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How To Use .Sum to Add Values Across Records With Pocket Developer

Summary:

In the How to Use .SUM to Add Values Across Records with Pocket Developer video, 2014 Infusionsoft Partner of the Year Kim Snider shows Pocket Developer users how to take advantage of the Advanced Merge Field Notation, .SUM and its quantitative prowess.

How to Use .SUM to Add Values Across Records with Pocket Developer

Time Stamped Show Notes

  • 00:05 – Introduction from Kim
  • 00:19 – Demoing .SUM as an Advanced Merge Field Notation
  • 00:28 – TheAPIGuys Learning Center → Pocket Developer Documentation → Advanced Merge Field Notation → How to Use It → Directives → .SUM
    • 01:03 – SUM returns the sum of the total of all values returned by the Advanced Merge Field Query
  • 01:30 – All core plug-ins from The API Guys will use Advanced Merge Field Notation
    • 02:25 – For this specific demo, Kim will use the Any Text, Anywhere and Field Math plug-ins
  • 02:42 – This demo assumes three things:
    • 02:46 – You (the user) know how to install plug-ins from The API Guys
    • 02:53 – You (the user) understand HTTP Post snippets
    • 03:02 – You (the user) have basic working knowledge of Advanced Merge Field Notations
  • 03:50 – All Pocket Developer plug-ins run from Campaign Builder
    • 04:00 – The URL tells Campaign Builder which plug-in is to be used
    • 04:25 – Name/Value pairs are what tell Pocket Developer what, specifically, to do
  • 04:30 – Kim defines the specifics of the example in the video
    • 05:27 – In this example, the contact has four opportunities with four different projected revenues
    • 05:37 – When given the command, .SUM will sum these four different projected revenues and place that total within the user-specified field
    • 05:58 – In this example, the .SUM sequence will be fired by a tag
    • 06:04 – Kim applies and runs the tag run qualifier
  • 06:25 – The result of the example?—All four projected revenues are now clearly visible in the Contact Record
    • 06:40 – The .SUM did not need to be written to the Contact Record, it could have been written anywhere
  • 08:22 – At the bottom of every plug-in description within The API Guys store is a Schedule Now button that allows Infusionsoft users to schedule a 30-miinute appointment with Kim Snider.
  • 08:40 – Kim Snider’s contact information

Total Purchases – Quickstart Guide

Installing the Plug-In

Installing the Plug-In

You should have installed your Infusionsoft Pocket Developer plug-in using the instructions provided, if for any reason you have not installed your Pocket Developer plug-in click here to learn how.

Configuring the HTTP Post Snippet

Configuring the HTTP Post Snippet

total-purchases-snippet

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/TagsFly/tagsfly.php

Required Name/Value Pairs:

field (Optional if using ‘request’)

  • The custom field that is currently storing, or should be storing, the value of this contact’s total amount spent

contactId

  • This is the contact Id for the contact record where fields will be retrieved (if any) and where the value for total spent will be saved

Optional Name Value/Pairs:

request

  • This is a URL to query at the end of the operation. The merge field {result} can be placed anywhere within the URL to include the result of the operation, allowing you to pass the value to another script
Demo Video

Demo Video

Pro Tips

Pro Tips

Frequently Asked Questions

Frequently Asked Questions

 

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