Marketing
Contacts
The Contacts Section allows you to control the two particular items in the Interactive View Contact Action Bar. The “Show Opportunities Icon in the Contact Action Bar” option allows you to view the opportunities for that contact. To make this work, you need to make sure you have your Infusionsoft Account setup with the API Key. Note, if you use the “Show Contacts Action Bar” option it will make all the action bars appear on the page. This may make it confusion on which contact record it belongs to. Example picture showing both options in use. You will notice the Opportunities Icon to the right side of the Contact Action Bar.
Products
The Products Options only has one option to allow you to show the Product ID Column in the table. When this option is enabled, an ID column is added into the Products table. The ID column can also be sorted as well when clicking on the Column Heading. Note, when you click on the “Opportunity” link, it will reshow the Sales page again, and will then show the new report. This option will control the default number of rows to show in the table when the report is shown. These two options will control the sort order when the report is shown. When you see the report, you have options to filter by Opportunity and by the Owner of the report. Note, this report is generated, and is not part of Infusionsoft Reports. If there is any problems with this report, please raise it via the website, and not.
Automation Links
The Automation Links Options allows you to change the options for the Automation Links only. Enable Immediate Deletion of Automation Link – This will change the Delete Link to immediately delete the Automation Link without any confirmation prompt. Show Hover Popup on Automation Link – If you hover over the name of the Automation Link you will get a preview showing the Web Address or the word “Thank You Page”, meaning it is Infusionsoft default Thank You page.
Campaign Builder
The Campaign Builder Options allows you to control the Toolbox and Send HTTP Post Contact Testing. This option will show a Links button alongside the Merge button when editing emails. Clicking on this button will show the Opt In / Opt Out / Confirmation / Automation Links popup window which will allow you to insert a link into your email. This works exactly the same way as the Links button in the Templates – Email Editor. If you have your API connection configured, by enabling this option it will add the Contact Testing section to the Send HTTP Post page. This means you will be able to send test http posts using real contact data. Note, the Infusionsoft Test button basically uses the selected User to send data from. This is confusing, as it is sending data from the User table, instead of t...
Campaigns
The Campaigns Options allows you to control the Explorer view with the Campaigns page. This view gives a more structured view of the Campaigns helping you to find a campaign more easily. Note, to make this view fully work, you need to setup the character separator and your campaign names. The view allows up to a maximum 5 sub sections. Note, the view works by reading the information from the table. To fully see all your campaigns, you need to increase the entries per page dropdown in the table to the maximum amount. Show the Explorer View by Default This option will make the Explorer view appear by default when the page loads. Explorer Appearance There is 3 options you can choose from: – (Do not show) – Which does not show the explorer. – Default – Shows the default view of the explo...
