INTEGRATIONS NEEDED FOR TAG ASSOCIATED RECORDS

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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.

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

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.
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Step 2: Continue

Click here to continue setup

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

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.

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.