Check out the bot interaction, slash commands and videos below to get started.
Feel free to contact support at contact+funnelcakesupportstrena.com if you have any questions.
Funnel Cake can respond to several requests.
Ask Funnel Cake to create a new contact.
You can be verbose:
You can be terse:
Funnel Cake does not mind if you are terse and will create a new contact for you.
You can also ask Funnel Cake to update a contact.
Funnel Cake can also find a contact for you and provide the same response as the triggered messages from InfusionSoft.
Funnel Cake supports several slash commands.
Search for contact:
/funnelcake contact [search term]
Currently only supports search by email.
/funnelcake contact email=johnsmith@example.com
Posts a contact message in Slack:
Create Slack channels:
/funnelcake create_channels
Automatically creates slack channels based on the list you provide in the "Advanced Settings" of your account.
The true power of InfusionSoft in Slack is having different channels for each of your opportunity
stages.
By default Funnel Cake reads your opportunity stages from InfusionSoft to use as templates for the
channels, but also gives you final control over the name.
(Note : Slack has some restrictions on channel names, so your default stages may NOT work.)
You can also specify whether to create a channel per InfusionSoft user.
Warning : If you have a lot of stages and a lot of users, a lot of channels will be created and they cannot be automatically deleted.
Automatically creates channels in Slack:
Invite users to Slack channels:
/funnelcake invite_to_channels @paul paul
/funnelcake invite_to_channels @paul all_channels
Automatically invites a user to either the channels created for them or to all channels.
Once your channels have been created you need to invite your users to them. Funnel Cake make this easy by providing you an easy way to loop through all channels and invite your Slack users.
Automatically invites users to channels in Slack:
