INTEGRATIONS NEEDED FOR CONTACT CREATOR

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Contact(s) to Add

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

Step 1: Set this new contact's field:

Select what field in the new contact you’d like to populate.
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: To this value from the existing contact:

On the right, select which field on the original contact record where the above value is stored.

Step 3: Add a field Mapping (button)

If you would like to populate another field on the New Contact 1 record, click on the “add a field mapping” button. This will add a new set of fields you can select.
Repeat steps 1-3 for every field you’d like to populate on the new contact record.

Step 4: Add a Contact (button)

If you would like to create a second contact record from values stored in the fields of the original contact, click the "Add a Contact" button to create a new set of configurations for the second contact.

Step 5: Do you want to erase the contact data for the new contacts found on the existing contact record?

By default this toggle will be switched to "No" however if you would like to erase the contact data for the new contact from the fields of the original contact record, switch this toggle over to "Yes".

Step 6: Which tag would you like to apply to each of the created contacts?

In the drop-down, select a tag if you would like to tag newly created contacts.
If you do not have a tag created already, you can create a tag by clicking on the plus (+) symbol on the right-hand side of the tag selector.

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.

Run your tool as a Rule using a Run Action element.

Step 1: Create a Rule.

Step 2: Choose PlusThis from the left drop down.

Step 3: Keep the right drop down as ‘Send person’.

Step 4: Choose the tool you would like to run in the ‘Which Feature’ drop down.

Step 5: Change the ‘Which action?’ drop down to ‘Run’.

Run your tool virtually anywhere in your automation using a Run Action element.

Step 1: Add an action in your Drip Automation.

Step 2: Choose PlusThis from the left drop down.

Step 3: Keep the right drop down as ‘Send person’.

Step 4: Choose the tool you would like to run in the ‘Which Feature’ drop down.

Step 5: Change the ‘Which action?’ drop down to ‘Run’.