It is possible to merge opportunity field information into an e-mail communication. For the context of this recipe we are assuming a sales pipeline with a stage named Appointment Scheduled and we are going to send an e-mail with the opportunity’s next action date and time when a prospect is moved into that stage.
Tag: Custom Fields
Infusionsoft Cookbook – Chapter 5.5 – Sending Automated Appointment Reminders
Scheduling an appointment with someone is useless unless the appointment actually occurs. We can improve our chances of the appointment occurring by sending automated reminders leading up to the appointment date.
This recipe is about building a workflow tool that can easily be operated after a user has put the scheduled appointment in their appropriate system of existence (online calendar, offline calendar, mobile device, and so on).
Infusionsoft Cookbook – Chapter 2.2 – Using Merge Fields
Merging contact information into an automated communication can be an extremely powerful tool to create a relevant, personal experience for the recipient. It can also ruin the customer experience if not properly implemented. As a tool itself, it thrives on context and so merge fields always need to be used strategically. While this recipe specifically covers how to insert a merge field into an e-mail, the concept extends to any object with merging capabilities (tasks, letters, and so on).
Infusionsoft Cookbook – Chapter 2.1 – Creating Custom Fields
At its core, Infusionsoft is a CRM (short for Customer Relationship Management) system. In other words, it is a database of humans that contains information about their interactions with a business. In this database, there are common pieces of information that all businesses would need to know about an individual: first/last name, addresses, phone numbers, e-mail addresses, and so on. There are even more interesting pieces of data as well, such as the person’s birthday or their spouse’s name. However, there are pieces of data a business might need to collect that don’t exist out of the box. Take a dog trainer for example. They might want to store a dog’s name on the dog owner’s contact record. This recipe will show you how to create a custom data field on a contact record. A custom field can be merged into a communication or a task, submitted on a form, used as a search/report filter, and used to route automation logic.