INTEGRATIONS NEEDED FOR DECISION MAKER

HubSpot

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

Step 1: Apply a Tag

If any of the configured groups in the rule evaluate to true the selected tag will be applied to the contact record.

Step 2: Add a New Condition Group

If you would like to add a new condition, click the button and select one of the following where you'll pick what your conditions are for meeting this rule. :
- Condition based on: Field Value
- Condition based on: Tags
- Condition based on: Date
- Condition based on: Number of records with a tag

Step 1: Condition (field based value)

Select the field you would like to evaluate in this condition.

Step 2: Operator

Select the operator that you would like to use to evaluate the field.

Step 3: Value

Enter the value that you would like to use in tandem with the operator to evaluate the field

Step 1: Condition (tag based)

In the drop-down, select if you would like to check if the contact has/doesn't have the tag in the next selector.

Step 2: Tag select

In the drop-down, select the tag that you would like to check.

Step 1: Condition (date based)

Select the time condition that you would like to compare when the Decision Maker tool is ran.

Step 2: The date from where?

Select from the drop-down, where you would like to get the date from.

Step 3: Based on where you picked to get the date from, the configurations may look slightly different.

Fill out/pick the options provided based on your date selection.

Step 4: PlusThis expects dates to be in the following format:

YYYY-MM-DDT00:00:00+00:00.

Step 1: Select tag to count

In the drop-down, select which tag you want to count.

Step 2: If the number of contacts with the selected tag is...

In the drop-down, select the inequality that you would like to use to evaluate the number of contacts with the tag.

Step 3: ...this amount

Enter the # you would like the inequality to evaluate against.

Step 1:

If none of the rules evaluate to true you can configure a fallback action to occur. Simply select which tag you would like to apply to the contact record.

Step 1:

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.