INTEGRATIONS NEEDED FOR GOTOMEETING CONNECTION

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Step 1: Enter a subject for the meeting

In the PlusThis field, enter a subject for the meeting. This subject will be used for all meetings created through this tool.

Step 2: Please select a datetime field for the meeting start date

Select a field for PlusThis to use as the meeting start date.

Step 3: What time would you like to use?

In this drop-down, select what time you would like to use for the meeting start time.

a: Use the time from the field selected above - Uses the time from the field you

selected in step 2

b: Get time from a field - Select the field that contains the start time from the

drop-down that appears.

c: Set a static time - Enter the static time that you would like to use for every

meeting created through this tool in the field provided.

Step 4: What timezone is the start date in?

Select a timezone from the drop-down to treat the start date in.

Step 5: How many minutes do you expect the meeting to last?

Enter an estimated duration for the meeting. This will help PlusThis determine when to perform meeting follow up actions (configured later in this tool configuration).

Step 6: Please select a tag to apply to the contact once the meeting is generated

In the drop-down, select the tag that you would like applied to the contact when the meeting has been generated.

Step 7: Where would you like to store the meeting join URL?

Select a field where you would like the Join URL stored on the contact record.
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Step 8: Where would you like to store the meeting subject?

If you would like to store the meeting subject in a field on the contact record, select that field here.

Step 9: What tag(s) should we apply to an attendee?

In the drop-down, select what tag you would like to apply to people who attended the meeting.

Step 10: 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.

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IMPORTANT. We highly recommend watching this video if it's the first time you've set up this tool. The video will shorten your learning curve significantly by showing you a quick example of how to implement the tool with Keap.