INTEGRATIONS NEEDED FOR CONTACT VALIDATOR

Keap

Mailgun

Twilio

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

Step 1: Email Validation

By default, this toggle is set to "off". If you would like to validate the Email address of your contacts, switch the toggle to "on".

Step 2: Phone Validation

By default, this toggle is set to "off". If you would like to validate the phone numbers of your contacts, switch the toggle to "on".

Step 3: Which Email field should be Validated?

In the drop-down, select which Email field you would like to validate.
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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 4: Update Email address with suggested update.

By default, this is toggled to "off". If you would like the email address to be updated with the suggested update from MailGun, switch this toggle to "on". If you decide to do so, you may select a tag that you would like applied when the email address is updated if you would like.

Step 5: Apply this tag if the field is blank

In the drop-down, select a tag to be applied if the field is blank.
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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 6: Apply this tag if the field is marked as "deliverable"

In the drop-down, select a tag to be applied if the field is marked as deliverable.

Step 7: Apply this tag if the field is marked as "undeliverable"

In the drop-down, select a tag to be applied if the field is marked as undeliverable.

Step 8: Apply this tag if the field is marked as "do not send"

In the drop-down, select a tag to be applied if the field is marked as
"do not send".

Step 9: Apply this tag if the field is marked as "unknown"

In the drop-down, select a tag to be applied if the field is marked as
"unknown".

Step 10: Apply this tag if the field is marked as "low risk"

In the drop-down, select a tag to be applied if the field is marked as
"low risk".

Step 11: Apply this tag if the field is marked as "medium risk"

In the drop-down, select a tag to be applied if the field is marked as
"medium risk".

Step 12: Apply this tag if the field is marked as "high risk"

In the drop-down, select a tag to be applied if the field is marked as
"high risk".

Step 1: Which Phone field should be Validated?

In the drop-down, select which phone field you would like to validate.

Step 2: Attempt validation with default country code(s).

By default, this toggle will be set to "Off". Phone validation requires a fully-qualified phone number (must include country code). By default, PlusThis will try the number as-is, but we can also try it with configurable country codes if you do not have the country code stored in the field. Switch the toggle to "Yes" if you would like to select country codes to attempt the validation with.

Step 3: Update Phone Number with its fully-qualified format.

By default, this toggle will be set to "Off". To update the phone number in the field with it's fully-qualified format (to include the country code), switch this toggle over to "Yes".

Step 4: Apply this tag if the field is blank:

In the drop-down, select a tag to be applied if the field is blank.

Step 5: Apply this tag if the phone number is invalid:

In the drop-down, select a tag to be applied if the field is invalid.
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Step 6: Apply this tag if the phone number is valid:

In the drop-down, select a tag to be applied if the field is valid.
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Step 7: Apply this tag if the phone number is a mobile number:

In the drop-down, select a tag to be applied if the field is a Mobile Phone Number.
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Step 8: Apply this tag if the phone number is a VOIP number:

In the drop-down, select a tag to be applied if the field is a VOIP Phone Number.
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Step 9: Apply this tag if the phone number is a landline number:

In the drop-down, select a tag to be applied if the field is a Landline Phone Number.
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Step 10: After applying validation tags...

By default, this setting will be set to "Do Nothing". If you would like to apply a tag after the Validation has been completed, select that option, and then in the drop-down, select which tag you would like to apply.

Step 11: 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 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.