INTEGRATIONS NEEDED FOR CALCULATE CUSTOMER VALUE

Keap

You are currently viewing this content for Keap.

Calculate Customer Value is only available on Keap.

Tool Configuration

In this section, you will find the options for building your Calculate Customer Value tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.

Step 1: Where would you like to save the customer's average spend?

Select which field you would like to save the calculation of the customer's average spend.
​
If you do not have a field created already, you can create a field by clicking on the plus (+) symbol on the right-hand side of the field selector.

Step 2: Where would you like to save the customer's total spend?

Select which field you would like to save the calculation of the customer's total spend.

Step 3: Where would you like to save the customer's total number of purchases?

Select which field you would like to save the calculation of the customer's total number of purchases.

Step 4: Include orders that occurred in this time period:

In this drop-down, you will be able to select what the timeframe you would like all the above calculations to take place in.
​
For example, if you select "All Time" you will get the average spend, total spend and total number of purchases from the entire customer lifetime. If you select "Month to Date" you will only get the average, total and total number of purchases in the Month to Date period of time.

Step 5: Options for all three calculations

Here you will have several options.
One option "Include paid invoices/amounts only" pre-checked, if you would also like to include invoices that have not yet been paid, you will want to un-check the option.
If you would like to exclude any invoices that have been refunded, check the "Exclude Refunds" box.

Step 6: Options for Total Number of Purchases calculation

The option in here will be pre-checked, however, if you would like to count each subscription as multiple orders, rather than as one order, un-check the option.

Step 7: 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.

HTTP Post

Run your tool virtually anywhere in your campaign using an HTTP post element.

Step 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.

Step 2: Decide where in your campaign you want to trigger this Tool. It can be part of virtually any Campaign Sequence.

Step 3: In the Campaign Sequence, place a "Send HTTP Post" action where you want to run the Tool.

Step 4: Use the Tool URL, provided above, in the "POST URL" field of the HTTP Post.

Step 5: Leave the default "Name / Value Pairs" as is. There should be an entry that looks like this: contactId = ~Contact.Id~

Step 6: Leave the Merge Fields as is. PlusThis gets all of the data necessary to run from the Contact Id Name / Value pair.

Step 7: Mark the HTTP Post (and Sequence) as "Ready".

Step 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.