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[Infusionsoft] Send Voice & SMS Messages with the Campaign Builder HTTP Posts

If you're wanting to add an SMS text or voice broadcast to your Infusionsoft Campaign Builder sequence here's how to do it.

 

Step 1: Create a Group

You don't have to select Infusionsoft because we'll be using Triggers to send the messages and adding the subscriber to the list if we'd like to. 

 

Step 2: Go to "Messages > Triggers"

Create a trigger SMS or voice broadcast.

 

Step 3: Click "Code" & Copy the URL

On the Triggers page, click on the "code" button to popup the URL of the trigger.

 

Step 4: Create Your Sequence & Drag Over an HTTP Post

Once you've created your campaign in the Campaign Builder, drag over the HTTP Post inside of your sequence.

 

Step 5: Paste in Your Call Loop URL

Once you've created your campaign in the Campaign Builder, drag over the HTTP Post inside of your sequence.

Double click to open up your HTTP Post and paste in your Call Loop URL.

Remember, you want to use the correct Phone field that you have requested on your webform, order form, or where your contact's phone number resides that you wish to add to Call Loop.

 

Then in the Value/Pairs section, paste in the following:

REQUIRED

  • phone (*required)

You can also send over the fields for updating your contacts in Call Loop and also for personalization. (optional)

OPTIONAL

  • first
  • last
  • email

If you want to merge in Custom Fields into your SMS text messages, then please see this tutorial.

IMPORTANT: You must use the name "phone" in order for this to work correctly. If you put "Cell Phone, Home Phone" or anything other than "phone" (in all lowercase) it will not work.

 

Step 6: Test Your Campaign

The best way to test your campaign and to ensure that your contacts are being added is by actually filling out the form.

Another great way to test is to replace the merge field ~Contact.Phone1~ with your actual cell phone, then send a test. 

 

Step 7: Make Your Post, Sequence, and Campaign Ready!

In order for this to work, you'll need to turn on your HTTP post, your sequence, and campaign to ready!

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