Character and Word Count It Helper
Count characters and field values in Infusionsoft.
This is one of those surprisingly simple yet powerful Helpers. It does exactly what you'd expect it to do - return the number of characters or number of words from a field in Infusionsoft and allows you to store that numerical value into a custom field.
One of the most common uses has to do with surveys and mandatory compliance data fields that are free text. If you want to find your most engaged survey participants, for example, looking at those that typed in the most information into their free form survey field is a very good way to segment them off. But without this Helper there's simply not a way to do it in Infusionsoft.
- Returns Number of Characters or Words
- Stores Results Into Custom Field
Returns Number of Characters or Words
To allow you the flexibility of choosing what makes the most sense to your use, we allow you to specify word count or character count when setting up the Helper.
Stores Results Into Custom Field
After you make the selection of word or character counts, you simply select the custom field you want to store the results in. Actually, you can also select standard fields as well. So in case you want to use an odd field like "spouse name" or something - you can.
Above is the toolbar options you'll see for the Character and Word Count It Helper. Here are the Toolbar button options from left to right:
- Copy Link for Infusionsoft - This first blue copy link button copy the URL used for the http post snippet inside of the Infusionsoft Campaign Builder.
- Configure Button - The last button on the far right is the start configuration button which allows you to View, Edit, Copy, Delete, view the Usage Report and the Usage Log.
Tips, Tricks and Shortcuts
Hello and welcome to MyFusion Helper. In this short video I’m going to show you how to use the Character and Word Count Helper within your campaigns. This is a unique Helper; it’s one of the things that we offer in the marketplace that others don’t. It enables some really neat segmentation options that are very powerful for sales. This is especially if you’re doing high ticket sales and really just looking to grab the 1% of the hyper-engaged people and connect with them directly with a sales rep, for example. I’m first going to do a live demo of how it works and then I’m going to talk about some of the strategy and examples of when and where you might use it. Let’s go ahead and dive right in.
Okay, here in the app the first thing that we want to do is type in to find it. Here’s a character and word count. We’ll give it a name, Word Count Demo. The first thing that we’re going to do is select the field that we want to count up. Okay? This is the source field; we’ll just use an example. I’ll just pull up one here and we’ll use this one. Then we’re going to put the example of where we’re going to store it and I’ll put that in another field here. That’s going to store the word counts. We have two different options here to select, we can either count the characters or we can count the words and it will parse out the number of words. Generally, I’m using a word count, but you can use a character count as well. They might have more scientific reasons for the character count, but generally we’re looking for a word count. I’m going to go ahead and do that and create the Helper.
That’s really all there is to it, it’s very straight forward. You’re just selecting a source field and a destination field and telling it whether to count characters or words. Once it’s done, you’re just going to copy that link and come into Infusionsoft and paste it into the URL the same way as all of the others. We can paste it in here and we can turn that on. We don’t need to supply any other values and you’re all set up. This is very straight forward and easy just like any of the others.
Let’s go ahead and talk more about the strategic uses of this because, while it’s a very simple function, it has some really powerful capabilities. Let’s take a look at a couple of those examples. The first one is using it to determine the most engaged leads based upon the length of their survey responses. Think about this scenario where you’re doing some type of a survey when someone joins your list or you’re just sending out a survey in general. The tricky way to do the surveys is to make most of your questions just a simple radio button where they can just only select one answer. They don’t have to type anything, it’s super easy--or sometimes a checkbox.
Then you have what I like to call “the decoy question” which is the question at the end. It might be something as simple as “Any questions?” Whatever you’d like, but you put a long box where they can type in a lot of information. I call it a decoy question because those that are intimately involved with sales know that the more someone types into that information, the more engaged they are with you. If this is a survey about one of your products or a pre-sales survey, then those people that have typed in a lot of information are very likely to be strong candidates to buy. Using that word count will allow you to segment your hottest leads and put them in a separate segment where you could then route them straight to a sales call, for example. That’s really one of the great purposes of this. The word counts, while they might have some mathematical functions for people and other values, I use this primarily for a sales segmentation process.
Another great one is for webinars, segmenting for webinars based upon the length of questions. We’re going to cover this in a separate Helper or go to Webinar Helper which is the most advanced Helper that we offer. It’s super sophisticated with all different types of ways of segmentation, but one of the ways that it allows you to segment is based on the word count as well. When you set up the Go To Webinar Helper, you can save all of the questions that people ask during the webinar and save that in a text field. Then you can turn around and calculate the number of words in those questions. Again, segment your hyper-engaged people based on their interaction with the webinar itself. That is going to lead to better sales conversions.
That is a brief demo of a couple of examples. I’m sure you can come up with many more, and that is a wrap.
If you have any questions, hit us at the Helpdesk at email@example.com.