Infusionsoft By Keap Done for You Campaigns 50 Internal File Box Uploader2019-02-20T00:20:15-07:00

50 Internal File Box Uploader

Hi. It’s Jeff Arnold with 4Spot Marketing. We’re going to go over the 50.Internal File Box Uploader campaign. This campaign is going to allow people to directly upload documents into their file box inside of Infusionsoft, directly to their contact record. So if you have a need for being able to have files uploaded to a Google Drive where you can easily share them with team members that may not be inside of an Infusionsoft, click on Buy More and go look at our campaigns for the Google Drive Uploader, and that upload campaign is available.

In that campaign, you can actually save the Google Drive URL and include that in an email to share it with, again, staff that may be outside of the Infusionsoft ecosphere. So you’ll be able to share that document with them. Inside of this, we’re going to upload directly to the contact record to the file box. So whenever we enter the campaign, we’re going to press Start and go inside the campaign where we’re going to send an email to the client inviting them to upload a document. Once they do upload the document, then it’s going to trigger that they have uploaded and we’re going to stop the campaign.

So a very straightforward campaign. There are variables that are available inside of the PlusThis feature that you can configure for this upload. So if we go to the PlusThis feature upload, we can go into File and go to File Box Uploader add feature that will pop open this window. When we go in here, we’re going to create an upload wizard which is going to give them the information so they can actually… You can paste this into a website so it walks them through the process of being able to do the upload. So here are the instructions. Please upload the file on allow all file types.

I would typically leave this off because it’s more of a security feature than anything. If you allow any type of file type, they could upload something that may have a malicious script at some point. I usually like to restrict the type of content that they can upload to PDFs, maybe some Word docs, text file, CSV file, maybe Excel files. If they need images, you can choose a couple of these items, or possibly a ZIP file. So if those are file types you normally use, you can select any type of file type or just say any type of file type. If you don’t care, you can just allow anything.

You can rename after upload if you want to. So you could go in here and you could rename the file. So if you know, for example, that you’re sending somebody a request for new patient documentation, you can say, what should we name the file? New patient documentation. And then you could…[inaudible 00:02:37]. And then what you can do is you can actually insert the form information for the person. So for a new patient doc-first name-last name, and now you’ve renamed that document. So whenever they upload that, you know exactly what it is.

So you can certainly do that. And then I’m going to turn that off for the demo that we’re doing. Then you apply the tag that says File Uploaded. So whenever you look at the campaign, we have this tag that gets applied that stops the follow-up system. So you can apply that tag. You can add additional steps if you have multiple documents you wanted to get uploaded. You could put that. So here, you can say, “Please upload your new patient documentation.” The next one could be, “Please upload your insurance card,” etc. You can ask for different types of things.

So you have a lot of variety here that you can go into and adjust. When it’s done with the upload, it says, “Thank you. File upload is complete.” And then you can go through here and you can redirect them to another page. So from here, you might create a page on your website that says, “Thank you for your uploads” page, and it takes them on to the next phase of your process, whatever that may be. Then what we’re going to do is we’re going to go up here. We’re going to copy the information regarding the name of your campaign. We’re going to paste that down here.

So we know exactly where this PlusThis feature is being utilized. We know which campaign it’s inside. And then we click Save. Now, we have different pieces of script that we can utilize depending on whether we’re putting it on iMember360, CustomerHub, Memberium, an Infusionsoft-hosted Thank You page, or if you’re putting it on your website. So here is the code for your own website. If you’re going to use it, you would copy the code, you would paste it into a page, and it would look like this. Please upload the file, drop files here, or click to upload.

They can click here, go search for their document, click Upload, and it will upload it to their contact record. So then we need to make sure that the email that we send has a link that is properly configured. So what we want to do is take our page that we have this code listed on. So if we have a page called File Upload, what it will do is it will add the parameters at the end for the person’s contact, ID, and their email address. So we want to copy that link that we’ve just created.

We want to copy that and we want to go back into our campaign, into our email, and we want to make sure that we link using this custom URL that’s here. So whenever your email pops up, we’ll just create a template here. We’ll grab, let’s say, a button. And on this button, we’ll say, “Upload your documents.” And then in the button link URL, you want to paste that custom URL that you have as the parameters. So now when they click that Upload Documents button, it’s going to take them to that upload page.

It will already have their contact, ID, and email tied into that form so that it knows that when they upload that, it needs to go to that particular contact record. Once you have that, you can activate the email. You can activate this sequence inside the campaign and you are ready to go with your file uploader.

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