The Campaign Builder Options allows you to control the Toolbox and Send HTTP Post Contact Testing.

 

 

General

The General options apply to all areas of the Campaign Builder.

Campaign Builder General

Default Tab – Which Tab to show when going into the Campaign Builder, either Edit or Reporting.

Campaign Builder Tabs

Automatically Click on Tab When Mouse Pointer is Over It – When you move your mouse pointer over the Edit or Reporting Tab, it will automatically click on it.  You can also adjust the delay in seconds.

Campaign Builder Tabs

Automatically Click on Previous Link When Mouse Pointer is Over It – When you move your pointer over the Previous Link, it will automatically click on it.  You can also adjust the delay in seconds.

Campaign Builder Previous Link

Automatically Click on Draft / Ready Switch When Mouse Pointer is Over It – When you move your pointer over the Draft / Ready Switch it will automatically click on it.  You can also adjust the delay in seconds.

Campaign Builder Draft Ready Switch

Make the Graph Scrollable – This options puts in scrollbars into the page to allow you to scroll the graph image.

Campaign Builder Scrollable Graph

Image Saving

Infusionsoft has a limitation in producing the graph image at large sizes.  There is 2 options allow you to go beyond that limitation by appearing as extra Menu Options in the “Actions” menu.

Show “(XtendIn) Save as PNG Image” – Uses Infusionsoft to produce the image, but ignores the limit.   It produces a PNG image.

Show “(XtendIn) Save as JPEG Image” – Uses Infusionsoft to produce the image, but ignores the limit.   It produces a JPEG image.

 

Campaign Builder Image Saving

 

 

Edit Tab

The tab is when you are editing a Campaign.

 

Campaign Builder Edit Options

 

Campaign / Sequence Tools Sidebar – Number of Icons Per Row – By default Infusionsoft shows 3 icons per row in the Sidebar.  This option allows you to adjust it from 1 to 5 icons per row, so that you can have a narrow or wider sidebar.

Campaign Builder Sidebar Option

 

Show the Graph Tools (Zoom, Pan) – An additional Toolbar will appear on the Graph allowing you to Zoom, Pan, or go back to the Center Points of the graph.  The Toolbar is moveable.

Explanation of the Buttons from Top to Buttom.

  • Zoom In – Up to the default size.
  • Zoom Out
  • Pan to Topmost Element.
  • Pan to Bottommost Element.
  • Pan to Leftmost Element.
  • Pan to Rightmost Element.
  • Pan back to Infusionsoft default location, or the Center of the Graph.

NOTE: There maybe some quirky behaviour using these tools as they are not official tools.  A proper implementation would be for Infusionsoft to create these tools.

Campaign Builder Edit Graph Tools

 

Configure Tag

This is when the Tag dialog is on the screen.

Replace Dropdown to allow full text searching (Note, Tag Creation will be turned off) – When activated it allows you to do a full text search on the Tag name.

NOTE: When activated, the ability of creating Tags is turned off.

Campaign Builder Configure Tag

Merge Fields

These options are the Campaign Merge Fields.

Show the Shortcode Column – Show the Shortcode Column for the Merge Fields, see picture below.

You can click on the Shortcode which will copy it into the Clipboard.  It quickly allows you to paste it into the Email or anywhere else.

Campaign Builder Merge Fields

Publish – View Contacts

These options are for when you publish the Campaign, and you get the Contacts dialog afterwards.

Show the Results Per Page Dropdown – Allows you to select the number of results per page.

Show the Download (CSV) Button – Adds a CSV Button to allow you download the current results page.  If you want to download a lot of results, select 500 from the Results Per Page dropdown.

Show Contact Record Hover Popup – When hover your mouse pointer over the Name, a Contact Record Hover Popup will appear.  You can also specify the Width and Height of the popup, and the delay as well.

Campaign Builder Publish View Contacts Features

 

Reporting Tab

These options are for when you are in the Reporting Tab of the Campaign.

