When Is It Helper

Know When a Date actual is: Future, Past, Today, etc and then Automate your Workflow

Overview

Sometimes knowing when an event has (or will) occur is very important information and it's just simply not available inside of Infusionsoft's Campaign Builder by default. That's why we created the When Is It Helper.

The When Is It Helper looks at a Date or a Date/Time field and simply tells you whether the value it contains reflects a date that is:

  • ​In the Past
  • In the Future
  • Today
  • Or the date is blank / empty

It then fires off API Goals for those scenarios so that you can create decision diamond and branching logic to handle them accordingly.

Highlighted Features

  • Triggers API Goals
  • Works on Date or DateTime Fields

Triggers API Goals

Usually we give you the option of using Tags or API Goals. In this particular Helper, however, we just didn't see the need or use case for Tag support. It is designed to only fire off API Goals based upon the which condition is satisfied.

Works on Date or DateTime Fields

We made it flexible enough, however, to work with Date or DateTime fields. It also can work with either standard fields such as the Anniversary field, or it can work with any custom field of type Date or DateTime as well.

The Toolbar

Above is the toolbar options you'll see for the When Is 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.
  • Copy API Goal Names - This middle icon is used to copy the API Goal names. We do this as a convenience so that you don't make any typos when entering them into your campaigns.
  • 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!

Video Transcript

Hello and welcome to MyFusion Helper. My name is Troy Broussard and this short little video I’m going to show you how to use the When Is It Helper. Now this is a simple little helper that really has just a very singleton purpose. It’s very easy to use and it only really has limited application, but when you need it you really need it. So it’s a great little tool to have at your asset. Now we’re going to show you how it works in Infusionsoft. We’re going to show you how to set it up inside of the app and then I’m just going to give you a couple of examples. There’s really not many of when you would use it, but we will go into that as well. All right?

So first thing’s first, let’s dive in and take a look at how to use it inside of the app itself. Okay, so here we are inside of MyFusion Helper. The first thing that you want to do is go in here and create the new When Is It Helper. So we can go in here and we can type it in, When Is It, and give it a name. I’ll just do this one, When Is It Demo, and click “configure.” Now what you’re going to see is that this is all there is to it. All right? All you do is select a date with this, it’s very, very simple. It cannot be any easier to use. So you can either select a custom date or a date/time field, whichever you need.

Typically this is something related to an appointment and I’ll show you how this becomes useful in just a minute. So it works off of one of the day-to-day time fields, so I’m going to just grab this expiration date field as an example and we’ll go ahead and create the helper. Now if we look here, this is a little goal length. This is to deploy it in Infusionsoft and then these are the goals that it fires. So, if we click the little “goal” link, that will show us the API goals that are triggered by this helper so that when you set it up in Infusionsoft you have these links to copy and paste in. Okay?

Now here’s what it does, it’s really simple. It’s going to trigger off four different API goals, potentially up to four. Right? So when it looks at a date for a contact, it’s going to say, “Is this date in the past? Is this date in the future? Is this date today? or Is this date empty?” Okay? Now the reason this is important is, when you’re booking events and you need to see if that event for the person has already occurred; if they already have booked an event with you in the past, that field would still have data in it from the previous go around. So knowing how to treat that person based on their event booking history with you is what this is meant for. Okay?

So think of it for anybody that does event handling. We’ve got a client that does weddings and needed to be able to look at these event bookings that he has with his clients and know if he’s already booked an event with them and that sort of thing. Now you might have other types of uses as someone that potentially does strategy sessions or books appointments with clients. Maybe the first appointment is free as maybe an attorney consult or something like that. If they have another one that you want to handle it differently. So, by looking at that field that you use when you go to book an appointment, if it’s been booked before you would know that based on some of this data. Right? This is really, really simple. This is all it does. It looks at a date for a contact and tells you whether it was in the past, in the future, if that date is today or if that date field is left empty. Okay?

So now let’s take a look at how you would set this up in Infusionsoft. You would first copy the HTTP link like that. I’ve set up a campaign here just to make things a little simpler and go quicker in the demo, but I already have a campaign. Let’s just presume that a tag is applied to set it and then inside of here I would drop in an HTTP snippet. I can come in here and just paste in the link that we grabbed from MyFusion Helper and set it to “ready.”

That would be what would be necessary there. Then it’s going to trigger off these different goals, right? So now we just respond to those goals. Those goals, we would set those so we come in here and we’d set these all up. First of all, it’s going to be MyFusion Helper. It’s going to be used for the integration on all of them. Then we’d come back in here once again and click the little “goal” link and grab those. This is the “is empty” so we can copy that and we can come over here and paste that in. Okay? We can do the same thing for here and just walk through them. So this is today, we’ve copied that one and paste that in. Okay?

Remember to make sure this always says, “MyFusion Helper.” These API goals always will use MyFusion Helper, always lowercase, no spaces, etc. The reason we put a number in here, some people don’t quite understand this, “Well, how come you’ve got a number in there? Why isn’t it just “is today”?” Well, the reason you have a number is this number ties back to, if I come out of here, you’ll see this number ties back to the ID of the Helper itself. The reason we put that number in there is that allows you to use this When Is It Helper multiple times in multiple campaigns and each one of them would trigger unique API goals. Okay? So that’s why we put that number inside these API triggered goals. All right?

So let’s go back in and take a look at some kind of use cases for this. Okay, as I said before, there really are not that many examples for this one. It’s a very straight forward helper. It’s very, very specific and it’s really specific to checking appointment bookings. That’s when the most common uses of it are. That’s why we created it. That’s what our client needed and we’ve had some others using it for similar type of things. So checking appointment bookings, understanding which ones have already fired, which ones are coming up, that type of stuff and being able to automate around that. We’d love to hear other uses cases, so if you come up with another use case for it, then let us know.

One of the things that you can also do with this is use it to scan a list of Evergreen Event data. If you use Evergreen Promotions where somebody comes into a funnel, you set the date when they come in and then they get three or four days of a promotion or something like that. You could also scan a list of event data like that and understand who’s still got those events coming up or whose events have already passed. That type of thing would also be available. And if you need to segment data by date, I’m not sure of the best use for this, but that’s what it would allow you to do. Again, most common use case is dealing with appointments or strategy sessions and checking their future past intent. If you come up with some other stuff, please don’t hesitate to let us know.

In the meantime, I hope this was helpful for you in understanding how to use it. If you need more help, just reach us on the Help Desk at help@myfusionsolutions.com.