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Tuesday’s Tip: Default values for Infusionsoft dropdown custom fields
Custom dropdown fields in Infusionsoft let you specify a fixed set of options that must be selected from. For example, you could be creating an email preferences center and want to have a dropdown with Yes and No as the only options as to whether a contact is subscribed to a newsletter. Unlike the other custom field types, a dropdown allows you to select a default value. For a newsletter, you’d probably select No as the default value and only change it to Yes when a contact subscribes. The default value isn’t as straightforward as you might think. For example, if you add a new dropdown field and set the default value to No, Infusionsoft will show No for every contact when you pull up their record in Infusionsoft. Great! That is exactly what we’d expect. But what if you search for contacts that have No as the value for that field? You’ll get zero results. Even though each contact has No as the default, your app’s database doesn’t have any value for the custom field until you explicitly set it. Even if you create a new contact directly inside of Infusionsoft, the custom field won’t be set to the default value (unless you view the field before saving). This can have a huge impact on reporting and searching. Unfortunately there is only one good workaround for this issue. Let’s assume you want to send a broadcast to all of your contacts that have Yes for Holiday Specials and No for Weekly Promos. Perhaps you sent a special offer to the Weekly Promos group and now you want to send the same offer to Holiday Specials subscribers that didn’t already get the promo in the Weekly...Tuesday’s Tip: Use a lightbox to keep customers in your Infusionsoft cart
Update 7/1/2014: Infusionsoft has updated their version of jQuery to 1.10.2. This tip has been updated to accommodate this change. It is often helpful to provide links to external content in your shopping cart or order form, like the terms of a money back guarantee or a YouTube video. This extra content can help reassure your customers about their purchase or provide a demonstration of the product. But we all know that if a customer leaves your shopping cart, they might never come back! A solution to this is to show your content in a lightbox. Instead of leaving your cart, the link will open in a modal dialog within the shopping cart page. There are dozens of great jQuery plugins that provide lightbox functionality. Unfortunately, Infusionsoft uses an extremely outdated version of jQuery (v1.6.2 released June 30, 2011). It works great for DOM manipulation, but it isn’t compatible with the latest and greatest lightbox plugins. To get around this problem we modified a copy of jQuery v1.11.0 to work under a different name, jNew. We also modified an excellent lightbox plugin, Magnific Popup, to work with jNew instead of jQuery. We are hosting both of these modified libraries on a CDN that you are welcome to use. For this example I’m going to use an order form. You can easily use this code on a web form or shopping cart. First, you need to add the required libraries to your HTML custom header: <link rel="stylesheet" href="//cdnjs.cloudflare.com/ajax/libs/magnific-popup.js/0.9.9/magnific-popup.css"> <script src="//cdnjs.cloudflare.com/ajax/libs/magnific-popup.js/0.9.9/jquery.magnific-popup.min.js"></script> Next you need to add your link to the page. You can put it anywhere you want. For this example, we...Tuesday’s Tip: Get more subscribers with exit intent popups
Everyone hates popups. They clutter your browser, jump up at the worst possible moment, and drive your visitors crazy. But what if you could get the converting power of a popup without annoying your visitors? To accomplish this we’ve created the free Infusionsoft Exit Optin plugin for WordPress. To get started, you’ll also need our free Infusionsoft SDK plugin that provides access to the Infusionsoft API. Infusionsoft Exit Optin works by showing a web form in an in-page popup but only when the visitor tries to leave the page. This is called “exit intent”. When their mouse leaves the main content area of the browser, the popup will appear. This isn’t annoying to the visitor because they are likely already leaving your page, and they aren’t forced to interact with the popup before they can leave. They can click anywhere on the page to close the popup, or hit escape, or click the X. Because the plugin uses web forms, you can easily use your popup with an Infusionsoft campaign. It is also easy to style your web form, add images, and change the text from within Infusionsoft. Your changes are instantly reflected on your website. The plugin’s configuration is very straightforward. This screenshot shows all of the available options: First you choose which web form you want to use for your popup. This list is automatically loaded from your Infusionsoft app via the API. Next, choose the minimum role your visitor must have in order to see the popup. This lets you hide the popup from visitors while you are configuring and testing it. Last, choose the width and height of the...Tuesday’s Tip: Add a custom QR code to an Infusionsoft email
Update 1/21/2015: This tip no longer works due to changes in the way Infusionsoft processes emails. Sorry! QR codes are an easy way to encode customer-specific data into a format that can be scanned using your phone or tablet. Adding a QR code to an Infusionsoft email is easy to do, and you can even make each QR code unique by adding the customer’s email address or other identifiable information. You can use the Infusionsoft API to look up customers, add tags, or perform other actions once their QR code is scanned. This works great for event registration systems. For this example we are going to use the QRicket API. This is a free, powerful API that allows you to regularly create up to 5,000 QR codes per day. If you need more than that, then you may need to load some free QR code generating software onto your server. Due to a bug in Infusionsoft’s image handler, it takes a bit of finagling to make this tip work. I’ll walk you through it step-by-step: First, you need to decide what URL the QR code is going to take the visitor to. For this example, we are just going to pre-populate a web form with the person’s name and email address. In real-life you’d probably have this go to a script on your own server that uses the API to check-in a customer for an event or add custom tags to the contact record. Our full URL would look something like this: https://joey.infusionsoft.com/app/form/fe9ab4b652f9a8de214c5846fcc02e58?FirstName=~Contact.FirstName~&Email=~Contact.Email~ Notice that we are using merge fields to put the contact’s name and email address in...
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