Set Owner
OVERVIEW
Sets the contact record's owner to the CRM user that created it.
INTEGRATIONS NEEDED FOR SET OWNER
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Set Owner is only available on Keap.
Set Owner Configuration Options
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In this section, you will find the options for building your Set Field tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
1
How should we determine the owner?
In the drop-down, select how you would like to determine the owner. You can choose the following:
- "Let me pick a user"
- "Set as the user who created it (via internal form)."
- "Let me pick a user"
- "Set as the user who created it (via internal form)."
2
Who should we set as the owner?
If you selected the "Let me pick a user" option, you will have the ability to select which user you would like to set as the owner. If you did not, you will not see this option available.
3
Tool Name
Enter a name for your tool in this field. The name is solely for use inside of PlusThis, and will not be visible to customers.
FAQs / Tips
Implementation Types
HTTP Post
Run your tool virtually anywhere in your campaign using an HTTP post element.
1
This Tool should be triggered by an "HTTP Post" from Infusionsoft. This can be done using the Campaign Builder's "Send HTTP Post" option found on the left hand side of the sequence builder, under the "Process" section.
2
Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.
3
In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.
4
Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.
5
Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~
6
Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.
7
Mark the HTTP Post (and Sequence) as "Ready".
8
Publish your campaign changes and test! The "Send Test" button in Infusionsoft is not a good way to test PlusThis Tools. Instead, create a test contact record and push that record through the appropriate sequence.
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