Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Merging custom opportunity fields into e-mails

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.

Getting ready

We need to be logged into Infusionsoft, inside a specific account, and have the sales stage created.

How to do it...

  1. Hover over the main navigation and at the bottom of the CRM column, click on Settings:

  2. In the Sales Settings menu on the left of the page, click on Pipeline Automation:

  3. Using the Choose Trigger Type dropdown at the top of the page, select When moving from one stage to another and click on the Add Trigger button; this will open a popup:

  4. In the Set Trigger Criteria section, configure for when moving into the Appointment Scheduled stage:

  5. Using the Add New Action dropdown, select Send an email, fax, etc.:

  6. Using the Please...