INTEGRATIONS NEEDED FOR EASY OPT IN

Keap

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

Step 1: Which email field should we opt in?

In the drop-down, select the email field that you would like to opt in.
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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 2: Enter the reason for opting in this person

Enter a reason for opting the contact in.
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*Note* Be VERY deliberate and careful with who you opt in, and the reason you put. CRM will penalize you for abusing this process.

Step 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.

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.