Infusionsoft Cookbook – Chapter 10.3 – Triggering Automation From An E-mail Open

Tracking e-mail opens is directly impacted by the recipient’s e-mail software, because tracking an open can only occur when an e-mail’s HTML is loaded. Not all e-mail software loads the full HTML automatically, so automating based on an e-mail open is not super reliable. Despite this instability in the automation confidence, automating based on e-mail opens can still be leveraged by another legacy merge field hack.

Infusionsoft Cookbook – Chapter 10.1 – Creating A Custom Confirmation Link Inside Campaign Builder

When confirmation links (formerly known as double opt-in links) were introduced to the campaign builder, the functionality was heavily restricted to prevent abuse of the new confirmation system. Primarily, the ability to control what the link text actually says, and what contacts see upon confirming, were both uneditable. This hack uses a legacy merge field to insert custom confirmation links into a campaign builder e-mail.

Infusionsoft Cookbook – Chapter 9.6 – Building The Perfect Sales Rep Dashboard

There are certain scenarios where receiving a saved search or report automatically via e-mail can be beneficial. For example, a saved search for all opportunities with a Next Action Date of today. One of the most esoteric functions of a saved search/report is the ability to automate the sending of it to a user on a particular schedule.