Campaign Builder Reporting Tag Options

Show the Graph Tools (Zoom, Pan) – Similar to the Edit Graph Tools, in which you can Zoom and Pan the Graph.

NOTE: There maybe some quirky behaviour using these tools as they are not official tools.  A proper implementation would be for Infusionsoft to create these tools.

Campaign Builder Reporting Graph Tools

Show the Refresh Countdown Button – A button will appear next to the Refresh link allowing to automate the refreshing of the Reporting Graph.  When activated you have to click on the button to start it.  You can stop it at any time by clicking on it again.  You can adjust the Refresh rate from 5 Seconds to 5 Minutes.

Campaign Builder Refresh Countdown

When the Contact is found, it will output information in the dialog with the Campaign, Sequence, and Time.

A colored animated arrow will appear underneath the Sequence the Contact is currently Active in.

  • Green – Currently in the Found Active Sequence.
  • Yellow – Was at the Active Sequence, but is processing.
  • Red – Last tracked Active Sequence.

Option is in the “Reporting” section called “Show the Track Contact dialog“.

TIP: It is recommended that you use the Refresh Countdown feature with the Track contact, so that you can see

NOTE: You need to have permission to the Contact Record – Campaigns tab to allow this feature to work.

Campaign Builder Track Contact

Show the Sequence Campaign Contacts Hover Popup – When hovering your mouse pointer on a Sequence, a Popup will appear showing the Active Contacts related to that sequence.  By default it will appear after 2 seconds, but you can change the delay in the options.

In addition you can specify the Status as well.  By default it will show the Active Contacts, but you can also select Queued and Done Contacts as well.

emc_campaign_builder_preview_contacts

 

Email

These options are when you are Email Editor.

Show the Links button (Gives access to the Opt In / Opt Out / Confirmation / Automation Links) – 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 copy the link and paste it into your email.

Campaign Builder Links Button

 

Show the Send Test – Contact Menu Option (Appears in the Test Menu as “(Send To Contact)”) – These option will add a New “(Send To Contact)” menu option in the Test menu.  When selected a popup will appear asking for the Contact ID or Contact Email address, depending on what was chosen.  When the Contact information is entered, it will send the Email to the Contact.

Campaign Builder Send To Contact

 

Campaign Builder Send To Contact Dialog

 

Show the Mail Merge Field Shortcodes (Email (Beta) – Merge Button at Top / Email (Original) – Appears in Popup) – This option will show a new “Merge” button in the menu bar.  It will allow you to see a list of all the Merge Fields and their associated Shortcodes.

Campaign Builder Email Merge Fields

 

This option will add the New Email Actions Menu Items into the Actions Menu for existing Emails.  By default this is ON.

 

Show the Details section when Email Editor loads – This option when enabled will show the Email Details section every time you edit an Email.  Infusionsoft will hide the Email Details section when all the information in there is completed.  Sometimes this may not be appropriate, and so this option will help in opening it up.

 

Send HTTP Post

These options allow you to extend the Send HTTP Post page further.

Enable the HTTP Post Contact Testing Feature – 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 the Contact table.  It does not matter even if you have a contact record with the same email address, as it will still send data from the User table.

When the option is activated, you will see several buttons.  You basically enter the Contact ID into the field, or fields if you are doing multiple checks, and then press one of the Send Test buttons.  When the test is conducted a new tab will open in your browser showing the results of the test to the Post URL you have specified.

Campaign Builder Send HTTP Post

Enlarge the Value Fields to show more information – When this option is turned on, the Value fields are enlarged showing you more information.

emc_campaign_http_post_enlarged_character_count

Show Value Fields Character Count – This option will place a character count at the end of the Value fields.  This can be helpful in posts where you need to send out an SMS message, but do not know how many characters you are sending out.

emc_campaign_http_post_enlarged_character_count