an Infusionsoft template so YOU need to tell it which template to send
  • 03:11 – from and to
    • 03:18 – If you chose to put something into the from and to fields, it will override whatever is in the template
    • 03:43 – Three different things can go into the from field: a hardcoded email address, a standard Infusionsoft merge field or an advanced merge field notation from The API Guys
    • 05:12 – The three options for the to field are the same as the three options for the from field
  • 09:55 – bcc
    • 10:05 – We can send this to the owner of the contact or hardcode something
    • 10:10 – There are challenges with using owner, outlined here
  • 11:05 – delete
    • 11:10 – This is a true or false field
    • 11:49 – The default for this field should be false
    • 12:30 – Why care about the delete field?—Because if you send a large volume of emails and they have various cc’s and bcc’s that do not exist (and you’re constantly deleting the cc’s and bcc’s, but sending the emails to the same people over and over), every time you recreate the email you’ll be incrementing your contactId really quickly
  • 13:25 – Talking about the Email Anyone Anytime sequence
  • 13:35 – Looking at the email template, there are a couple of things to know
    • 13:40 – Not only can we override the from and to fields, but we can also override the subject line (13:58) and body of the email (15:05) by using Standard Fields or Advanced Merge Field Notation
  • 17:31 – The delivered email
  • 18:38 – Kim’s contact information

How To Send Email to Staff But Link to Contact

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

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

E-mail Anyone Any Time – Quickstart Guide

Installing the Plug-In

Installing the Plug-In

You should have installed your Infusionsoft Pocket Developer plug-in using the instructions provided when you purchased 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

email-anyone

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/EmailAnyone/

Required Name Value/Pairs

to

  • The “to” address that should be receiving the e-mail. This can be a fixed e-mail address, a comma separated list of e-mail addresses or any Advanced Merge Field Notation that would yield a valid e-mail address

templateId

  • The ID of an existing e-mail template in Infusionsoft. Field values within the template, specifically to, from, cc & bcc, can be over-written by the to, from, cc, and bcc parameters of this plug-in

Optional Name Value/Pairs

from

  • A “from” address for the outgoing e-mail. If omitted, the fixed value within the e-mail template will be used. If no from e-mail is found, “noreply@infusionsoft.com” will be used by default

cc

  • An e-mail, or comma separated list of e-mails, that will receive a carbon copy of the outgoing e-mail. Email addresses can be fixed, come from a standard Infusionsoft merge field or our Advanced Merge Field Notation, allowing you to use fields from records other than the contact. (e.g. Order, Invoice, Company or Opportunity.

bcc

  • An e-mail, or comma separated list of e-mails, that will receive a blind carbon copy of the outgoing e-mail. Email addresses can be fixed, come from a standard Infusionsoft merge field or our Advanced Merge Field Notation, allowing you to use fields from records other than the contact. (e.g. Order, Invoice, Company or Opportunity.

delete

  • Set this to true if you want Pocket Developer to delete the contact that is created when no contact exists for an email address in to, from, cc or bcc. Default is set to false. NOTE: Pocket Developer adds a tag (Pocket Developer -> Created by Email Anyone Anytime) to all contacts it creates for the purpose of sending an email
Configuring the Email Template

Configuring the Email Template

Email Anyone Anytime uses email templates. Email templates can be found in the main Infusionsoft menu under Marketing.

As noted above, the from and to fields configured in the email template can be overridden by the plug-in, if desired.

When used with the Email Anyone Anytime plug-in, the subject line and email body can use our Advanced Merge Field Notation to merge information that is not available in standard Infusionsoft merge fields.

For example, you might merge the product purchased in the subject line or information from the contact’s company record in the body of the email.

NOTE: If you use Advanced Merge Field Notation in the subject or body copy, this email template cannot be used as a standard email template. Without the plug-in, the merge fields will appear as text in the email, without being merged. You might want to consider marking email templates that have Advanced Merge Field Notation so they aren’t used or changed accidentally.

Demo Video

Demo Video

Advanced Merge Field Notation

Advanced Merge Field Notation

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This Pocket Developer plug-in can use our Advanced Merge Field Notation anywhere a merge field is allowed. Advanced Merge Field Notation allows you to use merge fields from any table, e.g. Opportunity, Invoice, Company, Referral, Appointment, etc. It also allows you to Filter, Count, Max, Min, Compare, filter by IsEmpty and other advanced functionality.

For example, you may want to include the amount still due on an invoice in an email. Or, you may want to include the agreed upon services from an opportunity in an email. You can do this using Advanced Merge Field Notation.

See the Advanced Merge Field Notation documentation for more details.

Pre-Fetch

Pre-Fetch

This Pocket Developer plug-in can build advanced data sets using our pre-fetch functionality. Pre-fetch allows you to find one piece of information, such as an ID, and pass it along to get to the exact piece of information you need.

For example, you may pre-fetch the Order Id before using it to get the line items on an order from the OrderItem table, to display in your email. This reduces the number of post snippets in a campaign and eliminates having to store a value in a field for the next step.

See the Pre-Fetch documentation for more details.

Contact Override

Contact Override

This Pocket Developer plug-in can merge information related to a contact other than the one going through the campaign, using our contact override functionality.

For example, you may want to create a notification email that includes the name and email address of the contact’s referrer as well as how many referrals that affiliate has made. You can do this using Override with our Advanced Merge Field Notation.

See the Contact Override documentation for more details.

Pro Tips

Pro Tips

Use the Universal Delay Timer with Email Anyone Anytime, instead of standard Infusionsoft delay timers. You can configure the Universal Delay Timer so contacts are not “in” the campaign during the delays by not connecting the timer goal to the sequence before it.

Frequently Asked Questions

Frequently Asked Questions

Q. Can’t I do the same thing with a legacy action set?

A. Email Anyone Anytime eliminates seven different roadblocks when sending email from Infusionsoft Campaign Builder. They are:

  • adds CC and BCC functionality to email … stop sending different emails to each recipient
  • adds comma separated lists of email addresses to TO, CC and BCC … same as non-Infusionsoft emails
  • send emails to recipients, other than the contact, multiple times within the same campaign … admin notifications are no longer an issue
  • use email addresses contained in email2, email3 and company email in TO, CC and BCC … email home and work at the same time … what a concept!
  • merge email addresses from fields other than the contact record (e.g Opportunity, Company, Order or Referral) … gettin’ ninja now!
  • merge email addresses from contacts other than the one going through campaign (e.g. Referrer or related contacts) … can’t do that with an action set … nope!
  • merge fields from any record, to the subject and body of the email, using our Advanced Merge Field Notation … replace all those standard Infusionsoft confirmation emails

Legacy Action Sets only get you past one of these seven roadblocks.

And, of course, Infusionsoft has said legacy features, such as Action Sets, will go away at some point. We just don’t know when.

So why not future-proof your campaigns and turbo-charge your Infusionsoft emails at the same time?

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