by Jacob Allred | Oct 14, 2014 | Tips
One of Infusionsoft’s most powerful features is the ability to do HTTP posts to external systems. This allows you to get your data to a service outside of Infusionsoft. Testing and troubleshooting these HTTP posts has traditionally been difficult (especially for non-programmers) but with the help of a free online service this testing is easy. To get started: Go to RequestBin and click on the big blue Create a RequestBin button. You’ll be given a bin URL which you’ll use as the POST URL in Infusionsoft. Copy the URL to the POST URL field of your HTTP post in Infusionsoft. Configure your name/value pairs following the instructions provided by the external system you are using or the Infusionsoft help center. To see what information is actually passed to the POST URL, you can click the Send Test button and select a user from the Send HTTP Post page in Infusionsoft. This will immediately send the HTTP post to your Bin URL. You can also run a test contact through your campaign sequence to initiate the HTTP post. The RequestBin page will update with any posts that are made to it. If the page doesn’t update automatically, click the big red circle at the top of the page to refresh the page. As you can see in this screenshot, you are given a lot of information. In this example, my first name, last name, contact ID, and email address are passed to the bin URL. For the more technical users, you can view the request headers, the IP the request came from, and the raw content. How to use this information: If the form/post parameters aren’t coming...
by Jacob Allred | Oct 7, 2014 | Tips
Want an easier way to enter dates in Infusionsoft? Use the quick date keys, a set of keyboard shortcuts that make it easy to enter the date you want without having to consult a calendar. This tip works with any Infusionsoft field that has the calendar icon next to it. To get a full list of the quick date keyboard shortcuts, click the date field then hit Alt+i on your keyboard (Command + i on a Mac). A list of shortcut keys will pop-up like this: To use the shortcut keys, simply click a date field then type the shortcut. For example, if I wanted to enter today’s date, I’d type t into the date field. The Alt + i only shows you the available keys; you don’t have to type Alt + i first. You can enter one key after another to continue to manipulate the date. For example, if I wanted to enter the first day of next month, I’d enter m and then f. The m would add a month to the date currently in the field. If the field is empty, it assumes today’s date. The f would then set the date of the month to the 1st. The day of week shortcuts use the first five keys of the bottom row of the keyboard. These shortcuts are incredibly useful when setting task dates. For example, you can quickly set the date to Friday by pressing b (the fifth key on the bottom row of the keyboard). No need to get out a calendar, no need to mentally calculate the date based off of today’s date. It’s...
by Jacob Allred | Sep 30, 2014 | Tips
A frequently overlooked step in creating a new Infusionsoft campaign or making changes to an existing campaign is performing adequate testing as if you were a real customer. This also applies to order forms, web forms, and shopping carts. Use a fresh browser session First, make sure you are using a fresh browser session. Infusionsoft uses cookies to help associate form submissions with existing contacts, so you need to make sure you don’t have any Infusionsoft cookies before testing your campaign. An easy way to do this is to use your browser’s private browsing feature. In Internet Explorer, this is InPrivate browsing (ctrl + shift + p). Chrome calls this Incognito (ctrl + shift + n), while Firefox just calls it a private window (ctrl + shift + p). This will give you a new browser window that doesn’t have any cookies associated with it yet. Use a unique email address Next, use a unique email address to ensure a new contact is created instead of associating your test with an existing contact. You can use a temporary email address, like one from the Fake Mail Generator. Many free email services also offer address aliases, like Gmail’s address alias feature, that allow you to receive your test emails in your normal inbox. If you use an email address associated with one of your Infusionsoft users (as opposed to a contact), then you may have your submission associated with the user instead of a contact. This can cause issues when trying to use the API or trying to view the signup information in Infusionsoft. Test your campaign events If you are testing a campaign,...
by Jacob Allred | Sep 25, 2014 | News
The security of our customers and their data is our highest priority. A critical vulnerability in Bash, a key component of many web servers, has been discovered by security researchers. We have updated all of our servers to have the latest version of Bash which corrects this security vulnerability. We have no reason to believe that any customer data has been...
by Jacob Allred | Sep 23, 2014 | Tips
When you link to a website from an Infusionsoft email, Infusionsoft will (by default) add an inf_contact_key parameter to the end of the URL. This parameter is unique for each contact, and can only be used by official Infusionsoft pages (such as order forms and web forms). There is no benefit of having it added to non-Infusionsoft URLs, such as links to your company’s website. Worse, it makes every URL a unique URL. This can prevent your caching from working properly. Instead of loading a cached page, your web or proxy server will have to load the page from scratch. This makes your site load slower and hurts the overall experience for your users. Fortunately Infusionsoft provides an option to keep this from happening. In your Infusionsoft app, go to Marketing→Settings then click on Email Defaults. Scroll down and select Yes for “Only append inf_contact_key to links going to White Listed Domains?”. Make sure infusionsoft.com is listed in the White Listed Domains box. Don’t forget to hit Save! Once this option is set, Infusionsoft will only add the inf_contact_key parameter to links going to infusionsoft.com pages, such as your order forms and shopping carts. Thanks Joe Manna for this tip! Do you have an idea for a tip, or want to share a ninja trick with the Infusionsoft community? Let us...
