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Interspire "Triggers" And "Email Campaign" customization
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IT & Programming > Web Programming

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Mar 26, 2014

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Mar 26, 2014
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Hello, There are 2 areas of customization we need added to our Interspire installation. We'd like everything below created as Interspire "Add Ons" so they do not modify Interspire code and can be activated/deactived in the add on area of Interspire. 1. In the "Triggers" section there are a few features we need added: a. If you look at the radio button "Based on a link being clicked"…this ONLY shows links that were clicked for an email broadcast…NOT an autoresponder. We need another option that says "Based on a link being clicked in an autoresponder"…so we can create triggers for A/R clicks. Additionally we need the ability to "filter" the possible links using a search criteria before we select them to keep this screen manageable as the number of possible links gets greater. (For both A/R links and email campaign links.) b. We need another criteria on this screen as well that says, "Based on an autoresponder email being SENT". When selected this will show the list of contact lists, we select one and then select the autoresponder message from a that contact list. Then this criteria would need to be true for the trigger to fire. c. We need another criteria as well that allows us to choose a field value from the contact record. So we could select any field (or multiple fields) from the contact record, and define what value needs to be there to satisfy this criteria for the trigger to fire. All custom fields must be included as possible filters here. We should be able to use all of these criteria at the same time in defining the trigger so that all of the pieces of criteria must be true for the trigger to fire. d. We need another criteria so that we can setup a trigger to check if an email address has NOT opened an email or clicked ANY links in the last X days. This special trigger will fire once a week and will find email addresses that have not opened any email or clicked on any link on ALL lists. (i.e. if they are on 3 lists, if they have opened just 1 email or clicked 1 link on ANY of these 3 lists, the trigger will NOT fire...they must have been unresponsive on ALL lists for this trigger to fire for them.) This will be a way to determine if someone is unresponsive. The trigger will remove them from all lists and move them to a SINGLE "re engagement" list we'll setup. (This trigger option does NOT appear in the screenshots, but it will need to be there.) IMPORTANT NOTE: We need to MAINTAIN all custom field values anytime a contact is added to a list using any trigger. We want to make sure we do not lose ANY custom fields values. We have seperate cron jobs that run every night to make sure all custom fields values for ALL records are in sync for each email address on each list...and we need to make sure these values are maintained when triggers ADD/MOVE a contact to another list. 2. In the selection criteria for sending an email campaign: a. We need the ability to suppress the email campaign being sent if the contact is on certain other lists. We should be able to select multiple contact lists using check boxes - and any contacts that are on these lists will NOT get the email broadcast. b. We should also be able to select from A/R links that have been clicked or have NOT been clicked as well. (Similar to the triggers section customization above.) Additionally we need the ability to "filter" the possible links using a search criteria before we select them to keep this screen manageable as the number of possible links gets greater. (For both A/R links and email campaign links.) ------------- All development will be done on our development instance of IEM for testing. Then you will help us migrate the changes to our production environment. ------------- We had a developer attempt to do this before, but he was not able to complete the job. I'm attaching some things from that project to help you. interspire_test.mp4 is a video of me testing the old developers attempt. See what is expected.

Hello, There are 2 areas of customization we need added to our Interspire installation. We'd like everything below created as Interspire "Add Ons" so they do not modify Interspire code and can be activated/deactived in the add on area of Interspire. 1. In the "Triggers" section there are a few features we need added: a. If you look at the radio button "Based on a link being clicked"…this ONLY shows links that were clicked for an email broadcast…NOT an autoresponder. We need another option that says "Based on a link being clicked in an autoresponder"…so we can create triggers for A/R clicks. Additionally we need the ability to "filter" the possible links using a search criteria before we select them to keep this screen manageable as the number of possible links gets greater. (For both A/R links and email campaign links.) b. We need another criteria on this screen as well that says, "Based on an autoresponder email being SENT". When selected this will show the list of cont...

Mar 26, 2014

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Hello,

There are 2 areas of customization we need added to our Interspire installation.

We'd like everything below created as Interspire "Add Ons" so they do not modify Interspire code and can be activated/deactived in the add on area of Interspire.

1. In the "Triggers" section there are a few features we need added:

a. If you look at the radio button "Based on a link being clicked"…this ONLY shows links that were clicked for an email broadcast…NOT an autoresponder.

We need another option that says "Based on a link being clicked in an autoresponder"…so we can create triggers for A/R clicks.

Additionally we need the ability to "filter" the possible links using a search criteria before we select them to keep this screen manageable as the number of possible links gets greater. (For both A/R links and email campaign links.)

b. We need another criteria on this screen as well that says, "Based on an autoresponder email being SENT". When selected this will show the list of cont...

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