INTEGRATIONS NEEDED FOR TAG ASSOCIATED RECORDS
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Tag Associated Records Configuration Options
Define Association
In this section, you will find the options for building your Tag Associated Records tool. Follow along in your PlusThis app, or by viewing the numbered step in the screenshots.
Step 1: Which field is used to define the relationship between contact records?
In the drop-down, select the field you would like to use to define the relationship.
Setup Tagging
Step 1: How do you want to tag the associated contacts?
You have two options on how you'd like to setup your tagging:
- If you picked "Apply one tag" click here to continue setup
- If you picked "Apply all tags in a category" click here to continue setup
"Apply One Tag"
Step 1: Which tag should be applied to all of the associated contact records?
In the drop-down, select the tag you would like to be applied to all contacts who have matching values in the field selected in the step prior.
Step 2: Continue
Click here to continue setup
"Apply all tags in a category"
Step 1: Which tag should be applied to all of the associated contact records?
In the drop-down, select the tag category you would like all tags applied to all contacts who have matching values in the field selected in the step prior.
Step 2: Continue
Click here to continue setup
Tool Name & Save
Step 1: 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.
