Nick Kulavic
Author Archives: Nick Kulavic
Nick Kulavic
When Is The Reporting Data Available for GotoWebinars?
The tags are applied after the completion of the webinar. We will poll the GotoWebinar servers with the session information from the webinar and “check” if the report data is available. If it is, we download it and apply the tags. If it is not, we wait another half hour and try again. This loop […]
Continue readingPhone Validate It Helper
Validate Phone Numbers to Keep Your Lists Clean of Junk Numbers OverviewThe Phone Validate It Helper was designed to ensure that a phone field has an appropriately formatted phone number in it. Sometimes in data conversions junk data gets input and this Helper allows you to make sure that’s not the case.This does not check […]
Continue readingOwn It Helper
Automate Your Team’s Workflow by Assigning Owners OverviewThe 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, […]
Continue readingAction It Helper
Run Powerful Action Sets to Automate Your Workflow OverviewThe Action It Helper is a very simple yet useful Helper. It does one thing and one thing only. It allows you to run one or more action sets.This can be very useful for 3rd party integrations. Since all of our Helpers run as an http post, […]
Continue readingUpload It Helper
Give your contacts the ability to upload files directly to the contact record! OverviewFor many industries, there are certain key files and documents that you may want to keep on the contact record in Infusionsoft via the File Box. Now I don’t recommend using the File Box like it’s Dropbox or something – because clearly it is […]
Continue readingWhen Is It Helper
Know When a Date actual is: Future, Past, Today, etc and then Automate your Workflow OverviewSometimes 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 […]
Continue readingMath It Helper
Create powerful calculations and equations to segment your contacts and automate your workflow. OverviewThe Math It Helper is used very frequently – you can see it’s a very popular helper via it’s ranking above. The reason is that many times you simply need to increase a field counter by one or decrease by one. This […]
Continue readingFound It Helper
Check if a field has a value or not, automating your workflow. OverviewThe Found It Helper is a useful utility that allows you to check a field value in Infusionsoft and then conditionally branch if that field is blank or not. We allow you to either set a tag or simply fire off an API Goal – […]
Continue readingMajor Enhancement to GotoWebinar Integration
Recently we had some very big industry players join our ranks and become clients. These guys are BIG and if I were to name drop (sorry, we don’t do that), I can guarantee you that you’d all know them. They’re regularly hitting the GotoWebinar limitation of 1000 attendees and frequently have as many as 10,000 […]
Continue readingFinding Your Helpdesk Tickets Easily
Did you know there was an easy way to see all of your open Helpdesk tickets as well as past tickets? Recently we updated the interface to all you to quickly find all of your tickets in one easy to find location. All you need to do is go to the “Requests” menu while logged […]
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