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
- 02:50 – The template is hardcoded with a main contact email address in the To field, as well as subject line and body copy
- 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