Own It Helper
Automate Your Team's Workflow by Assigning Owners
The Own It Helper is designed to one thing and one thing only - assign ownership of a contact to an individual user. While you can also do this in the Campaign Builder, there are times when you want to keep all of the logic in one place, and for that reason, we created this helper.
It’s also sometimes desirable to do this from an outside script or third party application. Since all of our Helpers are implemented via a simple PHP scripting language, it’s very easy to integrate with third party apps.
- Simple Operation
- Batch Operations
- 3rd Party Integration
There’s not much to this Helper, so that means it’s very easy to implement and deploy.
Don’t forget about our Chain It Helper which allows you to execute various Helpers in one batch with only one http post made inside of Infusionsoft. There are times when, even though you could assign ownership inside of Infusionsoft Campaign Builder, you may elect to use this Helper inside a chain of other Helpers to keep everything in one place.
3rd Party Integration
All of our Helpers are implemented as URLs using PHP POST syntax. This means that any 3rd party system that has some scripting capabilities can likely integrate.
Above is the toolbar options you'll see for the Own 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
None, currently. But check back often, we'll add more here soon!
Hello and welcome to MyFusion Helper. My name is Troy Broussard and this is going to be just a very short video on the Own It Helper. This is a very simplistic helper and it only has a couple of limited uses, so you may not find it terribly useful. But, when you do need it, it’s nice to have, so we did include it for those reasons. As I said, there’s only a couple of use cases, so we’re just going to jump in here and go through it pretty quickly. I’m going to show you how it works and how to create it inside the application and then a quick demo of how to create it and put it inside of Infusionsoft and link things up. And then lastly, we’ll just talk about the couple of use cases and when you’d want to use it.
Let’s jump in here to the application. Go ahead and create a new helper and we’re going to type in Own It to use that helper. We’ll give it a name here, go ahead and use this one and go ahead and create it. Now, once we create the helper, there’s really only one option that it does. The Own It Helper, the whole purpose of it is just to assign ownership. The reason that I say that it’s not super useful is in the sense that you can do this already within Infusionsoft, so then there’s really a couple of limited specific scenarios when you would want to use it here, instead of doing in Infusionsoft, and we’ll talk about that towards the end. But, all this does is set the ownership, so we can come in here and set the owner as Troy and create the helper. That’s really all there is to it. It’s literally going to assign the contact owner and manipulate that inside of Infusionsoft. There’s really nothing fancy to do here.
Then, we can go ahead and copy that link and we come into Infusionsoft. If we had a routine and we were setting the ownership here, then we would come in here and just go ahead and set the ownership. Paste that in there and that would invoke the API call, which would then invoke our app and assign the owner to Troy, in this case me. That’s how it would work. Now, this is the assign and owner snippet that’s built into Infusionsoft and so this is the other alternative that you can use. Most of the time this is what you’re going to want. There are a couple of cases here that we’ll talk about now, that you may want to use this instead and why we created it. Most times you’re probably just going to use the default Infusionsoft way of doing it.
Let’s look at those couple of use cases so that you understand them and can chose them appropriately. One of the times where it makes sense is when you have a chain helper that you have several helpers chained together and you just want to do everything inside of that one chain. So, rather than going back and forth and having things in Infusion and some things in MyFusion Helper, we added that functionality in there so that if you’re doing four and five things all at once, and one of the things that you want to do is assign ownership, you can do that all inside of one chained together set of helpers. That’s really the primary reason we implemented this.
We had a client that was trying to simplify things, they had a chain set up that ran several different executions, but it couldn’t set the ownership. So, they would have to do part of it and then go do the ownership in Infusionsoft and then come back and run another set of functions inside of MyFusion Helper. That just didn’t seem to make sense, so we allowed that to be done here so we could combine it all in one spot.
If you’re not familiar with the chain helper, go take a look at the video on that and you’ll kind of get an understanding of it. But really, all it does is it allows you to execute multiple helpers at one time so that you can reduce the complexity of your campaign building experience and just make one http post and that could then invoke several MyFusion Helpers all at the same time.
The second use case is for external software and app integrations. Remember that because we’re just an http post, this can be used externally and we do have clients using it this way as well. If you’re integrating with third-party software and need to be able to execute API calls inside of Infusionsoft remotely, without going through Infusionsoft directly, this is another way of doing it. That’s one of the things that is very powerful about our interface, we don’t talk about that a lot, but because it is a PHP interface, it can be integrated with other external APIs and programming. So, that’s another useful case of when you might want to use this helper.
Alright, so this one was short and sweet and easy. If you have any questions, contact us at the Help Desk at firstname.lastname@example.org.