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

Automating saved search or report delivery

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.

Getting ready

We need to be logged in to Infusionsoft, inside a specific account, and looking at an existing saved search or report.

How to do it...

  1. Using the buttons at the top of the search/report, click on Options and then Email saved search.... This will open a pop-up window:

  2. In the list box of days, select the day(s) we wish to receive the automated e-mail. Hold the Ctrl key and click to select multiple days:

  3. Click on the green Save button.

How it works...

On the morning of the days that have been selected, the user will receive an e-mail with the saved search/report results.

There's more...

To prevent inbox bloat, we can...